Cove Private Wealth, LLC Portfolio Holdings

Cove Private Wealth, LLC

  • $166 Billion
  • Q4 2024

Cove Private Wealth, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.4B, Apple Inc. with a value of $15.5B, Microsoft Corp with a value of $12.6B, Amazon Com Inc with a value of $7.84B, and Broadcom Inc. with a value of $5.45B.

Examining the 13F form we can see an increase of $37.6B in the current position value, from $129B to 166B.

Cove Private Wealth, LLC is based out at Oyster Bay Cove, NY

Below you can find more details about Cove Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
Technology: $61.1 Billion
ETFs: $16.2 Billion
Financial Services: $15.7 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $14.3 Billion
Communication Services: $13.8 Billion
Industrials: $8.38 Billion
Consumer Defensive: $7.01 Billion
Other: $10.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$243 Million 0.15% of portfolio
2,200
Q4 2024 New
$0
$241 Million 0.14% of portfolio
10,000
Q4 2024 New
$27.8B
$221 Million 0.13% of portfolio
2,730
Q3 2024 New
$183B
$215 Million 0.13% of portfolio
2,494
Q4 2024 New
$54.9B
$217 Million 0.13% of portfolio
1,250
Q4 2024 New
$0
$213 Million 0.13% of portfolio
759
Q4 2024 Added 1.2%
$0
$205 Million 0.12% of portfolio
854
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $166 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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