Sandy Cove Advisors

Hingham, MAfiles as Sandy Cove Advisors, LLC

$400m in 162 US stocks at the end of 30 June 2026. The top 10 are 52.0% of the money. It changed about 8.9% of the portfolio this quarter.

Value

$400m

Stocks

162

Top 10 share

52.0%

Turnover

8.9%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
0.2% of the fund
Vanguard Malvern FDSVTIP
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
KLAKLAC
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Wisdomtree TRDXJ
<0.1% of the fund
Tortoise Capital Series TrusTCAI
<0.1% of the fund
Analog DevicesADI
<0.1% of the fund
Ishares TRIWP
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
State STR Spdr S&P Midcap 40MDY
<0.1% of the fund
Vanguard Calif TAX Free FDSVTEC
<0.1% of the fund
Ishares TRSTIP
<0.1% of the fund
Union PacificUNP
<0.1% of the fund
Vertiv HoldingsVRT
<0.1% of the fund
Vanguard World FDVSGX
<0.1% of the fund
Invesco Exch Traded FD TR IIPSCT
<0.1% of the fund
Schwab Strategic TRSCHX
<0.1% of the fund
Select Sector Spdr TRXLV
<0.1% of the fund
NextEra EnergyNEE
<0.1% of the fund
RPM InternationalRPM
<0.1% of the fund
WatersWAT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Intl Equity Index FVEU
5.9% of the fund
+4%
Ishares TRIJH
5.5% of the fund
+136%
Vanguard Index FDSVO
5.5% of the fund
+11%
AppleAAPL
4.5% of the fund
+4%
Vanguard Tax-Managed FDSVEA
2.4% of the fund
+3%
Ishares TRIEFA
2.1% of the fund
+8%
Vanguard Specialized FundsVIG
2.1% of the fund
+5%
AlphabetGOOGL
1.3% of the fund
+3%
NvidiaNVDA
1.3% of the fund
+9%
State STR Spdr S&P 500 ETF TSPY
1.3% of the fund
+24%
Amazon.comAMZN
1.1% of the fund
+5%
T Rowe Price Exchange-TradedTDVG
1.1% of the fund
+349%
Invesco Exch Traded FD TR IIQQQM
1.0% of the fund
+9%
JPMorgan ChaseJPM
0.8% of the fund
+4%
Eli LillyLLY
0.7% of the fund
+6%
Johnson & JohnsonJNJ
0.5% of the fund
+19%
IntelINTC
0.5% of the fund
+3%
Vanguard World FDVGT
0.4% of the fund
+66%
ExxonMobil HoldingsXOM
0.4% of the fund
+3%
BroadcomAVGO
0.4% of the fund
+10%
BlackstoneBX
0.4% of the fund
+3%
Ishares TREFA
0.4% of the fund
+11%
CaterpillarCAT
0.4% of the fund
+4%
Ishares TRIXUS
0.4% of the fund
+2%
International Business MachinesIBM
0.3% of the fund
+26%

Cut

Sold some of their stake.

Ishares TRIVV
8.4% of the fund
-2%
Berkshire HathawayBRK-B
4.5% of the fund
-15%
Ishares TRAGG
3.0% of the fund
-10%
Ishares TRIGSB
2.5% of the fund
-13%
Advanced Micro DevicesAMD
0.7% of the fund
-4%
Meta PlatformsMETA
0.6% of the fund
-10%
Applied MaterialsAMAT
0.5% of the fund
-2%
Coca-ColaKO
0.3% of the fund
-9%
J P Morgan Exchange Traded FJMST
0.3% of the fund
-12%
Home DepotHD
0.3% of the fund
-11%
NetflixNFLX
0.2% of the fund
-3%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
-11%
Spdr Series TrustSDY
0.2% of the fund
-4%
Spdr Gold TRGLD
0.2% of the fund
-7%
Procter & GamblePG
0.1% of the fund
-6%
Vanguard BD Index FDSBSV
0.1% of the fund
-9%
Ishares Gold TRIAU
0.1% of the fund
-8%
Spdr Series TrustSPSM
0.1% of the fund
-5%
Ishares TRICSH
0.1% of the fund
-4%
J P Morgan Exchange Traded FJPST
<0.1% of the fund
-37%
Palantir TechnologiesPLTR
<0.1% of the fund
-3%
Lockheed MartinLMT
<0.1% of the fund
-6%
YUM BrandsYUM
<0.1% of the fund
-3%
SalesforceCRM
<0.1% of the fund
-8%
Verizon CommunicationsVZ
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
SnowflakeSNOW
-100%
QualcommQCOM
-100%
Cognizant Technology SolutionsCTSH
-100%
Global X FDSLNGX
-100%

