Long-term investor
Cove Private Wealth, LLC @coveprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002015131).
Record
- Tracked since 2025-12-31 (261 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.8%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.7% · long · since 2025-12-31
- NVDA · 7.4% · long · since 2025-12-31
- UPS · 6.4% · long · since 2025-12-31
- MSFT · 4.7% · long · since 2025-12-31
- GOOG · 4.5% · long · since 2025-12-31
- GOOGL · 4.0% · long · since 2025-12-31
- AMZN · 3.9% · long · since 2025-12-31
- MRVL · 2.3% · long · since 2025-12-31
- MA · 2.1% · long · since 2025-12-31
- JPM · 2.0% · long · since 2025-12-31
- AVGO · 2.0% · long · since 2025-12-31
- VOO · 2.0% · long · since 2025-12-31