Top 50 Hidden Cove Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 10.63% | 66.5K | $16.5M | -12.44%(-9.44K) | $229.02(+27.50%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 8.21% | 253.6K | $12.8M | -11.84%(-34.05K) | $50.77(-0.28%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 6.09% | 380.6K | $9.5M | +669.55%(+331.17K) | $25.01(-1.32%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.37% | 124.0K | $6.8M | new | $55.20(+10.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 26.3K | $6.7M | -0.52%(-138) | $233.58(+27.95%) | 2026-03-31 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 4.19% | 128.5K | $6.5M | +89.21%(+60.57K) | $44.98(+9.90%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.13% | 22.4K | $6.4M | +106.40%(+11.55K) | $69.50(+10.85%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.96% | 26.4K | $4.6M | +1.98%(+512) | $133.23(+69.50%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 2.92% | 92.9K | $4.5M | -63.43%(-161.13K) | $48.98(-0.04%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.89% | 146.7K | $4.5M | -72.35%(-383.86K) | $27.74(+14.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.25% | +10.08% |
| Top 20 Holdings Unweighted | +7.59% | +24.55% |
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