Sandy Cove Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Sandy Cove Advisors, LLC reported 120 stock positions worth $248.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.3%) and iShares Core U.S. Aggregate (AGG, 5.9%). Compared with Q4 2024, it opened 4 new positions, sold out of 9, added to 65 and reduced 36. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +29%) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- Hingham, MA
- CIK
- 0001908217
- Portfolio Value
- $248.9M (Q1 2025)
- SEC Filing
- 0001172661-25-001682 ↗ filed May 12, 2025
Holdings Value
Holdings 120 stocks · $248.9M
| IVV iShares Core S&P 500 ETF | 10.68% | 47,315 | $26.6M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 10.30% | 49,913 | $25.7M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 5.92% | 148,882 | $14.7M | Add +2.1% |
| AAPL Apple Inc. | 5.32% | 59,575 | $13.2M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.12% | 23,940 | $12.7M | Add +28.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.75% | 45,723 | $11.8M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.33% | 39,249 | $10.8M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 4.00% | 51,364 | $10.0M | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.22% | 17,098 | $8.0M | Add +6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.22% | 36,111 | $8.0M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 3.12% | 152,678 | $7.8M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 2.20% | 69,976 | $5.5M | Reduce -6.7% |
| IJH iShares Core S&P Midcap ETF | 2.09% | 89,273 | $5.2M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.02% | 13,365 | $5.0M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.70% | 55,978 | $4.2M | Add +11.5% |
| MS Morgan Stanley | 1.69% | 35,990 | $4.2M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 6,904 | $3.9M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.16% | 15,192 | $2.9M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.96% | 4,167 | $2.4M | Add +4.7% |
| NVDA Nvidia Corp. | 0.92% | 21,045 | $2.3M | Add +13.2% |
| JPM JPMorgan Chase & Co. | 0.88% | 8,951 | $2.2M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 0.87% | 13,939 | $2.2M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.66% | 1,999 | $1.7M | Reduce -5.9% |
| KO The Coca-Cola Co. | 0.65% | 22,688 | $1.6M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 9,305 | $1.6M | Add +0.0% |
| CL Colgate-Palmolive Co. | 0.64% | 16,994 | $1.6M | Reduce -1.4% |
| AMP Ameriprise Financial Inc. | 0.57% | 2,912 | $1.4M | Add +1.0% |
| BX Blackstone Inc. | 0.55% | 9,860 | $1.4M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.54% | 6,385 | $1.4M | Add +0.2% |
| NFLX Netflix Inc. | 0.49% | 1,321 | $1.2M | Add +3.5% |
| XOM Exxon Mobil Corp. | 0.48% | 10,094 | $1.2M | Add +9.0% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 11,467 | $1.2M | Add +0.7% |
| DHR Danaher Corp. | 0.46% | 5,534 | $1.1M | Add +1.6% |
| FISV Fiserv Inc. | 0.44% | 4,968 | $1.1M | Add +0.7% |
| IXUS iShares Core Intl Stock ETF | 0.44% | 15,574 | $1.1M | Reduce -6.9% |
| GOOG Alphabet Inc. Class C | 0.43% | 6,921 | $1.1M | Reduce -8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 2,810 | $1.0M | Reduce -1.8% |
| VGK Vanguard Ftse Europe ETF | 0.42% | 14,796 | $1.0M | No change |
| EFA iShares MSCI Eafe ETF | 0.41% | 12,615 | $1.0M | Add +1.1% |
| JNJ Johnson & Johnson | 0.41% | 6,216 | $1.0M | Add +8.4% |
| ITW Illinois Tool Works | 0.41% | 4,098 | $1.0M | Reduce -0.1% |
| PHYS Sprott Physical Gold Trust | 0.41% | 42,201 | $1.0M | No change |
| RVMD Revolution Medicines Inc. | 0.38% | 27,008 | $955K | Reduce -35.7% |
| FAST Fastenal Co. | 0.38% | 12,094 | $938K | Add +0.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 18,254 | $928K | Add +302.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.37% | 8,380 | $926K | Add +24.1% |
| BDX Becton Dickinson and Co. | 0.36% | 3,963 | $908K | Add +4.1% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 6,468 | $878K | No change |
| PG The Procter & Gamble Co. | 0.33% | 4,841 | $825K | Add +2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 3,146 | $782K | Add +4.1% |
| EXAS Exact Sciences Corp. | 0.31% | 17,642 | $764K | No change |
| V Visa Inc. Class A | 0.30% | 2,149 | $753K | Add +8.3% |
| HD Home Depot Inc. | 0.29% | 1,962 | $719K | Add +3.1% |
| COST Costco Wholesale Corp. | 0.29% | 756 | $715K | Add +5.6% |
| PEP Pepsico Inc. | 0.29% | 4,733 | $710K | Add +5.1% |
