Covenant Asset Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Covenant Asset Management, LLC reported 141 stock positions worth $451.0 million. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Apple (AAPL, 5.3%). Compared with Q2 2024, it opened 5 new positions, sold out of 6, added to 42 and reduced 59. The biggest buy was a new position in Spotify Technology (SPOT) and the biggest sale an exit from Deere (DE).

Most Recent 13F
Q2 2026
Location
CHESTER, NJ
CIK
0001697717
Portfolio Value
$451.0M (Q3 2024)
SEC Filing
0001697717-24-000011 ↗ filed Nov 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $411.7M Q1 2024 Q2 2024: $444.8M Q2 2024 Q3 2024: $451.0M $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 141 stocks · $451.0M
NVDA Nvidia Corp. 8.09% 300,454 $36.5M Reduce -4.7%
MSFT Microsoft Corp. 6.92% 72,538 $31.2M Reduce -0.4%
AAPL Apple Inc. 5.28% 102,222 $23.8M Reduce -0.6%
AMZN Amazon.com Inc. 3.41% 82,481 $15.4M Reduce -1.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3.30% 135,609 $14.9M Reduce -0.7%
AVGO Broadcom Inc. 2.80% 73,287 $12.6M Reduce -2.6%
META Meta Platforms Inc. Class A 2.56% 20,147 $11.5M Reduce -0.9%
LLY Eli Lilly & Co. 2.35% 11,980 $10.6M Add +0.6%
GOOGL Alphabet Inc. Class A 2.16% 58,806 $9.8M Add +0.4%
AMD Advanced Micro Devices 2.05% 56,477 $9.3M Add +22.3%
ANET Arista Networks Inc. 1.97% 23,137 $8.9M Add +7.7%
PANW Palo Alto Networks Inc. 1.95% 25,712 $8.8M Reduce -0.1%
SHOP Shopify Inc. Class A 1.76% 99,105 $7.9M Reduce -5.1%
PWR Quanta Services Inc. 1.74% 26,249 $7.8M Add +0.3%
NFLX Netflix Inc. 1.64% 10,451 $7.4M Add +19.9%
QCOM Qualcomm Inc. 1.52% 40,404 $6.9M Reduce -1.9%
MRK Merck & Co. Inc. 1.51% 59,919 $6.8M Add +0.2%
ASML ASML Holding NV-NY Reg SHS 1.49% 8,086 $6.7M Add +0.8%
REGN Regeneron Pharmaceuticals 1.48% 6,343 $6.7M Reduce -0.1%
NOW ServiceNow Inc. 1.44% 7,282 $6.5M Reduce -0.1%
SNPS Synopsys Inc. 1.40% 12,475 $6.3M Reduce -2.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.38% 10,884 $6.2M Add +3.1%
JPM JPMorgan Chase & Co. 1.36% 29,185 $6.2M Reduce -1.3%
VRTX Vertex Pharmaceuticals Inc. 1.32% 12,764 $5.9M Add +0.9%
TDG Transdigm Group Inc. 1.30% 4,113 $5.9M Reduce -0.2%
KLAC KLA Corp. 1.24% 7,229 $5.6M Add +0.2%
ISRG Intuitive Surgical Inc. 1.21% 11,090 $5.4M Reduce -0.1%
ADP Automatic Data Processing 1.13% 18,477 $5.1M Reduce -3.3%
HWM Howmet Aerospace Inc. 1.11% 49,793 $5.0M Add +0.4%
CMG Chipotle Mexican Grill Inc. 1.10% 86,473 $5.0M Add +0.1%
ABBV Abbvie Inc. 1.08% 24,770 $4.9M Reduce -3.8%
UNH Unitedhealth Group Inc. 1.04% 8,009 $4.7M Reduce -1.3%
ARM Arm Holdings PLC-ADR 1.02% 32,312 $4.6M Add +0.9%
LNG Cheniere Energy Inc. 0.97% 24,234 $4.4M Reduce -0.7%
COST Costco Wholesale Corp. 0.91% 4,633 $4.1M No change
QQQ Invesco QQQ Trust Series 1 0.91% 8,378 $4.1M Add +1.7%
UBER Uber Technologies Inc. 0.89% 53,651 $4.0M Add +0.6%
ODFL Old Dominion Freight Line 0.79% 17,861 $3.5M Add +0.8%
SPOT Spotify Technology SA 0.75% 9,129 $3.4M New
JEF Jefferies Financial Group Inc. 0.74% 54,216 $3.3M New
