Valued Retirements, Inc.
Cove Private Wealth (formerly Valued Retirements, Inc.) is a SEC-registered investment adviser headquartered in Oyster Bay, NY. The firm was founded to provide personalized financial planning and portfolio management services for high-net-worth individuals and small businesses. With a small, client-focused team, Cove Private Wealth manages substantial assets and offers a comprehensive approach to retirement and investment planning for a select clientele.
Investment Strategy
Cove Private Wealth delivers tailored portfolio management and financial planning services to individuals, small businesses, and select institutional clients. The firm emphasizes customized investment strategies, focusing on long-term growth, retirement income solutions, and risk management aligned with each client's unique goals and financial circumstances.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 5.94% | $5.3M | 9,540 | $409.92 | $600.37 | $0 |
D DFIV | DIMENSIONAL ETF TRUST | 5.44% | $4.8M | 112,558 | $34.61 | $46.12 | $0 |
F FDVV | FIDELITY COVINGTON TRUST | 5.14% | $4.6M | 87,500 | $50.49 | $55.71 | $0 |
V VOO | VANGUARD INDEX FDS | 4.98% | $4.4M | 7,773 | $471.45 | $612.38 | $0 |
X XOM | EXXON MOBIL CORP | 4.76% | $4.2M | 39,138 | $100.03 | $112.75 | $0 |