Holdings

Ishares TRIVV
Share
8.4%
Value
$34m
Shares
44,954
-2%
Vanguard Index FDSVOO
Share
8.1%
Value
$33m
Shares
47,427
Held
Vanguard Intl Equity Index FVEU
Share
5.9%
Value
$23m
Shares
280,218
+4%
Ishares TRIJH
Share
5.5%
Value
$22m
Shares
284,311
+136%
Vanguard Index FDSVO
Share
5.5%
Value
$22m
Shares
272,085
+11%
Berkshire HathawayBRK-B
Share
4.5%
Value
$18m
Shares
36,002
-15%
AppleAAPL
Share
4.5%
Value
$18m
Shares
62,103
+4%
Vanguard Index FDSVTI
Share
4.1%
Value
$16m
Shares
44,321
Held
Ishares TRAGG
Share
3.0%
Value
$12m
Shares
121,827
-10%
Vanguard Index FDSVB
Share
2.5%
Value
$10m
Shares
33,062
Held
Ishares TRIGSB
Share
2.5%
Value
$10m
Shares
187,185
-13%
Vanguard Tax-Managed FDSVEA
Share
2.4%
Value
$10m
Shares
135,102
+3%
Ishares TRIEFA
Share
2.1%
Value
$8m
Shares
87,703
+8%
Vanguard Specialized FundsVIG
Share
2.1%
Value
$8m
Shares
35,522
+5%
Morgan StanleyMS
Share
1.8%
Value
$7m
Shares
34,988
Held
MicrosoftMSFT
Share
1.5%
Value
$6m
Shares
16,244
Held
Invesco QQQ TRQQQ
Share
1.5%
Value
$6m
Shares
7,985
Held
AlphabetGOOGL
Share
1.3%
Value
$5m
Shares
15,033
+3%
NvidiaNVDA
Share
1.3%
Value
$5m
Shares
26,695
+9%
Vanguard Index FDSVUG
Share
1.3%
Value
$5m
Shares
61,969
Held
Revolution MedicinesRVMD
Share
1.3%
Value
$5m
Shares
27,008
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.3%
Value
$5m
Shares
6,726
+24%
AlphabetGOOG
Share
1.1%
Value
$5m
Shares
12,989
Held
Amazon.comAMZN
Share
1.1%
Value
$4m
Shares
18,377
+5%
T Rowe Price Exchange-TradedTDVG
Share
1.1%
Value
$4m
Shares
87,200
+349%
Invesco Exch Traded FD TR IIQQQM
Share
1.0%
Value
$4m
Shares
13,478
+9%
JPMorgan ChaseJPM
Share
0.8%
Value
$3m
Shares
10,142
+4%
Eli LillyLLY
Share
0.7%
Value
$3m
Shares
2,284
+6%
Advanced Micro DevicesAMD
Share
0.7%
Value
$3m
Shares
4,628
-4%
Meta PlatformsMETA
Share
0.6%
Value
$2m
Shares
4,412
-10%
Applied MaterialsAMAT
Share
0.5%
Value
$2m
Shares
2,907
-2%
Vanguard Index FDSVTV
Share
0.5%
Value
$2m
Shares
9,069
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$2m
Shares
7,731
+19%
IntelINTC
Share
0.5%
Value
$2m
Shares
13,902
+3%
Vanguard World FDVGT
Share
0.4%
Value
$2m
Shares
13,939
+66%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$2m
Shares
11,819
+3%
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
4,053
+10%
BlackstoneBX
Share
0.4%
Value
$2m
Shares
12,956
+3%
Ishares TREFA
Share
0.4%
Value
$2m
Shares
14,668
+11%
CaterpillarCAT
Share
0.4%
Value
$1m
Shares
1,349
+4%
Ishares TRIXUS
Share
0.4%
Value
$1m
Shares
14,734
+2%
Coca-ColaKO
Share
0.3%
Value
$1m
Shares
16,798
-9%
Ishares TRIJR
Share
0.3%
Value
$1m
Shares
9,115
Held
Eastern BanksharesEBC
Share
0.3%
Value
$1m
Shares
60,198
Held
Vanguard Intl Equity Index FVGK
