Hidden Cove Wealth Management, LLC
CIK 1963736 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- SCHD16.42%
- IWY15.07%
- VNLA11.92%
- JAAA8.86%
- AAPL5.26%
- IOO4.42%
- RDVY3.42%
- SCHZ3.21%
- U2.57%
- NVDA2.57%
Share classes counted separately73.72%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $20.23M | 16.42% | 740.49K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $18.57M | 15.07% | 78.94K shares | Prior unavailable — | — | ↗▾ |
| 03 | VNLAJANUS HENDERSON SHORT DURATIHENDRSN SHRT ETF View history and evidence | $14.69M | 11.92% | 300.35K shares | Prior unavailable — | — | ↗▾ |
| 04 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $10.92M | 8.86% | 215.37K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $6.48M | 5.26% | 25.86K shares | Prior unavailable — | — | ↗▾ |
| 06 | IOOISHARES GLOBAL 100 ETFGLOBAL 100 ETF View history and evidence | $5.44M | 4.42% | 54.03K shares | Prior unavailable — | — | ↗▾ |
| 07 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $4.22M | 3.42% | 71.33K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $3.95M | 3.21% | 174.09K shares | Prior unavailable — | — | ↗▾ |
| 09 | UUNITY SOFTWARE INC View history and evidence | $3.17M | 2.57% | 141.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $3.17M | 2.57% | 23.59K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1963736 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123217055
}Research all 61 reported holdings.
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