Covenant Asset Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Covenant Asset Management, LLC reported 141 stock positions worth $529.7 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Broadcom (AVGO, 4.5%). Compared with Q2 2025, it opened 6 new positions, sold out of 5, added to 48 and reduced 47. The biggest buy was RH (RH, shares +231%) and the biggest sale Intuitive Surgical (ISRG, shares −82%).

Most Recent 13F
Q2 2026
Location
CHESTER, NJ
CIK
0001697717
Portfolio Value
$529.7M (Q3 2025)
SEC Filing
0001697717-25-000012 ↗ filed Oct 30, 2025

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 Q3 2024 Q4 2024: $450.8M Q4 2024 Q1 2025: $397.7M Q1 2025 Q2 2025: $486.6M Q2 2025 Q3 2025: $529.7M $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 · $529.7M
NVDA Nvidia Corp. 9.03% 256,470 $47.9M Reduce -0.5%
MSFT Microsoft Corp. 6.63% 67,843 $35.1M Reduce -0.2%
AVGO Broadcom Inc. 4.52% 72,618 $24.0M Reduce -1.2%
AAPL Apple Inc. 3.99% 83,084 $21.2M Reduce -4.4%
AMZN Amazon.com Inc. 3.33% 80,306 $17.6M Reduce -0.0%
SHOP Shopify Inc. Class A 2.72% 96,987 $14.4M Reduce -0.6%
META Meta Platforms Inc. Class A 2.69% 19,427 $14.3M Add +0.0%
NFLX Netflix Inc. 2.47% 10,913 $13.1M Add +0.6%
HOOD Robinhood Markets Inc. Class A 2.42% 89,672 $12.8M Reduce -0.6%
ANET Arista Networks Inc. 2.29% 83,391 $12.2M Reduce -1.4%
PWR Quanta Services Inc. 1.98% 25,296 $10.5M Reduce -0.5%
PANW Palo Alto Networks Inc. 1.95% 50,818 $10.3M Reduce -0.3%
GEV GE Vernova Inc. 1.91% 16,458 $10.1M Add +0.7%
HWM Howmet Aerospace Inc. 1.77% 47,745 $9.4M Reduce -0.8%
GOOGL Alphabet Inc. Class A 1.71% 37,263 $9.1M Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.57% 12,518 $8.3M Add +2.5%
JPM JPMorgan Chase & Co. 1.57% 26,437 $8.3M Add +0.1%
ASML ASML Holding NV-NY Reg SHS 1.52% 8,318 $8.1M Add +0.8%
KLAC KLA Corp. 1.51% 7,417 $8.0M Add +0.8%
NOW ServiceNow Inc. 1.35% 7,749 $7.1M Reduce -0.5%
LLY Eli Lilly & Co. 1.28% 8,856 $6.8M Add +1.2%
SPOT Spotify Technology SA 1.26% 9,559 $6.7M Add +1.0%
RH RH 1.23% 32,105 $6.5M Add +231.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 1.21% 131,285 $6.4M Reduce -1.3%
ORCL Oracle Corp. 1.21% 22,723 $6.4M Add +69.2%
GE General Electric filed as GE AEROSPACE 1.19% 20,880 $6.3M Add +34.0%
MELI MercadoLibre Inc. 1.10% 2,491 $5.8M Add +0.7%
LNG Cheniere Energy Inc. 1.09% 24,650 $5.8M Add +1.4%
UBER Uber Technologies Inc. 1.03% 55,726 $5.5M Add +2.0%
QQQ Invesco QQQ Trust Series 1 1.00% 8,843 $5.3M Add +2.6%
SE Sea Ltd.-ADR 0.99% 29,403 $5.3M Add +108.9%
COF Capital One Financial Corp. 0.99% 24,695 $5.2M Add +0.2%
TDG Transdigm Group Inc. 0.98% 3,954 $5.2M Add +1.0%
ADP Automatic Data Processing 0.97% 17,539 $5.1M Reduce -0.1%
AXP American Express Co. 0.96% 15,268 $5.1M Add +3.1%
ABBV Abbvie Inc. 0.95% 21,773 $5.0M Reduce -0.7%
GS Goldman Sachs Group Inc. 0.95% 6,307 $5.0M Add +2.1%
VRTX Vertex Pharmaceuticals Inc. 0.90% 12,104 $4.7M Reduce -0.4%
ARM Arm Holdings PLC-ADR 0.89% 33,128 $4.7M Add +0.9%
MRK Merck & Co. Inc. 0.88% 55,348 $4.6M Reduce -1.0%
