Hidden Cove Wealth Management, LLC Reduced Holdings in Q2 2025

Hidden Cove Wealth Management, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-142K
- 18.44%
$24.32 - $27.87 $3.45M - $3.96M
628K $16.6B
RDVY
First Trust Rising Dividend Ac

ETFs
-46.7K
- 67.98%
$51.6 - $62.74 $2.41M - $2.93M
22K $1.38B
IOO
Ishares Tr Global 100 ETF

ETFs
-29.7K
- 51.54%
$84.95 - $107.54 $2.52M - $3.19M
27.9K $3.01B
VNLA
Janus Henderson Short Duration

ETFs
-49K
- 14.63%
$48.74 - $49.2 $2.39M - $2.41M
286K $14.1B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-45.4K
- 23.6%
$22.68 - $23.28 $1.03M - $1.06M
147K $3.41B
AAPL
Apple Inc.

Technology
-958
- 3.7%
$172.42 - $223.89 $165K - $214K
24.9K $5.11B
CVX
Chevron Corp

Energy
-134
- 6.65%
$133.73 - $168.51 $17.9K - $22.6K
1.88K $269M
XOM
Exxon Mobil Corp

Energy
-86
- 2.86%
$99.93 - $119.04 $8.59K - $10.2K
2.92K $314M
AMGN
Amgen Inc

Healthcare
-7
- 0.63%
$262.28 - $309.85 $1.84K - $2.17K
1.1K $308M
PG
Procter & Gamble CO

Consumer Defensive
-72
- 3.58%
$157.66 - $172.39 $11.4K - $12.4K
1.94K $309M
LLY
Eli Lilly & CO

Healthcare
-11
- 3.19%
$713.71 - $898.95 $7.85K - $9.89K
334 $260M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 3.67%
$210.83 - $235.28 $7.38K - $8.23K
918 $204M
ADBE
Adobe Inc.

Technology
-25
- 2.56%
$340.0 - $420.68 $8.5K - $10.5K
952 $368M
VTV
Vanguard Value ETF

ETFs
-43
- 0.71%
$153.67 - $176.74 $6.61K - $7.6K
6K $1.06B
SPMD
Spdr Portfolio

ETFs
-106
- 1.13%
$44.89 - $54.38 $4.76K - $5.76K
9.3K $506M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-181
- 0.53%
$23.55 - $27.67 $4.26K - $5.01K
34.1K $945M
VEA
Vanguard Ftse Developed Market

ETFs
-164
- 2.2%
$45.65 - $57.01 $7.49K - $9.35K
7.3K $416M
IVW
Ishares S&P 500 Growth ETF

ETFs
-396
- 8.42%
$82.96 - $110.1 $32.9K - $43.6K
4.31K $474M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-73
- 5.51%
$416.06 - $551.64 $30.4K - $40.3K
1.25K $691M
AMZN
Amazon Com Inc

Consumer Cyclical
-653
- 7.28%
$167.32 - $223.3 $109K - $146K
8.32K $1.83B
IWY
Ishares Tr Russell 200 Growth

ETFs
-130
- 0.17%
$187.5 - $246.51 $24.4K - $32K
76.2K $18.8B
Activity Summary
Buys All Purchases 48 New Holdings 17 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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