Cove Private Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$129M
Signature - Title
Joseph C. Capezza, Jr. - Managing Member
Location
Oyster Bay Cove, NY
Summary
This page shows a list of all the recent 13F filings made by Cove Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cove Private Wealth, LLC reported 76 stock holdings with total value $129M as of Q3 2024. Top holdings included NVDA, AAPL, MSFT, AMZN, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 76 $129M +$4.12M -$920K +$3.2M NVDA, AAPL, MSFT, AMZN, AVGO 13F-HR 10/25/2024, 03:13 PM
Q2 2024 75 $125M +$17.1M -$1.39M +$15.7M NVDA, MSFT, AAPL, AMZN, AVGO 13F-HR 7/24/2024, 03:40 PM
Q1 2024 75 $117M +$548K -$882K -$333K NVDA, MSFT, AAPL, AMZN, JPM 13F-HR 5/1/2024, 04:14 PM
Q4 2023 75 $106M $0 $0 AAPL, MSFT, NVDA, AMZN, JPM 13F-HR 3/12/2024, 10:42 AM