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Joseph C. Capezza, Jr.

Cove Private Wealth, Llc

Assets Managed
$440.405M
Holdings
185
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
31.14%(2Q avg: 18.77%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cove Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 185 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 440.405M in assets, with a quarterly growth rate of 31.14% and a 2-quarter average growth rate of 18.77%. The portfolio is managed by Joseph C. Capezza, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
UPS
United Parcel Service-cl B
Recent Activity
Increased 887.52%
15%
$66.046M
671,340 shares@ $98.39 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.6%
7.77%
$34.188M
134,709 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 20.17%
7.1%
$31.231M
179,075 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 16.92%
4.83%
$21.264M
57,445 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 20.15%
3.85%
$16.914M
81,213 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 8.11%
3.37%
$14.8M
51,469 shares@ $287.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 32.56%
3.36%
$14.772M
51,494 shares@ $286.87 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.9%
2.09%
$9.193M
31,253 shares@ $294.16 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 4.18%
1.96%
$8.618M
27,845 shares@ $309.52 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 62.8%
1.73%
$7.591M
12,703 shares@ $597.56 avg price

1-10 of 185