Hidden Cove Wealth Management, LLC Top Holdings and 13F Report (2025) About Hidden Cove Wealth Management, LLCInvestment ActivityHidden Cove Wealth Management, LLC has $126.47 million in total holdings as of March 31, 2025.Hidden Cove Wealth Management, LLC owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.36% of the portfolio was purchased this quarter.About 2.25% of the portfolio was sold this quarter.This quarter, Hidden Cove Wealth Management, LLC has purchased 61 new stocks and bought additional shares in 36 stocks.Hidden Cove Wealth Management, LLC sold shares of 12 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $21,535,157Janus Henderson Short Duration Income ETF $16,454,212iShares Russell Top 200 Growth ETF $16,096,410Janus Henderson AAA CLO ETF $11,415,676Apple $5,749,317 Largest New Holdings this Quarter 47103U753 - Janus Henderson B-BBB CLO ETF $593,774 Holding00724F101 - Adobe $374,709 Holding00287Y109 - AbbVie $281,385 Holding75513E101 - RTX $263,198 Holding060505104 - Bank of America $261,629 Holding Largest Purchases this Quarter Janus Henderson Short Duration Income ETF 34,422 shares (about $1.69M)Alliance Resource Partners 35,100 shares (about $957.53K)JANUS DETROIT STR TR 16,574 shares (about $867.64K)Schwab US Dividend Equity ETF 29,727 shares (about $831.17K)SPDR Bloomberg Short Term High Yield Bond ETF 25,986 shares (about $653.81K) Largest Sales this Quarter iShares Russell Top 200 Growth ETF 2,629 shares (about $554.56K)First Trust NASDAQ Rising Dividend Achievers 2,649 shares (about $155.07K)Netflix 65 shares (about $60.61K)Schwab U.S. Large-Cap Value ETF 985 shares (about $26.18K)Schwab U.S. Large-Cap Growth ETF 862 shares (about $21.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHidden Cove Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$21,535,157$831,167 ▲4.0%770,21317.0%ETFVNLAJanus Henderson Short Duration Income ETF$16,454,212$1,691,843 ▲11.5%334,77513.0%ETFIWYiShares Russell Top 200 Growth ETF$16,096,410$554,561 ▼-3.3%76,30812.7%ETFJAAAJanus Henderson AAA CLO ETF$11,415,676$494,067 ▲4.5%225,1179.0%ETFAAPLApple$5,749,317$4,887 ▲0.1%25,8834.5%Computer and TechnologyIOOiShares Global 100 ETF$5,545,149$342,696 ▲6.6%57,5884.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,452,718$420,701 ▲10.4%192,2593.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,020,703$155,072 ▼-3.7%68,6833.2%ManufacturingJANUS DETROIT STR TR$3,946,225$867,644 ▲28.2%75,3823.1%HENDERSON SECURISJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,775,258$653,808 ▲20.9%150,0503.0%ETFMSFTMicrosoft$2,957,985$545,801 ▲22.6%7,8802.3%Computer and TechnologyUUnity Software$2,764,1690.0%141,1012.2%Computer and TechnologyNVDANVIDIA$2,569,593$12,355 ▲0.5%23,7092.0%Computer and TechnologyARLPAlliance Resource Partners$1,913,938$957,528 ▲100.1%70,1591.5%EnergyAMZNAmazon.com$1,707,433$6,659 ▲0.4%8,9741.4%Retail/WholesaleVOVanguard Mid-Cap ETF$1,641,540$81,211 ▲5.2%6,3471.3%ETFVSTVistra$1,507,225$352 ▼0.0%12,8341.2%UtilitiesCSCOCisco Systems$1,120,554$9,997 ▼-0.9%18,1580.9%Computer and TechnologyVTVVanguard Value ETF$1,043,350$9,155 ▼-0.9%6,0400.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$912,366$26,182 ▼-2.8%34,3250.7%ETFJPMJPMorgan Chase & Co.