Covenant Asset Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Covenant Asset Management, LLC reported 142 stock positions worth $444.8 million. Its top holding was Nvidia (NVDA) at 8.8% of the portfolio, followed by Microsoft (MSFT, 7.3%) and Apple (AAPL, 4.9%). Compared with Q1 2024, it opened 16 new positions, sold out of 8, added to 37 and reduced 65. The biggest buy was a new position in Arm Holdings PLC-ADR (ARM) and the biggest sale an exit from Idexx Laboratories (IDXX).

Most Recent 13F
Q2 2026
Location
CHESTER, NJ
CIK
0001697717
Portfolio Value
$444.8M (Q2 2024)
SEC Filing
0001697717-24-000007 ↗ filed Aug 2, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $411.7M Q1 2024 Q2 2024: $444.8M $444.8M Q2 2024 Q3 2024: $451.0M Q3 2024 Q4 2024: $450.8M Q4 2024 Q1 2025: $397.7M Q1 2025 Q2 2025: $486.6M Q2 2025 Q3 2025: $529.7M Q3 2025 Q4 2025: $518.9M Q4 2025 Q1 2026: $487.8M Q1 2026 Q2 2026: $562.1M Q2 2026

Holdings 142 stocks · $444.8M
NVDA Nvidia Corp. 8.75% 315,222 $38.9M Reduce -2.8%
MSFT Microsoft Corp. 7.32% 72,854 $32.6M Reduce -0.4%
AAPL Apple Inc. 4.87% 102,797 $21.7M Add +4.5%
AMZN Amazon.com Inc. 3.64% 83,737 $16.2M Reduce -7.1%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3.00% 136,563 $13.3M Reduce -1.4%
AVGO Broadcom Inc. 2.72% 7,525 $12.1M Add +1.4%
LLY Eli Lilly & Co. 2.42% 11,906 $10.8M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.40% 58,584 $10.7M Reduce -1.8%
META Meta Platforms Inc. Class A 2.30% 20,331 $10.3M Add +3.8%
PANW Palo Alto Networks Inc. 1.96% 25,727 $8.7M Reduce -0.8%
ASML ASML Holding NV-NY Reg SHS 1.84% 8,023 $8.2M Reduce -1.8%
QCOM Qualcomm Inc. 1.84% 41,166 $8.2M Reduce -8.2%
SNPS Synopsys Inc. 1.71% 12,786 $7.6M Add +0.7%
ANET Arista Networks Inc. 1.69% 21,491 $7.5M Add +0.4%
AMD Advanced Micro Devices 1.68% 46,164 $7.5M Add +1.3%
MRK Merck & Co. Inc. 1.66% 59,779 $7.4M Reduce -0.3%
SHOP Shopify Inc. Class A 1.55% 104,435 $6.9M Reduce -0.9%
REGN Regeneron Pharmaceuticals 1.50% 6,350 $6.7M Reduce -0.1%
PWR Quanta Services Inc. 1.50% 26,174 $6.7M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.34% 29,578 $6.0M Reduce -2.8%
KLAC KLA Corp. 1.34% 7,217 $6.0M Add +1.0%
VRTX Vertex Pharmaceuticals Inc. 1.33% 12,646 $5.9M Add +4.6%
NFLX Netflix Inc. 1.32% 8,715 $5.9M Add +53.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.29% 10,558 $5.7M Add +0.4%
NOW ServiceNow Inc. 1.29% 7,287 $5.7M Add +2.5%
CMG Chipotle Mexican Grill Inc. 1.22% 86,375 $5.4M Reduce -0.5%
TDG Transdigm Group Inc. 1.18% 4,122 $5.3M Add +0.1%
ARM Arm Holdings PLC-ADR 1.18% 32,027 $5.2M New
ISRG Intuitive Surgical Inc. 1.11% 11,096 $4.9M Add +1.6%
ELF Elf Beauty Inc. 1.06% 22,454 $4.7M New
