0001606587-22-002334.txt : 20221114 0001606587-22-002334.hdr.sgml : 20221114 20221114122911 ACCESSION NUMBER: 0001606587-22-002334 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382813 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 09-30-2022 09-30-2022 false Sandy Cove Advisors, LLC

37 Derby Street Suite 5 Hingham MA 02043

13F HOLDINGS REPORT 028-21605 N Katherine Saltonstall 617-622-1500 Katherine Saltonstall Hingham MA 11-11-2022 0 75 111177 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 231 1721 SH SOLE NONE 0 0 1721 ADVANCED MICRO DEVICES INC COM 007903107 300 4741 SH SOLE NONE 0 0 4741 ALPHABET INC CAP STK CL A 02079K305 930 9720 SH SOLE NONE 0 0 9720 ALPHABET INC CAP STK CL C 02079K107 215 2240 SH SOLE NONE 0 0 2240 AMAZON COM INC COM 023135106 1415 12520 SH SOLE NONE 0 0 12520 AMERIPRISE FINL INC COM 03076C106 732 2904 SH SOLE NONE 0 0 2904 AMGEN INC COM 031162100 1377 6111 SH SOLE NONE 0 0 6111 APPLE INC COM 037833100 4610 33354 SH SOLE NONE 0 0 33354 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2483 9300 SH SOLE NONE 0 0 9300 BLACKSTONE INC COM 09260D107 822 9818 SH SOLE NONE 0 0 9818 BRISTOL-MYERS SQUIBB CO COM 110122108 275 3875 SH SOLE NONE 0 0 3875 CATERPILLAR INC COM 149123101 203 1235 SH SOLE NONE 0 0 1235 CHUBB LIMITED COM H1467J104 409 2250 SH SOLE NONE 0 0 2250 COCA COLA CO COM 191216100 1008 18000 SH SOLE NONE 0 0 18000 COLGATE PALMOLIVE CO COM 194162103 1072 15254 SH SOLE NONE 0 0 15254 CONSTELLATION BRANDS INC CL A 21036P108 355 1545 SH SOLE NONE 0 0 1545 COSTCO WHSL CORP NEW COM 22160K105 276 584 SH SOLE NONE 0 0 584 DANAHER CORPORATION COM 235851102 1431 5540 SH SOLE NONE 0 0 5540 DIAGEO PLC SPON ADR NEW 25243Q205 842 4960 SH SOLE NONE 0 0 4960 EATON VANCE LTD DURATION INC COM 27828H105 136 14800 SH SOLE NONE 0 0 14800 EATON VANCE SR FLTNG RTE TR COM 27828Q105 288 25911 SH SOLE NONE 0 0 25911 EXACT SCIENCES CORP COM 30063P105 1376 42350 SH SOLE NONE 0 0 42350 EXXON MOBIL CORP COM 30231G102 299 3424 SH SOLE NONE 0 0 3424 HONEYWELL INTL INC COM 438516106 839 5026 SH SOLE NONE 0 0 5026 ILLINOIS TOOL WKS INC COM 452308109 621 3440 SH SOLE NONE 0 0 3440 INVESCO QQQ TR UNIT SER 1 46090E103 3400 12720 SH SOLE NONE 0 0 12720 ISHARES INC MSCI GBL GOLD MN 46434G855 310 16500 SH SOLE NONE 0 0 16500 ISHARES TR CORE S&P MCP ETF 464287507 454 2069 SH SOLE NONE 0 0 2069 ISHARES TR S&P MC 400GR ETF 464287606 214 3398 SH SOLE NONE 0 0 3398 ISHARES TR CORE S&P SCP ETF 464287804 252 2894 SH SOLE NONE 0 0 2894 ISHARES TR CORE S&P500 ETF 464287200 819 2283 SH SOLE NONE 0 0 2283 ISHARES TR RUS 1000 GRW ETF 464287614 225 1068 SH SOLE NONE 0 0 1068 ISHARES TR MSCI EAFE ETF 464287465 307 5476 SH SOLE NONE 0 0 5476 ISHARES TR SHORT TREAS BD 464288679 2190 19909 SH SOLE NONE 0 0 19909 ISHARES TR CORE MSCI EAFE 46432F842 939 17820 SH SOLE NONE 0 0 17820 