CP
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Cove Private Wealth, LLC13F | |
| Cove Private Wealth, LLC | |
| Last update 2025-07-16 | 156 Stocks (37 new) |
| Value $284.00 Mil | Turnover 26 % |
Cove Private Wealth, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 158,289 | 25,008.1 | +28.26% | 8.820 | +1.94% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
MSFT | Microsoft Corp | 46,491 | 23,125.1 | +31.72% | 8.150 | +1.96% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 110,917 | 22,756.8 | +49.31% | 8.020 | +2.65% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AMZN | Amazon.com Inc | 63,599 | 13,953.0 | +41.05% | 4.920 | +1.43% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 28,325 | 8,211.7 | +20.47% | 2.900 | +0.49% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
GOOGL | Alphabet Inc | 44,394 | 7,823.6 | +43.86% | 2.760 | +0.84% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AVGO | Broadcom Inc | 26,761 | 7,376.7 | +13.20% | 2.600 | +0.30% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
GOOG | Alphabet Inc | 36,811 | 6,529.9 | +34.33% | 2.300 | +0.59% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 54,450 | 5,482.6 | -3.54% | 1.930 | -0.11% | 0.010 | +1.07% | +2.40% | 51,431.0 | ||
MA | Mastercard Inc | 7,874 | 4,424.7 | +45.17% | 1.560 | +0.49% | 0.000 | +5.38% | +7.49% | 511,704.3 | Credit Services |
Cove Private Wealth, LLC's Historical Top Holdings Breakdowns
Cove Private Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Add Add | +2.65% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Add 49.31% | 110,917 | 36,631 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +1.96% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Add 31.72% | 46,491 | 11,197 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.94% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | Add 28.26% | 158,289 | 34,880 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +1.43% | 167.32 ($197.77) 223.3 | $232.23 | 17.42% | Add 41.05% | 63,599 | 18,509 | |
GOOGL | Alphabet Inc | 2025-06-30 | Add Add | +0.84% | 144.7 ($163.55) 178.6 | $192.17 | 17.50% | Add 43.86% | 44,394 | 13,535 | |
GOOG | Alphabet Inc | 2025-06-30 | Add Add | +0.59% | 146.58 ($165.11) 180.01 | $193.20 | 17.01% | Add 34.33% | 36,811 | 9,407 | |
DE | Deere & Co | 2025-06-30 | New Buy New Buy | +0.57% | 412.99 ($489.25) 531.48 | $514.66 | 5.19% | New holding | 3,157 | 3,157 | |
KKR | KKR & Co Inc | 2025-06-30 | Add Add | +0.57% | 92.79 ($117.03) 134.29 | $150.19 | 28.33% | Add 126.84% | 21,688 | 12,127 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.52% | 45.65 ($53.52) 57.01 | $58.09 | 8.54% | Add 84.11% | 56,475 | 25,800 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Add Add | +0.49% | 210.28 ($255.03) 289.91 | $296.55 | 16.28% | Add 20.47% | 28,325 | 4,813 |
Cove Private Wealth, LLC Total Holding History ($B)
Cove Private Wealth, LLC's Asset Allocation
Cove Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cove Private Wealth, LLC's Hypothetical Growth since 2025-06-30
Cove Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cove Private Wealth, LLC's Holdings Heat Map
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Cove Private Wealth, LLC's Holdings Bubble Chart
Cove Private Wealth, LLC News
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