Sandy Cove Advisors, LLC

CIK 0001908217 • 6 13F filings • May 12, 2025 – Jul 7, 2026

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Filer information

Filed by: Sandy Cove Advisors, LLC, Chief Compliance Officer
Address: 37 Derby Street, Suite 5, Hingham, MA, 02043
Phone: 617-622-1500
AUM: $337.6M

AUM over time

$399.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $337.6M140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$220K	0.1%Prev: 0.1%	1,753 SH	Increased+208 SH
ABBVIE INC	COM	$384K	0.1%Prev: 0.1%	1,682 SH	Increased+108 SH
ADOBE INC	COM	$228K	0.1%Prev: 0.1%	652 SH	Decreased-3 SH
ADVANCED MICRO DEVICES INC	COM	$1.0M	0.3%Prev: 0.3%	4,751 SH	Increased-930 SH
ALPHABET INC	CAP STK CL A	$4.5M	1.3%Prev: 1.1%	14,384 SH	Increased-352 SH
ALPHABET INC	CAP STK CL C	$4.0M	1.2%Prev: 0.6%	12,704 SH	Increased+4,872 SH
AMAZON COM INC	COM	$4.1M	1.2%Prev: 1.2%	17,661 SH	Increased+839 SH
AMERICAN EXPRESS CO	COM	$550K	0.2%Prev: 0.2%	1,486 SH	Increased+24 SH
AMERIPRISE FINL INC	COM	$1.2M	0.3%Prev: 0.5%	2,394 SH	Decreased-516 SH
AMGEN INC	COM	$504K	0.1%Prev: 0.1%	1,539 SH	Increased+52 SH
AON PLC	SHS CL A	$374K	0.1%Prev: 0.1%	1,060 SH	Decreased+7 SH
APPLE INC	COM	$16.1M	4.8%Prev: 5.0%	59,318 SH	Increased-1,734 SH
APPLIED MATLS INC	COM	$773K	0.2%Prev: 0.2%	3,007 SH	Increased+288 SH
AUTODESK INC	COM	$262K	0.1%Prev: 0.1%	884 SH	Decreased-4 SH
BANK AMERICA CORP	COM	$377K	0.1%Prev: 0.1%	6,861 SH	Increased+413 SH
BECTON DICKINSON & CO	COM	$764K	0.2%Prev: 0.2%	3,938 SH	Increased+15 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$20.3M	6.0%Prev: 4.2%	40,479 SH	Increased+14,369 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$787K	0.2%Prev: 0.1%	14,919 SH	Increased+10,219 SH
BLACKSTONE INC	COM	$1.9M	0.6%Prev: 0.7%	12,236 SH	Decreased+58 SH
BOEING CO	COM	$229K	0.1%Prev: 0.1%	1,055 SH	Increased+9 SH
BROADCOM INC	COM	$1.2M	0.3%Prev: 0.3%	3,414 SH	Increased+422 SH
CAPITAL ONE FINL CORP	COM	$227K	0.1%	936 SH	New
CATERPILLAR INC	COM	$733K	0.2%Prev: 0.2%	1,279 SH	Increased+15 SH
CHEVRON CORP NEW	COM	$410K	0.1%Prev: 0.1%	2,691 SH	Increased+274 SH
CHUBB LIMITED	COM	$666K	0.2%Prev: 0.2%	2,132 SH	Increased+40 SH
CISCO SYS INC	COM	$265K	0.1%	3,440 SH	New
CITIGROUP INC	COM NEW	$290K	0.1%	2,481 SH	New
COCA COLA CO	COM	$1.3M	0.4%Prev: 0.4%	19,101 SH	Decreased-1,099 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$354K	0.1%Prev: 0.1%	4,268 SH	Increased+2 SH
COLGATE PALMOLIVE CO	COM	$1.1M	0.3%Prev: 0.4%	14,358 SH	Increased+179 SH
COSTCO WHSL CORP NEW	COM	$624K	0.2%Prev: 0.2%	724 SH	Decreased-48 SH
DANAHER CORPORATION	COM	$1.3M	0.4%Prev: 0.4%	5,650 SH	Increased+57 SH
DIAGEO PLC	SPON ADR NEW	$518K	0.2%Prev: 0.2%	6,000 SH	Decreased
EASTERN BANKSHARES INC	COM	$1.1M	0.3%	60,192 SH	New
EATON CORP PLC	SHS	$247K	0.1%Prev: 0.1%	777 SH	Decreased+4 SH
