0001606587-22-001734.txt : 20220811
0001606587-22-001734.hdr.sgml : 20220811
20220811154033
ACCESSION NUMBER: 0001606587-22-001734
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220811
DATE AS OF CHANGE: 20220811
EFFECTIVENESS DATE: 20220811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sandy Cove Advisors, LLC
CENTRAL INDEX KEY: 0001908217
IRS NUMBER: 271293149
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21605
FILM NUMBER: 221155412
BUSINESS ADDRESS:
STREET 1: 37 DERBY STREET
STREET 2: SUITE 5
CITY: HINGHAM
STATE: MA
ZIP: 02043
BUSINESS PHONE: 617-622-1500
MAIL ADDRESS:
STREET 1: 37 DERBY STREET
STREET 2: SUITE 5
CITY: HINGHAM
STATE: MA
ZIP: 02043
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001908217
XXXXXXXX
06-30-2022
06-30-2022
false
Sandy Cove Advisors, LLC
37 Derby Street
Suite 5
Hingham
MA
02043
13F HOLDINGS REPORT
028-21605
N
Katherine Saltonstall
Chief Compliance Officer
617-622-1500
Katherine Saltonstall
Hingham
MA
07-28-2022
0
76
110073
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
CORE S&P MCP ETF
464287507
217
957
SH
SOLE
NONE
0
0
957
ISHARES TR
S&P MC 400GR ETF
464287606
216
3396
SH
SOLE
NONE
0
0
3396
ISHARES TR
CORE S&P SCP ETF
464287804
227
2461
SH
SOLE
NONE
0
0
2461
ISHARES TR
CORE S&P500 ETF
464287200
680
1793
SH
SOLE
NONE
0
0
1793
ISHARES TR
RUS 1000 GRW ETF
464287614
233
1067
SH
SOLE
NONE
0
0
1067
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2140
5673
SH
SOLE
NONE
0
0
5673
ADOBE SYSTEMS INCORPORATED
COM
00724F101
242
662
SH
SOLE
NONE
0
0
662
AMAZON COM INC
COM
023135106
1287
12120
SH
SOLE
NONE
0
0
12120
BRISTOL-MYERS SQUIBB CO
COM
110122108
298
3875
SH
SOLE
NONE
0
0
3875
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1387
5082
SH
SOLE
NONE
0
0
5082
INVESCO QQQ TR
UNIT SER 1
46090E103
3570
12738
SH
SOLE
NONE
0
0
12738
AMGEN INC
COM
031162100
1476
6066
SH
SOLE
NONE
0
0
6066
ADVANCED MICRO DEVICES INC
COM
007903107
363
4741
SH
SOLE
NONE
0
0
4741
ILLINOIS TOOL WKS INC
COM
452308109
626
3435
SH
SOLE
NONE
0
0
3435
QUALCOMM INC
COM
747525103
397
3108
SH
SOLE
NONE
0
0
3108
HONEYWELL INTL INC
COM
438516106
873
5025
SH
SOLE
NONE
0
0
5025
JOHNSON & JOHNSON
COM
478160104
647
3643
SH
SOLE
NONE
0
0
3643
PFIZER INC
COM
717081103
598
11410
SH
SOLE
NONE
0
0
11410
MICROSOFT CORP
COM
594918104
2714
10566
SH
SOLE
NONE
0
0
10566
COCA COLA CO
COM
191216100
1132
18000
SH
SOLE
NONE
0
0
18000
SPDR SER TR
S&P 600 SMCP GRW
78464A201
495
7021
SH
SOLE
NONE
0
0
7021
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7837
54622
SH
SOLE
NONE
0
0
54622
EXXON MOBIL CORP
COM
30231G102
1110
12966
SH
SOLE
NONE
0
0
12966
UNILEVER PLC
SPON ADR NEW
904767704
812
17713
SH
SOLE
NONE
0
0
17713
COLGATE PALMOLIVE CO
COM
194162103
1220
15218
SH
SOLE
NONE
0
0
15218
COSTCO WHSL CORP NEW
COM
22160K105
210
439
SH
SOLE
NONE
0
0
439
LILLY ELI & CO
COM
532457108
540
1665
SH
SOLE
NONE
0
0
1665
DIAGEO PLC
SPON ADR NEW
25243Q205
861
4945
SH
SOLE
NONE
0
0
4945
DANAHER CORPORATION
COM
235851102
1394
5500
SH
SOLE
NONE
0
0
5500
MERCK & CO INC
COM
58933Y105
224
2460
SH
SOLE
NONE
0
0
2460
MORGAN STANLEY
COM NEW
617446448
4768
62683
SH
SOLE
NONE
0
0
62683
PROCTER AND GAMBLE CO
COM
742718109
628
4367
SH
