Hidden Cove Wealth Management, LLC Portfolio Holdings

Hidden Cove Wealth Management, LLC

  • $126 Billion
  • Q1 2025

Hidden Cove Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 64 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 $21.5B, Janus Henderson Short Duration with a value of $16.5B, Ishares Tr Russell 200 Growth with a value of $16.1B, Janus Detroit Str Tr Janus Hen with a value of $11.4B, and Apple Inc. with a value of $5.75B.

Examining the 13F form we can see an increase of $3.25B in the current position value, from $123B to 126B.

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 $126 Billion
ETFs: $91.1 Billion
Technology: $16.3 Billion
Consumer Cyclical: $3.44 Billion
Energy: $2.83 Billion
Financial Services: $2.44 Billion
Communication Services: $1.51 Billion
Utilities: $1.51 Billion
Consumer Defensive: $1.41 Billion
Other: $1.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$282 Million 0.22% of portfolio
10,764
Q4 2024 New
$0
$262 Million 0.21% of portfolio
4,338
Q4 2024 New
$511B
$268 Million 0.21% of portfolio
489
Q1 2025 Added 1.66%
$179B
$263 Million 0.21% of portfolio
1,987
Q1 2025 New
$318B
$262 Million 0.21% of portfolio
6,270
Q1 2025 New
$819B
$253 Million 0.2% of portfolio
978
Q1 2025 Reduced 3.74%
$983B
$251 Million 0.2% of portfolio
1,606
Q1 2025 Added 20.93%
$138B
$222 Million 0.18% of portfolio
953
Q1 2025 Added 1.28%
$405B
$210 Million 0.17% of portfolio
1,267
Q1 2025 New
$264B
$210 Million 0.17% of portfolio
1,326
Q1 2025 New
$206B
$206 Million 0.16% of portfolio
828
Q1 2025 New
$155B
$203 Million 0.16% of portfolio
719
Q1 2025 New
$117B
$202 Million 0.16% of portfolio
1,919
Q1 2025 New
$118M
$19.9 Million 0.02% of portfolio
17,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $126 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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