Cove Private Wealth, LLC New Holdings in Q2 2025

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
3.16K
New
$412.99 - $531.48 $1.3M - $1.68M
3.16K $1.61B
AMAT
Applied Materials Inc

Technology
7.5K
New
$126.95 - $183.52 $952K - $1.38M
7.5K $1.37B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.5K
New
$50.08 - $63.14 $776K - $978K
15.5K $978M
Lam Research Corp
5.76K
New
N/A
5.76K $561M
MRK
Merck & Co., Inc.

Healthcare
5.7K
New
$73.47 - $87.12 $419K - $496K
5.7K $451M
BK
Bank Of New York Mellon Corp

Financial Services
4.93K
New
$73.31 - $91.62 $361K - $452K
4.93K $449M
IBM
International Business Machines Corp

Technology
1.32K
New
$221.03 - $294.78 $293K - $390K
1.32K $390M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.5K
New
$50.28 - $50.47 $377K - $379K
7.5K $377M
MS
Morgan Stanley

Financial Services
2.61K
New
$99.83 - $140.86 $260K - $367K
2.61K $367M
CMI
Cummins Inc

Industrials
1.06K
New
$267.12 - $336.65 $284K - $358K
1.06K $348M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.9K
New
$43.34 - $55.24 $256K - $326K
5.9K $326M
BX
Blackstone Inc.

Financial Services
2.13K
New
$120.07 - $151.11 $256K - $322K
2.13K $319M
ADP
Automatic Data Processing Inc

Industrials
1.03K
New
$276.76 - $326.81 $284K - $335K
1.03K $316M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.49K
New
$72.96 - $90.39 $255K - $316K
3.49K $312M
AZN
Astrazeneca PLC

Healthcare
4K
New
$64.87 - $75.0 $259K - $300K
4K $280M
TT
Trane Technologies PLC

Industrials
621
New
$315.21 - $437.41 $196K - $272K
621 $272M
COF
Capital One Financial Corp

Financial Services
1.27K
New
$150.57 - $212.76 $192K - $271K
1.27K $271M
CSX
Csx Corp

Industrials
8.07K
New
$26.69 - $32.91 $215K - $266K
8.07K $263M
SHEL
Shell PLC

Energy
3.66K
New
$59.75 - $73.05 $218K - $267K
3.66K $257M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.14K
New
$51.16 - $62.02 $212K - $257K
4.14K $257M
WM
Waste Management Inc

Industrials
1.12K
New
$216.47 - $242.1 $242K - $270K
1.12K $256M
APD
Air Products & Chemicals, Inc.

Basic Materials
906
New
$248.61 - $294.96 $225K - $267K
906 $256M
MMM
3 M CO

Industrials
1.67K
New
$126.09 - $154.15 $211K - $258K
1.67K $255M
UNP
Union Pacific Corp

Industrials
1.04K
New
$208.27 - $238.46 $216K - $247K
1.04K $239M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.27K
New
$152.42 - $182.82 $193K - $231K
1.27K $231M
LLY
Eli Lilly & CO

Healthcare
289
New
$713.71 - $898.95 $206K - $260K
289 $225M
CEG
Constellation Energy Corp

Utilities
693
New
$170.96 - $322.76 $118K - $224K
693 $224M
CMCSA
Comcast Corp

Communication Services
6.21K
New
$32.84 - $36.72 $204K - $228K
6.21K $221M
GE
General Electric CO

Industrials
844
New
$166.81 - $257.39 $141K - $217K
844 $217M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.87K
New
$91.62 - $116.16 $171K - $217K
1.87K $217M
GS
Goldman Sachs Group Inc

Financial Services
300
New
$462.22 - $707.75 $139K - $212K
300 $212M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.63K
New
$50.06 - $80.8 $131K - $212K
2.63K $212M
VBK
Vanguard Small Cap Growth ETF

ETFs
759
New
$219.76 - $276.94 $167K - $210K
759 $210M
Newsmax Inc
13.9K
New
N/A
13.9K $210M
TGT
Target Corp

Consumer Defensive
2.08K
New
$88.76 - $105.77 $184K - $220K
2.08K $205M
LHX
L3 Harris Technologies, Inc.

Industrials
805
New
$200.21 - $256.99 $161K - $207K
805 $202M
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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