EATON VANCE LIMITED DURATION	COM	$155K	0.0%Prev: 0.1%	15,600 SH	Decreased
EATON VANCE SR FLTNG RTE TR	COM	$277K	0.1%Prev: 0.1%	24,850 SH	Decreased-1,429 SH
ELI LILLY & CO	COM	$2.3M	0.7%Prev: 0.5%	2,159 SH	Increased+102 SH
EMCOR GROUP INC	COM	$551K	0.2%	900 SH	New
EMERSON ELEC CO	COM	$367K	0.1%Prev: 0.1%	2,767 SH	Decreased-84 SH
EOG RES INC	COM	$223K	0.1%Prev: 0.1%	2,126 SH	Increased+163 SH
EXACT SCIENCES CORP	COM	$1.8M	0.5%Prev: 0.3%	17,642 SH	Increased
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.4%	11,643 SH	Increased+216 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$421K	0.1%Prev: 0.2%	5,520 SH	Decreased+499 SH
GE AEROSPACE	COM NEW	$443K	0.1%Prev: 0.1%	1,439 SH	Increased+50 SH
GE VERNOVA INC	COM	$246K	0.1%Prev: 0.1%	377 SH	Increased+6 SH
GOLDMAN SACHS GROUP INC	COM	$816K	0.2%Prev: 0.2%	928 SH	Increased+20 SH
HOME DEPOT INC	COM	$1.1M	0.3%Prev: 0.4%	3,295 SH	Decreased+78 SH
HONEYWELL INTL INC	COM	$1.2M	0.4%Prev: 0.4%	6,386 SH	Decreased+39 SH
ILLINOIS TOOL WKS INC	COM	$995K	0.3%Prev: 0.3%	4,039 SH	Decreased+29 SH
INTEL CORP	COM	$480K	0.1%Prev: 0.1%	13,006 SH	Increased+282 SH
INTERNATIONAL BUSINESS MACHS	COM	$969K	0.3%Prev: 0.3%	3,271 SH	Increased+107 SH
INTUIT	COM	$249K	0.1%Prev: 0.1%	376 SH	Increased+24 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.9M	0.9%	11,577 SH	New
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$419K	0.1%Prev: 0.1%	7,052 SH	Increased+1,339 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$221K	0.1%Prev: 0.1%	4,715 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$4.9M	1.5%Prev: 3.4%	8,006 SH	Decreased-9,612 SH
ISHARES GOLD TR	ISHARES NEW	$548K	0.2%Prev: 0.2%	6,757 SH	Increased
ISHARES INC	MSCI GBL GOLD MN	$1.2M	0.4%Prev: 0.3%	16,500 SH	Increased
ISHARES TR	CORE MSCI EAFE	$6.7M	2.0%Prev: 1.8%	74,965 SH	Increased+9,738 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.4%Prev: 0.4%	14,203 SH	Decreased-744 SH
ISHARES TR	CORE S&P MCP ETF	$5.8M	1.7%Prev: 1.9%	88,313 SH	Decreased-2,452 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.3%Prev: 0.4%	9,081 SH	Decreased-2,124 SH
ISHARES TR	CORE S&P500 ETF	$31.8M	9.4%Prev: 10.2%	46,389 SH	Increased-1,076 SH
ISHARES TR	CORE US AGGBD ET	$13.3M	4.0%Prev: 4.8%	133,567 SH	Decreased-17,584 SH
ISHARES TR	DOW JONES US ETF	$319K	0.1%Prev: 0.1%	1,923 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$11.0M	3.3%Prev: 2.2%	208,917 SH	Increased+78,579 SH
ISHARES TR	MSCI EAFE ETF	$1.3M	0.4%Prev: 0.4%	13,213 SH	Increased+461 SH
ISHARES TR	NATIONAL MUN ETF	$395K	0.1%Prev: 0.1%	3,689 SH	Increased+670 SH
ISHARES TR	RUS 1000 GRW ETF	$905K	0.3%Prev: 0.3%	1,913 SH	Increased+20 SH
ISHARES TR	RUS MID CAP ETF	$338K	0.1%Prev: 0.2%	3,508 SH	Decreased-2,071 SH
ISHARES TR	RUS TP200 GR ETF	$393K	0.1%Prev: 0.1%	1,419 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$333K	0.1%Prev: 0.1%	3,434 SH	Increased+3 SH
