Cove Private Wealth, LLC Incresed Positions in Q2 2025

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
34.9K
+ 28.26%
$94.31 - $157.99 $3.29M - $5.51M
158K $25B
MSFT
Microsoft Corp

Technology
11.2K
+ 31.72%
$354.56 - $497.45 $3.97M - $5.57M
46.5K $23.1B
AAPL
Apple Inc.

Technology
36.6K
+ 49.31%
$172.42 - $223.89 $6.32M - $8.2M
111K $22.8B
AMZN
Amazon Com Inc

Consumer Cyclical
18.5K
+ 41.05%
$167.32 - $223.3 $3.1M - $4.13M
63.6K $14B
AVGO
Broadcom Inc.

Technology
3.12K
+ 13.2%
$146.29 - $275.65 $457K - $860K
26.8K $7.38B
GOOGL
Alphabet Inc.

Communication Services
13.5K
+ 43.86%
$144.7 - $178.6 $1.96M - $2.42M
44.4K $7.82B
JPM
Jpmorgan Chase & CO

Financial Services
4.81K
+ 20.47%
$210.28 - $289.91 $1.01M - $1.4M
28.3K $8.21B
GOOG
Alphabet Inc.

Communication Services
9.41K
+ 34.33%
$146.58 - $180.01 $1.38M - $1.69M
36.8K $6.53B
KKR
Kkr & Co. Inc.

Financial Services
12.1K
+ 126.84%
$92.79 - $134.29 $1.13M - $1.63M
21.7K $2.89B
VEA
Vanguard Ftse Developed Market

ETFs
25.8K
+ 84.11%
$45.65 - $57.01 $1.18M - $1.47M
56.5K $3.22B
VB
Vanguard Small Cap ETF

ETFs
4.87K
+ 66.79%
$193.73 - $237.37 $943K - $1.16M
12.2K $2.88B
GLD
Spdr Gold Trust

ETFs
3.89K
+ 107.92%
$273.71 - $316.29 $1.06M - $1.23M
7.49K $2.28B
WMT
Walmart Inc.

Consumer Defensive
11.1K
+ 99.09%
$81.79 - $99.98 $905K - $1.11M
22.2K $2.17B
UBER
Uber Technologies, Inc

Technology
12K
+ 378.73%
$64.62 - $93.3 $774K - $1.12M
15.1K $1.41B
NXPI
Nxp Semiconductors N.V.

Technology
4.62K
+ 93.94%
$153.5 - $218.72 $709K - $1.01M
9.54K $2.08B
META
Meta Platforms, Inc.

Communication Services
624
+ 14.82%
$484.66 - $738.09 $302K - $461K
4.83K $3.57B
ABBV
Abb Vie Inc.

Healthcare
6.25K
+ 171.01%
$170.16 - $206.27 $1.06M - $1.29M
9.91K $1.84B
ORCL
Oracle Corp

Technology
65
+ 0.49%
$122.82 - $218.63 $7.98K - $14.2K
13.2K $2.89B
COST
Costco Wholesale Corp

Consumer Defensive
959
+ 44.48%
$908.13 - $1056.85 $871K - $1.01M
3.12K $3.08B
ABT
Abbott Laboratories

Healthcare
7.28K
+ 226.64%
$123.95 - $138.08 $902K - $1M
10.5K $1.43B
DIS
Walt Disney CO

Communication Services
4.92K
+ 37.67%
$81.72 - $124.01 $402K - $610K
18K $2.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.15K
+ 88.46%
$483.48 - $539.8 $1.04M - $1.16M
4.59K $2.23B
QCOM
Qualcomm Inc

Technology
5.11K
+ 87.18%
$124.66 - $159.48 $636K - $814K
11K $1.75B
PML
Pimco Municipal Income Fund Ii

Financial Services
112K
+ 305.53%
$7.29 - $8.14 $815K - $910K
148K $1.11B
MRVL
Marvell Technology, Inc.

Technology
3.5K
+ 10.44%
$49.38 - $79.97 $173K - $280K
37K $2.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
789
+ 14.93%
$496.48 - $617.85 $392K - $487K
6.07K $3.75B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
750
+ 13.12%
$456.74 - $568.03 $343K - $426K
6.47K $3.67B
PG
Procter & Gamble CO

Consumer Defensive
4.85K
+ 112.58%
$157.66 - $172.39 $765K - $836K
9.16K $1.46B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
8.33K
+ 83.25%
$59.57 - $75.11 $496K - $625K
18.3K $1.38B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$725400.0 - $809350.0 $725K - $809K
2 $1.46B
MCK
Mckesson Corp

Healthcare
515
+ 11.02%
$652.83 - $732.78 $336K - $377K
5.19K $3.8B
APH
Amphenol Corp

Technology
2.84K
+ 27.62%
$59.09 - $98.75 $168K - $280K
13.1K $1.3B
VBR
Vanguard Small Cap Value ETF

ETFs
2.83K
+ 84.58%
$162.76 - $195.77 $460K - $553K
6.17K $1.2B
JNJ
Johnson & Johnson

Healthcare
4.59K
+ 42.46%
$146.36 - $159.82 $671K - $733K
15.4K $2.35B
HD
Home Depot, Inc.

Consumer Cyclical
1.49K
+ 17.15%
$335.24 - $380.78 $500K - $567K
10.2K $3.73B
CSCO
Cisco Systems, Inc.

Technology
4.86K
+ 26.36%
$53.19 - $69.38 $259K - $337K
23.3K $1.62B
HON
Honeywell International Inc

Industrials
1.63K
+ 53.68%
$182.86 - $232.88 $299K - $380K
4.68K $1.09B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.53K
+ 87.87%
$141.87 - $164.49 $359K - $416K
5.41K $889M
DVY
Ishares Tr

ETFs
3.25K
+ 64.61%
$118.37 - $134.86 $385K - $438K
8.28K $1.1B
CRM
Salesforce, Inc.

Technology
1.41K
+ 20.18%
$236.26 - $291.15 $333K - $410K
8.39K $2.29B
IVV
Ishares Core S&P 500 ETF

ETFs
583
+ 95.73%
$498.8 - $620.9 $291K - $362K
1.19K $740M
EA
Electronic Arts Inc.

Communication Services
2.29K
+ 114.5%
$132.53 - $159.7 $303K - $366K
4.29K $685M
ADBE
Adobe Inc.

Technology
970
+ 28.71%
$340.0 - $420.68 $330K - $408K
4.35K $1.68B
UPS
United Parcel Service Inc

Industrials
4.01K
+ 174.48%
$91.92 - $110.2 $369K - $442K
6.31K $637M
CAT
Caterpillar Inc

Industrials
704
+ 42.54%
$273.94 - $388.21 $193K - $273K
2.36K $916M
PH
Parker Hannifin Corp

Industrials
100
+ 3.16%
$517.23 - $700.54 $51.7K - $70.1K
3.27K $2.28B
CB
Chubb LTD

Financial Services
1.2K
+ 106.18%
$274.32 - $302.46 $330K - $364K
2.34K $677M
NEE
Nextera Energy Inc

Utilities
4.77K
+ 52.29%
$64.11 - $75.0 $306K - $358K
13.9K $965M
BAC
Bank Of America Corp

Financial Services
5.26K
+ 76.65%
$34.39 - $47.46 $181K - $250K
12.1K $574M
Activity Summary
Buys All Purchases 127 New Holdings 37 Increased Positions 90 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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