Hidden Cove Wealth Management, LLC Portfolio Holdings

Hidden Cove Wealth Management, LLC

  • $123 Billion
  • Q4 2024

Hidden Cove Wealth Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $20.2B, Ishares Tr Russell 200 Growth with a value of $18.6B, Janus Henderson Short Duration with a value of $14.7B, Janus Detroit Str Tr Janus Hen with a value of $10.9B, and Apple Inc. with a value of $6.48B.

Examining the 13F form we can see an increase of $123B in the current position value.

Hidden Cove Wealth Management, LLC is based out at Bainbridge Island, WA

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

Portfolio value $123 Billion
ETFs: $90 Billion
Technology: $17.5 Billion
Consumer Cyclical: $3.93 Billion
Utilities: $1.77 Billion
Financial Services: $1.72 Billion
Communication Services: $1.51 Billion
Energy: $1.48 Billion
Consumer Defensive: $1.01 Billion
Other: $947 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Hidden Cove Wealth Management, LLC Portfolio

Follow Hidden Cove Wealth Management, 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 Hidden Cove Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hidden Cove Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email