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
DHR
Danaher Corp

Healthcare
1.52K
+ 53.63%
$174.64 - $205.16 $266K - $312K
4.36K $861M
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 36.66%
$285.55 - $321.23 $332K - $374K
4.34K $1.27B
AMP
Ameriprise Financial Inc

Financial Services
55
+ 1.12%
$422.19 - $533.73 $23.2K - $29.4K
4.96K $2.64B
SLB
Schlumberger Limited

Energy
8.49K
+ 168.86%
$31.95 - $42.2 $271K - $358K
13.5K $457M
ICE
Intercontinental Exchange, Inc.

Financial Services
950
+ 16.89%
$151.62 - $183.47 $144K - $174K
6.58K $1.21B
XOM
Exxon Mobil Corp

Energy
3.7K
+ 23.23%
$99.93 - $119.04 $370K - $441K
19.7K $2.12B
BSX
Boston Scientific Corp

Healthcare
1.75K
+ 87.5%
$89.7 - $107.41 $157K - $188K
3.75K $403M
HSY
Hershey CO

Consumer Defensive
1.2K
+ 76.24%
$151.29 - $173.13 $182K - $208K
2.77K $460M
OXY
Occidental Petroleum Corp

Energy
5.2K
+ 109.91%
$36.11 - $49.33 $188K - $257K
9.93K $417M
AMT
American Tower Corp

Real Estate
739
+ 13.13%
$203.96 - $228.19 $151K - $169K
6.37K $1.41B
V
Visa Inc.

Financial Services
320
+ 2.88%
$308.27 - $373.31 $98.6K - $119K
11.4K $4.06B
NKE
Nike, Inc.

Consumer Cyclical
380
+ 2.12%
$53.27 - $72.04 $20.2K - $27.4K
18.3K $1.3B
ISRG
Intuitive Surgical Inc

Healthcare
239
+ 50.96%
$451.58 - $565.94 $108K - $135K
708 $385M
PEP
Pepsico Inc

Consumer Defensive
2.03K
+ 25.98%
$128.02 - $151.37 $260K - $307K
9.85K $1.3B
ACN
Accenture PLC

Technology
478
+ 40.07%
$279.23 - $323.21 $133K - $154K
1.67K $499M
ZTS
Zoetis Inc.

Healthcare
1.01K
+ 21.14%
$144.41 - $170.3 $145K - $171K
5.76K $898M
RTX
Raytheon Technologies Corp

Industrials
500
+ 17.3%
$113.75 - $148.48 $56.9K - $74.2K
3.39K $495M
MDT
Medtronic PLC

Healthcare
1.65K
+ 11.02%
$80.68 - $88.86 $133K - $147K
16.6K $1.45B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
680
+ 9.53%
$121.58 - $136.74 $82.7K - $93K
7.82K $1.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
680
+ 18.45%
$90.56 - $109.49 $61.6K - $74.5K
4.37K $477M
EW
Edwards Lifesciences Corp

Healthcare
14
+ 0.11%
$67.07 - $78.22 $939 - $1.1K
12.8K $1B
TROW
Price T Rowe Group Inc

Financial Services
300
+ 5.06%
$80.27 - $98.06 $24.1K - $29.4K
6.23K $601M
SBUX
Starbucks Corp

Consumer Cyclical
784
+ 22.71%
$79.69 - $99.41 $62.5K - $77.9K
4.24K $388M
SHW
Sherwin Williams CO

Basic Materials
155
+ 10.7%
$313.51 - $363.51 $48.6K - $56.3K
1.6K $551M
ECL
Ecolab Inc.

Basic Materials
9
+ 0.43%
$225.65 - $270.95 $2.03K - $2.44K
2.11K $568M
CI
Cigna Corp

Healthcare
90
+ 6.21%
$301.89 - $340.04 $27.2K - $30.6K
1.54K $509M
GILD
Gilead Sciences, Inc.

Healthcare
290
+ 2.09%
$96.91 - $113.0 $28.1K - $32.8K
14.1K $1.57B
SYY
Sysco Corp

Consumer Defensive
14
+ 0.4%
$68.0 - $75.91 $952 - $1.06K
3.51K $266M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
100
+ 0.43%
$25.04 - $25.18 $2.5K - $2.52K
23.4K $590M
CVX
Chevron Corp

Energy
1.66K
+ 16.39%
$133.73 - $168.51 $222K - $280K
11.8K $1.69B
VZ
Verizon Communications Inc

Communication Services
280
+ 2.78%
$41.67 - $45.62 $11.7K - $12.8K
10.3K $448M
XLV
Select Sector Spdr Fund Health

ETFs
30
+ 0.88%
$128.77 - $144.3 $3.86K - $4.33K
3.44K $464M
EOG
Eog Resources Inc

Energy
13
+ 0.19%
$104.61 - $129.97 $1.36K - $1.69K
7.02K $839M
PFE
Pfizer Inc

Healthcare
1.75K
+ 1.89%
$21.59 - $24.84 $37.9K - $43.6K
94.4K $2.29B
BMY
Bristol Myers Squibb CO

Healthcare
2.02K
+ 17.81%
$44.12 - $59.6 $89.1K - $120K
13.4K $619M
CHD
Church & Dwight CO Inc

Consumer Defensive
210
+ 2.56%
$91.57 - $110.76 $19.2K - $23.3K
8.4K $807M
BDX
Becton Dickinson & CO

Healthcare
316
+ 11.21%
$165.15 - $226.42 $52.2K - $71.5K
3.13K $540M
Kenvue Inc
76
+ 0.18%
N/A
42.8K $895M
TMO
Thermo Fisher Scientific Inc.

Healthcare
300
+ 8.37%
$390.26 - $489.06 $117K - $147K
3.89K $1.58B
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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