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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
IVVIshares Tr
Recent Activity
Increased 0.11%
10.99%
$27.958M
47,494 shares@ $588.68 avg price
AAPLApple Inc
Recent Activity
Increased 12.03%
5.91%
$15.034M
60,034 shares@ $250.42 avg price
AGGIshares Tr
Recent Activity
Increased 2.47%
5.55%
$14.126M
145,775 shares@ $96.91 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.11%
4.44%
$11.297M
38,981 shares@ $289.82 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.16%
4.14%
$10.534M
53,793 shares@ $195.83 avg price
VBVanguard Index Fds
Recent Activity
Increased 2.03%
3.37%
$8.574M
35,684 shares@ $240.29 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.86%
3.32%
$8.431M
18,599 shares@ $453.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 8.87%
3.22%
$8.187M
16,015 shares@ $511.24 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.81%
2.85%
$7.25M
151,611 shares@ $47.83 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.69%
2.24%
$5.697M
13,516 shares@ $421.52 avg price