TSLA Tesla Inc. 0.84% 10,048 $4.5M Add +44.6%
COST Costco Wholesale Corp. 0.75% 4,265 $3.9M No change
BSX Boston Scientific Corp. 0.74% 40,250 $3.9M Add +1.2%
KKR KKR & Co. Inc. 0.73% 29,826 $3.9M Add +1424.8%
GOOG Alphabet Inc. Class C 0.70% 15,160 $3.7M No change
SF Stifel Financial Corp. 0.67% 31,392 $3.6M Add +3.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.67% 7,351 $3.5M Add +4.2%
QCOM Qualcomm Inc. 0.65% 20,835 $3.5M Reduce -44.5%
BLK BlackRock Inc. 0.60% 2,712 $3.2M No change
MS Morgan Stanley 0.57% 18,886 $3.0M Reduce -0.0%
WM Waste Management Inc. 0.54% 12,839 $2.8M Reduce -0.4%
HD Home Depot Inc. 0.50% 6,497 $2.6M Add +2.2%
JNJ Johnson & Johnson 0.48% 13,776 $2.6M Reduce -1.6%
BX Blackstone Inc. 0.48% 14,871 $2.5M Add +1.0%
V Visa Inc. Class A 0.43% 6,719 $2.3M No change
DASH DoorDash Inc. Class A 0.43% 8,395 $2.3M New
PLTR Palantir Technologies Inc. Class A 0.43% 12,343 $2.3M Reduce -6.2%
SOFI Sofi Technologies Inc. 0.41% 81,700 $2.2M New
VTV Vanguard Mrngstr Val ETF-Aui 0.38% 10,691 $2.0M Reduce -0.7%
AMLP Alerian MLP ETF 0.36% 40,502 $1.9M Add +6.4%
ETN Eaton Corp. PLC 0.34% 4,876 $1.8M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 0.34% 5,531 $1.8M Add +3.2%
MSTR Strategy Inc. 0.33% 5,500 $1.8M No change
EPD Enterprise Products Partners 0.32% 54,624 $1.7M Reduce -3.7%
VNQ Vanguard Real Estate ETF 0.32% 18,644 $1.7M Reduce -0.5%
HYT BlackRock Corp. Hi YLD 0.32% 177,978 $1.7M Add +1.7%
PTY PIMCO Corporate & Income Opp 0.32% 116,813 $1.7M Add +4.7%
COIN Coinbase Global Inc. Class A 0.30% 4,731 $1.6M Reduce -0.0%
TXN Texas Instruments Inc. 0.27% 7,907 $1.5M Reduce -6.1%
RTX RTX Corp. 0.27% 8,536 $1.4M Add +1.7%
FAST Fastenal Co. 0.27% 28,956 $1.4M Reduce -3.0%
APD Air Products & Chemicals Inc. 0.25% 4,794 $1.3M Reduce -5.9%
RSP Invesco S&P 500 Equal Weight 0.25% 6,887 $1.3M Add +3.6%
CFG Citizens Financial Group 0.25% 24,446 $1.3M Add +0.2%
CAT Caterpillar Inc. 0.24% 2,704 $1.3M Reduce -1.7%
TMO Thermo Fisher Scientific Inc. 0.24% 2,617 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 23,672 $1.2M Reduce -0.9%
CVX Chevron Corp. 0.23% 7,822 $1.2M Reduce -2.3%
LHX L3HARRIS Technologies Inc. 0.23% 3,902 $1.2M Add +1.4%
AFL Aflac Inc. 0.21% 9,975 $1.1M Reduce -1.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 3,545 $1.0M Add +1.2%
SEDG Solaredge Technologies Inc. 0.18% 26,000 $962K No change
AMGN Amgen Inc. 0.18% 3,401 $960K Reduce -3.9%
SBUX Starbucks Corp. 0.17% 10,582 $895K Reduce -0.4%
ISRG Intuitive Surgical Inc. 0.17% 1,975 $883K Reduce -82.1%
DGS Wisdomtree Em Small Cap 0.16% 14,787 $844K Reduce -1.8%
ADBE Adobe Inc. 0.15% 2,187 $771K Reduce -2.9%
HON Honeywell International Inc. 0.14% 3,635 $765K Reduce -4.0%
PWB Invesco Large Cap Growth ETF 0.14% 6,076 $762K Add +0.7%
PAYX Paychex Inc. 0.14% 5,973 $757K Reduce -12.8%
ABT Abbott Laboratories 0.13% 5,138 $688K Add +3.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 4,545 $657K Add +0.2%
IYR iShares US Real Estate ETF 0.12% 6,652 $646K Reduce -3.1%