ADP Automatic Data Processing 1.02% 19,101 $4.6M Reduce -3.3%
DE Deere & Co. 1.02% 12,170 $4.5M Reduce -2.9%
ABBV Abbvie Inc. 0.99% 25,740 $4.4M Reduce -0.4%
LNG Cheniere Energy Inc. 0.96% 24,399 $4.3M Reduce -1.0%
UNH Unitedhealth Group Inc. 0.93% 8,112 $4.1M Add +3.0%
QQQ Invesco QQQ Trust Series 1 0.89% 8,236 $3.9M Reduce -1.0%
COST Costco Wholesale Corp. 0.89% 4,633 $3.9M Reduce -0.8%
NBIX Neurocrine Biosciences Inc. 0.88% 28,343 $3.9M Add +0.1%
UBER Uber Technologies Inc. 0.87% 53,314 $3.9M Add +0.7%
HWM Howmet Aerospace Inc. 0.87% 49,573 $3.8M Reduce -0.3%
FANG Diamondback Energy Inc. 0.84% 18,694 $3.7M Reduce -0.6%
MEDP Medpace Holdings Inc. 0.83% 8,953 $3.7M New
DECK Deckers Outdoor Corp. 0.73% 3,370 $3.3M Reduce -48.0%
ODFL Old Dominion Freight Line 0.70% 17,724 $3.1M Reduce -27.6%
GOOG Alphabet Inc. Class C 0.67% 16,180 $3.0M No change
WM Waste Management Inc. 0.66% 13,726 $2.9M Reduce -0.4%
INTU Intuit Inc. 0.62% 4,213 $2.8M Add +0.1%
ORCL Oracle Corp. 0.60% 19,010 $2.7M Reduce -1.4%
JNJ Johnson & Johnson 0.58% 17,576 $2.6M Reduce -9.4%
HD Home Depot Inc. 0.58% 7,452 $2.6M Add +13.7%
BLK BlackRock Finance Inc. 0.50% 2,849 $2.2M No change
VLO Valero Energy Corp. 0.48% 13,529 $2.1M Reduce -7.7%
BX Blackstone Inc. 0.45% 16,066 $2.0M Reduce -7.7%
V Visa Inc. Class A 0.43% 7,319 $1.9M Add +8.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.43% 11,919 $1.9M Reduce -4.5%
MS Morgan Stanley 0.42% 19,412 $1.9M Add +0.4%
EPD Enterprise Products Partners 0.42% 64,104 $1.9M Reduce -4.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.41% 4,936 $1.8M Reduce -0.7%
CVX Chevron Corp. 0.39% 11,039 $1.7M Add +1.9%
AMGN Amgen Inc. 0.38% 5,461 $1.7M Add +9.0%
TXN Texas Instruments Inc. 0.37% 8,557 $1.7M Add +0.0%
SEDG Solaredge Technologies Inc. 0.35% 62,300 $1.6M Add +296.8%
VNQ Vanguard Real Estate ETF 0.35% 18,628 $1.6M Reduce -0.7%
ETN Eaton Corp. PLC 0.34% 4,839 $1.5M Reduce -0.5%
HYT BlackRock Corp. Hi YLD 0.34% 155,387 $1.5M Reduce -3.7%
TMO Thermo Fisher Scientific Inc. 0.33% 2,617 $1.4M No change
APD Air Products & Chemicals Inc. 0.31% 5,338 $1.4M Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.30% 4,940 $1.3M Reduce -0.8%
ADBE Adobe Inc. 0.30% 2,365 $1.3M Reduce -71.0%
PTY PIMCO Corporate & Income Opp 0.28% 88,217 $1.3M Add +8.2%
COIN Coinbase Global Inc. Class A 0.27% 5,430 $1.2M No change
CAT Caterpillar Inc. 0.26% 3,530 $1.2M Reduce -0.7%
FAST Fastenal Co. 0.25% 17,440 $1.1M Add +0.0%
LHX L3HARRIS Technologies Inc. 0.24% 4,708 $1.1M Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 26,216 $1.0M No change
SBUX Starbucks Corp. 0.22% 12,834 $999K Reduce -42.9%
