Cove Private Wealth, LLC Portfolio Holdings

Cove Private Wealth, LLC

  • $125 Billion
  • Q2 2024

Cove Private Wealth, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.6B, Microsoft Corp with a value of $11.3B, Apple Inc. with a value of $11B, Amazon Com Inc with a value of $5.26B, and Broadcom Inc. with a value of $3.77B.

Examining the 13F form we can see an increase of $8.05B in the current position value, from $117B to 125B.

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 $125 Billion
Technology: $49.8 Billion
Healthcare: $11.6 Billion
Financial Services: $10.7 Billion
Consumer Cyclical: $9.43 Billion
Communication Services: $9.34 Billion
ETFs: $6.95 Billion
Industrials: $6.85 Billion
Consumer Defensive: $5.5 Billion
Other: $10.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.67B
$1.83 Billion 1.46% of portfolio
19,140
Q2 2024 New
$6.32B
$567 Million 0.45% of portfolio
54,615
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $125 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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