Sandy Cove Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Sandy Cove Advisors, LLC reported 131 stock positions worth $276.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 10.2%) and iShares Core U.S. Aggregate (AGG, 5.4%). Compared with Q1 2025, it opened 14 new positions, sold out of 3, added to 63 and reduced 38. The biggest buy was Microsoft (MSFT, shares +12%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Hingham, MA
- CIK
- 0001908217
- Portfolio Value
- $276.8M (Q2 2025)
- SEC Filing
- 0001172661-25-002497 ↗ filed Jul 9, 2025
Holdings Value
Holdings 131 stocks · $276.8M
| IVV iShares Core S&P 500 ETF | 10.51% | 46,836 | $29.1M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 10.20% | 49,723 | $28.2M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 5.38% | 150,060 | $14.9M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.82% | 47,715 | $13.4M | Add +4.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.75% | 43,284 | $13.2M | Add +10.3% |
| AAPL Apple Inc. | 4.49% | 60,631 | $12.4M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.38% | 24,937 | $12.1M | Add +4.2% |
| VIG Vanguard Dividend Apprec ETF | 3.59% | 48,602 | $9.9M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.49% | 17,521 | $9.7M | Add +2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.20% | 37,321 | $8.8M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 3.18% | 154,617 | $8.8M | Add +1.3% |
| MSFT Microsoft Corp. | 2.68% | 14,933 | $7.4M | Add +11.7% |
| BSV Vanguard Short-Term Bond ETF | 2.29% | 80,636 | $6.3M | Add +15.2% |
| IJH iShares Core S&P Midcap ETF | 2.05% | 91,508 | $5.7M | Add +2.5% |
| MS Morgan Stanley | 1.83% | 36,023 | $5.1M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.72% | 57,038 | $4.8M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 6,046 | $3.7M | Reduce -12.4% |
| META Meta Platforms Inc. Class A | 1.28% | 4,793 | $3.5M | Add +15.0% |
| AMZN Amazon.com Inc. | 1.26% | 15,854 | $3.5M | Add +4.4% |
| NVDA Nvidia Corp. | 1.24% | 21,758 | $3.4M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 1.06% | 10,137 | $2.9M | Add +13.3% |
| GOOGL Alphabet Inc. Class A | 0.93% | 14,606 | $2.6M | Add +4.8% |
| BX Blackstone Inc. | 0.65% | 12,042 | $1.8M | Add +22.1% |
| NFLX Netflix Inc. | 0.65% | 1,338 | $1.8M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.61% | 2,173 | $1.7M | Add +8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 9,201 | $1.6M | Reduce -1.1% |
| CL Colgate-Palmolive Co. | 0.56% | 17,187 | $1.6M | Add +1.1% |
| AMP Ameriprise Financial Inc. | 0.56% | 2,917 | $1.6M | Add +0.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.54% | 29,187 | $1.5M | Add +59.9% |
| HON Honeywell International Inc. | 0.53% | 6,319 | $1.5M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.52% | 20,252 | $1.4M | Reduce -10.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 3,011 | $1.3M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 7,114 | $1.3M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 11,179 | $1.2M | Reduce -2.5% |
| XOM Exxon Mobil Corp. | 0.43% | 11,086 | $1.2M | Add +9.8% |
| IXUS iShares Core Intl Stock ETF | 0.42% | 14,947 | $1.2M | Reduce -4.0% |
| VGK Vanguard Ftse Europe ETF | 0.41% | 14,796 | $1.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.41% | 12,752 | $1.1M | Add +1.1% |
| DHR Danaher Corp. | 0.40% | 5,631 | $1.1M | Add +1.8% |
| ORCL Oracle Corp. | 0.39% | 4,935 | $1.1M | Add +93.0% |
| PHYS Sprott Physical Gold Trust | 0.39% | 42,201 | $1.1M | No change |
| FAST Fastenal Co. | 0.38% | 24,784 | $1.0M | Add +2.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.37% | 9,205 | $1.0M | Add +9.8% |
| JNJ Johnson & Johnson | 0.36% | 6,523 | $996K | Add +4.9% |
| RVMD Revolution Medicines Inc. | 0.36% | 27,008 | $994K | No change |
| ITW Illinois Tool Works | 0.35% | 3,971 | $982K | Reduce -3.1% |
| EXAS Exact Sciences Corp. | 0.34% | 17,642 | $937K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 3,139 | $925K | Reduce -0.2% |
| FISV Fiserv Inc. | 0.30% | 4,847 | $836K | Reduce -2.4% |
| ICSH iShares Ultra Short Duration | 0.29% | 15,983 | $810K | Add +16.3% |
| IWF iShares Russell 1000 Growth | 0.29% | 1,893 | $804K | Add +16.6% |
| HD Home Depot Inc. | 0.29% | 2,176 | $798K | Add +10.9% |
