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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sandy Cove Advisors LLC
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|---|---|
| CRD # | 152482 |
| SEC # | 801-107724 |
| CIK # | 0001908217 |
| AUM | $581.7 M (2025-02-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 617-622-1500 |
| Address | 37 Derby Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.4 | ||
| Microsoft Corp | 7.4 | ||
| Morgan Stanley | 5.1 | ||
| Facebook Inc | 3.5 | ||
| Amazon Com Inc | 3.5 | ||
| Nvidia Corp | 3.4 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Alphabet Inc | 2.6 | ||
| Blackstone Group LP | 1.8 | ||
| Netflix Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 28.5 |
| (b) Individuals (high net worth individuals) | 159 | 550.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 581.7 |
| By Discretionary | ||
| Discretionary | 906 | 541.1 |
| Non-Discretionary | 65 | 40.5 |
| Total | 971 | 581.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 580.7 | |
| Total | 971 | 581.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908217] |
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