ISHARES TR BLACKROCK ULTRA 46434V878 1396 27913 SH SOLE NONE 0 0 27913 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 252 5032 SH SOLE NONE 0 0 5032 JOHNSON & JOHNSON COM 478160104 605 3703 SH SOLE NONE 0 0 3703 JPMORGAN CHASE & CO COM 46625H100 458 4378 SH SOLE NONE 0 0 4378 LILLY ELI & CO COM 532457108 538 1665 SH SOLE NONE 0 0 1665 MERCK & CO INC COM 58933Y105 222 2575 SH SOLE NONE 0 0 2575 META PLATFORMS INC CL A 30303M102 442 3255 SH SOLE NONE 0 0 3255 MICROSOFT CORP COM 594918104 2471 10610 SH SOLE NONE 0 0 10610 MONDELEZ INTL INC CL A 609207105 868 15831 SH SOLE NONE 0 0 15831 MORGAN STANLEY COM NEW 617446448 4954 62698 SH SOLE NONE 0 0 62698 NETFLIX INC COM 64110L106 217 921 SH SOLE NONE 0 0 921 PALANTIR TECHNOLOGIES INC CL A 69608A108 253 31065 SH SOLE NONE 0 0 31065 PFIZER INC COM 717081103 508 11601 SH SOLE NONE 0 0 11601 PROCTER AND GAMBLE CO COM 742718109 544 4308 SH SOLE NONE 0 0 4308 QUALCOMM INC COM 747525103 351 3108 SH SOLE NONE 0 0 3108 RAYTHEON TECHNOLOGIES CORP COM 75513E101 337 4121 SH SOLE NONE 0 0 4121 SCPHARMACEUTICALS INC COM 810648105 69 10592 SH SOLE NONE 0 0 10592 SELECT SECTOR SPDR TR ENERGY 81369Y506 203 2812 SH SOLE NONE 0 0 2812 SEMRUSH HLDGS INC CL A COM 81686C104 112 10000 SH SOLE NONE 0 0 10000 SPDR GOLD TR GOLD SHS 78463V107 402 2599 SH SOLE NONE 0 0 2599 SPDR S&P 500 ETF TR TR UNIT 78462F103 2088 5845 SH SOLE NONE 0 0 5845 SPDR SER TR S&P 600 SMCP GRW 78464A201 476 6985 SH SOLE NONE 0 0 6985 SPDR SER TR S&P DIVID ETF 78464A763 781 7005 SH SOLE NONE 0 0 7005 SPDR SER TR S&P 600 SML CAP 78464A813 478 6311 SH SOLE NONE 0 0 6311 SQZ BIOTECHNOLOGIES CO COM 78472W104 118 51707 SH SOLE NONE 0 0 51707 UNILEVER PLC SPON ADR NEW 904767704 777 17724 SH SOLE NONE 0 0 17724 UNITEDHEALTH GROUP INC COM 91324P102 252 499 SH SOLE NONE 0 0 499 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11996 160327 SH SOLE NONE 0 0 160327 VANGUARD INDEX FDS TOTAL STK MKT 922908769 502 2797 SH SOLE NONE 0 0 2797 VANGUARD INDEX FDS VALUE ETF 922908744 330 2676 SH SOLE NONE 0 0 2676 VANGUARD INDEX FDS MID CAP ETF 922908629 9205 48968 SH SOLE NONE 0 0 48968 VANGUARD INDEX FDS SMALL CP ETF 922908751 7335 42916 SH SOLE NONE 0 0 42916 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15320 46666 SH SOLE NONE 0 0 46666 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 283 6380 SH SOLE NONE 0 0 6380 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 477 6425 SH SOLE NONE 0 0 6425 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8025 59374 SH SOLE NONE 0 0 59374 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5004 137617 SH SOLE NONE 0 0 137617 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 265 2792 SH SOLE NONE 0 0 2792 WISDOMTREE TR US TOTAL DIVIDND 97717W109 402 7405 SH SOLE NONE 0 0 7405 ZOETIS INC CL A 98978V103 206 1387 SH SOLE NONE 0 0 1387