Cove-Private-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "TROW", "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "VDE", "CAT", "AVGO", "BDJ", "BGS", "BSX", "EOG", "GILD", "HON", "HD", "MCD", "INTU", "QCOM", "ISRG", "BKNG", "ICE", "META", null, "MRVL", "MA", "MDT", "MSFT", "OXY", "HSY", "AMP", "IJR", "KKR", "ORCL", "IWF", "PEP", "IEMG", "IJK", "IVV", "AAPL", "SPY", "ECL", "NVDA", "PFE", "PG", "VZ", "KVUE", "PARA", "REGN", null, "SHW", "SLB", "ROP", "RTX", "GLD", "AMT", "SBUX", "CI", "TMO", "TJX", "UBER", "UPS", "VO", "VOE", "PML", null, "EA", "K", "EW", "ALB", "APH", "SDY", "AMZN", "VEA", "VBR", "VB", "VOO", "V", "WMT", null, null, "DVY", "NSC", null, "NXPI", "CRM", "SYY", "MCK", "GWW", "NUE", "AME", "KMB", "BAC", "BRK-A", "BRK-B", "BDX", "BMY", "CVX", "CB", "CHD", "CSCO", "COST", "GLW", "CVS", "DHR", "DFS", "DLR", "NEE", "NKE", "DIS", "GOOG", "XOM", "JNJ", "PLD", "PH", "AWK", "XLK", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 121
- Total Value
- 190176505
- Accession Number
- 0001172661-25-001698
- Form Type
- 13F-HR
- Manager Name
- Cove-Private-Wealth
Data Enrichment
93% identified113 identified8 unidentified
Holdings
121 positions • $190.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $201.8K | 0.1% ($201.8K/$190.2M) | QoQ NEW(+$201.8K) YoY NEW(+$201.8K) |