Hidden Cove Wealth Management, LLC
Top Portfolio Positions
63 positions ·
$46,826,629 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
26,301 | $6,674,930 | 14.25% | |
| NVDA |
Nvidia Corp
Technology
|
26,383 | $4,601,195 | 9.83% | |
| MSFT |
Microsoft Corp
Technology
|
8,989 | $3,327,458 | 7.11% | |
| U |
Unity Software Inc.
Technology
|
132,301 | $2,902,683 | 6.20% | |
| VST |
Vistra Corp.
Utilities
|
12,877 | $1,935,799 | 4.13% | |
| ARLP |
Alliance Resource Partners LP
Energy
|
70,000 | $1,935,500 | 4.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,823 | $1,629,296 | 3.48% | |
| AVGO |
Broadcom Inc.
Technology
|
4,971 | $1,538,574 | 3.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,700 | $1,088,392 | 2.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,617 | $1,040,104 | 2.22% |
Portfolio Trend
6 quarters · across all stocks
Holdings in REI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,469 | 17,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,051 | 17,300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,857 | 17,300 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,667 | 17,300 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $19,895 | 17,300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,528 | 17,300 | Shares | Sole | 2025-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||