SOLE
NONE
0
0
4367
JPMORGAN CHASE & CO
COM
46625H100
466
4140
SH
SOLE
NONE
0
0
4140
MONDELEZ INTL INC
CL A
609207105
983
15831
SH
SOLE
NONE
0
0
15831
UNITEDHEALTH GROUP INC
COM
91324P102
284
554
SH
SOLE
NONE
0
0
554
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
229
2384
SH
SOLE
NONE
0
0
2384
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
519
2754
SH
SOLE
NONE
0
0
2754
CONSTELLATION BRANDS INC
CL A
21036P108
350
1500
SH
SOLE
NONE
0
0
1500
APPLE INC
COM
037833100
4538
33190
SH
SOLE
NONE
0
0
33190
CATERPILLAR INC
COM
149123101
220
1233
SH
SOLE
NONE
0
0
1233
CHUBB LIMITED
COM
H1467J104
442
2250
SH
SOLE
NONE
0
0
2250
EATON VANCE LTD DURATION INC
COM
27828H105
153
14800
SH
SOLE
NONE
0
0
14800
ISHARES TR
SELECT DIVID ETF
464287168
207
1759
SH
SOLE
NONE
0
0
1759
ALPHABET INC
CAP STK CL A
02079K305
1042
478
SH
SOLE
NONE
0
0
478
SPDR GOLD TR
GOLD SHS
78463V107
601
3567
SH
SOLE
NONE
0
0
3567
VANGUARD INDEX FDS
VALUE ETF
922908744
298
2259
SH
SOLE
NONE
0
0
2259
VANGUARD INDEX FDS
MID CAP ETF
922908629
8789
44623
SH
SOLE
NONE
0
0
44623
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6917
39274
SH
SOLE
NONE
0
0
39274
AMERIPRISE FINL INC
COM
03076C106
679
2857
SH
SOLE
NONE
0
0
2857
SPDR SER TR
S&P DIVID ETF
78464A763
833
7019
SH
SOLE
NONE
0
0
7019
EATON VANCE SR FLTNG RTE TR
COM
27828Q105
318
25891
SH
SOLE
NONE
0
0
25891
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
426
7351
SH
SOLE
NONE
0
0
7351
EXACT SCIENCES CORP
COM
30063P105
1668
42350
SH
SOLE
NONE
0
0
42350
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
437
8743
SH
SOLE
NONE
0
0
8743
ISHARES TR
SHORT TREAS BD
464288679
2121
19265
SH
SOLE
NONE
0
0
19265
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11406
148531
SH
SOLE
NONE
0
0
148531
BLACKSTONE INC
COM
09260D107
835
9154
SH
SOLE
NONE
0
0
9154
INVESCO EXCHANGE TRADED FD T
DYNMC SOFTWARE
46137V639
200
2204
SH
SOLE
NONE
0
0
2204
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
284
2791
SH
SOLE
NONE
0
0
2791
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
5216
127848
SH
SOLE
NONE
0
0
127848
SPDR SER TR
S&P 600 SML CAP
78464A813
503
6277
SH
SOLE
NONE
0
0
6277
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
469
6152
SH
SOLE
NONE
0
0
6152
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
13847
39920
SH
SOLE
NONE
0
0
39920
ISHARES TR
MSCI USA MIN VOL
46429B697
211
3000
SH
SOLE
NONE
0
0
3000
ISHARES INC
MSCI GBL GOLD MN
46434G855
359
16500
SH
SOLE
NONE
0
0
16500
META PLATFORMS INC
CL A
30303M102
506
3135
SH
SOLE
NONE
0
0
3135
SERVICENOW INC
COM
81762P102
230
484
SH
SOLE
NONE
0
0
484
ISHARES TR
CORE MSCI EAFE
46432F842
1354
23001
SH
SOLE
NONE
0
0
23001
ABBVIE INC
COM
00287Y109
264
1721
SH
SOLE
NONE
0
0
1721
ZOETIS INC
CL A
98978V103
238
1387
SH
SOLE
NONE
0
0
1387
ISHARES TR
BLACKROCK ULTRA
46434V878
1338
26731
SH
SOLE
NONE
0
0
26731
ALPHABET INC
CAP STK CL C
02079K107
245
112
SH
SOLE
NONE
0
0
112
SCPHARMACEUTICALS INC
COM
810648105
51
10592
SH
SOLE
NONE
0
0
10592
PALANTIR TECHNOLOGIES INC
CL A
69608A108
282
31065
SH
SOLE
NONE
0
0
31065
SQZ BIOTECHNOLOGIES CO
COM
78472W104
164
51707
SH
SOLE
NONE
0
0
51707
SEMRUSH HLDGS INC
CL A COM
81686C104
129
10000
SH
SOLE
NONE
0
0
10000