Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Sandy Cove Advisors, LLC Stock Portfolio

Sandy Cove Advisors, LLC Performance:
2025 Q3: 4.29%YTD: 5.6%2024: 8.67%
Performance for 2025 Q3 is 4.29%, and YTD is 5.6%, and 2024 is 8.67%.

About Sandy Cove Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Sandy Cove Advisors, LLC reported an equity portfolio of $312.8 Millions as of 30 Sep, 2025.

The top stock holdings of Sandy Cove Advisors, LLC are IJR, VB, AAPL. The fund has invested 10.2% of it's portfolio in ISHARES TR and 9.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off CONSTELLATION BRANDS INC (STZ), ZOETIS INC (ZTS) and SEMRUSH HLDGS INC (SEMR) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), MONDELEZ INTL INC (MDLZ) and ORACLE CORP (ORCL). Sandy Cove Advisors, LLC opened new stock positions in ISHARES TR (AAXJ), SNOWFLAKE INC (SNOW) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (ACWF) and VANGUARD WORLD FD (EDV).

Sandy Cove Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sandy Cove Advisors, LLC made a return of 4.29% in the last quarter. In trailing 12 months, it's portfolio return was 6.93%.

New Buys

Ticker$ Bought
ishares tr6,911,820
snowflake inc451,100
intel corp426,902
prologis inc.399,828
ishares tr321,458
blackrock etf trust ii250,228
ge vernova inc227,988
invesco exchange traded fd t213,165
New stocks bought by Sandy Cove Advisors, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f3,571
ishares tr78.5
vanguard world fd60.31
vanguard world fd50.33
home depot inc47.84
spdr gold tr37.51
fidelity wise origin bitcoin31.85
chevron corp new28.56
Additions to existing portfolio by Sandy Cove Advisors, LLC

Reductions

Ticker% Reduced
vanguard bd index fds-86.7
mondelez intl inc-54.6
oracle corp-36.9
colgate palmolive co-17.5
adobe inc-11.37
progressive corp-11.31
spdr series trust-9.56
spdr s&p 500 etf tr-6.63
Sandy Cove Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
semrush hldgs inc-90,500
constellation brands inc-254,205
zoetis inc-211,156
Sandy Cove Advisors, LLC got rid off the above stocks

Sector Distribution

Sandy Cove Advisors, LLC has about 70.5% of it's holdings in Others sector.

Sector%
Others70.5
Technology11.3
Financial Services5.5
Communication Services3.5
Healthcare2.5
Consumer Cyclical2.1
Industrials2
Consumer Defensive1.6

Market Cap. Distribution

Sandy Cove Advisors, LLC has about 29.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED70.5
MEGA-CAP19.5
LARGE-CAP9.6

Stocks belong to which Index?

About 28.3% of the stocks held by Sandy Cove Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others71.3
S&P 50028.3
Top 5 Winners (%)%
GOOG
alphabet inc
37.5 %
TSLA
tesla inc
36.8 %
GOOG
alphabet inc
32.8 %
PLTR
palantir technologies inc
31.4 %
ORCL
oracle corp
28.6 %
Top 5 Winners ($)$
AAPL
apple inc
3.0 M
IJR
ishares tr
2.3 M
GOOG
alphabet inc
1.0 M
QQQ
invesco qqq tr
0.9 M
MS
morgan stanley
0.7 M
Top 5 Losers (%)%
CTSH
cognizant technology solutio
-14.1 %
INTU
intuit
-13.2 %
CRM
salesforce inc
-13.1 %
CL
colgate palmolive co
-12.1 %
TXN
texas instrs inc
-11.5 %
Top 5 Losers ($)$
CL
colgate palmolive co
-0.2 M
NFLX
netflix inc
-0.2 M
HON
honeywell intl inc
-0.1 M
AMP
ameriprise finl inc
-0.1 M
KO
coca cola co
-0.1 M

Sandy Cove Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sandy Cove Advisors, LLC

Sandy Cove Advisors, LLC has 139 stocks in it's portfolio. About 53% of the portfolio is in top 10 stocks. CL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Sandy Cove Advisors, LLC last quarter.

Last Reported on: 22 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions