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Cove Private Wealth, LLC
Cove Private Wealth, LLC is an institution, managing $312.1M across 154 long positions as of Q3 2025 with 38% Technology concentration.
- Portfolio Value
- $312.1M
- Positions
- 154
- Top Holding
- NVDA at 9.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cove Private Wealth, LLC's portfolio (46.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $29.6M | 9.50% | +$105.4K Bought | 0.00% 158.9K shares | |
Consumer Electronics Technology | $28.5M | 9.14% | +$275.0K Bought | 0.00% 112.0K shares | |
Software - Infrastructure Technology | $24.1M | 7.72% | +$25.9K Bought | 0.00% 46.5K shares | |
Specialty Retail Consumer Cyclical | $14.0M | 4.50% | +$67.0K Bought | 0.00% 63.9K shares | |
Internet Content & Information Communication Services | $10.8M | 3.48% | +$55.9K Bought | 0.00% 44.6K shares | |
Internet Content & Information Communication Services | $9.0M | 2.87% | — | 0.00% 36.8K shares | |
Banks - Diversified Financial Services | $9.0M | 2.87% | +$25.2K Bought | 0.00% 28.4K shares | |
Semiconductors Technology | $8.8M | 2.83% | +$3.3K Bought | 0.00% 26.8K shares | |
ETF ETF | $5.3M | 1.70% | -$176.2K Sold | — 52.7K shares | |
Integrated Freight & Logistics Industrials | $4.8M | 1.53% | +$4.3M Bought | 0.01% 57.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cove Private Wealth, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cove Private Wealth, LLC
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