Cove Private Wealth, LLC Portfolio Holdings
Cove Private Wealth, LLC
- $129 Billion
- Q3 2024
Cove Private Wealth, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.3B, Apple Inc. with a value of $12.1B, Microsoft Corp with a value of $10.9B, Amazon Com Inc with a value of $5.08B, and Broadcom Inc. with a value of $4.05B.
Examining the 13F form we can see an increase of $3.73B in the current position value, from $125B to 129B.
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
$129 Billion
Technology: $50.8 Billion
Healthcare: $11.8 Billion
Financial Services: $11.3 Billion
Consumer Cyclical: $9.99 Billion
Communication Services: $8.79 Billion
Industrials: $7.52 Billion
ETFs: $7.29 Billion
Consumer Defensive: $5.95 Billion
Other: $10.9 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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