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Portfolio (Quarterly) Guide ↗

Cove Private Wealth, LLC

· CIK 0002015131
13F Portfolio $518M AUM 207 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 105 Added 14 Reduced 5 Exited
Page 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IBM INTERNATIONAL BUSINESS MACHS Technology 1,949.0 $548K 0.11% +14.0 +0.7% $281.21 -16.7%
142 GD GENERAL DYNAMICS CORP Industrials 1,546.0 $548K 0.11% +23.0 +1.5% $354.24 +6.3%
143 HONEYWELL AEROSPACE INC 2,459.0 $544K 0.10% NEW $221.08
144 TSLA TESLA INC Consumer Cyclical 1,269.0 $534K 0.10% $420.60 -16.7%
145 AMD ADVANCED MICRO DEVICES INC Technology 862.0 $501K 0.10% NEW $580.91 -17.5%
146 BLK BLACKROCK INC Financial Services 500.0 $481K 0.09% +6.0 +1.2% $961.56 +22.4%
147 CSX CSX CORP Industrials 9,948.0 $473K 0.09% $47.53 +8.4%
148 HSY HERSHEY CO Consumer Defensive 2,683.0 $471K 0.09% +38.0 +1.4% $175.45 +6.7%
149 INTU INTUIT Technology 1,725.0 $450K 0.09% -15.0 -0.9% $261.00 +37.0%
150 NVS NOVARTIS AG Healthcare 2,867.0 $449K 0.09% +1K +76.3% $156.72 +2.1%
151 IJK ISHARES TR 3,810.0 $448K 0.09% +500.0 +15.1% $117.50 -2.6%
152 IVW ISHARES TR 3,239.0 $445K 0.09% $137.53 +0.9%
153 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 45,237.0 $433K 0.08% $9.57 +2.4%
154 PM PHILIP MORRIS INTL INC Consumer Defensive 2,348.0 $425K 0.08% +165.0 +7.6% $180.91 +7.2%
155 CI THE CIGNA GROUP Healthcare 1,540.0 $425K 0.08% $275.68 +1.3%
156 VBR VANGUARD INDEX FDS 1,725.0 $419K 0.08% -15.0 -0.9% $242.99 +2.2%
157 NVO NOVO-NORDISK A S Healthcare 8,656.0 $415K 0.08% NEW $47.94 +1.5%
158 ETN EATON CORP PLC Industrials 956.0 $407K 0.08% $426.12 -4.0%
159 IGV ISHARES TR 4,425.0 $401K 0.08% +1K +47.5% $90.60 +12.4%
160 XLF SELECT SECTOR SPDR TR 7,371.0 $395K 0.08% NEW $53.61 +8.8%
Page 8 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.9%
Industrials 15.4%
Financial Services 12.5%
Consumer Cyclical 8.2%
Healthcare 8.0%
Communication Services 7.2%
Consumer Defensive 4.6%
Basic Materials 1.6%
Energy 1.3%
Utilities 0.9%