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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
AAPLApple Inc
Recent Activity
Increased 19.43%
9.33%
$15.528M
62,009 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 18.59%
7.59%
$12.632M
29,969 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 31.26%
4.72%
$7.845M
35,757 shares@ $219.39 avg price
GOOGAlphabet Inc
Recent Activity
Increased 40.21%
2.91%
$4.838M
25,404 shares@ $190.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 7.06%
2.84%
$4.722M
19,698 shares@ $239.72 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 26.31%
2.51%
$4.163M
21,991 shares@ $189.3 avg price
HDHome Depot Inc
Recent Activity
Increased 20.86%
1.81%
$2.998M
7,708 shares@ $389.0 avg price
IWFIshares Tr
Recent Activity
Increased 654.02%
1.71%
$2.831M
7,050 shares@ $401.58 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 330.55%
1.67%
$2.776M
4,736 shares@ $586.09 avg price
VOOVanguard Index Fds
Recent Activity
Increased 5.67%
1.52%
$2.523M
4,683 shares@ $538.81 avg price