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Sandy Cove Advisors, LLC
RIA/Wealth
Sandy Cove Advisors, LLC is a RIA/Wealth based in Hingham, MA led by Katherine Saltonstall, reporting $581.7M in AUM as of Q3 2025 with 61% ETF concentration and 53% concentrated in top 10 holdings.
CIOKatherine Saltonstall
- Portfolio Value
- $312.8M
- Positions
- 139
- Top Holding
- IVV at 10.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sandy Cove Advisors, LLC's portfolio (53% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $31.8M | 10.15% | +$421.0K Bought | — 47.5K shares | |
ETF ETF | $31.0M | 9.92% | +$587.9K Bought | — 50.7K shares | |
Consumer Electronics Technology | $15.5M | 4.97% | +$107.2K Bought | 0.00% 61.1K shares | |
ETF ETF | $15.2M | 4.84% | +$109.4K Bought | — 151.2K shares | |
ETF ETF | $14.5M | 4.63% | +$464.7K Bought | — 49.3K shares | |
ETF ETF | $14.3M | 4.56% | +$51.9K Bought | — 43.4K shares | |
Insurance - Diversified Financial Services | $13.1M | 4.20% | +$589.7K Bought | 0.00% 26.1K shares | |
ETF ETF | $10.6M | 3.38% | +$58.2K Bought | — 17.6K shares | |
Unknown Unknown | $10.2M | 3.27% | -$250.8K Sold | — 47.4K shares | |
ETF ETF | $9.6M | 3.06% | +$84.9K Bought | — 37.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sandy Cove Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+3,571.4% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-86.7% | |
-54.6% |
Analytics
Portfolio insights and performance metrics for Sandy Cove Advisors, LLC
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