Sandy Cove Advisors, LLC Incresed Positions in Q4 2024

Sandy Cove Advisors, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
74
+ 1.52%
N/A
4.93K $617K
FAST
Fastenal CO

Industrials
42
+ 0.35%
$69.99 - $84.35 $2.94K - $3.54K
12K $866K
INTU
Intuit Inc

Technology
10
+ 3.08%
$602.01 - $706.25 $6.02K - $7.06K
335 $210K
CTSH
Cognizant Technology Solutions Corp

Technology
135
+ 3.21%
$74.37 - $82.32 $10K - $11.1K
4.34K $333K
PG
Procter & Gamble CO

Consumer Defensive
193
+ 4.28%
$161.05 - $179.7 $31.1K - $34.7K
4.7K $788K
ABBV
Abb Vie Inc.

Healthcare
187
+ 13.31%
$164.99 - $203.87 $30.9K - $38.1K
1.59K $282K
ICSH
Blackrock Ultra Short Term Bon

ETFs
134
+ 1.14%
$50.35 - $50.69 $6.75K - $6.79K
11.9K $599K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.37%
$417.69 - $450.94 $835 - $902
539 $229K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
31
+ 0.12%
$12.55 - $13.1 $389 - $406
26.4K $337K
CVX
Chevron Corp

Energy
39
+ 1.72%
$141.15 - $162.53 $5.5K - $6.34K
2.31K $334K
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 9.42%
$244.52 - $284.07 $20.8K - $24.1K
987 $243K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.09%
$90.66 - $99.46 $272 - $298
3.42K $311K
CAT
Caterpillar Inc

Industrials
102
+ 6.88%
$360.37 - $416.88 $36.8K - $42.5K
1.59K $574K
VEU
Vanguard Ftse All World Ex Us

ETFs
140
+ 2.23%
$57.29 - $63.1 $8.02K - $8.83K
6.41K $367K
UNH
Unitedhealth Group Inc

Healthcare
66
+ 6.7%
$485.52 - $625.25 $32K - $41.3K
1.05K $531K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.03%
$220.02 - $243.75 $220 - $244
3.81K $863K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 0.13%
$219.66 - $257.62 $439 - $515
1.54K $339K
IXUS
Ishares Tr

ETFs
677
+ 4.22%
$65.95 - $72.56 $44.6K - $49.1K
16.7K $1.11M
JNJ
Johnson & Johnson

Healthcare
74
+ 1.31%
$143.34 - $165.86 $10.6K - $12.3K
5.73K $829K
UL
Unilever PLC

Consumer Defensive
40
+ 0.35%
$56.7 - $64.64 $2.27K - $2.59K
11.4K $644K
AMAT
Applied Materials Inc

Technology
12
+ 0.51%
$161.44 - $213.89 $1.94K - $2.57K
2.38K $387K
LLY
Eli Lilly & CO

Healthcare
115
+ 5.72%
$727.2 - $932.06 $83.6K - $107K
2.12K $1.64M
KO
Coca Cola CO

Consumer Defensive
684
+ 3.18%
$61.74 - $71.71 $42.2K - $49K
22.2K $1.38M
CL
Colgate Palmolive CO

Consumer Defensive
279
+ 1.65%
$90.22 - $102.31 $25.2K - $28.5K
17.2K $1.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.51K
+ 2.47%
$96.64 - $101.23 $339K - $356K
146K $14.1M
VEA
Vanguard Ftse Developed Market

ETFs
2.7K
+ 1.81%
$47.57 - $52.44 $128K - $141K
152K $7.25M
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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