Cove Private Wealth, LLC Portfolio Holdings

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025

Cove Private Wealth, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25B, Microsoft Corp with a value of $23.1B, Apple Inc. with a value of $22.8B, Amazon Com Inc with a value of $14B, and Jpmorgan Chase & CO with a value of $8.21B.

Examining the 13F form we can see an increase of $93.5B in the current position value, from $190B to 284B.

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 $284 Billion
Technology: $101 Billion
ETFs: $38.6 Billion
Financial Services: $32.1 Billion
Healthcare: $23.3 Billion
Communication Services: $22.2 Billion
Consumer Cyclical: $22.1 Billion
Industrials: $15.2 Billion
Consumer Defensive: $10.6 Billion
Other: $14.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20B
$212 Million 0.07% of portfolio
2,625
Q2 2025 New
$47.7B
$205 Million 0.07% of portfolio
2,078
Q2 2025 New
$50.8B
$202 Million 0.07% of portfolio
805
Q2 2025 New
$241B
$212 Million 0.07% of portfolio
300
Q2 2025 New
$0
$210 Million 0.07% of portfolio
759
Q2 2025 New
Newsmax Inc
-
$210 Million 0.07% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $284 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Cove Private Wealth, LLC Portfolio

Follow Cove Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cove Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cove Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email