$676,537$27,474 ▲4.2%2,7580.5%FinanceQQQInvesco QQQ$621,308$5,627 ▲0.9%1,3250.5%FinanceJBBBJanus Henderson B-BBB CLO ETF$593,774$593,774 ▲New Holding12,2000.5%ETFMETAMeta Platforms$585,262$118,206 ▲25.3%1,0150.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$574,735$21,584 ▼-3.6%22,9530.5%ETFAVGOBroadcom$554,696$90,580 ▲19.5%3,3130.4%Computer and TechnologyHDHome Depot$494,460$13,562 ▲2.8%1,3490.4%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$481,2460.0%9,4030.4%ETFSBUXStarbucks$449,183$41,102 ▲10.1%4,5790.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$436,579$2,692 ▼-0.6%4,7030.3%ETFCOSTCostco Wholesale$430,757$50,176 ▲13.2%4550.3%Retail/WholesaleKOCoca-Cola$429,577$42,900 ▲11.1%5,9980.3%Consumer StaplesWFCWells Fargo & Company$408,128$9,405 ▲2.4%5,6850.3%FinanceVEAVanguard FTSE Developed Markets ETF$379,344$88,495 ▲30.4%7,4630.3%ETFADBEAdobe$374,709$374,709 ▲New Holding9770.3%Computer and TechnologyXOMExxon Mobil$357,147$63,152 ▲21.5%3,0030.3%EnergyAMGNAmgen$345,737$4,049 ▼-1.2%1,1100.3%MedicalPGProcter & Gamble$343,055$31,868 ▲10.2%2,0130.3%Consumer StaplesNFLXNetflix$339,441$60,614 ▼-15.2%3640.3%Consumer DiscretionaryCVXChevron$337,257$25,428 ▲8.2%2,0160.3%EnergyGOOGLAlphabet$332,166$1,237 ▲0.4%2,1480.3%Computer and TechnologyVVisa$316,465$68,690 ▲27.7%9030.3%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$314,2300.0%9,5250.2%ETFPIIPolaris$313,656$6,346 ▲2.1%7,6610.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$308,364$46,334 ▲17.7%5790.2%FinanceGEGE Aerospace$290,418$17,813 ▲6.5%1,4510.2%IndustrialsVOOVanguard S&P 500 ETF$285,791$2,570 ▲0.9%5560.2%ETFLLYEli Lilly and Company$284,939$56,988 ▲25.0%3450.2%MedicalIHDGWisdomTree International Hedged Quality Dividend Growth Fund$282,491$6,336 ▼-2.2%6,5090.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$282,0170.0%10,7640.2%ETFABBVAbbVie$281,385$281,385 ▲New Holding1,3430.2%MedicalMAMastercard$268,031$4,385 ▲1.7%4890.2%Business ServicesRTXRTX$263,198$263,198 ▲New Holding1,9870.2%AerospaceDFUSDimensional U.S. Equity ETF$262,3620.0%4,3380.2%ETFBACBank of America$261,629$261,629 ▲New Holding6,2700.2%FinanceTSLATesla$253,458$9,848 ▼-3.7%9780.2%Auto/Tires/TrucksGOOGAlphabet$250,905$43,432 ▲20.9%1,6060.2%Computer and TechnologyLOWLowe's Companies$222,268$2,799 ▲1.3%9530.2%Retail/WholesalePMPhilip Morris International$210,476$210,476 ▲New Holding1,3260.2%Consumer StaplesJNJJohnson & Johnson$210,119$210,119 ▲New Holding1,2670.2%MedicalIBMInternational Business Machines$205,958$205,958 ▲New Holding8280.2%Computer and TechnologyPGRProgressive$203,484$203,484 ▲New Holding7190.2%FinanceCOPConocoPhillips$201,533$201,533 ▲New Holding1,9190.2%EnergyREIRing Energy$19,8950.0%17,3000.0%EnergyRSPInvesco S&P 500 Equal Weight ETF$0$686,726 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$234,019 ▼-100.0%00.0%ETFORCLOracle$0$232,463 ▼-100.0%00.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$0$218,660 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$213,979 ▼-100.0%00.0%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$0$203,683 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$200,001 ▼-100.0%00.0%ETFShowing 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. 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