Cove Private Wealth, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.4B, Apple Inc. with a value of $15.5B, Microsoft Corp with a value of $12.6B, Amazon Com Inc with a value of $7.84B, and Broadcom Inc. with a value of $5.45B.
Examining the 13F form we can see an increase of $37.6B in the current position value, from $129B to 166B.
Cove Private Wealth, LLC is based out at Oyster Bay Cove, NY
Below you can find more details about Cove Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Billion
Technology: $61.1 Billion
ETFs: $16.2 Billion
Financial Services: $15.7 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $14.3 Billion
Communication Services: $13.8 Billion
Industrials: $8.38 Billion
Consumer Defensive: $7.01 Billion
Other: $10.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