TW Tradeweb Markets Inc. Class A 0.73% 26,729 $3.3M New
DECK Deckers Outdoor Corp. 0.72% 20,355 $3.2M Add +0.7%
FANG Diamondback Energy Inc. 0.72% 18,772 $3.2M Add +0.4%
ORCL Oracle Corp. 0.70% 18,510 $3.2M Reduce -2.6%
HD Home Depot Inc. 0.65% 7,273 $2.9M Reduce -2.4%
WM Waste Management Inc. 0.61% 13,254 $2.8M Reduce -3.4%
JNJ Johnson & Johnson 0.60% 16,701 $2.7M Reduce -5.0%
GOOG Alphabet Inc. Class C 0.60% 16,180 $2.7M No change
BLK BlackRock Finance Inc. 0.59% 2,787 $2.6M Reduce -2.2%
INTU Intuit Inc. 0.59% 4,249 $2.6M Add +0.8%
ELF Elf Beauty Inc. 0.55% 22,905 $2.5M Add +2.0%
BX Blackstone Inc. 0.53% 15,545 $2.4M Reduce -3.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.48% 5,585 $2.1M Add +13.2%
MS Morgan Stanley 0.45% 19,308 $2.0M Reduce -0.5%
V Visa Inc. Class A 0.45% 7,319 $2.0M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 11,505 $2.0M Reduce -3.5%
EPD Enterprise Products Partners 0.41% 63,604 $1.9M Reduce -0.8%
VNQ Vanguard Real Estate ETF 0.40% 18,628 $1.8M No change
VLO Valero Energy Corp. 0.40% 13,243 $1.8M Reduce -2.1%
TXN Texas Instruments Inc. 0.39% 8,420 $1.7M Reduce -1.6%
AMGN Amgen Inc. 0.38% 5,255 $1.7M Reduce -3.8%
ETN Eaton Corp. PLC 0.36% 4,965 $1.6M Add +2.6%
CVX Chevron Corp. 0.36% 11,115 $1.6M Add +0.7%
TMO Thermo Fisher Scientific Inc. 0.36% 2,617 $1.6M No change
HYT BlackRock Corp. Hi YLD 0.35% 158,900 $1.6M Add +2.3%
APD Air Products & Chemicals Inc. 0.34% 5,178 $1.5M Reduce -3.0%
VTI VG Morningstar TS MKT ETF-US 0.33% 5,192 $1.5M Add +5.1%
PTY PIMCO Corporate & Income Opp 0.32% 100,736 $1.4M Add +14.2%
ADBE Adobe Inc. 0.27% 2,340 $1.2M Reduce -1.1%
SEDG Solaredge Technologies Inc. 0.27% 52,300 $1.2M Reduce -16.1%
FAST Fastenal Co. 0.26% 16,678 $1.2M Reduce -4.4%
AFL Aflac Inc. 0.25% 10,160 $1.1M No change
CAT Caterpillar Inc. 0.25% 2,896 $1.1M Reduce -18.0%
SBUX Starbucks Corp. 0.25% 11,369 $1.1M Reduce -11.4%
LHX L3HARRIS Technologies Inc. 0.24% 4,473 $1.1M Reduce -5.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 25,541 $1.0M Reduce -2.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 3,832 $1.0M Add +8.0%
COIN Coinbase Global Inc. Class A 0.21% 5,430 $967K No change
PAYX Paychex Inc. 0.21% 7,181 $964K Reduce -10.7%
RSP Invesco S&P 500 Equal Weight 0.21% 5,369 $962K Add +9.9%
SDY SS SPDR S&P Dividend ETF 0.21% 6,635 $942K No change
ET Energy Transfer LP 0.20% 54,959 $882K Reduce -3.4%
GSLC Goldman Activebeta US LC ETF 0.19% 7,540 $852K No change
DHR Danaher Corp. 0.18% 2,992 $832K No change
DGS Wisdomtree Em Small Cap 0.18% 15,437 $829K Reduce -1.9%
HON Honeywell International Inc. 0.18% 3,941 $815K Add +2.1%
RTX RTX Corp. 0.17% 6,380 $773K No change
TSCO Tractor Supply Company 0.16% 2,547 $741K Reduce -3.6%
IYR iShares US Real Estate ETF 0.16% 7,237 $737K No change
AMLP Alerian MLP ETF 0.16% 15,627 $737K Add +0.4%
MPWR Monolithic Power Systems Inc. 0.15% 742 $686K Add +181.1%
SPLV Invesco S&P 500 Low Volatili 0.14% 9,082 $651K No change
VYM Vanguard High DVD Yield ETF 0.14% 4,985 $639K Add +0.1%
PEP Pepsico Inc. 0.14% 3,743 $636K No change
