Covenant Asset Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $631 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $36.5M, Microsoft Corp with a value of $31.2M, Apple Inc. with a value of $23.8M, Amazon Com Inc with a value of $15.4M, and Trade Desk, Inc. with a value of $14.9M.
Examining the 13F form we can see an increase of $7.76M in the current position value, from $623M to 631M.
Below you can find more details about Covenant Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$631 Million
Technology: $281 Million
Consumer Cyclical: $88.6 Million
Healthcare: $67.8 Million
ETFs: $51.5 Million
Industrials: $46.1 Million
Communication Services: $36.1 Million
Financial Services: $29.8 Million
Energy: $14.9 Million
Other: $15.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
