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| Happy Holidays!! thanks for using AUM13F!! |
| Cove Private Wealth LLC
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| CRD # | 316866 |
| SEC # | 801-122756 |
| CIK # | 0002015131, 0000201531 |
| AUM | $269.9 M (2025-01-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-588-1123 |
| Address | 44 Yellow Cote Rd Oyster Bay, NY 11771 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002015131 0000201531 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.0 | ||
| Microsoft Corp | 23.1 | ||
| Apple Inc | 22.8 | ||
| Amazon Com Inc | 14.0 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Alphabet Inc | 7.8 | ||
| Broadcom Inc | 7.4 | ||
| Alphabet Inc | 6.5 | ||
| Mastercard Inc | 4.4 | ||
| VISA Inc | 4.1 | ||
| McKesson Corp | 3.8 | ||
| Home Depot Inc | 3.7 | ||
| Facebook Inc | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Oracle Corp | 2.9 | ||
| KKR & Co LP | 2.9 | ||
| Marvell Technology Inc | 2.9 | ||
| Ameriprise Financial Inc | 2.6 | ||
| Johnson & Johnson | 2.3 | ||
| Salesforce Com Inc | 2.3 | ||
| Pfizer Inc | 2.3 | ||
| Parker Hannifin Corp | 2.3 | ||
| SPDR Gold Trust | 2.3 | ||
| Walt Disney Co | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 55 | 262.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 269.9 |
| By Discretionary | ||
| Discretionary | 57 | 269.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 269.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.9 | |
| Total | 57 | 269.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002015131] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Toomey Investment Management Inc
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|
CT | 0.3 |
|
Albanyadvisor Group LLC
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|
NY | 0.3 |
|
Monere Wealth Management Inc
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IL | 0.3 |
|
OFG Financial Services Inc
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KS | 0.3 |
|
Generations Wealth LLC
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OH | 0.3 |
|
Spectrum Wealth Management LLC
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CA | 0.3 |
|
Optimum Financial Services LLC
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MS | 0.3 |
|
Fortress Wealth Management Inc
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|
CA | 0.3 |
|
Tieton Capital Management LLC
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|
WA | 0.3 |
|
Sonoma West LLC
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|
0.3 |