Sponsored

The Analysis of Sandy Cove Advisors, LLC's Holdings & P&L

Currently, Sandy Cove Advisors, LLC holds 144 types of securities in its portfolio with a total value $334.1M. In the most recent quarter, they have increased their positions in IJH (+32.0K shares, valued at $2.2M), VEU (+27.2K shares, valued at $2.0M), N/A (+1.9K shares, valued at $934.0K); decreased their positions in VEA (-3.8K shares, valued at $243.4K), IVV (-305 shares, valued at $199.2K), CL (-2.1K shares, valued at $179.9K); initiated new positions in ASML (+544 shares, valued at $719.2K), JPLD (+6.4K shares, valued at $334.6K), BHP (+4.1K shares, valued at $296.9K).

1M P&L

+9.6M+3.38%

3M P&L

-71.8M-19.61%

HY P&L

-53.9M-15.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A183.5M

68.7%

2Consumer Electronics15.1M

5.7%

3Semiconductors6.9M

2.6%

Top Industries by Stock Count

1N/A53 stocks

41.4%

2Semiconductors7 stocks

5.5%

3Drug Manufacturers - General5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR46.1K shares-0.66%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS47.4K shares0.73%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL42.4K shares4.81%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F268.3K shares11.28%2026-03-312026-05-05

VO VANGUARD INDEX FDS61.5K shares-0.01%2026-03-312026-05-05

AAPL APPLE INC59.5K shares0.25%2026-03-312026-05-05

VTI VANGUARD INDEX FDS43.5K shares0.65%2026-03-312026-05-05

AGG ISHARES TR134.9K shares1.02%2026-03-312026-05-05

Sponsored

IGSB ISHARES TR215.4K shares3.12%2026-03-312026-05-05

VB VANGUARD INDEX FDS33.3K shares0.51%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS130.7K shares-2.82%2026-03-312026-05-05

IJH ISHARES TR120.3K shares36.20%2026-03-312026-05-05

IEFA ISHARES TR80.9K shares7.97%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS33.8K shares-1.59%2026-03-312026-05-05

MSFT MICROSOFT CORP16.3K shares0.42%2026-03-312026-05-05

MS MORGAN STANLEY34.8K shares0.13%2026-03-312026-05-05

Sponsored

INVESCO QQQ TR INVESCO QQQ TR8.0K shares-0.10%2026-03-312026-05-05

VUG VANGUARD INDEX FDS10.2K shares1.21%2026-03-312026-05-05

NVDA NVIDIA CORPORATION24.6K shares3.84%2026-03-312026-05-05

ALPHABET INC ALPHABET INC14.6K shares1.67%2026-03-312026-05-05

ALPHABET INC ALPHABET INC12.9K shares1.21%2026-03-312026-05-05

AMZN AMAZON COM INC17.6K shares-0.55%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T5.4K shares0.06%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II12.3K shares6.43%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE & CO9.8K shares0.33%2026-03-312026-05-05

META META PLATFORMS INC4.9K shares1.51%2026-03-312026-05-05

RVMD REVOLUTION MEDICINES INC27.0K shares0.00%2026-03-312026-05-05

LLY ELI LILLY & CO2.2K shares0.09%2026-03-312026-05-05

XOM EXXON MOBIL CORP11.4K shares-1.73%2026-03-312026-05-05

VTV VANGUARD INDEX FDS9.1K shares0.00%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON6.5K shares-4.63%2026-03-312026-05-05

PHYS SPROTT ASSET MANAGEMENT LP42.2K shares0.00%2026-03-312026-05-05

Sponsored

BLACKSTONE INC BLACKSTONE INC12.6K shares2.94%2026-03-312026-05-05

KO COCA COLA CO18.4K shares-3.48%2026-03-312026-05-05

HON HONEYWELL INTL INC5.9K shares-7.72%2026-03-312026-05-05

RING ISHARES INC16.7K shares1.21%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F25.8K shares1.20%2026-03-312026-05-05

