Hidden Cove Wealth Management, LLC Top Holdings and 13F Report (2025) About Hidden Cove Wealth Management, LLCInvestment ActivityHidden Cove Wealth Management, LLC has $123.22 million in total holdings as of December 31, 2024.Hidden Cove Wealth Management, LLC owns shares of 61 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Dividend Equity ETF $20,230,079iShares Russell Top 200 Growth ETF $18,571,508Janus Henderson Short Duration Income ETF $14,690,275Janus Henderson AAA CLO ETF $10,921,609Apple $6,476,108 Sector AllocationMap of 500 Largest Holdings ofHidden Cove Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$20,230,079740,48616.4%ETFIWYiShares Russell Top 200 Growth ETF$18,571,50878,93715.1%ETFVNLAJanus Henderson Short Duration Income ETF$14,690,275300,35311.9%ETFJAAAJanus Henderson AAA CLO ETF$10,921,609215,3748.9%ETFAAPLApple$6,476,10825,8615.3%Computer and TechnologyIOOiShares Global 100 ETF$5,444,50254,0294.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,218,57471,3323.4%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$3,951,934174,0943.2%ETFUUnity Software$3,170,539141,1012.6%Computer and TechnologyNVDANVIDIA$3,168,58723,5952.6%Computer and TechnologySJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,132,616124,0642.5%ETFJANUS DETROIT STR TR$3,046,82058,8082.5%HENDERSON SECURIMSFTMicrosoft$2,708,4366,4262.2%Computer and TechnologyAMZNAmazon.com$1,961,1738,9391.6%Retail/WholesaleVSTVistra$1,769,83712,8371.4%UtilitiesVOVanguard Mid-Cap ETF$1,593,5776,0331.3%ETFCSCOCisco Systems$1,084,56018,3200.9%Computer and TechnologyVTVVanguard Value ETF$1,031,5456,0930.8%ETFARLPAlliance Resource Partners$921,70135,0590.7%Oils/EnergySCHVSchwab U.S. Large-Cap Value ETF$920,53835,3100.7%ETFRSPInvesco S&P 500 Equal Weight ETF$686,7263,9190.6%ETFQQQInvesco QQQ$671,2331,3130.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$663,71823,8150.5%ETFAVGOBroadcom$642,6602,7720.5%Computer and TechnologyJPMJPMorgan Chase & Co.$634,2732,6460.5%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$514,2509,4030.4%ETFHDHome Depot$510,1771,3120.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$480,4404,7320.4%ETFMETAMeta Platforms$474,4338100.4%Computer and TechnologyPIIPolaris$432,4947,5060.4%Auto/Tires/TrucksTSLATesla$410,3011,0160.3%Auto/Tires/TrucksGOOGLAlphabet$405,1452,1400.3%Computer and TechnologyWFCWells Fargo & Company$390,1145,5540.3%FinanceNFLXNetflix$382,3764290.3%Consumer DiscretionarySBUXStarbucks$379,6194,1600.3%Retail/WholesaleCOSTCostco Wholesale$368,7484020.3%Retail/WholesaleKOCoca-Cola$336,1425,3990.3%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$329,4709,5250.3%ETFPGProcter & Gamble$306,1291,8260.2%Consumer StaplesVOOVanguard S&P 500 ETF$297,0925510.2%ETFAMGNAmgen$292,5921,1230.2%MedicalIHDGWisdomTree International Hedged Quality Dividend Growth Fund$289,2936,6550.2%FinanceDFUSDimensional U.S. Equity ETF$276,5484,3380.2%ETFVEAVanguard FTSE Developed Markets ETF$273,6265,7220.2%ETFCVXChevron$269,9821,8640.2%Oils/EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$267,59310,7640.2%ETFXOMExxon Mobil$265,9132,4720.2%Oils/EnergyMAMastercard$253,2804810.2%Business ServicesGOOGAlphabet$252,9041,3280.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$234,0191,2260.2%ETFORCLOracle$232,4631,3950.2%Computer and TechnologyLOWLowe's Companies$232,2399410.2%Retail/WholesaleGEGeneral Electric$227,1681,3620.2%TransportationVVisa$223,4407070.2%Business ServicesBRK.BBerkshire Hathaway$223,0144920.2%FinanceVIGVanguard Dividend Appreciation ETF$218,6601,1170.2%ETFUNHUnitedHealth Group$213,9794230.2%MedicalLLYEli Lilly and Company$213,0722760.2%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$203,6832,2400.2%ETFSCHASchwab US Small-Cap ETF$200,0017,7340.2%ETFREIRing Energy$23,52817,3000.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
