Hidden Cove Wealth Management, LLC Purchases in Q4 2024

Hidden Cove Wealth Management, LLC

  • $123 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
740K
New
$26.93 - $84.95 $19.9M - $62.9M
740K $20.2B
IWY
Ishares Tr Russell 200 Growth

ETFs
78.9K
New
$216.72 - $244.71 $17.1M - $19.3M
78.9K $18.6B
VNLA
Janus Henderson Short Duration

ETFs
300K
New
$48.82 - $49.11 $14.7M - $14.8M
300K $14.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
215K
New
$50.62 - $50.97 $10.9M - $11M
215K $10.9B
AAPL
Apple Inc.

Technology
25.9K
New
$221.69 - $259.02 $5.73M - $6.7M
25.9K $6.48B
IOO
Ishares Tr Global 100 ETF

ETFs
54K
New
$97.46 - $103.45 $5.27M - $5.59M
54K $5.44B
RDVY
First Trust Rising Dividend Ac

ETFs
71.3K
New
$58.65 - $64.37 $4.18M - $4.59M
71.3K $4.22B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
174K
New
$22.63 - $47.53 $3.94M - $8.27M
174K $3.95B
U
Unity Software Inc.

Technology
141K
New
$17.34 - $27.72 $2.45M - $3.91M
141K $3.17B
NVDA
Nvidia Corp

Technology
23.6K
New
$117.0 - $148.88 $2.76M - $3.51M
23.6K $3.17B
Janus Detroit Str Tr
58.8K
New
N/A
58.8K $3.05B
MSFT
Microsoft Corp

Technology
6.43K
New
$406.35 - $454.46 $2.61M - $2.92M
6.43K $2.71B
AMZN
Amazon Com Inc

Consumer Cyclical
8.94K
New
$180.88 - $232.93 $1.62M - $2.08M
8.94K $1.96B
VST
Vistra Corp.

Utilities
12.8K
New
$115.74 - $166.61 $1.49M - $2.14M
12.8K $1.77B
VO
Vanguard Mid Cap ETF

ETFs
6.03K
New
$261.5 - $284.63 $1.58M - $1.72M
6.03K $1.59B
CSCO
Cisco Systems, Inc.

Technology
18.3K
New
$52.45 - $60.02 $961K - $1.1M
18.3K $1.08B
VTV
Vanguard Value ETF

ETFs
6.09K
New
$168.32 - $181.87 $1.03M - $1.11M
6.09K $1.03B
ARLP
Alliance Resource Partners LP

Energy
35.1K
New
$24.84 - $28.58 $871K - $1M
35.1K $922M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.3K
New
$25.79 - $80.4 $911K - $2.84M
35.3K $921M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.92K
New
$174.22 - $187.62 $683K - $735K
3.92K $687M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.31K
New
$481.22 - $538.17 $632K - $707K
1.31K $671M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.8K
New
$25.93 - $105.3 $618K - $2.51M
23.8K $664M
AVGO
Broadcom Inc.

Technology
2.77K
New
$159.67 - $250.0 $443K - $693K
2.77K $643M
JPM
Jpmorgan Chase & CO

Financial Services
2.65K
New
$205.18 - $250.29 $543K - $662K
2.65K $634M
SPMD
Spdr Portfolio

ETFs
9.4K
New
$54.13 - $59.56 $509K - $560K
9.4K $514M
HD
Home Depot, Inc.

Consumer Cyclical
1.31K
New
$385.02 - $431.37 $505K - $566K
1.31K $510M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.73K
New
$94.43 - $105.47 $447K - $499K
4.73K $480M
META
Meta Platforms, Inc.

Communication Services
810
New
$554.08 - $632.68 $449K - $512K
810 $474M
PII
Polaris Inc.

Consumer Cyclical
7.51K
New
$56.74 - $83.06 $426K - $623K
7.51K $432M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$213.65 - $479.86 $217K - $488K
1.02K $410M
GOOGL
Alphabet Inc.

Communication Services
2.14K
New
$161.86 - $196.66 $346K - $421K
2.14K $405M
WFC
Wells Fargo & Company

Financial Services
5.55K
New
$54.98 - $77.35 $305K - $430K
5.55K $390M
NFLX
Netflix Inc

Communication Services
429
New
$687.65 - $936.56 $295K - $402K
429 $382M
SBUX
Starbucks Corp

Consumer Cyclical
4.16K
New
$87.44 - $102.5 $364K - $426K
4.16K $380M
COST
Costco Wholesale Corp

Consumer Defensive
402
New
$873.59 - $994.69 $351K - $400K
402 $369M
KO
Coca Cola CO

Consumer Defensive
5.4K
New
$61.74 - $71.71 $333K - $387K
5.4K $336M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.53K
New
$33.92 - $36.6 $323K - $349K
9.53K $329M
PG
Procter & Gamble CO

Consumer Defensive
1.83K
New
$161.05 - $179.7 $294K - $328K
1.83K $306M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
551
New
$521.84 - $558.82 $288K - $308K
551 $297M
AMGN
Amgen Inc

Healthcare
1.12K
New
$258.78 - $328.31 $291K - $369K
1.12K $293M
IHDG
Wisdomtree Tr

ETFs
6.66K
New
$43.38 - $46.0 $289K - $306K
6.66K $289M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.34K
New
$61.52 - $66.5 $267K - $288K
4.34K $277M
VEA
Vanguard Ftse Developed Market

ETFs
5.72K
New
$47.57 - $52.44 $272K - $300K
5.72K $274M
CVX
Chevron Corp

Energy
1.86K
New
$141.15 - $162.53 $263K - $303K
1.86K $270M
DFAX
Dimensional ETF Tr
10.8K
New
$24.76 - $27.04 $267K - $291K
10.8K $268M
XOM
Exxon Mobil Corp

Energy
2.47K
New
$105.51 - $125.37 $261K - $310K
2.47K $266M
MA
Mastercard Inc

Financial Services
481
New
$491.3 - $536.15 $236K - $258K
481 $253M
GOOG
Alphabet Inc.

Communication Services
1.33K
New
$163.08 - $198.16 $217K - $263K
1.33K $253M
IVE
Ishares S&P 500 Value ETF

ETFs
1.23K
New
$189.5 - $206.17 $232K - $253K
1.23K $234M
Activity Summary
Buys All Purchases 61 New Holdings 61 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hidden Cove Wealth Management, LLC Portfolio

Follow Hidden Cove Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hidden Cove Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email