Cove Private Wealth, LLC - Portfolio overview

Cove Private Wealth, LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. UPS - UNITED PARCEL SVCS INC, 14.89%
2. AAPL - APPLE INC, 7.71%
3. NVDA - NVIDIA CORPORATION, 7.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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