StockDriftsStockDriftsTop 50 Sandy Cove Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.01% | 46.1K | $30.1M | -0.66%(-305) | $446.34(+67.08%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.48% | 47.4K | $28.3M | +0.73%(+345) | $418.79(+62.95%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.09% | 42.4K | $20.3M | +4.81%(+1.95K) | $422.69(+14.86%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.03% | 268.3K | $20.2M | +11.28%(+27.19K) | $72.23(+14.85%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.28% | 61.5K | $17.6M | -0.01%(-9) | $62.16(+23.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.52% | 59.5K | $15.1M | +0.25%(+151) | $175.38(+70.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.17% | 43.5K | $13.9M | +0.65%(+281) | $233.20(+56.39%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.01% | 134.9K | $13.4M | +1.02%(+1.36K) | $98.61(+0.06%) | 2026-03-31 | |
| IGSB | ISHARES TR | 3.39% | 215.4K | $11.3M | +3.12%(+6.51K) | $52.85(-0.89%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.61% | 33.3K | $8.7M | +0.51%(+168) | $214.66(+33.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.80% | +43.53% |
| Top 20 Holdings Unweighted | +13.32% | +45.52% |
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