Cove Private Wealth, LLC New Holdings in Q4 2024

Cove Private Wealth, LLC

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.8K
New
$100.16 - $100.7 $2.08M - $2.09M
20.8K $2.08B
MA
Mastercard Inc

Financial Services
3.01K
New
$491.3 - $536.15 $1.48M - $1.61M
3.01K $1.58B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.14K
New
$131.66 - $144.0 $940K - $1.03M
7.14K $943M
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
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
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
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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10K
New
N/A
10K $241M
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
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
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