AXP American Express Co. 0.14% 2,261 $613K Reduce -8.1%
VOO Vanguard S&P 500 ETF 0.14% 1,154 $609K Reduce -2.1%
FVD First Trust Value Line DVD 0.14% 13,385 $609K Add +11.5%
PWB Invesco Large Cap Growth ETF 0.13% 6,115 $603K Reduce -0.1%
ABT Abbott Laboratories 0.13% 4,983 $568K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 4,759 $559K Reduce -1.7%
PG The Procter & Gamble Co. 0.12% 3,216 $557K No change
VIG Vanguard Dividend Apprec ETF 0.11% 2,592 $513K Reduce -22.2%
NXPI NXP Semiconductors NV 0.11% 2,063 $495K Reduce -8.4%
DGRW Wisdomtree U.S. Quality Divi 0.11% 5,934 $494K Add +1.1%
LMT Lockheed Martin Corp. 0.10% 809 $473K No change
CARR Carrier Global Corp. 0.10% 5,500 $443K Reduce -6.8%
BTT BlackRock 2030 Muni TRGT TRM 0.10% 20,350 $440K Reduce -10.6%
NEE Nextera Energy Inc. 0.09% 5,030 $425K Reduce -1.4%
UNP Union Pacific Corp. 0.09% 1,655 $408K No change
TD Toronto-Dominion Bank 0.09% 6,342 $401K Reduce -8.6%
OKE Oneok Inc. 0.09% 4,369 $398K No change
AZN Astrazeneca PLC-Spons ADR 0.09% 5,058 $394K Reduce -0.5%
IWF iShares Russell 1000 Growth 0.08% 985 $370K No change
GS Goldman Sachs Group Inc. 0.08% 737 $365K No change
MKC McCormick & Co.-Non VTG SHRS 0.08% 4,430 $365K No change
JHMM John Hancock Multi Fact Mid 0.08% 6,050 $364K No change
VZ Verizon Communications Inc. 0.08% 8,104 $364K No change
CQP Cheniere Energy Partners LP 0.08% 7,295 $355K No change
PAA Plains All Amer Pipeline LP 0.08% 20,136 $350K Reduce -8.6%
WELL Welltower Inc. 0.08% 2,713 $347K Add +10.2%
TSLA Tesla Inc. 0.07% 1,288 $337K Add +14.7%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 1,309 $311K Add +35.9%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.07% 10,789 $307K No change
PLD Prologis Inc. 0.07% 2,407 $304K Reduce -0.3%
BYM BlackRock Muni Inc. QLTY 0.06% 24,225 $292K Reduce -0.4%
MUB iShares National Muni Bond E 0.06% 2,619 $285K Add +5.9%
XBI SS SPDR S&P Biotech ETF 0.06% 2,843 $281K No change
XYZ Block Inc. 0.06% 4,015 $270K No change
RDVY First Trust Rising Dividend 0.06% 4,459 $264K New
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.06% 8,967 $248K Add +5.3%
VCSH Vanguard S/T Corp. Bond ETF 0.05% 3,116 $247K No change
GCC Wisdomtree Enhanced Commodit 0.05% 12,930 $247K Add +9.1%
VONG Vanguard Russell 1000 Growth 0.05% 2,500 $241K No change
HDV iShares Core High Dividend E 0.05% 2,022 $238K Add +3.2%
WSM Williams-Sonoma Inc. 0.05% 1,510 $234K No change
IJH iShares Core S&P Midcap ETF 0.05% 3,640 $227K Reduce -19.4%
CEF Sprott Physical Gold and Sil 0.05% 9,146 $224K No change
ARKK ARK Innovation ETF 0.05% 4,647 $221K No change
SCHD Schwab US DVD Equity ETF 0.05% 2,583 $218K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.05% 4,000 $218K No change
SDVY First Trust Smid Cap Rising 0.05% 5,900 $215K New

Options reported separately and not counted above: CMG puts ($51.9M), AVGO puts ($36.2M), NOW puts ($22.4M), QQQ puts ($12.2M), REGN puts ($10.5M), ASML puts ($8.3M), SPY puts ($7.2M), TDG puts ($7.1M), NVDA calls ($5.6M), DECK puts ($4.8M), COST puts ($4.4M), LLY puts ($4.4M), and 11 more.