PAYX Paychex Inc. 0.21% 8,040 $953K Reduce -6.4%
ET Energy Transfer LP 0.21% 56,874 $922K Reduce -4.6%
AFL Aflac Inc. 0.20% 10,160 $907K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 3,548 $859K Reduce -0.8%
SDY SS SPDR S&P Dividend ETF 0.19% 6,635 $844K Add +184.2%
HON Honeywell International Inc. 0.19% 3,860 $824K Reduce -0.6%
DGS Wisdomtree Em Small Cap 0.18% 15,737 $810K Reduce -3.3%
GSLC Goldman Activebeta US LC ETF 0.18% 7,540 $806K New
RSP Invesco S&P 500 Equal Weight 0.18% 4,885 $803K Add +6.5%
DHR Danaher Corp. 0.17% 2,992 $748K No change
AMLP Alerian MLP ETF 0.17% 15,565 $747K Reduce -2.7%
MCHP Microchip Technology Inc. 0.16% 7,894 $722K Reduce -3.2%
TSCO Tractor Supply Company 0.16% 2,641 $713K Reduce -1.1%
RTX RTX Corp. 0.14% 6,380 $640K No change
IYR iShares US Real Estate ETF 0.14% 7,237 $635K Reduce -2.8%
PEP Pepsico Inc. 0.14% 3,743 $617K Add +5.6%
VIG Vanguard Dividend Apprec ETF 0.14% 3,333 $608K Reduce -0.3%
NXPI NXP Semiconductors NV 0.14% 2,252 $606K Add +4.7%
VYM Vanguard High DVD Yield ETF 0.13% 4,978 $590K Reduce -0.9%
SPLV Invesco S&P 500 Low Volatili 0.13% 9,082 $590K New
VOO Vanguard S&P 500 ETF 0.13% 1,179 $590K Add +106.5%
PWB Invesco Large Cap Growth ETF 0.13% 6,118 $578K No change
AXP American Express Co. 0.13% 2,461 $570K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 4,842 $533K Add +9.1%
PG The Procter & Gamble Co. 0.12% 3,216 $530K Add +18.4%
ABT Abbott Laboratories 0.12% 4,983 $518K No change
FVD First Trust Value Line DVD 0.11% 12,000 $489K New
BTT BlackRock 2030 Muni TRGT TRM 0.11% 22,750 $473K No change
DGRW Wisdomtree U.S. Quality Divi 0.10% 5,872 $458K Reduce -0.4%
AZN Astrazeneca PLC-Spons ADR 0.09% 5,083 $396K Reduce -4.0%
PAA Plains All Amer Pipeline LP 0.09% 22,036 $394K No change
TD Toronto-Dominion Bank 0.09% 6,942 $382K No change
LMT Lockheed Martin Corp. 0.08% 809 $378K No change
UNP Union Pacific Corp. 0.08% 1,655 $374K No change
CARR Carrier Global Corp. 0.08% 5,900 $372K No change
NEE Nextera Energy Inc. 0.08% 5,103 $361K Reduce -8.3%
IWF iShares Russell 1000 Growth 0.08% 985 $359K New
CQP Cheniere Energy Partners LP 0.08% 7,295 $358K No change
OKE Oneok Inc. 0.08% 4,369 $356K Add +1.2%
VZ Verizon Communications Inc. 0.08% 8,104 $334K Reduce -8.0%
GS Goldman Sachs Group Inc. 0.07% 737 $333K Add +37.2%
JHMM John Hancock Multi Fact Mid 0.07% 6,050 $333K New
MKC McCormick & Co.-Non VTG SHRS 0.07% 4,430 $314K No change
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.07% 10,789 $312K New
BYM BlackRock Muni Inc. QLTY 0.06% 24,325 $279K Add +48.1%
PLD Prologis Inc. 0.06% 2,414 $271K Reduce -1.0%
IJH iShares Core S&P Midcap ETF 0.06% 4,515 $264K Add +24.0%
