Cove Private Wealth, LLC

The portfolio currently consists of 159 holdings, demonstrating a high degree of diversification. The strategy appears to blend a core-satellite approach, utilizing broad market ETFs for stability while concentrating significant capital in high-conviction secular growth stocks. The use of major ETFs like VOO and SPY alongside concentrated individual equity positions suggests a strategy designed to capture beta (market returns) while seeking alpha through specific stock selection in the technology and communication services sectors.

Key Holdings

The portfolio is heavily concentrated in a select group of mega-cap technology leaders, often referred to as the "Magnificent Seven." The top three positions—Apple (AAPL), NVIDIA (NVDA), and Microsoft (MSFT)—account for 24.96% of the total portfolio value.