Cove Private Wealth, LLC Purchases in Q2 2025

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
970
+ 28.71%
$340.0 - $420.68 $330K - $408K
4.35K $1.68B
UPS
United Parcel Service Inc

Industrials
4.01K
+ 174.48%
$91.92 - $110.2 $369K - $442K
6.31K $637M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.5K
New
$50.28 - $50.47 $377K - $379K
7.5K $377M
CAT
Caterpillar Inc

Industrials
704
+ 42.54%
$273.94 - $388.21 $193K - $273K
2.36K $916M
MS
Morgan Stanley

Financial Services
2.61K
New
$99.83 - $140.86 $260K - $367K
2.61K $367M
PH
Parker Hannifin Corp

Industrials
100
+ 3.16%
$517.23 - $700.54 $51.7K - $70.1K
3.27K $2.28B
CMI
Cummins Inc

Industrials
1.06K
New
$267.12 - $336.65 $284K - $358K
1.06K $348M
ETN
Eaton Corp PLC

Industrials
956
New
$246.52 - $356.99 $236K - $341K
956 $341M
CB
Chubb LTD

Financial Services
1.2K
+ 106.18%
$274.32 - $302.46 $330K - $364K
2.34K $677M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.9K
New
$43.34 - $55.24 $256K - $326K
5.9K $326M
NEE
Nextera Energy Inc

Utilities
4.77K
+ 52.29%
$64.11 - $75.0 $306K - $358K
13.9K $965M
ADP
Automatic Data Processing Inc

Industrials
1.03K
New
$276.76 - $326.81 $284K - $335K
1.03K $316M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.49K
New
$72.96 - $90.39 $255K - $316K
3.49K $312M
BAC
Bank Of America Corp

Financial Services
5.26K
+ 76.65%
$34.39 - $47.46 $181K - $250K
12.1K $574M
AZN
Astrazeneca PLC

Healthcare
4K
New
$64.87 - $75.0 $259K - $300K
4K $280M
DHR
Danaher Corp

Healthcare
1.52K
+ 53.63%
$174.64 - $205.16 $266K - $312K
4.36K $861M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 36.66%
$285.55 - $321.23 $332K - $374K
4.34K $1.27B
AMP
Ameriprise Financial Inc

Financial Services
55
+ 1.12%
$422.19 - $533.73 $23.2K - $29.4K
4.96K $2.64B
TT
Trane Technologies PLC

Industrials
621
New
$315.21 - $437.41 $196K - $272K
621 $272M
COF
Capital One Financial Corp

Financial Services
1.27K
New
$150.57 - $212.76 $192K - $271K
1.27K $271M
CSX
Csx Corp

Industrials
8.07K
New
$26.69 - $32.91 $215K - $266K
8.07K $263M
SHEL
Shell PLC

Energy
3.66K
New
$59.75 - $73.05 $218K - $267K
3.66K $257M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.14K
New
$51.16 - $62.02 $212K - $257K
4.14K $257M
WM
Waste Management Inc

Industrials
1.12K
New
$216.47 - $242.1 $242K - $270K
1.12K $256M
APD
Air Products & Chemicals, Inc.

Basic Materials
906
New
$248.61 - $294.96 $225K - $267K
906 $256M
MMM
3 M CO

Industrials
1.67K
New
$126.09 - $154.15 $211K - $258K
1.67K $255M
SLB
Schlumberger Limited

Energy
8.49K
+ 168.86%
$31.95 - $42.2 $271K - $358K
13.5K $457M
UNP
Union Pacific Corp

Industrials
1.04K
New
$208.27 - $238.46 $216K - $247K
1.04K $239M
ICE
Intercontinental Exchange, Inc.

Financial Services
950
+ 16.89%
$151.62 - $183.47 $144K - $174K
6.58K $1.21B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.27K
New
$152.42 - $182.82 $193K - $231K
1.27K $231M
LLY
Eli Lilly & CO

Healthcare
289
New
$713.71 - $898.95 $206K - $260K
289 $225M
CEG
Constellation Energy Corp

Utilities
693
New
$170.96 - $322.76 $118K - $224K
693 $224M
XOM
Exxon Mobil Corp

Energy
3.7K
+ 23.23%
$99.93 - $119.04 $370K - $441K
19.7K $2.12B
CMCSA
Comcast Corp

Communication Services
6.21K
New
$32.84 - $36.72 $204K - $228K
6.21K $221M
GE
General Electric CO

Industrials
844
New
$166.81 - $257.39 $141K - $217K
844 $217M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.87K
New
$91.62 - $116.16 $171K - $217K
1.87K $217M
GS
Goldman Sachs Group Inc

Financial Services
300
New
$462.22 - $707.75 $139K - $212K
300 $212M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.63K
New
$50.06 - $80.8 $131K - $212K
2.63K $212M
VBK
Vanguard Small Cap Growth ETF

ETFs
759
New
$219.76 - $276.94 $167K - $210K
759 $210M
Newsmax Inc
13.9K
New
N/A
13.9K $210M
TGT
Target Corp

Consumer Defensive
2.08K
New
$88.76 - $105.77 $184K - $220K
2.08K $205M
LHX
L3 Harris Technologies, Inc.

Industrials
805
New
$200.21 - $256.99 $161K - $207K
805 $202M
BSX
Boston Scientific Corp

Healthcare
1.75K
+ 87.5%
$89.7 - $107.41 $157K - $188K
3.75K $403M
HSY
Hershey CO

Consumer Defensive
1.2K
+ 76.24%
$151.29 - $173.13 $182K - $208K
2.77K $460M
OXY
Occidental Petroleum Corp

Energy
5.2K
+ 109.91%
$36.11 - $49.33 $188K - $257K
9.93K $417M
AMT
American Tower Corp

Real Estate
739
+ 13.13%
$203.96 - $228.19 $151K - $169K
6.37K $1.41B
NUE
Nucor Corp

Basic Materials
599
+ 5.59%
$103.22 - $131.43 $61.8K - $78.7K
11.3K $1.47B
V
Visa Inc.

Financial Services
320
+ 2.88%
$308.27 - $373.31 $98.6K - $119K
11.4K $4.06B
NKE
Nike, Inc.

Consumer Cyclical
380
+ 2.12%
$53.27 - $72.04 $20.2K - $27.4K
18.3K $1.3B
Activity Summary
Buys All Purchases 127 New Holdings 37 Increased Positions 90 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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