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Joseph C. Capezza, Jr.

@Cove Private Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$166.478MTotal holdings107
Assets growth rate29.19%Assets growth rate (2-Q avg)16.09%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cove Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Cove Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.478M in assets, with a quarterly growth rate of 29.19% and a 2-quarter average growth rate of 16.09%. The portfolio is managed by Joseph C. Capezza, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -3.29%
9.86%
$16.402M
122,135 shares@ $134.29 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -4.35%
1.57%
$2.609M
4,900 shares@ $532.43 avg price
NUENucor Corp
Recent Activity
Decreased -1.37%
0.76%
$1.252M
10,725 shares@ $116.72 avg price
ALBAlbemarle Corp
Recent Activity
Decreased -31.29%
0.68%
$1.132M
13,150 shares@ $86.08 avg price
IEMGIshares Inc
Recent Activity
Decreased -62.94%
0.68%
$1.127M
21,589 shares@ $52.23 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -23.76%
0.4%
$653,095
5,775 shares@ $113.1 avg price