Hidden Cove Wealth Management, LLC Incresed Positions in Q3 2025

Hidden Cove Wealth Management, LLC

  • $151 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
3.34K
+ 4.39%
$243.93 - $275.62 $816K - $922K
79.5K $21.8B
AAPL
Apple Inc.

Technology
499
+ 2.0%
$202.38 - $256.87 $101K - $128K
25.4K $6.47B
Janus Detroit Str Tr
15.9K
+ 14.15%
N/A
128K $6.69B
NVDA
Nvidia Corp

Technology
548
+ 2.3%
$153.3 - $186.58 $84K - $102K
24.3K $4.54B
JBBB
Janus Detroit Str Tr Henderson

ETFs
11.3K
+ 15.99%
$48.04 - $48.61 $541K - $548K
81.7K $3.94B
FDL
First Tr Morningstar Dividend

ETFs
10.2K
+ 22.74%
$41.96 - $44.59 $429K - $456K
55.2K $2.4B
MSFT
Microsoft Corp

Technology
538
+ 6.56%
$491.09 - $535.64 $264K - $288K
8.74K $4.53B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.69K
+ 33.98%
$72.57 - $74.72 $413K - $425K
22.4K $1.67B
TFLR
T Rowe Price Exchange Traded F
6.76K
+ 100.03%
N/A
13.5K $695M
GOOGL
Alphabet Inc.

Communication Services
701
+ 29.14%
$174.36 - $254.72 $122K - $179K
3.11K $755M
Virtus ETF Tr Ii
9.54K
+ 25.64%
N/A
46.7K $1.29B
VO
Vanguard Mid Cap ETF

ETFs
455
+ 4.19%
$279.83 - $293.74 $127K - $134K
11.3K $3.33B
AVGO
Broadcom Inc.

Technology
131
+ 3.13%
$264.74 - $369.57 $34.7K - $48.4K
4.32K $1.43B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
8.88K
+ 74.21%
$26.92 - $28.6 $239K - $254K
20.8K $582M
JPM
Jpmorgan Chase & CO

Financial Services
518
+ 17.54%
$282.78 - $316.06 $146K - $164K
3.47K $1.09B
SCHO
Schwab Short Term Us Treasury

ETFs
8.57K
+ 25.54%
$24.23 - $24.42 $208K - $209K
42.1K $1.03B
ABBV
Abb Vie Inc.

Healthcare
528
+ 38.32%
$184.85 - $231.54 $97.6K - $122K
1.91K $441M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.89K
+ 19.08%
$78.96 - $80.04 $149K - $151K
11.8K $942M
GOOG
Alphabet Inc.

Communication Services
74
+ 3.86%
$175.16 - $255.24 $13K - $18.9K
1.99K $485M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 11.39%
$357.4 - $423.42 $58.3K - $69K
1.59K $646M
RTX
Raytheon Technologies Corp

Industrials
405
+ 18.65%
$144.19 - $167.33 $58.4K - $67.8K
2.58K $431M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 6.0%
$28.92 - $32.19 $42.2K - $46.9K
25.8K $822M
EFV
Msci Eafe Value ETF

ETFs
1.43K
+ 42.03%
$62.79 - $68.42 $89.6K - $97.6K
4.82K $327M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
129
+ 23.2%
$567.77 - $614.76 $73.2K - $79.3K
685 $419M
Blackrock Inc
55
+ 28.5%
N/A
248 $289M
GE
General Electric CO

Industrials
49
+ 3.29%
$244.75 - $305.63 $12K - $15K
1.54K $462M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 6.21%
$66.2 - $71.79 $75.5K - $81.8K
19.5K $1.33B
PM
Philip Morris International Inc.

Consumer Defensive
545
+ 38.65%
$157.77 - $183.27 $86K - $99.9K
1.96K $317M
XOM
Exxon Mobil Corp

Energy
403
+ 13.82%
$105.83 - $117.22 $42.6K - $47.2K
3.32K $374M
LLY
Eli Lilly & CO

Healthcare
72
+ 21.56%
$625.65 - $812.69 $45K - $58.5K
406 $310M
META
Meta Platforms, Inc.

Communication Services
66
+ 5.98%
$695.21 - $791.73 $45.9K - $52.3K
1.17K $859M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 9.22%
$459.11 - $506.91 $29.4K - $32.4K
758 $381M
AMGN
Amgen Inc

Healthcare
142
+ 12.87%
$271.18 - $309.22 $38.5K - $43.9K
1.25K $351M
CVX
Chevron Corp

Energy
105
+ 5.58%
$145.57 - $161.83 $15.3K - $17K
1.99K $309M
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 4.58%
$215.01 - $273.02 $9.03K - $11.5K
960 $241M
VST
Vistra Corp.

Utilities
23
+ 0.18%
$182.0 - $217.92 $4.19K - $5.01K
12.9K $2.52B
WFC
Wells Fargo & Company

Financial Services
119
+ 2.04%
$77.05 - $85.16 $9.17K - $10.1K
5.95K $499M
WMT
Walmart Inc.

Consumer Defensive
154
+ 6.97%
$94.4 - $104.27 $14.5K - $16.1K
2.37K $244M
KO
Coca Cola CO

Consumer Defensive
775
+ 12.31%
$65.67 - $71.67 $50.9K - $55.5K
7.07K $469M
UBER
Uber Technologies, Inc

Technology
58
+ 2.51%
$86.91 - $99.57 $5.04K - $5.78K
2.37K $232M
MA
Mastercard Inc

Financial Services
11
+ 2.12%
$550.18 - $598.96 $6.05K - $6.59K
529 $301M
PG
Procter & Gamble CO

Consumer Defensive
82
+ 4.22%
$150.47 - $161.22 $12.3K - $13.2K
2.02K $311M
IBM
International Business Machines Corp

Technology
30
+ 3.3%
$234.77 - $292.47 $7.04K - $8.77K
940 $265M
V
Visa Inc.

Financial Services
10
+ 1.01%
$332.09 - $358.86 $3.32K - $3.59K
1.01K $343M
NFLX
Netflix Inc

Communication Services
8
+ 2.14%
$1147.87 - $1297.18 $9.18K - $10.4K
381 $457M
Activity Summary
Buys All Purchases 66 New Holdings 20 Increased Positions 46 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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