MUB iShares National Muni Bond E 0.06% 2,474 $264K No change
XBI SS SPDR S&P Biotech ETF 0.06% 2,843 $264K Reduce -12.3%
XYZ Block Inc. 0.06% 4,015 $259K Reduce -12.0%
WELL Welltower Inc. 0.06% 2,463 $257K New
VCSH Vanguard S/T Corp. Bond ETF 0.05% 3,116 $241K No change
VONG Vanguard Russell 1000 Growth 0.05% 2,500 $235K New
HFXI Nylim Ftse Intr Eq CN ETF-Ui 0.05% 8,520 $227K New
GCC Wisdomtree Enhanced Commodit 0.05% 11,850 $224K No change
TSLA Tesla Inc. 0.05% 1,123 $222K Reduce -65.4%
MPWR Monolithic Power Systems Inc. 0.05% 264 $217K New
DKNG Draftkings Inc. Class A 0.05% 5,618 $214K Reduce -16.4%
WSM Williams-Sonoma Inc. 0.05% 755 $213K No change
HDV iShares Core High Dividend E 0.05% 1,960 $213K Reduce -2.8%
LRCX Lam Research Corp. 0.05% 198 $211K New
VB Vanguard Most SM-Cap ETF-Usd 0.05% 963 $210K Reduce -8.7%
ARKK ARK Innovation ETF 0.05% 4,647 $204K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.05% 4,000 $202K New
CEF Sprott Physical Gold and Sil 0.05% 9,146 $202K New
SCHD Schwab US DVD Equity ETF 0.05% 2,583 $201K Reduce -2.7%

Options reported separately and not counted above: CMG puts ($56.4M), AVGO puts ($40.1M), SPY puts ($27.2M), NOW puts ($15.7M), ASML puts ($10.7M), REGN puts ($10.5M), SNPS puts ($4.2M), SNPS calls ($4.2M), MSFT puts ($2.9M), MSFT calls ($2.9M), AMZN calls ($1.5M), NVDA calls ($1.2M), and 9 more.

Portfolio Sells Q1 2024 → Q2 2024
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.85
DECK Deckers Outdoor Corp. Reduce -48.0% 0.73% −0.75
ADBE Adobe Inc. Reduce -71.0% 0.30% −0.70
ULTA Ulta Beauty Inc. Sold out 0.00% −0.68
ODFL Old Dominion Freight Line Reduce -27.6% 0.70% −0.60
SHOP Shopify Inc. Class A Reduce -0.9% 1.55% −0.42
AMZN Amazon.com Inc. Reduce -7.1% 3.64% −0.31
SBUX Starbucks Corp. Reduce -42.9% 0.22% −0.27
MRK Merck & Co. Inc. Reduce -0.3% 1.66% −0.26
DE Deere & Co. Reduce -2.9% 1.02% −0.23
ADP Automatic Data Processing Reduce -3.3% 1.02% −0.17
JNJ Johnson & Johnson Reduce -9.4% 0.58% −0.17
PWR Quanta Services Inc. Reduce -0.4% 1.50% −0.16
MSFT Microsoft Corp. Reduce -0.4% 7.32% −0.15
ABBV Abbvie Inc. Reduce -0.4% 0.99% −0.15
JPM JPMorgan Chase & Co. Reduce -2.8% 1.34% −0.14
VLO Valero Energy Corp. Reduce -7.7% 0.48% −0.13
BX Blackstone Inc. Reduce -7.7% 0.45% −0.11
TSLA Tesla Inc. Reduce -65.4% 0.05% −0.09
ASML ASML Holding NV-NY Reg SHS Reduce -1.8% 1.84% −0.08
AMJ JPMorgan Alerian MLP Index Sold out 0.00% −0.07
INTC Intel Corp. Sold out 0.00% −0.07
FANG Diamondback Energy Inc. Reduce -0.6% 0.84% −0.06
VTV Vanguard Mrngstr Val ETF-Aui Reduce -4.5% 0.43% −0.06
PSX Phillips 66 Sold out 0.00% −0.06
EPD Enterprise Products Partners Reduce -4.7% 0.42% −0.06