ISHARES TR	TRUST ISHARE 0-1	$707K	0.2%	6,419 SH	New
ISHARES TR	ULTRA SHORT DUR	$443K	0.1%Prev: 0.5%	8,764 SH	Decreased-19,765 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$448K	0.1%Prev: 2.4%	8,848 SH	Decreased-141,863 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	0.4%Prev: 0.5%	25,508 SH	Decreased-7,698 SH
JOHNSON & JOHNSON	COM	$1.4M	0.4%Prev: 0.4%	6,806 SH	Increased+140 SH
JPMORGAN CHASE & CO.	COM	$3.1M	0.9%Prev: 1.0%	9,736 SH	Decreased-499 SH
KKR & CO INC	COM	$238K	0.1%Prev: 0.1%	1,867 SH	Decreased-45 SH
LOCKHEED MARTIN CORP	COM	$208K	0.1%Prev: 0.1%	430 SH	Increased+18 SH
MASTERCARD INCORPORATED	CL A	$541K	0.2%Prev: 0.2%	948 SH	Increased+23 SH
MERCK & CO INC	COM	$213K	0.1%	2,020 SH	New
META PLATFORMS INC	CL A	$3.2M	0.9%Prev: 1.2%	4,820 SH	Decreased-139 SH
MICRON TECHNOLOGY INC	COM	$227K	0.1%	797 SH	New
MICROSOFT CORP	COM	$7.8M	2.3%Prev: 2.6%	16,195 SH	Decreased+707 SH
MONDELEZ INTL INC	CL A	$214K	0.1%Prev: 0.1%	3,980 SH	Decreased-245 SH
MORGAN STANLEY	COM NEW	$6.2M	1.8%Prev: 1.8%	34,755 SH	Increased-1,333 SH
NETFLIX INC	COM	$1.3M	0.4%Prev: 0.5%	13,359 SH	Decreased+12,016 SH
NVIDIA CORPORATION	COM	$4.4M	1.3%Prev: 1.3%	23,670 SH	Increased+1,050 SH
ORACLE CORP	COM	$639K	0.2%Prev: 0.3%	3,280 SH	Decreased+166 SH
PALANTIR TECHNOLOGIES INC	CL A	$364K	0.1%Prev: 0.1%	2,050 SH	Increased+164 SH
PEPSICO INC	COM	$700K	0.2%Prev: 0.2%	4,875 SH	Increased+145 SH
PHILLIPS 66	COM	$249K	0.1%Prev: 0.1%	1,931 SH	Decreased+87 SH
PROCTER AND GAMBLE CO	COM	$609K	0.2%Prev: 0.2%	4,247 SH	Decreased-499 SH
PROGRESSIVE CORP	COM	$254K	0.1%Prev: 0.1%	1,117 SH	Decreased-36 SH
PROLOGIS INC.	COM	$471K	0.1%Prev: 0.1%	3,686 SH	Increased+195 SH
PROSHARES TR	S&P 500 DV ARIST	$211K	0.1%Prev: 0.1%	2,029 SH	Increased+1 SH
QUALCOMM INC	COM	$456K	0.1%	2,667 SH	New
REVOLUTION MEDICINES INC	COM	$2.2M	0.6%Prev: 0.4%	27,008 SH	Increased
RTX CORPORATION	COM	$666K	0.2%Prev: 0.2%	3,634 SH	Increased+50 SH
SALESFORCE INC	COM	$371K	0.1%Prev: 0.1%	1,401 SH	Increased+23 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$202K	0.1%	7,500 SH	New
SERVICENOW INC	COM	$308K	0.1%Prev: 0.1%	2,010 SH	Decreased+1,608 SH
SNOWFLAKE INC	COM SHS	$439K	0.1%Prev: 0.1%	2,000 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$539K	0.2%Prev: 0.2%	1,121 SH	Increased+5 SH
SPDR GOLD TR	GOLD SHS	$726K	0.2%Prev: 0.2%	1,833 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$3.7M	1.1%Prev: 1.2%	5,428 SH	Decreased-217 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.5M	0.5%	17,870 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$395K	0.1%Prev: 0.2%	681 SH	Decreased
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$760K	0.2%Prev: 0.2%	16,600 SH	Decreased-4,500 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.4M	0.4%Prev: 0.4%	42,201 SH	Increased
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$355K	0.1%Prev: 0.1%	15,000 SH	Increased-2,000 SH