Share
0.3%
Value
$1m
Shares
14,533
Held
Sprott Asset Management LPPHYS
Share
0.3%
Value
$1m
Shares
41,801
Held
International Business MachinesIBM
Share
0.3%
Value
$1m
Shares
4,144
+26%
J P Morgan Exchange Traded FJMST
Share
0.3%
Value
$1m
Shares
22,720
-12%
ASML Holding NVASML
Share
0.3%
Value
$1m
Shares
576
+6%
Colgate-PalmoliveCL
Share
0.3%
Value
$1m
Shares
12,252
Held
Ameriprise FinancialAMP
Share
0.3%
Value
$1m
Shares
2,399
Held
IsharesRING
Share
0.3%
Value
$1m
Shares
16,814
Held
Illinois Tool WorksITW
Share
0.3%
Value
$1m
Shares
3,951
Held
Micron TechnologyMU
Share
0.3%
Value
$1m
Shares
917
+12%
DanaherDHR
Share
0.3%
Value
$1m
Shares
5,498
Held
Home DepotHD
Share
0.3%
Value
$1m
Shares
2,870
-11%
TeslaTSLA
Share
0.3%
Value
$1m
Shares
2,380
+17%
Goldman Sachs GroupGS
Share
0.2%
Value
$977,718
Shares
967
Held
Ishares TRIWF
Share
0.2%
Value
$951,459
Shares
7,663
Held
NetflixNFLX
Share
0.2%
Value
$939,276
Shares
13,155
-3%
Ishares TRSHV
Share
0.2%
Value
$868,613
Shares
7,871
+23%
VisaV
Share
0.2%
Value
$849,314
Shares
2,475
+15%
Blackrock ETF Trust IIBINC
Share
0.2%
Value
$797,853
Shares
15,244
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$786,961
Shares
9,958
-11%
ChevronCVX
Share
0.2%
Value
$775,416
Shares
4,678
+4%
Spdr Series TrustSDY
Share
0.2%
Value
$759,915
Shares
4,994
-4%
EMCOR GroupEME
Share
0.2%
Value
$746,892
Shares
900
Held
RTXRTX
Share
0.2%
Value
$744,998
Shares
3,927
+9%
ChubbCB
Share
0.2%
Value
$742,940
Shares
2,180
Held
Invesco Exchange Traded FD TIGPT
Share
0.2%
Value
$734,075
Shares
7,052
Held
Costco WholesaleCOST
Share
0.2%
Value
$701,701
Shares
750
+3%
Sprott Asset Management LPCEF
Share
0.2%
Value
$663,795
Shares
16,500
Held
UnileverUL
Share
0.2%
Value
$659,479
Shares
10,969
+2%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$658,769
Shares
1,379
+131%
PepsiCoPEP
Share
0.2%
Value
$658,178
Shares
4,861
Held
Honeywell InternationalHON
Share
0.2%
Value
$647,743
Shares
2,893
New
Spdr Gold TRGLD
Share
0.2%
Value
$627,351
Shares
1,703
-7%
Becton DickinsonBDX
Share
0.1%
Value
$594,273
Shares
3,927
Held
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$589,683
Shares
1,129
Held
Procter & GamblePG
Share
0.1%
Value
$582,302
Shares
3,971
-6%
MastercardMA
Share
0.1%
Value
$575,068
Shares
1,120
+12%
AmgenAMGN
Share
0.1%
Value
$571,432
Shares
1,578
+2%
Spdr Series TrustSLYG
Share
0.1%
Value
$564,177
Shares
4,736
Held
Vanguard BD Index FDSBSV
Share
0.1%
Value
$560,897
Shares
7,199
-9%
American ExpressAXP
Share
0.1%
Value
$554,592
Shares
1,640
+10%
General ElectricGE
Share
0.1%
Value
$549,639
Shares
1,471
+4%
PrologisPLD
Share
0.1%
Value
$522,144
Shares
3,854
Held
DiageoDEO
Share
0.1%
Value
$497,472
