Cove Private Wealth, LLC Purchases in Q4 2024

Cove Private Wealth, LLC

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.1K
+ 19.42%
$221.69 - $259.02 $2.24M - $2.61M
62K $15.5B
AMZN
Amazon Com Inc

Consumer Cyclical
8.52K
+ 31.26%
$180.88 - $232.93 $1.54M - $1.98M
35.8K $7.84B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.12K
+ 654.01%
$370.24 - $418.94 $2.26M - $2.56M
7.05K $2.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.64K
+ 330.55%
$567.81 - $607.81 $2.06M - $2.21M
4.74K $2.78B
PFE
Pfizer Inc

Healthcare
80.7K
+ 693.47%
$24.8 - $30.19 $2M - $2.43M
92.3K $2.45B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.8K
New
$100.16 - $100.7 $2.08M - $2.09M
20.8K $2.08B
GOOG
Alphabet Inc.

Communication Services
7.29K
+ 40.21%
$163.08 - $198.16 $1.19M - $1.44M
25.4K $4.84B
MSFT
Microsoft Corp

Technology
4.7K
+ 18.58%
$406.35 - $454.46 $1.91M - $2.13M
30K $12.6B
META
Meta Platforms, Inc.

Communication Services
2.81K
+ 215.56%
$554.08 - $632.68 $1.56M - $1.78M
4.12K $2.41B
MA
Mastercard Inc

Financial Services
3.01K
New
$491.3 - $536.15 $1.48M - $1.61M
3.01K $1.58B
CRM
Salesforce, Inc.

Technology
2.49K
+ 58.86%
$270.87 - $367.87 $674K - $915K
6.71K $2.24B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.14K
New
$131.66 - $144.0 $940K - $1.03M
7.14K $943M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 7.05%
$205.18 - $250.29 $266K - $325K
19.7K $4.72B
COST
Costco Wholesale Corp

Consumer Defensive
815
+ 69.07%
$873.59 - $994.69 $712K - $811K
2K $1.83B
ZTS
Zoetis Inc.

Healthcare
3.97K
New
$162.24 - $194.42 $644K - $772K
3.97K $647M
APH
Amphenol Corp

Technology
9.14K
New
$62.07 - $75.35 $568K - $689K
9.14K $635M
TJX
Tjx Companies Inc

Consumer Cyclical
5.09K
New
$112.15 - $127.2 $571K - $648K
5.09K $615M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.13K
+ 275.0%
$148.29 - $166.93 $612K - $689K
5.63K $838M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
23.3K
New
$25.0 - $25.11 $583K - $585K
23.3K $584M
NEE
Nextera Energy Inc

Utilities
7.59K
New
$69.77 - $85.43 $530K - $649K
7.59K $544M
CAT
Caterpillar Inc

Industrials
1.41K
New
$360.37 - $416.88 $508K - $588K
1.41K $511M
SHW
Sherwin Williams CO

Basic Materials
1.45K
New
$338.75 - $399.71 $491K - $579K
1.45K $493M
BKNG
Booking Holdings Inc.

Consumer Cyclical
98
New
$4100.99 - $5300.34 $402K - $519K
98 $487M
XLV
Select Sector Spdr Fund Health

ETFs
3.39K
New
$136.28 - $154.74 $461K - $524K
3.39K $466M
DHR
Danaher Corp

Healthcare
2K
New
$226.16 - $274.52 $452K - $549K
2K $459M
HD
Home Depot, Inc.

Consumer Cyclical
1.33K
+ 20.85%
$385.02 - $431.37 $512K - $574K
7.71K $3B
GWW
W.W. Grainger, Inc.

Industrials
390
New
$1023.06 - $1220.93 $399K - $476K
390 $411M
ACN
Accenture PLC

Technology
1.17K
New
$343.9 - $376.86 $402K - $440K
1.17K $411M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
45.2K
New
$8.1 - $9.04 $366K - $409K
45.2K $375M
VDE
Vanguard Energy ETF

ETFs
2.84K
New
$116.67 - $136.78 $331K - $388K
2.84K $344M
HDV
Ishares Core High Dividend ETF

ETFs
3.06K
New
$110.82 - $121.28 $339K - $371K
3.06K $344M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
440
New
$701.85 - $1046.91 $309K - $461K
440 $313M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.49K
New
$113.92 - $127.38 $283K - $317K
2.49K $286M
XLK
Technology Sector Spdr

ETFs
1.22K
New
$220.26 - $241.44 $269K - $295K
1.22K $284M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
602
New
$442.29 - $483.08 $266K - $291K
602 $273M
DVY
Ishares Tr

ETFs
2.03K
New
$129.55 - $143.41 $263K - $291K
2.03K $267M
SBUX
Starbucks Corp

Consumer Cyclical
2.9K
New
$87.44 - $102.5 $254K - $297K
2.9K $265M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.89K
New
$90.66 - $99.46 $262K - $287K
2.89K $263M
HSY
Hershey CO

Consumer Defensive
1.54K
New
$168.67 - $193.65 $260K - $299K
1.54K $261M
MRVL
Marvell Technology, Inc.

Technology
2.2K
New
$70.31 - $124.78 $155K - $275K
2.2K $243M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.31K
+ 39.29%
$99.11 - $112.25 $229K - $259K
8.19K $858M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10K
New
N/A
10K $241M
ADBE
Adobe Inc.

Technology
880
+ 38.51%
$437.39 - $552.96 $385K - $487K
3.17K $1.41B
DFS
Discover Financial Services

Financial Services
1.25K
New
$136.3 - $182.67 $170K - $228K
1.25K $217M
NVO
Novo Nordisk A S

Healthcare
2.49K
New
$85.0 - $120.04 $212K - $299K
2.49K $215M
VB
Vanguard Small Cap ETF

ETFs
854
New
$233.76 - $261.58 $200K - $223K
854 $205M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 5.66%
$521.84 - $558.82 $131K - $140K
4.68K $2.52B
CSCO
Cisco Systems, Inc.

Technology
530
+ 4.02%
$52.45 - $60.02 $27.8K - $31.8K
13.7K $813M
VZ
Verizon Communications Inc

Communication Services
2.71K
+ 40.55%
$39.6 - $45.21 $107K - $123K
9.4K $376M
Activity Summary
Buys All Purchases 62 New Holdings 31 Increased Positions 31 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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