Cove Private Wealth, LLC
Top Portfolio Positions
144 positions ·
$394,031,215 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| UPS |
United Parcel Service Inc
Industrials
|
671,340 | $66,046,429 | 16.76% |
| AAPL |
Apple Inc.
Technology
|
134,709 | $34,187,797 | 8.68% |
| NVDA |
Nvidia Corp
Technology
|
179,075 | $31,230,680 | 7.93% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
6,450 | $27,156,562 | 6.89% |
| MSFT |
Microsoft Corp
Technology
|
57,445 | $21,264,415 | 5.40% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,213 | $16,914,231 | 4.29% |
| GOOGL |
Alphabet Inc.
Communication Services
|
51,469 | $14,800,425 | 3.76% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
31,253 | $9,193,382 | 2.33% |
| AVGO |
Broadcom Inc.
Technology
|
27,845 | $8,618,305 | 2.19% |
| SPY |
Spdr S&P 500 ETF Trust
|
10,503 | $6,830,521 | 1.73% |
Portfolio Trend
Holdings in NMAX
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,495 | 13,888 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,354 | 13,888 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $172,211 | 13,888 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $210,125 | 13,888 | Shares | Sole | 2025-07-16 | |
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