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Home > Institutional Investor > Sandy Cove Advisors, Llc > Profile

Instuitional Investor - Sandy Cove Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sandy Cove Advisors, Llc
Portfolio Value $248,914,548
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 47,315 $26,586,528 10.68%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 49,913 $25,650,474 10.3%
3.
Ishares Trust
 IEF 148,882 $14,727,353 5.92%
4.
Apple Inc.
 AAPL 59,575 $13,233,392 5.32%
5.
Berkshire Hathaway Inc
 BRK.A 23,940 $12,749,893 5.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)