VYM Vanguard High DVD Yield ETF 0.12% 4,461 $629K No change
TSCO Tractor Supply Company 0.11% 10,490 $597K No change
DHR Danaher Corp. 0.11% 2,940 $583K No change
VIG Vanguard Dividend Apprec ETF 0.11% 2,652 $572K Reduce -0.6%
ET Energy Transfer LP 0.11% 32,691 $561K Reduce -1.6%
DGRW Wisdomtree U.S. Quality Divi 0.10% 5,828 $518K No change
PEP Pepsico Inc. 0.09% 3,543 $498K No change
WELL Welltower Inc. 0.09% 2,659 $474K No change
VB Vanguard Most SM-Cap ETF-Usd 0.09% 1,772 $451K Add +7.8%
VLO Valero Energy Corp. 0.08% 2,590 $441K No change
MPWR Monolithic Power Systems Inc. 0.08% 465 $428K Add +0.7%
MUB iShares National Muni Bond E 0.08% 3,974 $423K No change
BTT BlackRock 2030 Muni TRGT TRM 0.08% 18,490 $415K No change
TD Toronto-Dominion Bank 0.08% 5,142 $411K No change
NEE Nextera Energy Inc. 0.08% 5,355 $404K Add +7.4%
LMT Lockheed Martin Corp. 0.08% 799 $399K No change
CQP Cheniere Energy Partners LP 0.07% 7,295 $393K No change
UNP Union Pacific Corp. 0.07% 1,655 $391K No change
VOO Vanguard S&P 500 ETF 0.07% 602 $369K Add +4.9%
CEF Sprott Physical Gold and Sil 0.06% 9,146 $336K No change
ARKK ARK Innovation ETF 0.06% 3,809 $329K No change
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.06% 10,789 $318K No change
AZN Astrazeneca PLC-Spons ADR 0.06% 4,134 $317K Reduce -2.4%
CARR Carrier Global Corp. 0.06% 5,100 $304K Reduce -7.3%
SDY SS SPDR S&P Dividend ETF 0.06% 2,123 $297K No change
MKC McCormick & Co.-Non VTG SHRS 0.06% 4,430 $296K No change
WSM Williams-Sonoma Inc. 0.06% 1,505 $294K No change
OKLO Oklo Inc. 0.05% 2,570 $287K New
AMD Advanced Micro Devices 0.05% 1,762 $285K No change
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.05% 9,049 $281K No change
OKE Oneok Inc. 0.05% 3,745 $273K No change
PG The Procter & Gamble Co. 0.05% 1,736 $267K No change
GCC Wisdomtree Enhanced Commodit 0.05% 12,375 $265K Add +0.4%
FBTC Fidelity Wise Origin Bitcoin 0.05% 2,628 $262K No change
XYZ Block Inc. 0.05% 3,515 $254K No change
INTU Intuit Inc. 0.05% 371 $253K No change
NRG NRG Energy Inc. 0.05% 1,549 $251K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 3,116 $249K No change
IJH iShares Core S&P Midcap ETF 0.04% 3,640 $238K No change
XBI SS SPDR S&P Biotech ETF 0.04% 2,343 $235K New
IVW iShares S&P 500 Growth ETF 0.04% 1,882 $227K Reduce -1.7%
PLD Prologis Inc. 0.04% 1,974 $226K No change
HDV iShares Core High Dividend E 0.04% 1,758 $215K No change
SO The Southern Co. 0.04% 2,200 $208K No change
AEM Agnico Eagle Mines Ltd. 0.04% 1,205 $203K New
SOUN Soundhound AI Inc. Class A 0.04% 12,200 $196K Add +0.2%
BBAI Bigbear.ai Holdings Inc. 0.02% 20,000 $130K New
BYM BlackRock Muni Inc. QLTY 0.02% 11,875 $130K No change

Options reported separately and not counted above: QQQ puts ($150.1M), BKNG puts ($129.6M), MELI puts ($25.7M), NFLX puts ($9.0M), COST puts ($7.4M), SPOT puts ($7.0M), MPWR puts ($6.9M), AVGO calls ($4.3M), NVDA calls ($2.7M), AMZN calls ($2.2M), GOOGL calls ($2.0M), AVGO puts ($1.6M), and 9 more.