WM Waste Management Inc. Reduce -0.4% 0.66% −0.06
CAT Caterpillar Inc. Reduce -0.7% 0.26% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
MMM 3M Co. Sold out 0.00% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
HYT BlackRock Corp. Hi YLD Reduce -3.7% 0.34% −0.05
VNQ Vanguard Real Estate ETF Reduce -0.7% 0.35% −0.04
PAYX Paychex Inc. Reduce -6.4% 0.21% −0.04
XYZ Block Inc. Reduce -12.0% 0.06% −0.04
ETN Eaton Corp. PLC Reduce -0.5% 0.34% −0.03
DKNG Draftkings Inc. Class A Reduce -16.4% 0.05% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.8% 0.19% −0.02
ET Energy Transfer LP Reduce -4.6% 0.21% −0.02
IYR iShares US Real Estate ETF Reduce -2.8% 0.14% −0.02
DGS Wisdomtree Em Small Cap Reduce -3.3% 0.18% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.30% −0.02
AMLP Alerian MLP ETF Reduce -2.7% 0.17% −0.02
PLD Prologis Inc. Reduce -1.0% 0.06% −0.02
XBI SS SPDR S&P Biotech ETF Reduce -12.3% 0.06% −0.02
MCHP Microchip Technology Inc. Reduce -3.2% 0.16% −0.02
VYM Vanguard High DVD Yield ETF Reduce -0.9% 0.13% −0.01
VZ Verizon Communications Inc. Reduce -8.0% 0.08% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 0.14% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -8.7% 0.05% −0.01

Portfolio Buys Q1 2024 → Q2 2024
ARM Arm Holdings PLC-ADR New 1.18% +1.18
ELF Elf Beauty Inc. New 1.06% +1.06
MEDP Medpace Holdings Inc. New 0.83% +0.83
AAPL Apple Inc. Add +4.5% 4.87% +0.77
NFLX Netflix Inc. Add +53.0% 1.32% +0.48
AVGO Broadcom Inc. Add +1.4% 2.72% +0.33
ANET Arista Networks Inc. Add +0.4% 1.69% +0.19
GSLC Goldman Activebeta US LC ETF New 0.18% +0.18
SPLV Invesco S&P 500 Low Volatili New 0.13% +0.13
KLAC KLA Corp. Add +1.0% 1.34% +0.13
SDY SS SPDR S&P Dividend ETF Add +184.2% 0.19% +0.12
FVD First Trust Value Line DVD New 0.11% +0.11
VRTX Vertex Pharmaceuticals Inc. Add +4.6% 1.33% +0.10
SEDG Solaredge Technologies Inc. Add +296.8% 0.35% +0.08
IWF iShares Russell 1000 Growth New 0.08% +0.08
JHMM John Hancock Multi Fact Mid New 0.07% +0.07
AMJB Alerian MLP ETN2044 New 0.07% +0.07
VOO Vanguard S&P 500 ETF Add +106.5% 0.13% +0.07
WELL Welltower Inc. New 0.06% +0.06
VONG Vanguard Russell 1000 Growth New 0.05% +0.05
HFXI Nylim Ftse Intr Eq CN ETF-Ui New 0.05% +0.05
ISRG Intuitive Surgical Inc. Add +1.6% 1.11% +0.05
MPWR Monolithic Power Systems Inc. New 0.05% +0.05
LRCX Lam Research Corp. New 0.05% +0.05
KNG FT Vest S&P 500 DVD Arst TRG New 0.05% +0.05
CEF Sprott Physical Gold and Sil New 0.05% +0.05
AMGN Amgen Inc. Add +9.0% 0.38% +0.04
GS Goldman Sachs Group Inc. Add +37.2% 0.07% +0.02
BYM BlackRock Muni Inc. QLTY Add +48.1% 0.06% +0.02
PG The Procter & Gamble Co. Add +18.4% 0.12% +0.01