Portfolio Sells Q2 2024 → Q3 2024
DE Deere & Co. Sold out 0.00% −1.02
NBIX Neurocrine Biosciences Inc. Sold out 0.00% −0.88
MEDP Medpace Holdings Inc. Sold out 0.00% −0.83
NVDA Nvidia Corp. Reduce -4.7% 8.09% −0.66
MSFT Microsoft Corp. Reduce -0.4% 6.92% −0.40
QCOM Qualcomm Inc. Reduce -1.9% 1.52% −0.32
SNPS Synopsys Inc. Reduce -2.4% 1.40% −0.31
AMZN Amazon.com Inc. Reduce -1.5% 3.41% −0.23
MCHP Microchip Technology Inc. Sold out 0.00% −0.16
SEDG Solaredge Technologies Inc. Reduce -16.1% 0.27% −0.09
VLO Valero Energy Corp. Reduce -2.1% 0.40% −0.08
DKNG Draftkings Inc. Class A Sold out 0.00% −0.05
WM Waste Management Inc. Reduce -3.4% 0.61% −0.05
LRCX Lam Research Corp. Sold out 0.00% −0.05
ADBE Adobe Inc. Reduce -1.1% 0.27% −0.03
NXPI NXP Semiconductors NV Reduce -8.4% 0.11% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -22.2% 0.11% −0.02
REGN Regeneron Pharmaceuticals Reduce -0.1% 1.48% −0.02
CAT Caterpillar Inc. Reduce -18.0% 0.25% −0.01
ET Energy Transfer LP Reduce -3.4% 0.20% −0.01
PANW Palo Alto Networks Inc. Reduce -0.1% 1.95% −0.01
PAA Plains All Amer Pipeline LP Reduce -8.6% 0.08% −0.01
BAC Bank of America Corp. Reduce -2.6% 0.22% −0.01
IJH iShares Core S&P Midcap ETF Reduce -19.4% 0.05% −0.01
BTT BlackRock 2030 Muni TRGT TRM Reduce -10.6% 0.10% −0.01
AMGN Amgen Inc. Reduce -3.8% 0.38% −0.01
EPD Enterprise Products Partners Reduce -0.8% 0.41% −0.01
AZN Astrazeneca PLC-Spons ADR Reduce -0.5% 0.09% −0.00
LHX L3HARRIS Technologies Inc. Reduce -5.0% 0.24% −0.00
PAYX Paychex Inc. Reduce -10.7% 0.21% −0.00
DGS Wisdomtree Em Small Cap Reduce -1.9% 0.18% +0.00
BYM BlackRock Muni Inc. QLTY Reduce -0.4% 0.06% +0.00
VOO Vanguard S&P 500 ETF Reduce -2.1% 0.14% +0.00
TD Toronto-Dominion Bank Reduce -8.6% 0.09% +0.00
PWB Invesco Large Cap Growth ETF Reduce -0.1% 0.13% +0.00
TSCO Tractor Supply Company Reduce -3.6% 0.16% +0.00
TJX TJX Companies Inc. Reduce -1.7% 0.12% +0.00
PLD Prologis Inc. Reduce -0.3% 0.07% +0.01
LNG Cheniere Energy Inc. Reduce -0.7% 0.97% +0.01
AXP American Express Co. Reduce -8.1% 0.14% +0.01
TXN Texas Instruments Inc. Reduce -1.6% 0.39% +0.01
NEE Nextera Energy Inc. Reduce -1.4% 0.09% +0.01
CARR Carrier Global Corp. Reduce -6.8% 0.10% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.5% 0.45% +0.02
FAST Fastenal Co. Reduce -4.4% 0.26% +0.02
JPM JPMorgan Chase & Co. Reduce -1.3% 1.36% +0.02
SBUX Starbucks Corp. Reduce -11.4% 0.25% +0.02
MS Morgan Stanley Reduce -0.5% 0.45% +0.02
JNJ Johnson & Johnson Reduce -5.0% 0.60% +0.02
APD Air Products & Chemicals Inc. Reduce -3.0% 0.34% +0.03

Portfolio Buys Q2 2024 → Q3 2024
SPOT Spotify Technology SA New 0.75% +0.75
JEF Jefferies Financial Group Inc. New 0.74% +0.74
TW Tradeweb Markets Inc. Class A New 0.73% +0.73
AMD Advanced Micro Devices Add +22.3% 2.05% +0.37
NFLX Netflix Inc. Add +19.9% 1.64% +0.32
ANET Arista Networks Inc. Add +7.7% 1.97% +0.28
HWM Howmet Aerospace Inc. Add +0.4% 1.11% +0.24
PWR Quanta Services Inc. Add +0.3% 1.74% +0.24
MPWR Monolithic Power Systems Inc. Add +181.1% 0.15% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +3.1% 1.38% +0.09
