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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
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.18%
$283,674
1,220 shares@ $232.52 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.17%
$272,875
602 shares@ $453.29 avg price
DVYIshares Tr
Recent Activity
New Position
0.17%
$266,519
2,030 shares@ $131.3 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.16%
$264,808
2,902 shares@ $91.26 avg price
IJKIshares Tr
Recent Activity
New Position
0.16%
$262,788
2,890 shares@ $90.94 avg price
HSYHershey Co
Recent Activity
New Position
0.16%
$261,476
1,544 shares@ $169.35 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.15%
$242,990
2,200 shares@ $110.45 avg price
IBDRIshares Tr
Recent Activity
New Position
0.15%
$240,700
10,000 shares@ $24.07 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.14%
$216,538
1,250 shares@ $173.24 avg price
NVONovo-nordisk A S
Recent Activity
New Position
0.13%
$214,534
2,494 shares@ $86.03 avg price