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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
IJHIshares Tr
Recent Activity
Increased 0.56%
2.2%
$5.593M
89,757 shares@ $62.32 avg price
MSMorgan Stanley
Recent Activity
Increased 0.4%
1.78%
$4.523M
35,973 shares@ $125.72 avg price
IEFAIshares Tr
Recent Activity
Increased 11.75%
1.39%
$3.527M
50,190 shares@ $70.28 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.21%
1.24%
$3.136M
14,294 shares@ $219.39 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 23.2%
1.02%
$2.577M
13,611 shares@ $189.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 11.63%
0.99%
$2.496M
18,584 shares@ $134.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.69%
0.92%
$2.331M
3,981 shares@ $585.58 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.22%
0.91%
$2.303M
9,608 shares@ $239.71 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 4.33%
0.82%
$2.066M
27,322 shares@ $75.64 avg price
BXBlackstone Inc
Recent Activity
Increased 0.79%
0.67%
$1.701M
9,866 shares@ $172.43 avg price