Cove Private Wealth, LLC Portfolio Holdings

Cove Private Wealth, LLC

  • $190 Billion
  • Q1 2025

Cove Private Wealth, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5B, Nvidia Corp with a value of $13.4B, Microsoft Corp with a value of $13.2B, Amazon Com Inc with a value of $8.58B, and Jpmorgan Chase & CO with a value of $5.77B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $166B to 190B.

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 $190 Billion
Technology: $60.4 Billion
ETFs: $26.8 Billion
Financial Services: $21.2 Billion
Healthcare: $18.6 Billion
Consumer Cyclical: $15.5 Billion
Communication Services: $14.2 Billion
Industrials: $9.04 Billion
Consumer Defensive: $7.79 Billion
Other: $12.3 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.89B
$947 Million 0.5% of portfolio
13,150
Q4 2024 Reduced 31.3%
$7.32B
$653 Million 0.34% of portfolio
54,615
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $190 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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