Cove Private Wealth, LLC Purchases in Q4 2025

Cove Private Wealth, LLC

  • $336 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
2.99K
+ 6.69%
$236.57 - $291.31 $706K - $870K
47.6K $14.9B
AAPL
Apple Inc.

Technology
6.59K
+ 5.88%
$245.27 - $275.25 $1.62M - $1.81M
119K $32.2B
GOOG
Alphabet Inc.

Communication Services
2.04K
+ 5.53%
$237.49 - $291.74 $483K - $594K
38.8K $12.2B
UPS
United Parcel Service Inc

Industrials
10.7K
+ 18.63%
$82.87 - $97.4 $885K - $1.04M
68K $6.74B
AMZN
Amazon Com Inc

Consumer Cyclical
3.69K
+ 5.78%
$213.04 - $254.0 $787K - $938K
67.6K $15.6B
ADBE
Adobe Inc.

Technology
3.12K
+ 70.43%
$325.07 - $359.91 $1.02M - $1.12M
7.56K $2.64B
Ge Vernova Inc
1.49K
New
N/A
1.49K $972M
ALB
Albemarle Corp

Basic Materials
50
+ 0.37%
$84.47 - $115.14 $4.22K - $5.76K
13.4K $1.9B
JPM
Jpmorgan Chase & CO

Financial Services
1.68K
+ 5.9%
$294.11 - $320.41 $493K - $537K
30.1K $9.69B
SPY
Spdr S&P 500 ETF Trust

ETFs
659
+ 10.85%
$653.02 - $687.39 $430K - $453K
6.73K $4.59B
CRM
Salesforce, Inc.

Technology
884
+ 10.5%
$235.69 - $263.41 $208K - $233K
9.3K $2.46B
AME
Ametek Inc

Industrials
1.25K
+ 11.36%
$179.28 - $202.11 $224K - $253K
12.3K $2.52B
HDV
Ishares Core High Dividend ETF

ETFs
3.54K
+ 102.55%
$118.22 - $122.79 $418K - $435K
6.99K $850M
MRVL
Marvell Technology, Inc.

Technology
4.36K
+ 11.67%
$81.05 - $93.74 $353K - $409K
41.7K $3.54B
DHR
Danaher Corp

Healthcare
1.13K
+ 25.07%
$202.46 - $223.01 $228K - $251K
5.62K $1.29B
XOM
Exxon Mobil Corp

Energy
1.92K
+ 9.65%
$110.64 - $119.78 $212K - $230K
21.8K $2.63B
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 5.94%
$67.46 - $78.0 $109K - $126K
28.8K $2.22B
SNOW
Snowflake Inc.

Technology
1.66K
+ 176.41%
$230.55 - $277.14 $383K - $460K
2.6K $571M
ISRG
Intuitive Surgical Inc

Healthcare
462
+ 65.25%
$429.59 - $576.2 $198K - $266K
1.17K $663M
CAT
Caterpillar Inc

Industrials
194
+ 8.22%
$480.82 - $585.49 $93.3K - $114K
2.55K $1.46B
MU
Micron Technology Inc

Technology
1.18K
New
$181.6 - $253.3 $214K - $299K
1.18K $337M
INTC
Intel Corp

Technology
8.43K
New
$34.71 - $41.53 $293K - $350K
8.43K $311M
APH
Amphenol Corp

Technology
945
+ 7.2%
$121.7 - $143.85 $115K - $136K
14.1K $1.9B
TGT
Target Corp

Consumer Defensive
2.81K
New
$85.53 - $97.77 $241K - $275K
2.81K $275M
LLY
Eli Lilly & CO

Healthcare
168
+ 56.19%
$799.57 - $1025.28 $134K - $172K
467 $502M
LOW
Lowes Companies Inc

Consumer Cyclical
1.11K
New
$225.0 - $247.99 $250K - $275K
1.11K $268M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
220
+ 2.9%
$600.51 - $631.95 $132K - $139K
7.8K $4.89B
ABBV
Abb Vie Inc.

Healthcare
1.22K
+ 12.31%
$211.96 - $244.38 $259K - $298K
11.1K $2.54B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.31K
New
$29.81 - $42.36 $188K - $267K
6.31K $233M
GD
General Dynamics Corp

Industrials
700
+ 85.05%
$330.59 - $353.77 $231K - $248K
1.52K $513M
BK
Bank Of New York Mellon Corp

Financial Services
1.69K
+ 34.27%
$104.54 - $112.64 $177K - $190K
6.62K $768M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
455
+ 9.44%
$475.68 - $513.11 $216K - $233K
5.28K $2.65B
CMI
Cummins Inc

Industrials
257
+ 24.15%
$407.98 - $484.34 $105K - $124K
1.32K $674M
GE
General Electric CO

Industrials
694
+ 82.23%
$291.49 - $314.28 $202K - $218K
1.54K $474M
CRWD
Crowd Strike Holdings, Inc.

Technology
454
New
$482.23 - $557.53 $219K - $253K
454 $213M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.62K
New
$61.89 - $76.13 $224K - $275K
3.62K $211M
MRK
Merck & Co., Inc.

Healthcare
844
+ 14.81%
$82.49 - $92.93 $69.6K - $78.4K
6.54K $689M
IWN
Ishares Russell2000 Val ETF

ETFs
1.11K
New
$172.34 - $181.51 $191K - $202K
1.11K $201M
IBM
International Business Machines Corp

Technology
611
+ 46.15%
$275.97 - $314.98 $169K - $192K
1.94K $573M
MMM
3 M CO

Industrials
1.16K
+ 69.56%
$148.75 - $171.6 $173K - $200K
2.84K $454M
SLB
Schlumberger Limited

Energy
3.72K
+ 32.6%
$31.72 - $37.61 $118K - $140K
15.1K $581M
HD
Home Depot, Inc.

Consumer Cyclical
2.36K
+ 23.1%
$358.03 - $397.02 $846K - $938K
12.6K $4.33B
Blackrock Inc
175
+ 96.69%
N/A
356 $381M
PEP
Pepsico Inc

Consumer Defensive
934
+ 9.32%
$138.84 - $153.71 $130K - $144K
11K $1.57B
ECL
Ecolab Inc.

Basic Materials
715
+ 31.06%
$253.06 - $281.35 $181K - $201K
3.02K $792M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
55
+ 11.0%
$557.73 - $694.99 $30.7K - $38.2K
555 $428M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
230
+ 4.75%
$426.99 - $455.46 $98.2K - $105K
5.07K $2.25B
MCD
Mcdonalds Corp

Consumer Cyclical
443
+ 10.21%
$293.81 - $310.11 $130K - $137K
4.78K $1.46B
V
Visa Inc.

Financial Services
95
+ 0.83%
$325.75 - $352.42 $30.9K - $33.5K
11.5K $4.04B
Activity Summary
Buys All Purchases 70 New Holdings 9 Increased Positions 61 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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