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.
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 |