Katherine Saltonstall

@Sandy Cove Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$254.602M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LMTLockheed Martin Corp Recent Activity Exited	0%	$229,732 393 shares@ $584.56 avg price	Exited
VLTOVeralto Corp Recent Activity Exited	0%	$216,783 1,938 shares@ $111.86 avg price	Exited
IDVIshares Tr Recent Activity Exited	0%	$215,533 7,130 shares@ $30.23 avg price	Exited
GEGe Aerospace Recent Activity Exited	0%	$205,796 1,091 shares@ $188.64 avg price	Exited
PSLVSprott Physical Silver Tr Recent Activity Exited	0%	$104,500 10,000 shares@ $10.45 avg price	Exited