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Katherine Saltonstall

@Sandy Cove Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$254.602MTotal holdings125
Assets growth rate3.83%Assets growth rate (2-Q avg)6.5%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sandy Cove Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Sandy Cove Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 254.602M in assets, with a quarterly growth rate of 3.83% and a 2-quarter average growth rate of 6.5%. The portfolio is managed by Katherine Saltonstall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RVMDRevolution Medicines Inc
Recent Activity
New Position
0.73%
$1.837M
42,008 shares@ $43.75 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.12%
$305,250
3,742 shares@ $81.58 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.1%
$230,223
4,540 shares@ $50.71 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.09%
$222,104
1,267 shares@ $175.3 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.09%
$216,285
3,824 shares@ $56.56 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.09%
$209,742
632 shares@ $331.88 avg price