Sandy Cove Advisors, LLC Purchases in Q3 2025

Sandy Cove Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
147K
+ 3571.4%
$50.47 - $50.74 $7.4M - $7.44M
151K $7.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
130K
New
$52.39 - $53.11 $6.83M - $6.92M
130K $6.91M
AAPL
Apple Inc.

Technology
421
+ 0.69%
$202.38 - $256.87 $85.2K - $108K
61.1K $15.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 1.93%
$567.77 - $614.76 $545K - $590K
50.7K $31M
IVV
Ishares Core S&P 500 ETF

ETFs
629
+ 1.34%
$620.67 - $670.08 $390K - $421K
47.5K $31.8M
VO
Vanguard Mid Cap ETF

ETFs
1.58K
+ 3.32%
$279.83 - $293.74 $443K - $465K
49.3K $14.5M
VTI
Vanguard Total Stock Market Et

ETFs
158
+ 0.37%
$303.93 - $329.86 $48K - $52.1K
43.4K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
+ 4.7%
$459.11 - $506.91 $539K - $595K
26.1K $13.1M
GOOGL
Alphabet Inc.

Communication Services
130
+ 0.89%
$174.36 - $254.72 $22.7K - $33.1K
14.7K $3.58M
IEFA
Ishares Tr

ETFs
8.19K
+ 14.36%
$81.7 - $87.53 $669K - $717K
65.2K $5.69M
NVDA
Nvidia Corp

Technology
862
+ 3.96%
$153.3 - $186.58 $132K - $161K
22.6K $4.22M
VB
Vanguard Small Cap ETF

ETFs
334
+ 0.89%
$237.58 - $259.17 $79.4K - $86.6K
37.7K $9.57M
MS
Morgan Stanley

Financial Services
65
+ 0.18%
$139.09 - $161.16 $9.04K - $10.5K
36.1K $5.74M
GOOG
Alphabet Inc.

Communication Services
718
+ 10.09%
$175.16 - $255.24 $126K - $183K
7.83K $1.91M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12.5K
+ 78.5%
$50.52 - $50.75 $634K - $637K
28.5K $1.45M
MSFT
Microsoft Corp

Technology
555
+ 3.72%
$491.09 - $535.64 $273K - $297K
15.5K $8.02M
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
+ 47.84%
$357.4 - $423.42 $372K - $441K
3.22K $1.3M
VEA
Vanguard Ftse Developed Market

ETFs
771
+ 0.5%
$56.02 - $60.3 $43.2K - $46.5K
155K $9.31M
SNOW
Snowflake Inc.

Technology
2K
New
$191.73 - $241.0 $383K - $482K
2K $451K
INTC
Intel Corp

Technology
12.7K
New
$19.31 - $35.5 $246K - $452K
12.7K $426K
VUG
Vanguard Growth ETF

ETFs
593
+ 19.69%
$433.97 - $484.08 $257K - $287K
3.6K $1.73M
PLD
Prologis, Inc.

Real Estate
3.49K
New
$104.08 - $115.35 $363K - $403K
3.49K $399K
MUB
Ishares National Muni Bond ETF

ETFs
3.02K
New
$103.24 - $106.68 $312K - $322K
3.02K $321K
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 0.97%
$282.78 - $316.06 $27.7K - $31K
10.2K $3.23M
BX
Blackstone Inc.

Financial Services
136
+ 1.13%
$152.77 - $188.68 $20.8K - $25.7K
12.2K $2.08M
VGT
Vanguard Information Technolog

ETFs
301
+ 50.33%
$656.44 - $753.15 $198K - $227K
899 $671K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.09K
+ 0.73%
$97.75 - $100.75 $107K - $110K
151K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
104
+ 6.22%
$293.94 - $444.72 $30.6K - $46.3K
1.78K $789K
GLD
Spdr Gold Trust

ETFs
500
+ 37.51%
$300.96 - $355.47 $150K - $178K
1.83K $651K
JNJ
Johnson & Johnson

Healthcare
143
+ 2.19%
$155.17 - $185.42 $22.2K - $26.5K
6.67K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
968
+ 6.11%
$211.65 - $238.24 $205K - $231K
16.8K $3.69M
AVGO
Broadcom Inc.

Technology
190
+ 6.78%
$264.74 - $369.57 $50.3K - $70.2K
2.99K $987K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.72K
New
$42.04 - $45.23 $198K - $213K
4.72K $213K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.02K
+ 13.77%
$50.81 - $51.07 $204K - $205K
33.2K $1.69M
LMT
Lockheed Martin Corp

Industrials
412
New
$410.74 - $499.21 $169K - $206K
412 $205K
LOW
Lowes Companies Inc

Consumer Cyclical
805
New
$215.01 - $273.02 $173K - $220K
805 $202K
SPYG
Spdr Portfolio

ETFs
1.91K
New
$94.33 - $105.31 $181K - $202K
1.91K $200K
FAST
Fastenal CO

Industrials
59
+ 0.24%
$42.47 - $50.39 $2.51K - $2.97K
24.8K $1.22M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.19K
+ 60.31%
$109.47 - $119.06 $130K - $142K
3.16K $374K
AMD
Advanced Micro Devices Inc

Technology
211
+ 3.86%
$134.8 - $184.42 $28.4K - $38.9K
5.68K $919K
CAT
Caterpillar Inc

Industrials
32
+ 2.6%
$390.92 - $477.15 $12.5K - $15.3K
1.26K $603K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.44K
+ 26.17%
$78.96 - $80.04 $114K - $115K
6.95K $555K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26
+ 0.23%
$108.46 - $120.63 $2.82K - $3.14K
11.2K $1.33M
PEP
Pepsico Inc

Consumer Defensive
501
+ 11.85%
$133.81 - $152.16 $67K - $76.2K
4.73K $664K
CVX
Chevron Corp

Energy
537
+ 28.56%
$145.57 - $161.83 $78.2K - $86.9K
2.42K $375K
META
Meta Platforms, Inc.

Communication Services
166
+ 3.46%
$695.21 - $791.73 $115K - $131K
4.96K $3.64M
PLTR
Palantir Technologies Inc.

Technology
102
+ 5.72%
$130.68 - $186.97 $13.3K - $19.1K
1.89K $344K
XOM
Exxon Mobil Corp

Energy
341
+ 3.08%
$105.83 - $117.22 $36.1K - $40K
11.4K $1.29M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 1.68%
$696.56 - $806.32 $10.4K - $12.1K
908 $723K
Activity Summary
Buys All Purchases 90 New Holdings 11 Increased Positions 79 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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