Sandy Cove Advisors, LLC
CIK: 0001908217SEC EDGAR →
Portfolio Value
$337.6B
Holdings
142
As of
Q4 2025
New Positions
142
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 46,389 | $31.8B | 9.41% |
| 2 | VANGUARD INDEX FDS | 47,080 | $29.5B | 8.75% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 40,479 | $20.3B | 6.03% |
| 4 | VANGUARD INDEX FDS | 61,468 | $17.8B | 5.28% |
| 5 | VANGUARD INTL EQUITY INDEX F | 241,116 | $17.7B | 5.25% |
| 6 | APPLE INC | 59,318 | $16.1B | 4.78% |
| 7 | VANGUARD INDEX FDS | 43,194 | $14.5B | 4.29% |
| 8 | ISHARES TR | 133,567 | $13.3B | 3.95% |
| 9 | ISHARES TR | 208,917 | $11.0B | 3.27% |
| 10 | VANGUARD INDEX FDS | 33,177 | $8.6B | 2.53% |
Quarterly Changes
New Positions (142)
$31.8B · 46K shares
$29.5B · 47K shares
$20.3B · 40K shares
$17.8B · 61K shares
$17.7B · 241K shares
$16.1B · 59K shares
$14.5B · 43K shares
$13.3B · 134K shares
$11.0B · 209K shares
$8.6B · 33K shares
$8.4B · 134K shares
$7.8B · 16K shares
$7.5B · 34K shares
$6.7B · 75K shares
$6.2B · 35K shares
$5.8B · 88K shares
$4.9B · 10K shares
$4.9B · 8K shares
$4.5B · 14K shares
$4.4B · 24K shares
$4.1B · 18K shares
$4.0B · 13K shares
$3.7B · 5K shares
$3.2B · 5K shares
$3.1B · 10K shares
$2.9B · 12K shares
$2.3B · 2K shares
$2.2B · 27K shares
$1.9B · 12K shares
$1.8B · 18K shares
$1.7B · 9K shares
$1.4B · 7K shares
$1.4B · 12K shares
$1.4B · 42K shares
$1.3B · 19K shares
$1.3B · 26K shares
$1.3B · 6K shares
$1.3B · 13K shares
$1.3B · 13K shares
$1.2B · 6K shares
$1.2B · 15K shares
$1.2B · 17K shares
$1.2B · 14K shares
$1.2B · 3K shares
$1.2B · 2K shares
$1.1B · 14K shares
$1.1B · 3K shares
$1.1B · 60K shares
$1.1B · 9K shares
$1.0B · 5K shares
$994.0M · 4K shares
$968.0M · 3K shares
$905.0M · 2K shares
$883.0M · 2K shares
$816.0M · 928 shares
$787.0M · 15K shares
$777.0M · 2K shares
$772.0M · 3K shares
$764.0M · 4K shares
$760.0M · 17K shares
$738.0M · 9K shares
$732.0M · 1K shares
$726.0M · 2K shares
$722.0M · 5K shares
$707.0M · 6K shares
$699.0M · 5K shares
$679.0M · 10K shares
$678.0M · 900 shares
$666.0M · 4K shares
$665.0M · 2K shares
$650.0M · 8K shares
$639.0M · 3K shares
$639.0M · 14K shares
$624.0M · 724 shares
$608.0M · 4K shares
$550.0M · 900 shares
$549.0M · 1K shares
$548.0M · 7K shares
$540.0M · 948 shares
$538.0M · 1K shares
$517.0M · 6K shares
$503.0M · 2K shares
$479.0M · 13K shares
$470.0M · 4K shares
$456.0M · 3K shares
$447.0M · 9K shares
$445.0M · 5K shares
$443.0M · 9K shares
$443.0M · 1K shares
$438.0M · 2K shares
$430.0M · 3K shares
$420.0M · 6K shares
$420.0M · 5K shares
$419.0M · 7K shares
$410.0M · 3K shares
$395.0M · 681 shares
$395.0M · 4K shares
$392.0M · 1K shares
$384.0M · 2K shares
$377.0M · 7K shares
$374.0M · 1K shares
$372.0M · 8K shares
$371.0M · 1K shares
$367.0M · 3K shares
$364.0M · 3K shares
$364.0M · 2K shares
$354.0M · 4K shares
$354.0M · 15K shares
$337.0M · 4K shares
$332.0M · 4K shares
$332.0M · 3K shares
$322.0M · 3K shares
$318.0M · 2K shares
$307.0M · 2K shares
$289.0M · 2K shares
$276.0M · 25K shares
$264.0M · 3K shares
$261.0M · 884 shares
$254.0M · 1K shares
$249.0M · 376 shares
$249.0M · 2K shares
$247.0M · 777 shares
$246.0M · 377 shares
$238.0M · 2K shares
$229.0M · 1K shares
$228.0M · 652 shares
$227.0M · 797 shares
$226.0M · 936 shares
$223.0M · 2K shares
$221.0M · 5K shares
$220.0M · 611 shares
$219.0M · 2K shares
$216.0M · 1K shares
$214.0M · 4K shares
$212.0M · 2K shares
$211.0M · 2K shares
$207.0M · 1K shares
$207.0M · 430 shares
$207.0M · 358 shares
$204.0M · 1K shares
$201.0M · 8K shares
$154.0M · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $210.4B | 62.3% |
| Unknown | 14 | $44.1B | 13.1% |
| Technology | 21 | $37.2B | 11.0% |
| Communication Services | 5 | $13.3B | 3.9% |
| Healthcare | 11 | $11.3B | 3.3% |
| Consumer Cyclical | 5 | $6.5B | 1.9% |
| Consumer Defensive | 9 | $6.1B | 1.8% |
| Industrials | 10 | $5.7B | 1.7% |
| Energy | 4 | $2.3B | 0.7% |
| Real Estate | 1 | $470.0M | 0.1% |
| Utilities | 1 | $246.0M | 0.1% |