ODFL Old Dominion Freight Line Add +0.8% 0.79% +0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +13.2% 0.48% +0.06
RDVY First Trust Rising Dividend New 0.06% +0.06
SDVY First Trust Smid Cap Rising New 0.05% +0.05
PTY PIMCO Corporate & Income Opp Add +14.2% 0.32% +0.04
RSP Invesco S&P 500 Equal Weight Add +9.9% 0.21% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.0% 0.22% +0.03
VTI VG Morningstar TS MKT ETF-US Add +5.1% 0.33% +0.03
FVD First Trust Value Line DVD Add +11.5% 0.14% +0.03
TSLA Tesla Inc. Add +14.7% 0.07% +0.02
ETN Eaton Corp. PLC Add +2.6% 0.36% +0.02
UBER Uber Technologies Inc. Add +0.6% 0.89% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +35.9% 0.07% +0.02
QQQ Invesco QQQ Trust Series 1 Add +1.7% 0.91% +0.02
WELL Welltower Inc. Add +10.2% 0.08% +0.02
HYT BlackRock Corp. Hi YLD Add +2.3% 0.35% +0.02
VYM Vanguard High DVD Yield ETF Add +0.1% 0.14% +0.01
DGRW Wisdomtree U.S. Quality Divi Add +1.1% 0.11% +0.01
HDV iShares Core High Dividend E Add +3.2% 0.05% +0.00
GCC Wisdomtree Enhanced Commodit Add +9.1% 0.05% +0.00
HFXI Nylim Ftse Intr Eq CN ETF-Ui Add +5.3% 0.06% +0.00
MUB iShares National Muni Bond E Add +5.9% 0.06% +0.00
AMLP Alerian MLP ETF Add +0.4% 0.16% −0.00
HON Honeywell International Inc. Add +2.1% 0.18% −0.00
DECK Deckers Outdoor Corp. Add +0.7% 0.72% −0.01
VRTX Vertex Pharmaceuticals Inc. Add +0.9% 1.32% −0.02
CVX Chevron Corp. Add +0.7% 0.36% −0.03
INTU Intuit Inc. Add +0.8% 0.59% −0.04
LLY Eli Lilly & Co. Add +0.6% 2.35% −0.07
KLAC KLA Corp. Add +0.2% 1.24% −0.10
CMG Chipotle Mexican Grill Inc. Add +0.1% 1.10% −0.11
FANG Diamondback Energy Inc. Add +0.4% 0.72% −0.12
ARM Arm Holdings PLC-ADR Add +0.9% 1.02% −0.15
MRK Merck & Co. Inc. Add +0.2% 1.51% −0.15
GOOGL Alphabet Inc. Class A Add +0.4% 2.16% −0.24
ASML ASML Holding NV-NY Reg SHS Add +0.8% 1.49% −0.35
ELF Elf Beauty Inc. Add +2.0% 0.55% −0.51

Options Activity Q2 2024 → Q3 2024
AVGO Broadcom Inc. put Reduce -16.0% 210,000 $36.2M
NOW ServiceNow Inc. put Add +25.0% 25,000 $22.4M
QQQ Invesco QQQ Trust Series 1 put New 25,000 $12.2M
ASML ASML Holding NV-NY Reg SHS put Reduce -4.8% 10,000 $8.3M
SPY SS SPDR S&P 500 ETF Trust-US put Reduce -75.0% 12,500 $7.2M
TDG Transdigm Group Inc. put New 5,000 $7.1M
NVDA Nvidia Corp. call Add +389.5% 46,500 $5.6M
DECK Deckers Outdoor Corp. put New 30,000 $4.8M
COST Costco Wholesale Corp. put New 5,000 $4.4M
LLY Eli Lilly & Co. put New 5,000 $4.4M
SNPS Synopsys Inc. put Sold out 7,100 $4.2Mbefore exit
SNPS Synopsys Inc. call Sold out 7,100 $4.2Mbefore exit
MSFT Microsoft Corp. put Sold out 6,500 $2.9Mbefore exit
MSFT Microsoft Corp. call Sold out 6,500 $2.9Mbefore exit
NVDA Nvidia Corp. put New 20,000 $2.4M
AVGO Broadcom Inc. call New 10,000 $1.7M
ANET Arista Networks Inc. put Sold out 3,000 $1.1Mbefore exit
ANET Arista Networks Inc. call Sold out 3,000 $1.1Mbefore exit
ASML ASML Holding NV-NY Reg SHS call Sold out 500 $511Kbefore exit
SEDG Solaredge Technologies Inc. put New 10,000 $229K
SEDG Solaredge Technologies Inc. call New 10,000 $229K

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