Cove Private Wealth, LLC Portfolio Holdings
Cove Private Wealth, LLC
- $336 Billion
- Q4 2025
Cove Private Wealth, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $32.2B, Nvidia Corp with a value of $27.8B, Microsoft Corp with a value of $23.8B, Amazon Com Inc with a value of $15.6B, and Alphabet Inc. with a value of $14.9B.
Examining the 13F form we can see an increase of $20.2B in the current position value, from $316B to 336B.
Cove Private Wealth, LLC is based out at Oyster Bay Cove, NY
Below you can find more details about Cove Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$336 Billion
Technology: $119 Billion
ETFs: $41.5 Billion
Financial Services: $34.3 Billion
Communication Services: $33.9 Billion
Healthcare: $27.1 Billion
Consumer Cyclical: $25.1 Billion
Industrials: $24.2 Billion
Consumer Defensive: $10.2 Billion
Other: $14.9 Billion