Cove Private Wealth, LLC Purchases and Sells in Q4 2024

Cove Private Wealth, LLC

$166 Billion
Q4 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	10.1K + 19.42%	$221.69 - $259.02 $2.24M - $2.61M	62K $15.5B
AMZN	8.52K + 31.26%	$180.88 - $232.93 $1.54M - $1.98M	35.8K $7.84B
IWF	6.12K + 654.01%	$370.24 - $418.94 $2.26M - $2.56M	7.05K $2.83B
SPY	3.64K + 330.55%	$567.81 - $607.81 $2.06M - $2.21M	4.74K $2.78B
PFE	80.7K + 693.47%	$24.8 - $30.19 $2M - $2.43M	92.3K $2.45B
GOOG	7.29K + 40.21%	$163.08 - $198.16 $1.19M - $1.44M	25.4K $4.84B

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	20.8K New	$100.16 - $100.7 $2.08M - $2.09M	20.8K $2.08B
MA	3.01K New	$491.3 - $536.15 $1.48M - $1.61M	3.01K $1.58B
SDY	7.14K New	$131.66 - $144.0 $940K - $1.03M	7.14K $943M
ZTS	3.97K New	$162.24 - $194.42 $644K - $772K	3.97K $647M
APH	9.14K New	$62.07 - $75.35 $568K - $689K	9.14K $635M
TJX	5.09K New	$112.15 - $127.2 $571K - $648K	5.09K $615M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	-36.7K - 62.94%	N/A	21.6K $1.13B
ALB	-5.99K - 31.3%	$86.08 - $111.3 $516K - $667K	13.2K $1.13B
NUE	-150 - 1.38%	$115.78 - $167.74 $17.4K - $25.2K	10.7K $1.25B
TROW	-1.8K - 23.76%	$106.48 - $124.69 $192K - $224K	5.78K $653M
AMP	-223 - 4.35%	$473.15 - $574.01 $106K - $128K	4.9K $2.61B
NVDA	-4.16K - 3.29%	$117.0 - $148.88 $486K - $619K	122K $16.4B

Activity Summary All Purchases 62 New Holdings 31 Increased Positions 31 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cove Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cove Private Wealth, LLC with notifications on news.