| PG The Procter & Gamble Co. | 0.29% | 4,998 | $796K | Add +3.2% |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 5,730 | $778K | Reduce -11.4% |
| AMD Advanced Micro Devices | 0.28% | 5,470 | $776K | Add +1.4% |
| V Visa Inc. Class A | 0.28% | 2,176 | $773K | Add +1.3% |
| AVGO Broadcom Inc. | 0.28% | 2,802 | $772K | Add +7.1% |
| COST Costco Wholesale Corp. | 0.28% | 777 | $769K | Add +2.8% |
| RING iShares MSCI Global Gold Min | 0.26% | 16,500 | $722K | No change |
| UL Unilever PLC | 0.26% | 11,661 | $713K | No change |
| BDX Becton Dickinson and Co. | 0.24% | 3,885 | $669K | Reduce -2.0% |
| CEF Sprott Physical Gold and Sil | 0.23% | 21,100 | $635K | No change |
| GS Goldman Sachs Group Inc. | 0.23% | 893 | $632K | Add +4.4% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 9,307 | $628K | Add +0.0% |
| CB Chubb Ltd. | 0.22% | 2,110 | $611K | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.22% | 6,000 | $605K | No change |
| PEP Pepsico Inc. | 0.20% | 4,229 | $558K | Reduce -10.7% |
| TSLA Tesla Inc. | 0.19% | 1,671 | $531K | Add +4.5% |
| SPOT Spotify Technology SA | 0.19% | 681 | $523K | No change |
| MA Mastercard Inc. Class A | 0.19% | 929 | $522K | Add +20.0% |
| RTX RTX Corp. | 0.19% | 3,537 | $516K | Add +4.7% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 5,576 | $513K | Reduce -10.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 1,112 | $490K | New |
| CAT Caterpillar Inc. | 0.17% | 1,232 | $478K | Reduce -6.7% |
| AMAT Applied Materials Inc. | 0.17% | 2,591 | $474K | Add +7.3% |
| AXP American Express Co. | 0.17% | 1,432 | $457K | Add +5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 5,507 | $438K | Add +4.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.16% | 4,909 | $436K | Reduce -8.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 6,362 | $428K | Add +0.2% |
| IAU iShares Gold Trust | 0.15% | 6,757 | $421K | Add +3.4% |
| NOW ServiceNow Inc. | 0.15% | 407 | $418K | Add +3.3% |
| DTD Wisdomtree US Total Dividend | 0.15% | 5,166 | $411K | Reduce -4.2% |
| GLD SPDR Gold Shares | 0.15% | 1,333 | $406K | Add +3.5% |
| VGT Vanguard Info Tech ETF | 0.14% | 598 | $397K | New |
| AMGN Amgen Inc. | 0.14% | 1,417 | $396K | Reduce -8.0% |
| CRM Salesforce Inc. | 0.14% | 1,435 | $391K | Reduce -6.8% |
| EMR Emerson Electric Co. | 0.13% | 2,794 | $372K | Reduce -6.1% |
| AON Aon PLC Class A | 0.13% | 1,044 | $372K | Reduce -4.6% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,751 | $367K | Add +0.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 8,514 | $363K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 3,808 | $358K | Reduce -6.3% |
| IWY iShares Russell Top 200 Grow | 0.13% | 1,419 | $350K | No change |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,350 | $347K | No change |
| PGR Progressive Corp. | 0.13% | 1,300 | $347K | Add +2.3% |
| CTSH Cognizant Tech Solutions-A | 0.12% | 4,379 | $342K | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,746 | $339K | Reduce -6.5% |
| XEFRX Eaton Vance Sr FLTG Rate TR | 0.11% | 26,248 | $318K | Add +0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 3,429 | $312K | Add +0.1% |
| ABBV Abbvie Inc. | 0.11% | 1,605 | $298K | Reduce -14.6% |
| TXN Texas Instruments Inc. | 0.11% | 1,429 | $297K | Reduce -5.8% |
Portfolio Sells Q1 2025 → Q2 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -5.4% | 3.59% | −0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.4% | 1.35% | −0.20 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 10.51% | −0.18 |
| FISV Fiserv Inc. | Reduce -2.4% | 0.30% | −0.14 |
| KO The Coca-Cola Co. | Reduce -10.7% | 0.52% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -2.0% | 0.24% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 10.20% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.10 |
| PEP Pepsico Inc. | Reduce -10.7% | 0.20% | −0.08 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -11.4% | 0.28% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.1% | 0.59% | −0.06 |
| CVX Chevron Corp. | Reduce -17.9% | 0.10% | −0.06 |
| ITW Illinois Tool Works | Reduce -3.1% | 0.35% | −0.05 |
| ABBV Abbvie Inc. | Reduce -14.6% | 0.11% | −0.05 |
| AMGN Amgen Inc. | Reduce -8.0% | 0.14% | −0.05 |
