Cove Private Wealth, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$335.8M

Holdings

159

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (159 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
118,587$32.2M9.60%
2
NVDANVIDIA CORPORATION
149,020$27.8M8.28%
3
MSFTMICROSOFT CORP
49,133$23.8M7.08%
4
AMZNAMAZON COM INC
67,598$15.6M4.65%
5
GOOGLALPHABET INC
47,610$14.9M4.44%
6
GOOGALPHABET INC
38,846$12.2M3.63%
7
JPMJPMORGAN CHASE & CO.
30,081$9.7M2.89%
8
AVGOBROADCOM INC
26,728$9.3M2.75%
9
UPSUNITED PARCEL SERVICE INC
67,983$6.7M2.01%
10
VOOVANGUARD INDEX FDS
7,803$4.9M1.46%
11
SPYSPDR S&P 500 ETF TR
6,732$4.6M1.37%
12
MAMASTERCARD INCORPORATED
7,928$4.5M1.35%
13
SGOVISHARES TR
44,600$4.5M1.33%
14
HDHOME DEPOT INC
12,592$4.3M1.29%
15
MCKMCKESSON CORP
5,040$4.1M1.23%
16
VVISA INC
11,527$4.0M1.20%
17
MRVLMARVELL TECHNOLOGY INC
41,706$3.5M1.06%
18
VEAVANGUARD TAX-MANAGED FDS
56,475$3.5M1.05%
19
IWFISHARES TR
7,440$3.5M1.05%
20
METAMETA PLATFORMS INC
5,098$3.4M1.00%
21
VBVANGUARD INDEX FDS
12,517$3.2M0.96%
22
JNJJOHNSON & JOHNSON
14,566$3.0M0.90%
23
COSTCOSTCO WHSL CORP NEW
3,439$3.0M0.88%
24
PHPARKER-HANNIFIN CORP
3,268$2.9M0.86%
25
WMTWALMART INC
25,255$2.8M0.84%
26
GQ9SPDR GOLD TR
6,885$2.7M0.81%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
5,277$2.7M0.79%
28
ADBEADOBE INC
7,557$2.6M0.79%
29
XOMEXXON MOBIL CORP
21,820$2.6M0.78%
30
KKRKKR & CO INC
20,127$2.6M0.76%
31
ABBVABBVIE INC
11,131$2.5M0.76%
32
AMEAMETEK INC
12,250$2.5M0.75%
33
CRMSALESFORCE INC
9,300$2.5M0.73%
34
A4SAMERIPRISE FINL INC
4,955$2.4M0.72%
35
VOOGVANGUARD ADMIRAL FDS INC
5,070$2.3M0.67%
36
TMOTHERMO FISHER SCIENTIFIC INC
3,875$2.2M0.67%
37
CSCOCISCO SYS INC
28,820$2.2M0.66%
38
ORCLORACLE CORP
10,850$2.1M0.63%
39
NXPINXP SEMICONDUCTORS N V
9,538$2.1M0.62%
40
PFEPFIZER INC
82,782$2.1M0.61%
41
DISDISNEY WALT CO
17,917$2.0M0.61%
42
AMATAPPLIED MATLS INC
7,404$1.9M0.57%
43
APHAMPHENOL CORP NEW
14,069$1.9M0.57%
44
ALBALBEMARLE CORP
13,400$1.9M0.56%
45
QCOMQUALCOMM INC
10,905$1.9M0.56%
46
GILDGILEAD SCIENCES INC
14,140$1.7M0.52%
47
NSCNORFOLK SOUTHN CORP
5,500$1.6M0.47%
48
DEDEERE & CO
3,387$1.6M0.47%
49
PEPPEPSICO INC
10,953$1.6M0.47%
50
ABTABBOTT LABS
12,325$1.5M0.46%
51
IEMGISHARES INC
22,888$1.5M0.46%
52
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5M0.45%
53
PGPROCTER AND GAMBLE CO
10,391$1.5M0.44%
54
CVXCHEVRON CORP NEW
9,645$1.5M0.44%
55
CATCATERPILLAR INC
2,553$1.5M0.44%
56
MCDMCDONALDS CORP
4,782$1.5M0.44%
57
MDTMEDTRONIC PLC
14,829$1.4M0.42%
58
BAC 7.25 PERP LBANK AMERICA CORP
1,115$1.4M0.42%
59
UBERUBER TECHNOLOGIES INC
16,397$1.3M0.40%
60
VBRVANGUARD INDEX FDS
6,165$1.3M0.39%
61
ROPROPER TECHNOLOGIES INC
2,900$1.3M0.38%
62
DHRDANAHER CORPORATION
5,618$1.3M0.38%
63
ICEINTERCONTINENTAL EXCHANGE IN
7,402$1.2M0.36%
64
AQLTISHARES TR
8,280$1.2M0.35%
65
NKENIKE INC
18,313$1.2M0.35%
66
INTUINTUIT
1,740$1.2M0.34%
67
PMLPIMCO MUN INCOME FD II
148,388$1.1M0.33%
68
NEENEXTERA ENERGY INC
13,903$1.1M0.33%
69
EWEDWARDS LIFESCIENCES CORP
12,783$1.1M0.32%
70
SDYSPDR SERIES TRUST
7,818$1.1M0.32%
71
WFC 7.5 PERP LWELLS FARGO CO NEW
884$1.1M0.32%
72
LRCXLAM RESEARCH CORP
5,760$985K0.29%
73
GEVGE VERNOVA INC
1,487$971K0.29%
74
AMTAMERICAN TOWER CORP NEW
5,458$958K0.29%
75
HONHONEYWELL INTL INC
4,675$912K0.27%
76
TJXTJX COS INC NEW
5,737$881K0.26%
77
EAELECTRONIC ARTS INC
4,290$876K0.26%
78
HDVISHARES TR
6,990$850K0.25%
79
IVVISHARES TR
1,192$816K0.24%
80
IBDRISHARES TR
33,540$812K0.24%
81
ECLECOLAB INC
3,017$792K0.24%
82
NUENUCOR CORP
4,799$782K0.23%
83
AWCAMERICAN WTR WKS CO INC NEW
5,975$779K0.23%
84
BKBANK NEW YORK MELLON CORP
6,618$768K0.23%
85
FQIDIGITAL RLTY TR INC
4,850$750K0.22%
86
BKNGBOOKING HOLDINGS INC
140$749K0.22%
87
ZTSZOETIS INC
5,842$735K0.22%
88
CHDCHURCH & DWIGHT CO INC
8,735$732K0.22%
89
EOGEOG RES INC
6,963$731K0.22%
90
CBCHUBB LIMITED
2,336$729K0.22%
91
CVSCVS HEALTH CORP
9,104$722K0.21%
92
PLDPROLOGIS INC.
5,500$702K0.21%
93
MRKMERCK & CO INC
6,541$688K0.20%
94
CMICUMMINS INC
1,321$674K0.20%
95
ISRGINTUITIVE SURGICAL INC
1,170$662K0.20%
96
TROWPRICE T ROWE GROUP INC
6,225$637K0.19%
97
BMYBRISTOL-MYERS SQUIBB CO
11,575$624K0.19%
98
RTXRTX CORPORATION
3,390$621K0.18%
99
SLBSLB LIMITED
15,130$580K0.17%
100
KVUEKENVUE INC
33,388$575K0.17%
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