First seen by DFX
Sep 12, 2026
date not stated
Sandy Cove Advisors, LLC found on the SEC adviser roster (services_description)
Sandy Cove Advisors, LLC reported $334,069,212 across 144 13(f) positions for the quarter ended 2026-03-31
Sandy Cove Advisors, LLC increased Ishares Tr 88,313 -> 120,285 shares ($5,828,658 -> $8,122,823)
Sandy Cove Advisors, LLC reported $337,606,576 across 142 13(f) positions for the quarter ended 2025-12-31
Sandy Cove Advisors, LLC reduced Vanguard Specialized Funds 47,440 -> 34,349 shares ($10,237,219 -> $7,549,354)
Sandy Cove Advisors, LLC opened a $2,928,126 position in Invesco Exch Traded Fd Tr II (11,577 shares)
Sandy Cove Advisors, LLC reduced Invesco Qqq Tr 17,618 -> 8,006 shares ($10,577,458 -> $4,918,092)
Sandy Cove Advisors, LLC reduced J P Morgan Exchange Traded F 150,711 -> 8,848 shares ($7,645,576 -> $447,620)
Sandy Cove Advisors, LLC increased Vanguard Index Fds 3,604 -> 10,098 shares ($1,728,658 -> $4,926,484)
Sandy Cove Advisors, LLC increased Vanguard Intl Equity Index F 7,096 -> 241,116 shares ($506,410 -> $17,736,464)
Sandy Cove Advisors, LLC increased Alphabet Inc 7,832 -> 12,704 shares ($1,907,540 -> $3,986,475)
Sandy Cove Advisors, LLC increased Berkshire Hathaway Inc Del 26,110 -> 40,479 shares ($13,126,552 -> $20,346,780)
Sandy Cove Advisors, LLC increased Ishares Tr 130,338 -> 208,917 shares ($6,911,822 -> $11,047,505)
Sandy Cove Advisors, LLC reported $312,838,160 across 139 13(f) positions for the quarter ended 2025-09-30
Sandy Cove Advisors, LLC opened a $6,911,822 position in Ishares Tr (130,338 shares)
Sandy Cove Advisors, LLC reduced Vanguard Bd Index Fds 80,636 -> 10,727 shares ($6,346,111 -> $846,471)
Sandy Cove Advisors, LLC increased J P Morgan Exchange Traded F 4,105 -> 150,711 shares ($208,053 -> $7,645,576)
Sandy Cove Advisors, LLC reported $276,808,186 across 131 13(f) positions for the quarter ended 2025-06-30
Sandy Cove Advisors, LLC reported $248,914,548 across 120 13(f) positions for the quarter ended 2025-03-31
Sandy Cove Advisors, LLC exited Palantir Technologies Inc (was $2,066,363, 27,322 shares)
Sandy Cove Advisors, LLC increased Berkshire Hathaway Inc Del 18,599 -> 23,940 shares ($8,430,742 -> $12,749,893)
Sandy Cove Advisors, LLC reported $254,602,254 across 125 13(f) positions for the quarter ended 2024-12-31