TXN Texas Instruments Inc. Add +0.0% 0.37% +0.01
TJX TJX Companies Inc. Add +9.1% 0.12% +0.01
NXPI NXP Semiconductors NV Add +4.7% 0.14% +0.01
IJH iShares Core S&P Midcap ETF Add +24.0% 0.06% +0.01
OKE Oneok Inc. Add +1.2% 0.08% −0.00
META Meta Platforms Inc. Class A Add +3.8% 2.30% −0.01
RSP Invesco S&P 500 Equal Weight Add +6.5% 0.18% −0.01
PTY PIMCO Corporate & Income Opp Add +8.2% 0.28% −0.01
PEP Pepsico Inc. Add +5.6% 0.14% −0.01
UNH Unitedhealth Group Inc. Add +3.0% 0.93% −0.02
MS Morgan Stanley Add +0.4% 0.42% −0.02
V Visa Inc. Class A Add +8.9% 0.43% −0.02
CVX Chevron Corp. Add +1.9% 0.39% −0.03
NOW ServiceNow Inc. Add +2.5% 1.29% −0.03
HD Home Depot Inc. Add +13.7% 0.58% −0.03
INTU Intuit Inc. Add +0.1% 0.62% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 1.29% −0.04
TDG Transdigm Group Inc. Add +0.1% 1.18% −0.05
SNPS Synopsys Inc. Add +0.7% 1.71% −0.05
NBIX Neurocrine Biosciences Inc. Add +0.1% 0.88% −0.07

Options Activity Q1 2024 → Q2 2024
CMG Chipotle Mexican Grill Inc. put Reduce -29.4% 900,000 $56.4M
AVGO Broadcom Inc. put Reduce -23.1% 25,000 $40.1M
SPY SS SPDR S&P 500 ETF Trust-US put Add +17.6% 50,000 $27.2M
CMG Chipotle Mexican Grill Inc. call Sold out 425,000 $24.7Mbefore exit
ASML ASML Holding NV-NY Reg SHS put New 10,500 $10.7M
REGN Regeneron Pharmaceuticals put Reduce -37.5% 10,000 $10.5M
SNPS Synopsys Inc. put New 7,100 $4.2M
SNPS Synopsys Inc. call Add +136.7% 7,100 $4.2M
MSFT Microsoft Corp. put New 6,500 $2.9M
MSFT Microsoft Corp. call New 6,500 $2.9M
AMZN Amazon.com Inc. call Add +100.0% 8,000 $1.5M
NVDA Nvidia Corp. call New 9,500 $1.2M
GOOGL Alphabet Inc. Class A call New 6,000 $1.1M
ANET Arista Networks Inc. put New 3,000 $1.1M
ANET Arista Networks Inc. call New 3,000 $1.1M
SBUX Starbucks Corp. call New 10,000 $779K
SHOP Shopify Inc. Class A call New 8,000 $528K
ASML ASML Holding NV-NY Reg SHS call New 500 $511K
TTD Trade Desk Inc./the Class A call New 5,000 $488K
ENPH Enphase Energy Inc. put Sold out 5,000 $472Kbefore exit
JPM JPMorgan Chase & Co. call New 2,000 $405K
GOOG Alphabet Inc. Class C call Sold out 2,000 $305Kbefore exit
AAPL Apple Inc. call New 1,000 $211K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$562.1MNVDA, MSFT, AAPL, KLAC, AVGO
Q1 2026 141$487.8MNVDA, MSFT, AAPL, AVGO, AMZN
Q4 2025 140$518.9MNVDA, MSFT, AVGO, AAPL, AMZN
Q3 2025 141$529.7MNVDA, MSFT, AVGO, AAPL, AMZN
Q2 2025 140$486.6MNVDA, MSFT, AVGO, AAPL, AMZN
Q1 2025 134$397.7MNVDA, MSFT, AAPL, AMZN, AVGO
Q4 2024 136$450.8MNVDA, MSFT, AAPL, AMZN, AVGO
Q3 2024 141$451.0MNVDA, MSFT, AAPL, AMZN, TTD
Q2 2024 142$444.8MNVDA, MSFT, AAPL, AMZN, TTD
Q1 2024 134$411.7MMSFT, NVDA, AAPL, AMZN, TTD