NFLX NETFLIX INC.13.6K shares1.55%2026-03-312026-05-05

EFA ISHARES TR13.2K shares0.00%2026-03-312026-05-05

IXUS ISHARES TR14.4K shares1.63%2026-03-312026-05-05

Sponsored

VGK VANGUARD INTL EQUITY INDEX F14.5K shares0.00%2026-03-312026-05-05

EBC EASTERN BANKSHARES INC60.2K shares0.00%2026-03-312026-05-05

IJR ISHARES TR9.2K shares1.35%2026-03-312026-05-05

BROADCOM INC BROADCOM INC3.7K shares7.59%2026-03-312026-05-05

AMP AMERIPRISE FINL INC2.4K shares0.79%2026-03-312026-05-05

HD HOME DEPOT INC3.2K shares-1.97%2026-03-312026-05-05

DHR DANAHER CORP DEL5.6K shares-1.17%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO12.2K shares-14.70%2026-03-312026-05-05

Sponsored

ITW ILLINOIS TOOL WKS INC4.0K shares-1.56%2026-03-312026-05-05

AMAT APPLIED MATLS INC3.0K shares-1.33%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC4.8K shares1.77%2026-03-312026-05-05

CVX CHEVRON CORPORATION4.5K shares67.78%2026-03-312026-05-05

CAT CATERPILLAR INC1.3K shares1.33%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS11.1K shares20.19%2026-03-312026-05-05

TDVG T ROWE PRICE ETF INC19.4K shares36.59%2026-03-312026-05-05

IWF ISHARES TR1.9K shares0.05%2026-03-312026-05-05

Sponsored

GS GOLDMAN SACHS GROUP INC952 shares2.59%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.95%2026-03-312026-05-05

CEF SPROTT ASSET MANAGEMENT LP16.6K shares0.00%2026-03-312026-05-05

GLD SPDR GOLD TR1.8K shares0.00%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II15.0K shares0.82%2026-03-312026-05-05

TSLA TESLA INC2.0K shares3.87%2026-03-312026-05-05

SDY SPDR SERIES TRUST5.2K shares-0.08%2026-03-312026-05-05

PEP PEPSICO INC4.9K shares-0.06%2026-03-312026-05-05

Sponsored

VGT VANGUARD WORLD FD1.0K shares16.44%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION728 shares0.55%2026-03-312026-05-05

ASML ASML HLDG NV544 sharesnew addition2026-03-312026-05-05

CB CHUBB LTD SWITZ2.2K shares2.49%2026-03-312026-05-05

SHV ISHARES TR6.4K shares0.00%2026-03-312026-05-05

RTX RTX CORPORATION3.6K shares-0.47%2026-03-312026-05-05

EME EMCOR GROUP INC900 shares0.00%2026-03-312026-05-05

V VISA INC2.1K shares-3.16%2026-03-312026-05-05

Sponsored

BSV VANGUARD BD INDEX FDS8.0K shares-3.64%2026-03-312026-05-05

BDX BECTON DICKINSON & CO4.0K shares0.61%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC10.7K shares3.25%2026-03-312026-05-05

PG PROCTER & GAMBLE CO4.2K shares-0.57%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR6.8K shares0.00%2026-03-312026-05-05

INTC INTEL CORP13.5K shares3.69%2026-03-312026-05-05

AMGN AMGEN INC1.5K shares0.52%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND1.1K shares0.36%2026-03-312026-05-05

Sponsored

JPST J P MORGAN EXCHANGE TRADED F10.1K shares13.82%2026-03-312026-05-05

MA MASTERCARD INCORPORATED1.0K shares5.80%2026-03-312026-05-05

PLD PROLOGIS INC.3.8K shares2.58%2026-03-312026-05-05

ORCL ORACLE CORP3.2K shares-3.23%2026-03-312026-05-05

SLYG SPDR SERIES TRUST4.7K shares0.04%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO1.5K shares0.40%2026-03-312026-05-05

DEO DIAGEO PLC6.0K shares0.25%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS3.0K shares0.03%2026-03-312026-05-05

Sponsored

ICSH ISHARES TR8.7K shares-0.32%2026-03-312026-05-05

DTD WISDOMTREE TR5.0K shares0.42%2026-03-312026-05-05

IGPT INVESCO EXCHANGE TRADED FD T7.1K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.4K shares-2.08%2026-03-312026-05-05

MUB ISHARES TR3.7K shares0.52%2026-03-312026-05-05

WMT WALMART INC3.1K shares7.87%2026-03-312026-05-05

SPSM SPDR SERIES TRUST7.9K shares-0.48%2026-03-312026-05-05

PSX PHILLIPS 662.0K shares5.28%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC1.7K shares1.13%2026-03-312026-05-05