Portfolio Sells Q2 2025 → Q3 2025
ISRG Intuitive Surgical Inc. Reduce -82.1% 0.17% −1.06
SYK Stryker Corp. Sold out 0.00% −0.88
HQY Healthequity Inc. Sold out 0.00% −0.80
TTD Trade Desk Inc./the Class A Reduce -1.3% 1.21% −0.75
QCOM Qualcomm Inc. Reduce -44.5% 0.65% −0.58
MSFT Microsoft Corp. Reduce -0.2% 6.63% −0.31
NOW ServiceNow Inc. Reduce -0.5% 1.35% −0.30
AMZN Amazon.com Inc. Reduce -0.0% 3.33% −0.29
VRTX Vertex Pharmaceuticals Inc. Reduce -0.4% 0.90% −0.22
PANW Palo Alto Networks Inc. Reduce -0.3% 1.95% −0.19
ADP Automatic Data Processing Reduce -0.1% 0.97% −0.14
TXN Texas Instruments Inc. Reduce -6.1% 0.27% −0.09
CRCL Circle Internet Group Inc. Sold out 0.00% −0.07
HWM Howmet Aerospace Inc. Reduce -0.8% 1.77% −0.07
WM Waste Management Inc. Reduce -0.4% 0.54% −0.07
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.06
PAYX Paychex Inc. Reduce -12.8% 0.14% −0.06
APD Air Products & Chemicals Inc. Reduce -5.9% 0.25% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
COIN Coinbase Global Inc. Class A Reduce -0.0% 0.30% −0.04
EPD Enterprise Products Partners Reduce -3.7% 0.32% −0.04
HON Honeywell International Inc. Reduce -4.0% 0.14% −0.04
ADBE Adobe Inc. Reduce -2.9% 0.15% −0.03
MRK Merck & Co. Inc. Reduce -1.0% 0.88% −0.03
SBUX Starbucks Corp. Reduce -0.4% 0.17% −0.03
CARR Carrier Global Corp. Reduce -7.3% 0.06% −0.03
AMGN Amgen Inc. Reduce -3.9% 0.18% −0.02
VNQ Vanguard Real Estate ETF Reduce -0.5% 0.32% −0.02
ET Energy Transfer LP Reduce -1.6% 0.11% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.7% 0.38% −0.01
ETN Eaton Corp. PLC Reduce -0.1% 0.34% −0.01
IYR iShares US Real Estate ETF Reduce -3.1% 0.12% −0.01
DGS Wisdomtree Em Small Cap Reduce -1.8% 0.16% −0.01
AFL Aflac Inc. Reduce -1.8% 0.21% −0.01
CVX Chevron Corp. Reduce -2.3% 0.23% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 0.11% −0.00
BAC Bank of America Corp. Reduce -0.9% 0.23% −0.00
AZN Astrazeneca PLC-Spons ADR Reduce -2.4% 0.06% −0.00
IVW iShares S&P 500 Growth ETF Reduce -1.7% 0.04% −0.00
PWR Quanta Services Inc. Reduce -0.5% 1.98% +0.00
FAST Fastenal Co. Reduce -3.0% 0.27% +0.01
MS Morgan Stanley Reduce -0.0% 0.57% +0.02
CAT Caterpillar Inc. Reduce -1.7% 0.24% +0.02
JNJ Johnson & Johnson Reduce -1.6% 0.48% +0.04
PLTR Palantir Technologies Inc. Class A Reduce -6.2% 0.43% +0.06
ABBV Abbvie Inc. Reduce -0.7% 0.95% +0.12
AAPL Apple Inc. Reduce -4.4% 3.99% +0.33
AVGO Broadcom Inc. Reduce -1.2% 4.52% +0.36
SHOP Shopify Inc. Class A Reduce -0.6% 2.72% +0.41
ANET Arista Networks Inc. Reduce -1.4% 2.29% +0.52

Portfolio Buys Q2 2025 → Q3 2025
RH RH Add +231.0% 1.23% +0.85
KKR KKR & Co. Inc. Add +1424.8% 0.73% +0.68
ORCL Oracle Corp. Add +69.2% 1.21% +0.60
