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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
LLYEli Lilly & Co
Recent Activity
Increased 5.73%
0.65%
$1.64M
2,124 shares@ $772.0 avg price
CLColgate Palmolive Co
Recent Activity
Increased 1.65%
0.62%
$1.567M
17,236 shares@ $90.92 avg price
GOOGAlphabet Inc
Recent Activity
Increased 44.62%
0.57%
$1.44M
7,562 shares@ $190.45 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 2.98%
0.57%
$1.439M
6,372 shares@ $225.91 avg price
KOCoca Cola Co
Recent Activity
Increased 3.18%
0.55%
$1.382M
22,203 shares@ $62.26 avg price
IJRIshares Tr
Recent Activity
Increased 4.6%
0.52%
$1.313M
11,392 shares@ $115.22 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.32%
0.47%
$1.174M
2,861 shares@ $410.41 avg price
NFLXNetflix Inc
Recent Activity
Increased 2.16%
0.45%
$1.138M
1,277 shares@ $891.42 avg price
IXUSIshares Tr
Recent Activity
Increased 4.22%
0.44%
$1.106M
16,721 shares@ $66.14 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 5.18%
0.41%
$1.041M
4,104 shares@ $253.58 avg price