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
$409B
$25 Billion 8.82% of portfolio
158,289
Q2 2025 Added 28.26%
$3.75T
$23.1 Billion 8.15% of portfolio
46,491
Q2 2025 Added 31.72%
$3.35T
$22.8 Billion 8.02% of portfolio
110,917
Q2 2025 Added 49.31%
$2.3T
$14 Billion 4.92% of portfolio
63,599
Q2 2025 Added 41.05%
$847B
$8.21 Billion 2.9% of portfolio
28,325
Q2 2025 Added 20.47%
$1.07T
$7.82 Billion 2.76% of portfolio
44,394
Q2 2025 Added 43.86%
$112B
$7.38 Billion 2.6% of portfolio
26,761
Q2 2025 Added 13.2%
$1.11T
$6.53 Billion 2.3% of portfolio
36,811
Q2 2025 Added 34.33%
$0
$5.48 Billion 1.93% of portfolio
54,450
Q2 2025 Reduced 3.54%
$527B
$4.42 Billion 1.56% of portfolio
7,874
Q2 2025 Added 45.17%
$573B
$4.06 Billion 1.43% of portfolio
11,432
Q2 2025 Added 2.88%
$103B
$3.8 Billion 1.34% of portfolio
5,190
Q2 2025 Added 11.02%
$379B
$3.73 Billion 1.32% of portfolio
10,179
Q2 2025 Added 17.15%
$0
$3.75 Billion 1.32% of portfolio
6,073
Q2 2025 Added 14.93%
$0
$3.67 Billion 1.3% of portfolio
6,468
Q2 2025 Added 13.12%
$1.62T
$3.57 Billion 1.26% of portfolio
4,834
Q2 2025 Added 14.82%
$434B
$3.08 Billion 1.09% of portfolio
3,115
Q2 2025 Added 44.48%
$0
$3.07 Billion 1.08% of portfolio
7,240
Q1 2025 Added 2.7%
$120B
$2.89 Billion 1.02% of portfolio
21,688
Q2 2025 Added 126.84%
$0
$2.88 Billion 1.02% of portfolio
12,162
Q2 2025 Added 66.79%
$618B
$2.89 Billion 1.02% of portfolio
13,240
Q2 2025 Added 0.49%
$61.8B
$2.87 Billion 1.01% of portfolio
37,016
Q2 2025 Added 10.44%
$57.5B
$2.64 Billion 0.93% of portfolio
4,955
Q2 2025 Added 1.12%
$410B
$2.35 Billion 0.83% of portfolio
15,384
Q2 2025 Added 42.46%
$142B
$2.29 Billion 0.81% of portfolio
94,384
Q2 2025 Added 1.89%
$260B
$2.29 Billion 0.81% of portfolio
8,391
Q2 2025 Added 20.18%
$91.5B
$2.28 Billion 0.8% of portfolio
3,268
Q2 2025 Added 3.16%
$106B
$2.28 Billion 0.8% of portfolio
7,485
Q2 2025 Added 107.92%
$219B
$2.23 Billion 0.79% of portfolio
17,970
Q2 2025 Added 37.67%
$631B
$2.23 Billion 0.79% of portfolio
4,587
Q2 2025 Added 88.46%
$260B
$2.17 Billion 0.77% of portfolio
22,240
Q2 2025 Added 99.09%
$475B
$2.12 Billion 0.75% of portfolio
19,650
Q2 2025 Added 23.23%
$59B
$2.08 Billion 0.73% of portfolio
9,538
Q2 2025 Added 93.94%
$40.9B
$1.99 Billion 0.7% of portfolio
11,000
Q4 2023 New
$339B
$1.84 Billion 0.65% of portfolio
9,911
Q2 2025 Added 171.01%
$173B
$1.75 Billion 0.62% of portfolio
10,961
Q2 2025 Added 87.18%
Bank America Corp
-
$1.73 Billion 0.61% of portfolio
-
Q2 2025 Reduced 8.06%
$297B
$1.69 Billion 0.6% of portfolio
11,800
Q2 2025 Added 16.39%
$171B
$1.68 Billion 0.59% of portfolio
4,349
Q2 2025 Added 28.71%
$58.1B
$1.64 Billion 0.58% of portfolio
2,900
Q4 2023 New
$153B
$1.61 Billion 0.57% of portfolio
3,157
Q2 2025 New
$278B
$1.62 Billion 0.57% of portfolio
23,305
Q2 2025 Added 26.36%
$167B
$1.58 Billion 0.56% of portfolio
3,886
Q2 2025 Added 8.37%
$140B
$1.57 Billion 0.55% of portfolio
14,140
Q2 2025 Added 2.09%
$36.4B
$1.47 Billion 0.52% of portfolio
11,324
Q2 2025 Added 5.59%
$364B
$1.46 Billion 0.51% of portfolio
9,162
Q2 2025 Added 112.58%
$427B
$1.46 Billion 0.51% of portfolio
2
Q2 2025 Added 100.0%
$119B
$1.45 Billion 0.51% of portfolio
16,629
Q2 2025 Added 11.02%
$186B
$1.41 Billion 0.5% of portfolio
15,147
Q2 2025 Added 378.73%

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
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