| ICSH iShares Ultra Short Duration | 0.28% | 13,739 | $697K | Add +15.5% |
| UL Unilever PLC | 0.28% | 11,661 | $694K | Add +2.6% |
| CB Chubb Ltd. | 0.26% | 2,107 | $636K | Add +1.8% |
| RING iShares MSCI Global Gold Min | 0.25% | 16,500 | $633K | No change |
| MDLZ Mondelez International Inc. Class A | 0.25% | 9,303 | $631K | Add +7.7% |
| DEO Diageo PLC-Sponsored ADR | 0.25% | 6,000 | $629K | No change |
| CEF Sprott Physical Gold and Sil | 0.24% | 21,100 | $599K | No change |
| IWF iShares Russell 1000 Growth | 0.24% | 1,623 | $586K | Add +2.7% |
| AMD Advanced Micro Devices | 0.22% | 5,395 | $554K | Add +10.6% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 6,217 | $529K | Reduce -7.4% |
| UNH Unitedhealth Group Inc. | 0.20% | 933 | $489K | Reduce -11.2% |
| AMGN Amgen Inc. | 0.19% | 1,540 | $480K | Add +14.7% |
| GS Goldman Sachs Group Inc. | 0.19% | 855 | $467K | Add +0.6% |
| RTX RTX Corp. | 0.18% | 3,377 | $447K | Add +6.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.18% | 5,376 | $446K | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.18% | 2,617 | $438K | Reduce -36.7% |
| AON Aon PLC Class A | 0.18% | 1,094 | $437K | Add +9.0% |
| CAT Caterpillar Inc. | 0.17% | 1,321 | $436K | Reduce -16.7% |
| MA Mastercard Inc. Class A | 0.17% | 774 | $424K | Add +11.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 5,286 | $417K | New |
| DTD Wisdomtree US Total Dividend | 0.17% | 5,395 | $415K | Reduce -8.4% |
| TSLA Tesla Inc. | 0.17% | 1,599 | $414K | Add +15.6% |
| CRM Salesforce Inc. | 0.17% | 1,539 | $413K | Add +6.2% |
| ABBV Abbvie Inc. | 0.16% | 1,879 | $394K | Add +18.0% |
| IAU iShares Gold Trust | 0.15% | 6,535 | $385K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 6,348 | $385K | Reduce -0.9% |
| CVX Chevron Corp. | 0.15% | 2,290 | $383K | Reduce -0.9% |
| SPOT Spotify Technology SA | 0.15% | 681 | $375K | No change |
| GLD SPDR Gold Shares | 0.15% | 1,288 | $371K | No change |
| AXP American Express Co. | 0.15% | 1,353 | $364K | Reduce -3.4% |
| PGR Progressive Corp. | 0.14% | 1,271 | $360K | Add +7.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,938 | $358K | Reduce -15.2% |
| ORCL Oracle Corp. | 0.14% | 2,557 | $357K | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 2,750 | $355K | Add +0.0% |
| AMAT Applied Materials Inc. | 0.14% | 2,414 | $350K | Add +1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.14% | 8,514 | $347K | Add +0.9% |
| CTSH Cognizant Tech Solutions-A | 0.13% | 4,323 | $331K | Reduce -0.3% |
| EMR Emerson Electric Co. | 0.13% | 2,975 | $326K | Add +2.1% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.13% | 26,217 | $321K | Reduce -0.6% |
| YUM Yum! Brands Inc. | 0.13% | 2,006 | $316K | Add +1.4% |
| NOW ServiceNow Inc. | 0.13% | 394 | $314K | Reduce -1.5% |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,419 | $299K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.12% | 4,065 | $293K | Add +8.6% |
| STZ Constellation Brands Inc. Class A | 0.12% | 1,572 | $289K | Add +2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 3,426 | $285K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.81 |
| AAPL Apple Inc. | Reduce -0.8% | 5.32% | −0.59 |
| RVMD Revolution Medicines Inc. | Reduce -35.7% | 0.38% | −0.34 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 10.68% | −0.30 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.02% | −0.22 |
| AVGO Broadcom Inc. | Reduce -36.7% | 0.18% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.5% | 4.00% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -8.5% | 0.43% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.12 |
| BX Blackstone Inc. | Reduce -0.1% | 0.55% | −0.11 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 2.09% | −0.10 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.09 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.09 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.7% | 2.20% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.55% | −0.07 |
| CAT Caterpillar Inc. | Reduce -16.7% | 0.17% | −0.05 |
| ACN Accenture PLC Class A | Reduce -27.9% | 0.08% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 0.42% | −0.04 |
| NOW ServiceNow Inc. | Reduce -1.5% | 0.13% | −0.04 |
| BAC Bank of America Corp. | Reduce -24.2% | 0.11% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.14% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -6.8% | 0.88% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -7.4% | 0.21% | −0.02 |