Shares
6,189
+3%
OracleORCL
Share
0.1%
Value
$495,077
Shares
3,378
+6%
Texas InstrumentsTXN
Share
0.1%
Value
$482,972
Shares
1,620
+15%
Vaneck ETF TrustSMH
Share
0.1%
Value
$478,800
Shares
730
Held
Bank of AmericaBAC
Share
0.1%
Value
$476,464
Shares
8,362
+15%
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$474,141
Shares
3,000
Held
Ishares Gold TRIAU
Share
0.1%
Value
$469,672
Shares
6,220
-8%
Wisdomtree TRDTD
Share
0.1%
Value
$465,909
Shares
4,997
Held
GE VernovaGEV
Share
0.1%
Value
$456,780
Shares
389
+3%
AbbVieABBV
Share
0.1%
Value
$437,746
Shares
1,740
+2%
Vanguard Malvern FDSVTIP
Share
0.1%
Value
$434,992
Shares
8,660
New
Spdr Series TrustSPSM
Share
0.1%
Value
$434,576
Shares
7,536
-5%
Ishares TRICSH
Share
0.1%
Value
$426,413
Shares
8,430
-4%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	8.4%	$34m	44,954	-2%
Vanguard Index FDSVOO	8.1%	$33m	47,427	Held
Vanguard Intl Equity Index FVEU	5.9%	$23m	280,218	+4%
Ishares TRIJH	5.5%	$22m	284,311	+136%
Vanguard Index FDSVO	5.5%	$22m	272,085	+11%
Berkshire HathawayBRK-B	4.5%	$18m	36,002	-15%
AppleAAPL	4.5%	$18m	62,103	+4%
Vanguard Index FDSVTI	4.1%	$16m	44,321	Held
Ishares TRAGG	3.0%	$12m	121,827	-10%
Vanguard Index FDSVB	2.5%	$10m	33,062	Held
Ishares TRIGSB	2.5%	$10m	187,185	-13%
Vanguard Tax-Managed FDSVEA	2.4%	$10m	135,102	+3%
Ishares TRIEFA	2.1%	$8m	87,703	+8%
Vanguard Specialized FundsVIG	2.1%	$8m	35,522	+5%
Morgan StanleyMS	1.8%	$7m	34,988	Held
MicrosoftMSFT	1.5%	$6m	16,244	Held
Invesco QQQ TRQQQ	1.5%	$6m	7,985	Held
AlphabetGOOGL	1.3%	$5m	15,033	+3%
NvidiaNVDA	1.3%	$5m	26,695	+9%
Vanguard Index FDSVUG	1.3%	$5m	61,969	Held
Revolution MedicinesRVMD	1.3%	$5m	27,008	Held
State STR Spdr S&P 500 ETF TSPY	1.3%	$5m	6,726	+24%
AlphabetGOOG	1.1%	$5m	12,989	Held
Amazon.comAMZN	1.1%	$4m	18,377	+5%
T Rowe Price Exchange-TradedTDVG	1.1%	$4m	87,200	+349%
Invesco Exch Traded FD TR IIQQQM	1.0%	$4m	13,478	+9%
JPMorgan ChaseJPM	0.8%	$3m	10,142	+4%
Eli LillyLLY	0.7%	$3m	2,284	+6%
Advanced Micro DevicesAMD	0.7%	$3m	4,628	-4%
Meta PlatformsMETA	0.6%	$2m	4,412	-10%
Applied MaterialsAMAT	0.5%	$2m	2,907	-2%
Vanguard Index FDSVTV	0.5%	$2m	9,069	Held
Johnson & JohnsonJNJ	0.5%	$2m	7,731	+19%
IntelINTC	0.5%	$2m	13,902	+3%
Vanguard World FDVGT	0.4%	$2m	13,939	+66%
ExxonMobil HoldingsXOM	0.4%	$2m	11,819	+3%
BroadcomAVGO	0.4%	$2m	4,053	+10%
BlackstoneBX	0.4%	$2m	12,956	+3%
Ishares TREFA	0.4%	$2m	14,668	+11%
CaterpillarCAT	0.4%	$1m	1,349	+4%
Ishares TRIXUS	0.4%	$1m	14,734	+2%
Coca-ColaKO	0.3%	$1m	16,798	-9%
Ishares TRIJR	0.3%	$1m	9,115	Held
Eastern BanksharesEBC	0.3%	$1m	60,198	Held
Vanguard Intl Equity Index FVGK	0.3%	$1m	14,533	Held
Sprott Asset Management LPPHYS	0.3%	$1m	41,801	Held