PSLV SPROTT ASSET MANAGEMENT LP15.0K shares0.00%2026-03-312026-05-05

EMR EMERSON ELEC CO2.8K shares0.33%2026-03-312026-05-05

BAC BANK AMERICA CORP7.3K shares5.99%2026-03-312026-05-05

IWY ISHARES TR1.4K shares0.00%2026-03-312026-05-05

AON PLC AON PLC1.1K shares2.36%2026-03-312026-05-05

IJK ISHARES TR3.4K shares0.03%2026-03-312026-05-05

IWR ISHARES TR3.5K shares0.06%2026-03-312026-05-05

Sponsored

ESGV VANGUARD WORLD FD3.0K shares0.13%2026-03-312026-05-05

JPLD J P MORGAN EXCHANGE TRADED F6.4K sharesnew addition2026-03-312026-05-05

GEV GE VERNOVA INC379 shares0.53%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A681 shares0.00%2026-03-312026-05-05

EOG EOG RES INC2.3K shares6.40%2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN5.5K shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC2.2K shares6.83%2026-03-312026-05-05

IYY ISHARES TR1.9K shares0.00%2026-03-312026-05-05

Sponsored

SNOW SNOWFLAKE INC2.0K shares0.00%2026-03-312026-05-05

QCOM QUALCOMM INC2.3K shares-12.30%2026-03-312026-05-05

BHP BHP BILLITON LIMITED4.1K sharesnew addition2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC820 shares5.53%2026-03-312026-05-05

WFC WELLS FARGO & CO3.6K shares1.49%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC2.5K shares1.77%2026-03-312026-05-05

SMH VANECK ETF TRUST730 shares19.48%2026-03-312026-05-05

CSCO CISCO SYS INC3.6K shares3.92%2026-03-312026-05-05

Sponsored

MU MICRON TECHNOLOGY INC820 shares2.89%2026-03-312026-05-05

TXN TEXAS INSTRS INC1.4K shares13.21%2026-03-312026-05-05

CRM SALESFORCE INC1.5K shares3.85%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP448 shares4.19%2026-03-312026-05-05

EFR EATON VANCE SR FLTNG RTE TR24.9K shares0.00%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC2.2K shares6.53%2026-03-312026-05-05

CTSH COGNIZANT TECHNOLOGY SOLUTIO4.2K shares-1.64%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC4.5K shares11.91%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC5.1K sharesnew addition2026-03-312026-05-05

PGR PROGRESSIVE CORP1.2K shares9.31%2026-03-312026-05-05

TJX TJX COS INC NEW1.5K shares11.32%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2026-03-312026-05-05

NOW SERVICENOW INC2.1K shares4.98%2026-03-312026-05-05

NOBL PROSHARES TR2.0K shares0.05%2026-03-312026-05-05

YUM YUM BRANDS INC1.4K shares0.96%2026-03-312026-05-05

Sponsored

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-05-05

MPC MARATHON PETE CORP852 sharesnew addition2026-03-312026-05-05

BA BOEING CO1.0K shares-2.94%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC596 sharesnew addition2026-03-312026-05-05

GLOBAL X FDS GLOBAL X FDS4.3K sharesnew addition2026-03-312026-05-05

EVV EATON VANCE LIMITED DURATION15.6K shares0.00%2026-03-312026-05-05

NNVC NANOVIRICIDES INC10.0K sharesnew addition2026-03-312026-05-05

Sponsored

IVV

ISHARES TR

-0.66%

Shares46.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.73%

Shares47.4K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

4.81%

Shares42.4K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

11.28%

Shares268.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.01%

Shares61.5K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.25%

Shares59.5K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.65%

Shares43.5K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

1.02%

Shares134.9K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

3.12%

Shares215.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.51%

Shares33.3K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-2.82%

Shares130.7K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

36.20%

Shares120.3K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

7.97%

Shares80.9K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-1.59%

Shares33.8K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.42%

Shares16.3K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

0.13%

Shares34.8K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.10%

Shares8.0K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

1.21%

Shares10.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

3.84%

Shares24.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.67%

Shares14.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.21%

Shares12.9K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.55%

Shares17.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares5.4K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

6.43%

Shares12.3K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

0.33%

Shares9.8K

Event2026-03-31

Filed2026-05-05