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Cove Private Wealth, LLC

Portfolio Manager
Cove Private Wealth, LLC
Performance
+3.52% (2025 Q4)
AUM (13F)
$440.40M
# of Holdings
185
Performance Rank
Allocation (Top 20)
62.25%

Cove Private Wealth, LLC Holdings Map

Top 50 Cove Private Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UPS
UNITED PARCEL SVCS INC
15%671.3K$66.0M
+887.51%(+603.36K)
2025-Q1: 2.3K shares2025-Q2: 6.3K shares2025-Q3: 57.3K shares2025-Q4: 68.0K shares2026-Q1: 671.3K shares
$98.27(+0.15%)
2026-03-31
AAPL
APPLE INC
7.76%134.7K$34.2M
+13.60%(+16.12K)
2025-Q1: 74.3K shares2025-Q2: 110.9K shares2025-Q3: 112.0K shares2025-Q4: 118.6K shares2026-Q1: 134.7K shares
$213.10(+39.94%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.09%179.1K$31.2M
+20.17%(+30.05K)
2025-Q1: 123.4K shares2025-Q2: 158.3K shares2025-Q3: 158.9K shares2025-Q4: 149.0K shares2026-Q1: 179.1K shares
$85.82(+174.70%)
2026-03-31
MSFT
MICROSOFT CORP
4.83%57.4K$21.3M
+16.92%(+8.31K)
2025-Q1: 35.3K shares2025-Q2: 46.5K shares2025-Q3: 46.5K shares2025-Q4: 49.1K shares2026-Q1: 57.4K shares
$394.13(+3.88%)
2026-03-31
AMZN
AMAZON COM INC
3.84%81.2K$16.9M
+20.14%(+13.62K)
2025-Q1: 45.1K shares2025-Q2: 63.6K shares2025-Q3: 63.9K shares2025-Q4: 67.6K shares2026-Q1: 81.2K shares
$186.45(+43.32%)
2026-03-31
GOOGL
ALPHABET INC
3.36%51.5K$14.8M
+8.11%(+3.86K)
2025-Q1: 30.9K shares2025-Q2: 44.4K shares2025-Q3: 44.6K shares2025-Q4: 47.6K shares2026-Q1: 51.5K shares
$175.17(+128.95%)
2026-03-31
GOOG
ALPHABET INC
3.35%51.5K$14.8M
+32.56%(+12.65K)
2025-Q1: 27.4K shares2025-Q2: 36.8K shares2025-Q3: 36.8K shares2025-Q4: 38.8K shares2026-Q1: 51.5K shares
$195.26(+103.41%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.09%31.3K$9.2M
+3.90%(+1.17K)
2025-Q1: 23.5K shares2025-Q2: 28.3K shares2025-Q3: 28.4K shares2025-Q4: 30.1K shares2026-Q1: 31.3K shares
$202.17(+48.35%)
2026-03-31
AVGO
BROADCOM INC
1.96%27.8K$8.6M
+4.18%(+1.12K)
2025-Q1: 23.6K shares2025-Q2: 26.8K shares2025-Q3: 26.8K shares2025-Q4: 26.7K shares2026-Q1: 27.8K shares
$121.15(+263.02%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.72%12.7K$7.6M
+62.80%(+4.90K)
2025-Q1: 5.7K shares2025-Q2: 6.5K shares2025-Q3: 7.6K shares2025-Q4: 7.8K shares2026-Q1: 12.7K shares
$528.71(+30.08%)
2026-03-31

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