Cove Private Wealth, LLC Top Holdings and 13F Report (2025) About Cove Private Wealth, LLCInvestment ActivityCove Private Wealth, LLC has $283.63 million in total holdings as of June 30, 2025.Cove Private Wealth, LLC owns shares of 156 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 26.25% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Cove Private Wealth, LLC has purchased 121 new stocks and bought additional shares in 90 stocks.Cove Private Wealth, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $25,008,079Microsoft $23,125,088Apple $22,756,841Amazon.com $13,952,985JPMorgan Chase & Co. $8,211,701 Largest New Holdings this Quarter 244199105 - Deere & Company $1,605,303 Holding038222105 - Applied Materials $1,373,025 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $977,786 Holding512807306 - LAM RESEARCH CORP $560,678 Holding58933Y105 - Merck & Co., Inc. $450,975 Holding Largest Purchases this Quarter Apple 36,631 shares (about $7.52M)Microsoft 11,197 shares (about $5.57M)NVIDIA 34,880 shares (about $5.51M)Amazon.com 18,509 shares (about $4.06M)Alphabet 13,535 shares (about $2.39M) Largest Sales this Quarter Wells Fargo & Co. Pfd. Series L 285 shares (about $334.63K)iShares 0-3 Month Treasury Bond ETF 2,000 shares (about $201.38K)BANK AMERICA CORP 125 shares (about $151.63K)iShares Core MSCI Emerging Markets ETF 41 shares (about $2.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCove Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$25,008,079$5,510,691 ▲28.3%158,2898.8%Computer and TechnologyMSFTMicrosoft$23,125,088$5,569,500 ▲31.7%46,4918.2%Computer and TechnologyAAPLApple$22,756,841$7,515,582 ▲49.3%110,9178.0%Computer and TechnologyAMZNAmazon.com$13,952,985$4,060,690 ▲41.0%63,5994.9%Retail/WholesaleJPMJPMorgan Chase & Co.$8,211,701$1,395,337 ▲20.5%28,3252.9%FinanceGOOGLAlphabet$7,823,555$2,385,273 ▲43.9%44,3942.8%Computer and TechnologyAVGOBroadcom$7,376,670$860,304 ▲13.2%26,7612.6%Computer and TechnologyGOOGAlphabet$6,529,903$1,668,708 ▲34.3%36,8112.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$5,482,571$201,380 ▼-3.5%54,4501.9%ETFMAMastercard$4,424,716$1,376,753 ▲45.2%7,8741.6%Business ServicesVVisa$4,058,932$113,616 ▲2.9%11,4321.4%Business ServicesMCKMcKesson$3,803,128$377,382 ▲11.0%5,1901.3%MedicalSPYSPDR S&P 500 ETF Trust$3,752,203$487,484 ▲14.9%6,0731.3%FinanceHDHome Depot$3,732,029$546,294 ▲17.1%10,1791.3%Retail/WholesaleVOOVanguard S&P 500 ETF$3,674,018$426,022 ▲13.1%6,4681.3%ETFMETAMeta Platforms$3,567,927$460,568 ▲14.8%4,8341.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,219,640$1,470,858 ▲84.1%56,4751.1%ETFCOSTCostco Wholesale$3,083,663$949,352 ▲44.5%3,1151.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$3,073,9590.0%7,2401.1%ETFORCLOracle$2,894,661$14,211 ▲0.5%13,2401.0%Computer and TechnologyKKRKKR & Co. Inc.$2,885,155$1,613,255 ▲126.8%21,6881.0%FinanceVBVanguard Small-Cap ETF$2,882,151$1,154,093 ▲66.8%12,1621.0%ETFMRVLMarvell Technology$2,865,038$270,900 ▲10.4%37,0161.0%Computer and TechnologyAMPAmeriprise Financial$2,644,632$29,355 ▲1.1%4,9550.9%FinanceJNJJohnson & Johnson$2,349,850$700,342 ▲42.5%15,3840.8%MedicalCRMSalesforce$2,288,142$384,220 ▲20.2%8,3910.8%Computer and TechnologyPFEPfizer$2,287,868$42,517 ▲1.9%94,3840.8%MedicalPHParker-Hannifin$2,282,600$69,847 ▲3.2%3,2680.8%IndustrialsGLDSPDR Gold Shares$2,281,653$1,184,265 ▲107.9%7,4850.8%FinanceDISWalt Disney$2,228,460$609,757 ▲37.7%17,9700.8%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,228,227$1,045,863 ▲88.5%4,5870.8%FinanceWMTWalmart$2,174,627$1,082,327 ▲99.1%22,2400.8%Retail/WholesaleXOMExxon Mobil$2,118,270$399,291 ▲23.2%19,6500.7%EnergyNXPINXP Semiconductors$2,083,958$1,009,424 ▲93.9%9,5380.7%Computer and TechnologyAMEAMETEK$1,990,5600.0%11,0000.7%Computer and TechnologyABBVAbbVie$1,839,680$1,160,868 ▲171.0%9,9110.6%MedicalQCOMQUALCOMM$1,745,649$813,022 ▲87.2%10,9610.6%Computer and TechnologyBANK AMERICA CORP$1,728,525$151,625 ▼-8.1%1,4250.6%7.25%CNV PFD LCVXChevron$1,689,642$237,982 ▲16.4%11,8000.6%EnergyADBEAdobe$1,682,541$375,274 ▲28.7%4,3490.6%Computer and TechnologyROPRoper Technologies$1,643,8360.0%2,9000.6%Computer and TechnologyCSCOCisco Systems$1,616,901$337,326 ▲26.4%23,3050.6%Computer and TechnologyDEDeere & Company$1,605,303$1,605,303 ▲New Holding3,1570.6%IndustrialsTMOThermo Fisher Scientific$1,575,618$121,638 ▲8.4%3,8860.6%MedicalGILDGilead Sciences$1,567,702$32,152 ▲2.1%14,1400.6%MedicalNUENucor$1,466,911$77,594 ▲5.6%11,3240.5%Basic MaterialsPGProcter & Gamble$1,459,690$773,021 ▲112.6%9,1620.5%Consumer StaplesBRK.ABerkshire Hathaway$1,457,600$728,800 ▲100.0%20.5%FinanceMDTMedtronic$1,449,550$143,831 ▲11.0%16,6290.5%MedicalABTAbbott Laboratories$1,426,065$989,473 ▲226.6%10,4850.5%MedicalUBERUber Technologies$1,413,215$1,118,014 ▲378.7%15,1470.5%Computer and TechnologyNSCNorfolk Southern$1,407,8350.0%5,5000.5%TransportationAMTAmerican Tower$1,407,455$163,334 ▲13.1%6,3680.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,382,971$2,461 ▼-0.2%23,0380.5%ETFDLSWisdomTree International SmallCap Dividend Fund$1,376,391$625,291 ▲83.3%18,3250.5%FinanceAMATApplied Materials$1,373,025$1,373,025 ▲New Holding7,5000.5%Computer and TechnologyINTUIntuit$1,370,4760.0%1,7400.5%Computer and TechnologyNKENIKE$1,300,956$26,995 ▲2.1%18,3130.5%Consumer DiscretionaryPEPPepsiCo$1,300,462$268,173 ▲26.0%9,8490.5%Consumer StaplesAPHAmphenol$1,295,995$280,450 ▲27.6%13,1240.5%Computer and TechnologyMCDMcDonald's$1,267,726$340,086 ▲36.7%4,3390.4%Retail/WholesaleICEIntercontinental Exchange$1,206,315$174,296 ▲16.9%6,5750.4%FinanceVBRVanguard Small-Cap Value ETF$1,202,237$550,903 ▲84.6%6,1650.4%ETFPMLPIMCO Municipal Income Fund II$1,105,498$832,895 ▲305.5%148,3890.4%Financial ServicesDVYiShares Select Dividend ETF$1,099,667$431,633 ▲64.6%8,2800.4%ETFHONHoneywell International$1,088,714$380,293 ▲53.7%4,6750.4%Multi-Sector ConglomeratesSDYSPDR S&P Dividend ETF$1,061,137$92,296 ▲9.5%7,8180.4%ETFGLWCorning$1,042,5970.0%19,8250.4%Computer and TechnologyWFC.PLWells Fargo & Co. Pfd. Series L$1,037,931$334,627 ▼-24.4%8840.4%FinanceEWEdwards Lifesciences$999,758$1,095 ▲0.1%12,7830.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$977,786$977,786 ▲New Holding15,4860.3%ManufacturingNEENextEra Energy$965,146$331,411 ▲52.3%13,9030.3%UtilitiesCATCaterpillar$915,787$273,300 ▲42.5%2,3590.3%IndustrialsZTSZoetis$898,272$156,730 ▲21.1%5,7600.3%MedicalKVUEKenvue$894,760$1,591 ▲0.2%42,7500.3%Consumer StaplesVOEVanguard Mid-Cap Value ETF$888,906$415,755 ▲87.9%5,4050.3%ETFDHRDanaher$860,682$300,458 ▲53.6%4,3570.3%MedicalDLRDigital Realty Trust$845,5010.0%4,8500.3%FinanceEOGEOG Resources$839,064$1,555 ▲0.2%7,0150.3%EnergyAWKAmerican Water Works$831,1820.0%5,9750.3%UtilitiesALBAlbemarle$824,1110.0%13,1500.3%Basic MaterialsBKNGBooking$810,4940.0%1400.3%Retail/WholesaleCHDChurch & Dwight$807,324$20,183 ▲2.6%8,4000.3%Consumer StaplesIVViShares Core S&P 500 ETF$740,113$361,985 ▲95.7%1,1920.3%ETFPARAParamount Global$704,5340.0%54,6150.2%Consumer DiscretionaryEAElectronic Arts$685,113$365,713 ▲114.5%4,2900.2%Consumer DiscretionaryCBChubb$676,786$348,533 ▲106.2%2,3360.2%FinanceUPSUnited Parcel Service$637,234$405,072 ▲174.5%6,3130.2%TransportationTJXTJX Companies$634,4920.0%5,1380.2%Retail/WholesaleCVSCVS Health$627,9940.0%9,1040.2%MedicalBMYBristol Myers Squibb$618,666$93,506 ▲17.8%13,3650.2%MedicalTROWT. Rowe Price Group$600,713$28,950 ▲5.1%6,2250.2%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$589,514$2,518 ▲0.4%23,4120.2%ETFPLDPrologis$580,4730.0%5,5220.2%FinanceBACBank of America$573,944$249,045 ▲76.7%12,1290.2%FinanceECLEcolab$567,710$2,425 ▲0.4%2,1070.2%Basic MaterialsLAM RESEARCH CORP$560,678$560,678 ▲New Holding5,7600.2%COM NEWSHWSherwin-Williams$550,749$53,221 ▲10.7%1,6040.2%Basic MaterialsBDXBecton, Dickinson and Company$539,832$54,431 ▲11.2%3,1340.2%MedicalCICigna Group$509,093$29,752 ▲6.2%1,5400.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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