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Sandy Cove Advisors, LLC
Sandy Cove Advisors, LLC is a boutique financial advisory and SEC Registered Investment Advisor headquartered in Hingham, Massachusetts. Founded in 2010, the firm provides a full spectrum of wealth management services with a focus on investments, financial planning, and family office solutions. It serves high net worth individuals and families, offering tailored and strategic financial guidance delivered by a team of approximately 8 to 9 employees.
Investment Strategy
Sandy Cove Advisors delivers highly personalized, thoughtful wealth solutions aligned to each client’s unique needs and goals. The firm emphasizes a holistic, strategic investment approach, integrating investment management, financial planning, and estate strategies to simplify complex financial situations. Their philosophy focuses on transparency, comprehensive advice, and long-term stewardship for families and high net worth individuals.
Latest 13F Filing Activity
Sandy Cove Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 139 equity positions with a total 13F market value of $313M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, Apple Inc. among other positions. Sandy Cove Advisors, LLC reduced exposure to Vanguard BD Index FDS, Colgate Palmolive Co., Mondelez Intl Inc. among others.
Top Holdings
Equity Positions (139)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.15% | $31.8M | 47,465 | $463.60 | $669.30 | +$2.7M |
V VOO | VANGUARD INDEX FDS | 9.92% | $31.0M | 50,683 | $432.25 | $612.38 | +$2.8M |
A AAPL | APPLE INC | 4.97% | $15.5M | 61,052 | $189.95 | $254.63 | +$3.1M |
A AGG | ISHARES TR | 4.84% | $15.2M | 151,151 | $98.79 | $100.25 | +$266.9K |
V VO | VANGUARD INDEX FDS | 4.63% | $14.5M | 49,297 | $243.00 | $293.74 | +$1.1M |
Industry Allocation
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