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
IEMG
Ishares Inc

ETFs
1.49K
+ 6.9%
N/A
23.1K $1.25B
PEP
Pepsico Inc

Consumer Defensive
864
+ 12.42%
$142.64 - $156.42 $123K - $135K
7.82K $1.17B
NEE
Nextera Energy Inc

Utilities
1.54K
+ 20.21%
$66.96 - $76.16 $103K - $117K
9.13K $647M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 48.29%
$102.49 - $119.96 $123K - $144K
3.69K $385M
VZ
Verizon Communications Inc

Communication Services
667
+ 7.1%
$37.81 - $46.49 $25.2K - $31K
10.1K $456M
HDV
Ishares Core High Dividend ETF

ETFs
389
+ 12.7%
$110.86 - $121.12 $43.1K - $47.1K
3.45K $418M
SBUX
Starbucks Corp

Consumer Cyclical
550
+ 18.95%
$91.75 - $115.81 $50.5K - $63.7K
3.45K $339M
EOG
Eog Resources Inc

Energy
52
+ 0.75%
$120.54 - $138.05 $6.27K - $7.18K
7K $898M
ECL
Ecolab Inc.

Basic Materials
23
+ 1.11%
$229.72 - $269.82 $5.28K - $6.21K
2.1K $532M
APH
Amphenol Corp

Technology
1.14K
+ 12.47%
$61.62 - $78.55 $70.2K - $89.5K
10.3K $675M
PLD
Prologis, Inc.

Real Estate
22
+ 0.4%
$103.59 - $124.04 $2.28K - $2.73K
5.52K $617M
CAT
Caterpillar Inc

Industrials
245
+ 17.38%
$326.75 - $407.63 $80.1K - $99.9K
1.66K $546M
XLV
Select Sector Spdr Fund Health

ETFs
25
+ 0.74%
$137.61 - $149.68 $3.44K - $3.74K
3.41K $498M
META
Meta Platforms, Inc.

Communication Services
92
+ 2.23%
$576.36 - $736.67 $53K - $67.8K
4.21K $2.43B
IJK
Ishares S&P Midcap 400 Growth

ETFs
400
+ 13.84%
$81.62 - $96.63 $32.6K - $38.7K
3.29K $274M
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 0.86%
$112.81 - $126.16 $4.96K - $5.55K
5.14K $626M
QCOM
Qualcomm Inc

Technology
56
+ 0.97%
$151.94 - $175.86 $8.51K - $9.85K
5.86K $900M
HSY
Hershey CO

Consumer Defensive
30
+ 1.94%
$144.74 - $186.36 $4.34K - $5.59K
1.57K $269M
BAC
Bank Of America Corp

Financial Services
243
+ 3.67%
$39.61 - $47.74 $9.63K - $11.6K
6.87K $287M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
20
+ 4.55%
$634.14 - $744.83 $12.7K - $14.9K
460 $292M
ACN
Accenture PLC

Technology
25
+ 2.14%
$300.91 - $398.25 $7.52K - $9.96K
1.19K $372M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
+ 0.31%
$497.6 - $606.74 $5.47K - $6.67K
3.59K $1.78B
PH
Parker Hannifin Corp

Industrials
18
+ 0.57%
$591.65 - $707.05 $10.6K - $12.7K
3.17K $1.93B
PFE
Pfizer Inc

Healthcare
350
+ 0.38%
$25.01 - $27.13 $8.75K - $9.5K
92.6K $2.35B
TROW
Price T Rowe Group Inc

Financial Services
150
+ 2.6%
$91.57 - $116.93 $13.7K - $17.5K
5.93K $544M
ADBE
Adobe Inc.

Technology
214
+ 6.76%
$377.84 - $464.11 $80.9K - $99.3K
3.38K $1.3B
DIS
Walt Disney CO

Communication Services
53
+ 0.41%
$96.87 - $114.0 $5.13K - $6.04K
13.1K $1.29B
IWF
Ishares Russell 1000 Gr ETF

ETFs
190
+ 2.7%
$360.07 - $417.26 $68.4K - $79.3K
7.24K $2.61B
ORCL
Oracle Corp

Technology
25
+ 0.19%
$139.81 - $186.47 $3.5K - $4.66K
13.2K $1.84B
CRM
Salesforce, Inc.

Technology
270
+ 4.02%
$268.36 - $359.95 $72.5K - $97.2K
6.98K $1.87B
GOOG
Alphabet Inc.

Communication Services
2K
+ 7.87%
$156.06 - $207.71 $312K - $415K
27.4K $4.28B
AVGO
Broadcom Inc.

Technology
140
+ 0.6%
$167.43 - $244.7 $23.4K - $34.3K
23.6K $3.96B
NVDA
Nvidia Corp

Technology
1.27K
+ 1.04%
$106.98 - $149.43 $136K - $190K
123K $13.4B
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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