Sandy Cove Advisors, LLC - Portfolio overview

Sandy Cove Advisors, LLC has 157 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.88%
2. VOO - VANGUARD INDEX FDS, 8.36%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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