| TJX TJX Companies Inc. | Reduce -15.2% | 0.14% | −0.02 |
| AXP American Express Co. | Reduce -3.4% | 0.15% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -2.1% | 0.18% | −0.02 |
| SCPH Scpharmaceuticals Inc. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -11.2% | 0.20% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -6.5% | 0.11% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.3% | 0.08% | −0.01 |
| DTD Wisdomtree US Total Dividend | Reduce -8.4% | 0.17% | −0.01 |
| XEFRX Eaton Vance Sr FLTG Rate TR | Reduce -0.6% | 0.13% | −0.00 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.41% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.3% | 0.13% | +0.00 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -0.9% | 0.06% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -6.9% | 0.44% | +0.00 |
| EOG EOG Resources Inc. | Reduce -0.3% | 0.11% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 0.15% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -5.9% | 0.66% | +0.02 |
| CVX Chevron Corp. | Reduce -0.9% | 0.15% | +0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.4% | 0.64% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +28.7% | 5.12% | +1.81 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 5.92% | +0.37 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.5% | 1.70% | +0.32 |
| JMST JPM Ultra-Short Muni Income | Add +302.1% | 0.37% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 3.12% | +0.27 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.17% | +0.17 |
| KO The Coca-Cola Co. | Add +2.2% | 0.65% | +0.11 |
| GE General Electric | New | 0.11% | +0.11 |
| XOM Exxon Mobil Corp. | Add +9.0% | 0.48% | +0.09 |
| JNJ Johnson & Johnson | Add +8.4% | 0.41% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| SHV iShares 0-1 Year Treasury Bo | Add +24.1% | 0.37% | +0.08 |
| V Visa Inc. Class A | Add +8.3% | 0.30% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.0% | 4.75% | +0.06 |
| AMGN Amgen Inc. | Add +14.7% | 0.19% | +0.06 |
| IBM Intl Business Machines Corp. | Add +4.1% | 0.31% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +7.7% | 0.25% | +0.05 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.96% | +0.05 |
| NFLX Netflix Inc. | Add +3.5% | 0.49% | +0.05 |
| ABBV Abbvie Inc. | Add +18.0% | 0.16% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +15.5% | 0.28% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +1.1% | 0.41% | +0.04 |
| FISV Fiserv Inc. | Add +0.7% | 0.44% | +0.04 |
| FAST Fastenal Co. | Add +0.4% | 0.38% | +0.04 |
| RTX RTX Corp. | Add +6.4% | 0.18% | +0.04 |
| AON Aon PLC Class A | Add +9.0% | 0.18% | +0.03 |
| PGR Progressive Corp. | Add +7.1% | 0.14% | +0.03 |
| CB Chubb Ltd. | Add +1.8% | 0.26% | +0.03 |
| COST Costco Wholesale Corp. | Add +5.6% | 0.29% | +0.03 |
| MA Mastercard Inc. Class A | Add +11.8% | 0.17% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.65% | +0.03 |
| UL Unilever PLC | Add +2.6% | 0.28% | +0.03 |
| BDX Becton Dickinson and Co. | Add +4.1% | 0.36% | +0.03 |
| YUM Yum! Brands Inc. | Add +1.4% | 0.13% | +0.02 |
| PG The Procter & Gamble Co. | Add +2.9% | 0.33% | +0.02 |
| PEP Pepsico Inc. | Add +5.1% | 0.29% | +0.02 |
| PSX Phillips 66 | Add +7.2% | 0.10% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +6.7% | 0.10% | +0.01 |
| ZTS Zoetis Inc. | Add +10.6% | 0.11% | +0.01 |
| INTU Intuit Inc. | Add +9.6% | 0.09% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.8% | 3.22% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 0.14% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.09% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 10.30% | +0.00 |
| HD Home Depot Inc. | Add +3.1% | 0.29% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +8.6% | 0.12% | −0.00 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.19% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.11% | −0.01 |
| AMD Advanced Micro Devices | Add +10.6% | 0.22% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 162 | $399.8M | IVV, VOO, VEU, IJH, VO |
| Q1 2026 | 144 | $334.1M | IVV, VOO, BRK.B, VEU, VO |
| Q4 2025 | 142 | $337.6M | IVV, VOO, BRK.B, VO, VEU |
| Q3 2025 | 139 | $312.8M | IVV, VOO, AAPL, AGG, VO |
| Q2 2025 | 131 | $276.8M | IVV, VOO, AGG, VO, VTI |
| Q1 2025 | 120 | $248.9M | IVV, VOO, AGG, AAPL, BRK.B |
| Q4 2024 | 125 | $254.6M | IVV, VOO, AAPL, AGG, VO |
| Q3 2024 | 124 | $245.2M | IVV, VOO, AGG, AAPL, VO |
| Q2 2024 | 111 | $224.6M | IVV, VOO, AAPL, VTI, VO |
| Q1 2024 | 121 | $217.0M | IVV, VOO, VO, VTI, VIG |