Hidden Cove Wealth Management, LLC Purchases in Q1 2025

Hidden Cove Wealth Management, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
34.4K
+ 11.46%
$48.89 - $49.21 $1.68M - $1.69M
335K $16.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.7K
+ 4.01%
$27.01 - $28.54 $803K - $848K
770K $21.5B
ARLP
Alliance Resource Partners LP

Energy
35.1K
+ 100.12%
$24.47 - $29.24 $859K - $1.03M
70.2K $1.91B
Janus Detroit Str Tr
16.6K
+ 28.18%
N/A
75.4K $3.95B
SJNK
Spdr Bloomberg Short Term High

ETFs
26K
+ 20.95%
$25.08 - $25.64 $652K - $666K
150K $3.78B
JBBB
Janus Detroit Str Tr Henderson

ETFs
12.2K
New
$48.34 - $49.66 $590K - $606K
12.2K $594M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.2K
+ 10.43%
$22.46 - $23.26 $408K - $423K
192K $4.45B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.74K
+ 4.52%
$50.48 - $51.04 $492K - $497K
225K $11.4B
ADBE
Adobe Inc.

Technology
977
New
$377.84 - $464.11 $369K - $453K
977 $375M
ABBV
Abb Vie Inc.

Healthcare
1.34K
New
$169.2 - $216.66 $227K - $291K
1.34K $281M
BAC
Bank Of America Corp

Financial Services
6.27K
New
$39.61 - $47.74 $248K - $299K
6.27K $262M
MSFT
Microsoft Corp

Technology
1.45K
+ 22.63%
$375.39 - $447.2 $546K - $650K
7.88K $2.96B
PM
Philip Morris International Inc.

Consumer Defensive
1.33K
New
$117.15 - $158.79 $155K - $211K
1.33K $210M
JNJ
Johnson & Johnson

Healthcare
1.27K
New
$142.06 - $167.7 $180K - $212K
1.27K $210M
IBM
International Business Machines Corp

Technology
828
New
$217.4 - $264.74 $180K - $219K
828 $206M
PGR
Progressive Corp

Financial Services
719
New
$235.61 - $291.22 $169K - $209K
719 $203M
COP
Conocophillips

Energy
1.92K
New
$88.6 - $105.85 $170K - $203K
1.92K $202M
META
Meta Platforms, Inc.

Communication Services
205
+ 25.31%
$576.36 - $736.67 $118K - $151K
1.02K $585M
VEA
Vanguard Ftse Developed Market

ETFs
1.74K
+ 30.43%
$47.4 - $52.99 $82.5K - $92.3K
7.46K $379M
IOO
Ishares Tr Global 100 ETF

ETFs
3.56K
+ 6.59%
$96.2 - $105.12 $342K - $374K
57.6K $5.55B
KO
Coca Cola CO

Consumer Defensive
599
+ 11.09%
$60.81 - $72.32 $36.4K - $43.3K
6K $430M
V
Visa Inc.

Financial Services
196
+ 27.72%
$306.92 - $362.71 $60.2K - $71.1K
903 $316M
XOM
Exxon Mobil Corp

Energy
531
+ 21.48%
$105.44 - $118.93 $56K - $63.2K
3K $357M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 17.68%
$442.66 - $534.52 $38.5K - $46.5K
579 $308M
LLY
Eli Lilly & CO

Healthcare
69
+ 25.0%
$725.72 - $929.72 $50.1K - $64.2K
345 $285M
SBUX
Starbucks Corp

Consumer Cyclical
419
+ 10.07%
$91.75 - $115.81 $38.4K - $48.5K
4.58K $449M
CVX
Chevron Corp

Energy
152
+ 8.15%
$146.71 - $167.97 $22.3K - $25.5K
2.02K $337M
GE
General Electric CO

Industrials
89
+ 6.53%
$168.59 - $212.13 $15K - $18.9K
1.45K $290M
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 13.18%
$890.62 - $1076.86 $47.2K - $57.1K
455 $431M
VO
Vanguard Mid Cap ETF

ETFs
314
+ 5.2%
$251.87 - $277.95 $79.1K - $87.3K
6.35K $1.64B
JPM
Jpmorgan Chase & CO

Financial Services
112
+ 4.23%
$225.19 - $279.95 $25.2K - $31.4K
2.76K $677M
PG
Procter & Gamble CO

Consumer Defensive
187
+ 10.24%
$158.56 - $176.26 $29.7K - $33K
2.01K $343M
WFC
Wells Fargo & Company

Financial Services
131
+ 2.36%
$66.78 - $81.42 $8.75K - $10.7K
5.69K $408M
MA
Mastercard Inc

Financial Services
8
+ 1.66%
$504.67 - $576.31 $4.04K - $4.61K
489 $268M
GOOG
Alphabet Inc.

Communication Services
278
+ 20.93%
$156.06 - $207.71 $43.4K - $57.7K
1.61K $251M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 1.28%
$222.66 - $268.42 $2.67K - $3.22K
953 $222M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.91%
$507.05 - $563.67 $2.54K - $2.82K
556 $286M
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 2.82%
$347.25 - $424.87 $12.8K - $15.7K
1.35K $494M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.91%
$468.34 - $539.52 $5.62K - $6.47K
1.33K $621M
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.37%
$154.33 - $206.19 $1.23K - $1.65K
2.15K $332M
AVGO
Broadcom Inc.

Technology
541
+ 19.52%
$167.43 - $244.7 $90.6K - $132K
3.31K $555M
PII
Polaris Inc.

Consumer Cyclical
155
+ 2.07%
$40.9 - $58.36 $6.34K - $9.05K
7.66K $314M
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.39%
$190.26 - $242.06 $6.66K - $8.47K
8.97K $1.71B
NVDA
Nvidia Corp

Technology
114
+ 0.48%
$106.98 - $149.43 $12.2K - $17K
23.7K $2.57B
AAPL
Apple Inc.

Technology
22
+ 0.09%
$209.68 - $247.1 $4.61K - $5.44K
25.9K $5.75B
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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