| AON Aon PLC Class A | Reduce -4.6% | 0.13% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 0.44% | −0.04 |
| ZTS Zoetis Inc. | Reduce -16.1% | 0.08% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -10.3% | 0.19% | −0.03 |
| CRM Salesforce Inc. | Reduce -6.8% | 0.14% | −0.02 |
| STZ Constellation Brands Inc. Class A | Reduce -0.6% | 0.09% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -8.7% | 0.16% | −0.02 |
| EOG EOG Resources Inc. | Reduce -4.8% | 0.09% | −0.02 |
| TJX TJX Companies Inc. | Reduce -6.5% | 0.12% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -0.3% | 0.11% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.0% | 0.42% | −0.02 |
| PSX Phillips 66 | Reduce -7.1% | 0.08% | −0.02 |
| DTD Wisdomtree US Total Dividend | Reduce -4.2% | 0.15% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -11.8% | 0.07% | −0.01 |
| IGPT Invesco AI and Next Gen Soft | Reduce -18.9% | 0.10% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.53% | −0.01 |
| KKR KKR & Co. Inc. | Reduce -6.4% | 0.09% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -5.8% | 0.11% | −0.00 |
| CAT Caterpillar Inc. | Reduce -6.7% | 0.17% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.1% | 0.11% | −0.00 |
| EMR Emerson Electric Co. | Reduce -6.1% | 0.13% | +0.00 |
| INTU Intuit Inc. | Reduce -4.9% | 0.10% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -6.3% | 0.13% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.2% | 0.33% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +11.7% | 2.68% | +0.67 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.3% | 4.75% | +0.42 |
| NVDA Nvidia Corp. | Add +3.4% | 1.24% | +0.33 |
| META Meta Platforms Inc. Class A | Add +15.0% | 1.28% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 3.49% | +0.27 |
| ORCL Oracle Corp. | Add +93.0% | 0.39% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +13.3% | 1.06% | +0.18 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.18% | +0.18 |
| JMST JPM Ultra-Short Muni Income | Add +59.9% | 0.54% | +0.16 |
| NFLX Netflix Inc. | Add +1.3% | 0.65% | +0.15 |
| MS Morgan Stanley | Add +0.1% | 1.83% | +0.15 |
| VGT Vanguard Info Tech ETF | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +7.1% | 0.28% | +0.10 |
| BX Blackstone Inc. | Add +22.1% | 0.65% | +0.10 |
| AMZN Amazon.com Inc. | Add +4.4% | 1.26% | +0.10 |
| BSV Vanguard Short-Term Bond ETF | Add +15.2% | 2.29% | +0.09 |
| ETN Eaton Corp. PLC | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.09% | +0.09 |
| WMT Walmart Inc. | New | 0.09% | +0.09 |
| TDVG T Rowe Price Dividend Growth | New | 0.08% | +0.08 |
| ESGV Vanguard ESG US Stock ETF | New | 0.08% | +0.08 |
| BA The Boeing Co. | New | 0.08% | +0.08 |
| ABT Abbott Laboratories | New | 0.08% | +0.08 |
| JPST JPMorgan Ultra-Short Income | New | 0.08% | +0.08 |
| NOBL Proshares S&P 500 Dividend A | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.4% | 4.82% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| PSLV Sprott Physical Silver Trust | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 3.18% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.93% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.2% | 0.48% | +0.06 |
| AMD Advanced Micro Devices | Add +1.4% | 0.28% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +16.6% | 0.29% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +4.4% | 0.23% | +0.04 |
| AMAT Applied Materials Inc. | Add +7.3% | 0.17% | +0.03 |
| TSLA Tesla Inc. | Add +4.5% | 0.19% | +0.03 |
| NOW ServiceNow Inc. | Add +3.3% | 0.15% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.46% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.9% | 1.72% | +0.02 |
| AXP American Express Co. | Add +5.8% | 0.17% | +0.02 |
| MA Mastercard Inc. Class A | Add +20.0% | 0.19% | +0.02 |
| ADSK Autodesk Inc. | Add +10.5% | 0.10% | +0.01 |
| WFC Wells Fargo & Co. | Add +17.0% | 0.10% | +0.01 |
| ICSH iShares Ultra Short Duration | Add +16.3% | 0.29% | +0.01 |
| RTX RTX Corp. | Add +4.7% | 0.19% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 0.15% | −0.00 |
| FAST Fastenal Co. | Add +2.5% | 0.38% | −0.00 |
| HD Home Depot Inc. | Add +10.9% | 0.29% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.11% | −0.00 |
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 |