T ROWE PRICE ETF INC	PRICE DIV GRWT	$639K	0.2%Prev: 0.1%	14,213 SH	Increased+9,006 SH
TESLA INC	COM	$884K	0.3%Prev: 0.3%	1,966 SH	Increased+191 SH
TEXAS INSTRS INC	COM	$217K	0.1%Prev: 0.1%	1,249 SH	Decreased-115 SH
THERMO FISHER SCIENTIFIC INC	COM	$208K	0.1%	358 SH	New
TJX COS INC NEW	COM	$208K	0.1%Prev: 0.1%	1,352 SH	Decreased-1,420 SH
UNILEVER PLC	SPON ADR NEW	$679K	0.2%Prev: 0.2%	10,383 SH	Decreased-1,343 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$220K	0.1%	611 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$650K	0.2%Prev: 0.3%	8,251 SH	Decreased-2,476 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.9M	1.5%Prev: 0.6%	10,098 SH	Increased+6,494 SH
VANGUARD INDEX FDS	MID CAP ETF	$17.8M	5.3%Prev: 4.6%	61,468 SH	Increased+12,171 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$29.5M	8.7%Prev: 9.9%	47,080 SH	Decreased-3,603 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.6M	2.5%Prev: 3.1%	33,177 SH	Decreased-4,478 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$14.5M	4.3%Prev: 4.6%	43,194 SH	Increased-248 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.5%Prev: 0.5%	9,069 SH	Increased-132 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$17.7M	5.3%Prev: 0.2%	241,116 SH	Increased+234,020 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.2M	0.4%Prev: 0.4%	14,533 SH	Increased-263 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$739K	0.2%Prev: 0.2%	9,268 SH	Increased+2,320 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.5M	2.2%Prev: 3.3%	34,349 SH	Decreased-13,091 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.4M	2.5%Prev: 3.0%	134,475 SH	Decreased-20,913 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$430K	0.1%Prev: 0.1%	2,999 SH	Decreased-187 SH
VANGUARD WORLD FD	ESG US STK ETF	$365K	0.1%Prev: 0.1%	3,016 SH	Decreased-147 SH
VANGUARD WORLD FD	INF TECH ETF	$678K	0.2%Prev: 0.2%	900 SH	Increased+1 SH
VISA INC	COM CL A	$777K	0.2%Prev: 0.2%	2,217 SH	Increased+16 SH
WALMART INC	COM	$323K	0.1%Prev: 0.1%	2,896 SH	Increased+290 SH
WELLS FARGO CO NEW	COM	$332K	0.1%Prev: 0.1%	3,563 SH	Increased+134 SH
WISDOMTREE TR	US TOTAL DIVIDND	$420K	0.1%Prev: 0.1%	4,951 SH	Decreased-117 SH
YUM BRANDS INC	COM	$204K	0.1%Prev: 0.1%	1,350 SH	Decreased-639 SH

Sold (vs prior filing)

FASTENAL CO — $1.2M
FISERV INC — $612K
INVESCO EXCHANGE TRADED FD T — $213K
ISHARES TR — $1.0M
LOWES COS INC — $202K
RPM INTL INC — $217K
SPDR SERIES TRUST — $394K
SPDR SERIES TRUST — $200K
SPDR SERIES TRUST — $452K
SPDR SERIES TRUST — $726K
TAIWAN SEMICONDUCTOR MFG LTD — $268K
UBER TECHNOLOGIES INC — $218K
VERIZON COMMUNICATIONS INC — $205K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001172661-26-000539	$337.6M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004355	$312.8M	View
Jul 7, 2026	Q2 2026