Cove Private Wealth, LLC Incresed Positions 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
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
GOOGL
Alphabet Inc.

Communication Services
4.58K
+ 26.31%
$161.86 - $196.66 $741K - $901K
22K $4.16B
CRM
Salesforce, Inc.

Technology
2.49K
+ 58.86%
$270.87 - $367.87 $674K - $915K
6.71K $2.24B
COST
Costco Wholesale Corp

Consumer Defensive
815
+ 69.07%
$873.59 - $994.69 $712K - $811K
2K $1.83B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.13K
+ 275.0%
$148.29 - $166.93 $612K - $689K
5.63K $838M
HD
Home Depot, Inc.

Consumer Cyclical
1.33K
+ 20.85%
$385.02 - $431.37 $512K - $574K
7.71K $3B
CHD
Church & Dwight CO Inc

Consumer Defensive
2.31K
+ 39.29%
$99.11 - $112.25 $229K - $259K
8.19K $858M
ADBE
Adobe Inc.

Technology
880
+ 38.51%
$437.39 - $552.96 $385K - $487K
3.17K $1.41B
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
EL
Estee Lauder Companies Inc

Consumer Defensive
1.71K
+ 65.18%
$62.74 - $97.24 $107K - $166K
4.34K $325M
BAC
Bank Of America Corp

Financial Services
548
+ 9.02%
$39.22 - $47.77 $21.5K - $26.2K
6.62K $291M
JNJ
Johnson & Johnson

Healthcare
1.21K
+ 14.21%
$143.34 - $165.86 $173K - $200K
9.69K $1.4B
XOM
Exxon Mobil Corp

Energy
1K
+ 10.27%
$105.51 - $125.37 $106K - $125K
10.7K $1.15B
VBK
Vanguard Small Cap Growth ETF

ETFs
9
+ 1.2%
$264.18 - $304.19 $2.38K - $2.74K
759 $213M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 4.2%
$288.47 - $316.54 $30.9K - $33.9K
2.66K $770M
ABBV
Abb Vie Inc.

Healthcare
123
+ 4.47%
$164.99 - $203.87 $20.3K - $25.1K
2.87K $511M
Kenvue Inc
35
+ 0.08%
N/A
42.7K $911M
QCOM
Qualcomm Inc

Technology
80
+ 1.4%
$150.4 - $178.04 $12K - $14.2K
5.8K $891M
PEP
Pepsico Inc

Consumer Defensive
249
+ 3.71%
$151.29 - $176.1 $37.7K - $43.8K
6.95K $1.06B
MDT
Medtronic PLC

Healthcare
10
+ 0.07%
$79.61 - $92.24 $796 - $922
14.9K $1.19B
NKE
Nike, Inc.

Consumer Cyclical
360
+ 2.04%
$73.36 - $89.13 $26.4K - $32.1K
18K $1.36B
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