Hidden Cove Wealth Management, LLC Purchases in Q3 2025

Hidden Cove Wealth Management, LLC

  • $151 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
3.34K
+ 4.39%
$243.93 - $275.62 $816K - $922K
79.5K $21.8B
AAPL
Apple Inc.

Technology
499
+ 2.0%
$202.38 - $256.87 $101K - $128K
25.4K $6.47B
Janus Detroit Str Tr
15.9K
+ 14.15%
N/A
128K $6.69B
NVDA
Nvidia Corp

Technology
548
+ 2.3%
$153.3 - $186.58 $84K - $102K
24.3K $4.54B
JBBB
Janus Detroit Str Tr Henderson

ETFs
11.3K
+ 15.99%
$48.04 - $48.61 $541K - $548K
81.7K $3.94B
FDL
First Tr Morningstar Dividend

ETFs
10.2K
+ 22.74%
$41.96 - $44.59 $429K - $456K
55.2K $2.4B
MSFT
Microsoft Corp

Technology
538
+ 6.56%
$491.09 - $535.64 $264K - $288K
8.74K $4.53B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.69K
+ 33.98%
$72.57 - $74.72 $413K - $425K
22.4K $1.67B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.34K
New
$62.09 - $66.51 $331K - $355K
5.34K $348M
TFLR
T Rowe Price Exchange Traded F
6.76K
+ 100.03%
N/A
13.5K $695M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.09K
+ 2.18%
$50.53 - $50.82 $308K - $310K
285K $14.5B
VB
Vanguard Small Cap ETF

ETFs
1.15K
New
$237.58 - $259.17 $273K - $298K
1.15K $292M
Virtus ETF Tr Ii
9.54K
+ 25.64%
N/A
46.7K $1.29B
IEFA
Ishares Tr

ETFs
3.26K
New
$81.7 - $87.53 $267K - $286K
3.26K $285M
VO
Vanguard Mid Cap ETF

ETFs
455
+ 4.19%
$279.83 - $293.74 $127K - $134K
11.3K $3.33B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.43K
New
$35.42 - $38.65 $263K - $287K
7.43K $283M
SUB
Ishares Short Term National Mu

ETFs
2.55K
New
$106.17 - $107.3 $270K - $273K
2.55K $272M
AVGO
Broadcom Inc.

Technology
131
+ 3.13%
$264.74 - $369.57 $34.7K - $48.4K
4.32K $1.43B
MS
Morgan Stanley

Financial Services
1.66K
New
$139.09 - $161.16 $231K - $268K
1.66K $264M
IVV
Ishares Core S&P 500 ETF

ETFs
387
New
$620.67 - $670.08 $240K - $259K
387 $259M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
8.88K
+ 74.21%
$26.92 - $28.6 $239K - $254K
20.8K $582M
UNH
Unitedhealth Group Inc

Healthcare
714
New
$237.77 - $353.61 $170K - $252K
714 $247M
JPM
Jpmorgan Chase & CO

Financial Services
518
+ 17.54%
$282.78 - $316.06 $146K - $164K
3.47K $1.09B
ABT
Abbott Laboratories

Healthcare
1.76K
New
$120.51 - $136.62 $212K - $241K
1.76K $236M
BAC
Bank Of America Corp

Financial Services
4.56K
New
$44.92 - $52.42 $205K - $239K
4.56K $235M
Ge Vernova Inc
382
New
N/A
382 $235M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.96K
New
$49.43 - $54.52 $196K - $216K
3.96K $215M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.65K
New
$25.29 - $28.33 $193K - $217K
7.65K $213M
SCHO
Schwab Short Term Us Treasury

ETFs
8.57K
+ 25.54%
$24.23 - $24.42 $208K - $209K
42.1K $1.03B
ETN
Eaton Corp PLC

Industrials
556
New
$342.99 - $392.76 $191K - $218K
556 $208M
JNJ
Johnson & Johnson

Healthcare
1.12K
New
$155.17 - $185.42 $174K - $208K
1.12K $208M
ENB
Enbridge Inc

Energy
3.99K
New
$43.79 - $50.46 $175K - $201K
3.99K $201M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.63K
New
$50.79 - $76.4 $133K - $201K
2.63K $201M
PGR
Progressive Corp

Financial Services
810
New
$238.61 - $264.3 $193K - $214K
810 $200M
ABBV
Abb Vie Inc.

Healthcare
528
+ 38.32%
$184.85 - $231.54 $97.6K - $122K
1.91K $441M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.89K
+ 19.08%
$78.96 - $80.04 $149K - $151K
11.8K $942M
GOOG
Alphabet Inc.

Communication Services
74
+ 3.86%
$175.16 - $255.24 $13K - $18.9K
1.99K $485M
TGEN
Tecogen Inc.

Industrials
14K
New
$5.78 - $9.68 $81.2K - $136K
14K $124M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 11.39%
$357.4 - $423.42 $58.3K - $69K
1.59K $646M
RTX
Raytheon Technologies Corp

Industrials
405
+ 18.65%
$144.19 - $167.33 $58.4K - $67.8K
2.58K $431M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 6.0%
$28.92 - $32.19 $42.2K - $46.9K
25.8K $822M
EFV
Msci Eafe Value ETF

ETFs
1.43K
+ 42.03%
$62.79 - $68.42 $89.6K - $97.6K
4.82K $327M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
129
+ 23.2%
$567.77 - $614.76 $73.2K - $79.3K
685 $419M
Blackrock Inc
55
+ 28.5%
N/A
248 $289M
GE
General Electric CO

Industrials
49
+ 3.29%
$244.75 - $305.63 $12K - $15K
1.54K $462M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 6.21%
$66.2 - $71.79 $75.5K - $81.8K
19.5K $1.33B
PM
Philip Morris International Inc.

Consumer Defensive
545
+ 38.65%
$157.77 - $183.27 $86K - $99.9K
1.96K $317M
XOM
Exxon Mobil Corp

Energy
403
+ 13.82%
$105.83 - $117.22 $42.6K - $47.2K
3.32K $374M
LLY
Eli Lilly & CO

Healthcare
72
+ 21.56%
$625.65 - $812.69 $45K - $58.5K
406 $310M
Activity Summary
Buys All Purchases 66 New Holdings 20 Increased Positions 46 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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