International Business MachinesIBM	0.3%	$1m	4,144	+26%
J P Morgan Exchange Traded FJMST	0.3%	$1m	22,720	-12%
ASML Holding NVASML	0.3%	$1m	576	+6%
Colgate-PalmoliveCL	0.3%	$1m	12,252	Held
Ameriprise FinancialAMP	0.3%	$1m	2,399	Held
IsharesRING	0.3%	$1m	16,814	Held
Illinois Tool WorksITW	0.3%	$1m	3,951	Held
Micron TechnologyMU	0.3%	$1m	917	+12%
DanaherDHR	0.3%	$1m	5,498	Held
Home DepotHD	0.3%	$1m	2,870	-11%
TeslaTSLA	0.3%	$1m	2,380	+17%
Goldman Sachs GroupGS	0.2%	$977,718	967	Held
Ishares TRIWF	0.2%	$951,459	7,663	Held
NetflixNFLX	0.2%	$939,276	13,155	-3%
Ishares TRSHV	0.2%	$868,613	7,871	+23%
VisaV	0.2%	$849,314	2,475	+15%
Blackrock ETF Trust IIBINC	0.2%	$797,853	15,244	Held
Vanguard Scottsdale FDSVCSH	0.2%	$786,961	9,958	-11%
ChevronCVX	0.2%	$775,416	4,678	+4%
Spdr Series TrustSDY	0.2%	$759,915	4,994	-4%
EMCOR GroupEME	0.2%	$746,892	900	Held
RTXRTX	0.2%	$744,998	3,927	+9%
ChubbCB	0.2%	$742,940	2,180	Held
Invesco Exchange Traded FD TIGPT	0.2%	$734,075	7,052	Held
Costco WholesaleCOST	0.2%	$701,701	750	+3%
Sprott Asset Management LPCEF	0.2%	$663,795	16,500	Held
UnileverUL	0.2%	$659,479	10,969	+2%
Taiwan Semiconductor ManufacturingTSM	0.2%	$658,769	1,379	+131%
PepsiCoPEP	0.2%	$658,178	4,861	Held
Honeywell InternationalHON	0.2%	$647,743	2,893	New
Spdr Gold TRGLD	0.2%	$627,351	1,703	-7%
Becton DickinsonBDX	0.1%	$594,273	3,927	Held
State STR Spdr DOW Jones INDDIA	0.1%	$589,683	1,129	Held
Procter & GamblePG	0.1%	$582,302	3,971	-6%
MastercardMA	0.1%	$575,068	1,120	+12%
AmgenAMGN	0.1%	$571,432	1,578	+2%
Spdr Series TrustSLYG	0.1%	$564,177	4,736	Held
Vanguard BD Index FDSBSV	0.1%	$560,897	7,199	-9%
American ExpressAXP	0.1%	$554,592	1,640	+10%
General ElectricGE	0.1%	$549,639	1,471	+4%
PrologisPLD	0.1%	$522,144	3,854	Held
DiageoDEO	0.1%	$497,472	6,189	+3%
OracleORCL	0.1%	$495,077	3,378	+6%
Texas InstrumentsTXN	0.1%	$482,972	1,620	+15%
Vaneck ETF TrustSMH	0.1%	$478,800	730	Held
Bank of AmericaBAC	0.1%	$476,464	8,362	+15%
Vanguard Whitehall FDSVYM	0.1%	$474,141	3,000	Held
Ishares Gold TRIAU	0.1%	$469,672	6,220	-8%
Wisdomtree TRDTD	0.1%	$465,909	4,997	Held
GE VernovaGEV	0.1%	$456,780	389	+3%
AbbVieABBV	0.1%	$437,746	1,740	+2%
Vanguard Malvern FDSVTIP	0.1%	$434,992	8,660	New
Spdr Series TrustSPSM	0.1%	$434,576	7,536	-5%
Ishares TRICSH	0.1%	$426,413	8,430	-4%

Showing the largest 100 of 162.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 44.4% since 30 June 2025.

Where the money is

Technology11.0%

Financial services9.5%

Media & telecom3.5%

Health care3.4%

Industrials2.1%

Retail & consumer1.7%

Everyday goods1.5%

Energy0.9%

Real estate0.1%

Utilities0.1%

Materials0.1%

Other66.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.