Top 50 Cove Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | 15% | 671.3K | $66.0M | +887.51%(+603.36K) | $98.27(+0.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.76% | 134.7K | $34.2M | +13.60%(+16.12K) | $213.10(+39.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.09% | 179.1K | $31.2M | +20.17%(+30.05K) | $85.82(+174.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.83% | 57.4K | $21.3M | +16.92%(+8.31K) | $394.13(+3.88%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.84% | 81.2K | $16.9M | +20.14%(+13.62K) | $186.45(+43.32%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.36% | 51.5K | $14.8M | +8.11%(+3.86K) | $175.17(+128.95%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.35% | 51.5K | $14.8M | +32.56%(+12.65K) | $195.26(+103.41%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 31.3K | $9.2M | +3.90%(+1.17K) | $202.17(+48.35%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.96% | 27.8K | $8.6M | +4.18%(+1.12K) | $121.15(+263.02%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.72% | 12.7K | $7.6M | +62.80%(+4.90K) | $528.71(+30.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.47% | +122.11% |
| Top 20 Holdings Unweighted | +25.34% | +96.92% |
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