Sandy Cove Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Sandy Cove Advisors, LLC | Institutional Filer | ▼ 1.05% | $334.1M | 144 |
Current Portfolio Holdings
Showing all 144 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 46K | $30.1M | 9.01% |
| 2 | VOO | VANGUARD INDEX FDS | — | 47K | $28.3M | 8.48% |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 42K | $20.3M | 6.09% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | — | 268K | $20.2M | 6.03% |
| 5 | VO | VANGUARD INDEX FDS | — | 61K | $17.6M | 5.28% |
| 6 | AAPL | Apple Inc. | Technology | 59K | $15.1M | 4.52% |
| 7 | VTI | VANGUARD INDEX FDS | — | 43K | $13.9M | 4.17% |
| 8 | AGG | ISHARES TR | — | 135K | $13.4M | 4.01% |
| 9 | IGSB | ISHARES TR | — | 215K | $11.3M | 3.39% |
| 10 | VB | VANGUARD INDEX FDS | — | 33K | $8.7M | 2.61% |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | — | 131K | $8.4M | 2.51% |
| 12 | IJH | ISHARES TR | — | 120K | $8.1M | 2.43% |
| 13 | IEFA | ISHARES TR | — | 81K | $7.3M | 2.19% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 34K | $7.3M | 2.18% |
| 15 | MSFT | Microsoft Corporation | Technology | 16K | $6.0M | 1.80% |
Showing 1 to 15 of 144 holdings