Cove Private Wealth, LLC - Q12026 Holdings
Cove Private Wealth, LLC holds 185 stocks with a total portfolio value of $ 440.4M as of Q12026. In Q12026, Cove Private Wealth, LLC added 30 new positions, increased stakes in 99 stocks, reduced 8 holdings, and fully exited 4 positions. The largest holding is United Parcel Svcs Inc (UPS), representing 15.00% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options