Cove Private Wealth, LLC Purchases in Q1 2025

Cove Private Wealth, LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35.7K
+ 172.05%
$100.34 - $100.68 $3.58M - $3.59M
56.5K $5.68B
MRVL
Marvell Technology, Inc.

Technology
31.3K
+ 1423.45%
$61.57 - $126.06 $1.93M - $3.95M
33.5K $2.06B
VEA
Vanguard Ftse Developed Market

ETFs
30.7K
New
$47.4 - $52.99 $1.45M - $1.63M
30.7K $1.56B
VB
Vanguard Small Cap ETF

ETFs
6.44K
+ 753.86%
$217.89 - $252.64 $1.4M - $1.63M
7.29K $1.62B
MA
Mastercard Inc

Financial Services
2.42K
+ 80.26%
$504.67 - $576.31 $1.22M - $1.39M
5.42K $2.97B
KKR
Kkr & Co. Inc.

Financial Services
9.56K
New
$108.17 - $167.07 $1.03M - $1.6M
9.56K $1.11B
JPM
Jpmorgan Chase & CO

Financial Services
3.81K
+ 19.36%
$225.19 - $279.95 $859K - $1.07M
23.5K $5.77B
GLD
Spdr Gold Trust

ETFs
3.6K
New
$243.19 - $288.14 $875K - $1.04M
3.6K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.83K
+ 304.32%
$442.66 - $534.52 $811K - $979K
2.43K $1.3B
AAPL
Apple Inc.

Technology
12.3K
+ 19.8%
$209.68 - $247.1 $2.57M - $3.03M
74.3K $16.5B
MCK
Mckesson Corp

Healthcare
600
+ 14.72%
$566.21 - $672.99 $340K - $404K
4.68K $3.15B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
XOM
Exxon Mobil Corp

Energy
5.21K
+ 48.53%
$105.44 - $118.93 $549K - $620K
15.9K $1.9B
AMZN
Amazon Com Inc

Consumer Cyclical
9.33K
+ 26.1%
$190.26 - $242.06 $1.78M - $2.26M
45.1K $8.58B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
10K
New
$61.2 - $68.24 $612K - $682K
10K $660M
VBR
Vanguard Small Cap Value ETF

ETFs
3.34K
New
$183.02 - $207.75 $611K - $694K
3.34K $622M
MSFT
Microsoft Corp

Technology
5.33K
+ 17.77%
$375.39 - $447.2 $2M - $2.38M
35.3K $13.2B
GOOGL
Alphabet Inc.

Communication Services
8.87K
+ 40.33%
$154.33 - $206.19 $1.37M - $1.83M
30.9K $4.77B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.88K
New
$156.61 - $168.02 $451K - $483K
2.88K $462M
PG
Procter & Gamble CO

Consumer Defensive
2.51K
+ 139.44%
$158.56 - $176.26 $398K - $442K
4.31K $735M
ABT
Abbott Laboratories

Healthcare
3.21K
New
$111.1 - $140.22 $357K - $450K
3.21K $426M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.04K
+ 22.1%
$507.05 - $563.67 $525K - $583K
5.72K $2.94B
DVY
Ishares Tr

ETFs
3K
+ 147.78%
$128.58 - $138.1 $386K - $414K
5.03K $675M
V
Visa Inc.

Financial Services
62
+ 0.56%
$306.92 - $362.71 $19K - $22.5K
11.1K $3.89B
JNJ
Johnson & Johnson

Healthcare
1.11K
+ 11.42%
$142.06 - $167.7 $157K - $186K
10.8K $1.79B
CVX
Chevron Corp

Energy
923
+ 10.02%
$146.71 - $167.97 $135K - $155K
10.1K $1.7B
IVV
Ishares Core S&P 500 ETF

ETFs
609
New
$554.06 - $615.85 $337K - $375K
609 $342M
CSCO
Cisco Systems, Inc.

Technology
4.71K
+ 34.33%
$58.74 - $64.87 $277K - $306K
18.4K $1.14B
AMT
American Tower Corp

Real Estate
629
+ 12.58%
$173.46 - $217.6 $109K - $137K
5.63K $1.22B
HON
Honeywell International Inc

Industrials
1.54K
+ 102.8%
$202.75 - $226.52 $313K - $349K
3.04K $644M
EA
Electronic Arts Inc.

Communication Services
2K
New
$116.53 - $146.29 $233K - $293K
2K $289M
WMT
Walmart Inc.

Consumer Defensive
3.22K
+ 40.52%
$84.5 - $105.05 $272K - $338K
11.2K $981M
ABBV
Abb Vie Inc.

Healthcare
784
+ 27.29%
$169.2 - $216.66 $133K - $170K
3.66K $766M
UPS
United Parcel Service Inc

Industrials
2.3K
New
$109.66 - $136.26 $252K - $313K
2.3K $253M
OXY
Occidental Petroleum Corp

Energy
4.73K
New
$45.45 - $52.7 $215K - $249K
4.73K $234M
ISRG
Intuitive Surgical Inc

Healthcare
469
New
$476.63 - $610.45 $224K - $286K
469 $232M
UBER
Uber Technologies, Inc

Technology
3.16K
New
$63.17 - $81.49 $200K - $258K
3.16K $231M
MCD
Mcdonalds Corp

Consumer Cyclical
518
+ 19.5%
$279.74 - $321.29 $145K - $166K
3.18K $992M
COST
Costco Wholesale Corp

Consumer Defensive
161
+ 8.07%
$890.62 - $1076.86 $143K - $173K
2.16K $2.04B
SLB
Schlumberger Limited

Energy
5.03K
New
$38.4 - $43.74 $193K - $220K
5.03K $210M
BDX
Becton Dickinson & CO

Healthcare
893
+ 46.39%
$222.79 - $249.08 $199K - $222K
2.82K $645M
BSX
Boston Scientific Corp

Healthcare
2K
New
$89.38 - $106.18 $179K - $212K
2K $202M
HD
Home Depot, Inc.

Consumer Cyclical
981
+ 12.73%
$347.25 - $424.87 $341K - $417K
8.69K $3.18B
BMY
Bristol Myers Squibb CO

Healthcare
2.35K
+ 26.13%
$53.9 - $63.11 $127K - $148K
11.3K $692M
SPY
Spdr S&P 500 ETF Trust

ETFs
548
+ 11.57%
$551.42 - $612.93 $302K - $336K
5.28K $2.96B
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
+ 42.86%
$4295.4 - $5141.88 $180K - $216K
140 $645M
MDT
Medtronic PLC

Healthcare
84
+ 0.56%
$79.84 - $94.5 $6.71K - $7.94K
15K $1.35B
ZTS
Zoetis Inc.

Healthcare
785
+ 19.77%
$156.48 - $175.67 $123K - $138K
4.76K $783M
DHR
Danaher Corp

Healthcare
836
+ 41.8%
$201.62 - $250.59 $169K - $209K
2.84K $581M
Activity Summary
Buys All Purchases 84 New Holdings 17 Increased Positions 67 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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