Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COVE PRIVATE WEALTH LLC | 03-12-2024 | 12-31-2023 | 75 | 105,501,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $10,017,528 | 52,031 | 0.01 | 52,031 | +Inf | 12-31-2023 | |
| MICROSOFT CORP | COM | 2 | $9,828,181 | 26,136 | 0.01 | 26,136 | +Inf | 12-31-2023 | |
| NVIDIA CORPORATION | COM | 3 | $6,529,476 | 13,185 | 0.01 | 13,185 | +Inf | 12-31-2023 | |
| AMAZON COM INC | COM | 4 | $4,200,685 | 27,647 | 0.00 | 27,647 | +Inf | 12-31-2023 |
