Hidden Cove Wealth Management, LLC Portfolio Holdings by Sector
Hidden Cove Wealth Management, LLC
- $138 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWY SCHD JAAA VNLA SJNK SCHZ JBBB VO 27 stocks |
$94 Million
71.99% of portfolio
|
14
|
12
|
9
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM 3 stocks |
$5.12 Million
3.92% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.11 Million
3.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL 3 stocks |
$4.77 Million
3.65% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
U UBER 2 stocks |
$3.63 Million
2.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$2.49 Million
1.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$1.84 Million
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.83 Million
1.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1.58 Million
1.21% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$1.32 Million
1.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.27 Million
0.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY ABBV 3 stocks |
$824,086
0.63% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$728,281
0.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$721,502
0.55% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$644,360
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$583,937
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$499,495
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$445,371
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$416,680
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$382,996
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$355,462
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$337,124
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$317,009
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
PII 1 stocks |
$316,109
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$309,240
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$268,199
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$256,803
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$205,409
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
REI 1 stocks |
$13,736
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|