SE Sea Ltd.-ADR Add +108.9% 0.99% +0.53
DASH DoorDash Inc. Class A New 0.43% +0.43
SOFI Sofi Technologies Inc. New 0.41% +0.41
TSLA Tesla Inc. Add +44.6% 0.84% +0.39
GOOGL Alphabet Inc. Class A Add +1.3% 1.71% +0.38
GE General Electric Add +34.0% 1.19% +0.36
ASML ASML Holding NV-NY Reg SHS Add +0.8% 1.52% +0.16
KLAC KLA Corp. Add +0.8% 1.51% +0.16
GEV GE Vernova Inc. Add +0.7% 1.91% +0.13
OKLO Oklo Inc. New 0.05% +0.05
GS Goldman Sachs Group Inc. Add +2.1% 0.95% +0.05
XBI SS SPDR S&P Biotech ETF New 0.04% +0.04
AEM Agnico Eagle Mines Ltd. New 0.04% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +4.2% 0.67% +0.03
BX Blackstone Inc. Add +1.0% 0.48% +0.03
LHX L3HARRIS Technologies Inc. Add +1.4% 0.23% +0.03
QQQ Invesco QQQ Trust Series 1 Add +2.6% 1.00% +0.03
BBAI Bigbear.ai Holdings Inc. New 0.02% +0.02
SF Stifel Financial Corp. Add +3.3% 0.67% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +2.5% 1.57% +0.02
CFG Citizens Financial Group Add +0.2% 0.25% +0.02
HD Home Depot Inc. Add +2.2% 0.50% +0.02
RTX RTX Corp. Add +1.7% 0.27% +0.02
MPWR Monolithic Power Systems Inc. Add +0.7% 0.08% +0.01
SOUN Soundhound AI Inc. Class A Add +0.2% 0.04% +0.01
TJX TJX Companies Inc. Add +0.2% 0.12% +0.01
VTI VG Morningstar TS MKT ETF-US Add +3.2% 0.34% +0.01
NEE Nextera Energy Inc. Add +7.4% 0.08% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +7.8% 0.09% +0.01
VOO Vanguard S&P 500 ETF Add +4.9% 0.07% +0.00
JPM JPMorgan Chase & Co. Add +0.1% 1.57% 0.00
GCC Wisdomtree Enhanced Commodit Add +0.4% 0.05% −0.00
PTY PIMCO Corporate & Income Opp Add +4.7% 0.32% −0.00
RSP Invesco S&P 500 Equal Weight Add +3.6% 0.25% −0.00
PWB Invesco Large Cap Growth ETF Add +0.7% 0.14% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.2% 0.20% −0.00
ABT Abbott Laboratories Add +3.8% 0.13% −0.01
AXP American Express Co. Add +3.1% 0.96% −0.01
UBER Uber Technologies Inc. Add +2.0% 1.03% −0.02
AMLP Alerian MLP ETF Add +6.4% 0.36% −0.02
HYT BlackRock Corp. Hi YLD Add +1.7% 0.32% −0.03
COF Capital One Financial Corp. Add +0.2% 0.99% −0.09
LNG Cheniere Energy Inc. Add +1.4% 1.09% −0.12
LLY Eli Lilly & Co. Add +1.2% 1.28% −0.13
BSX Boston Scientific Corp. Add +1.2% 0.74% −0.14
ARM Arm Holdings PLC-ADR Add +0.9% 0.89% −0.21
MELI MercadoLibre Inc. Add +0.7% 1.10% −0.23

Options Activity Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 put Add +66.7% 250,000 $150.1M
BKNG Booking Holdings Inc. put Add +140.0% 24,000 $129.6M
MELI MercadoLibre Inc. put Reduce -8.3% 11,000 $25.7M
NFLX Netflix Inc. put New 7,500 $9.0M
COST Costco Wholesale Corp. put New 8,000 $7.4M
SPOT Spotify Technology SA put New 10,000 $7.0M
MPWR Monolithic Power Systems Inc. put New 7,500 $6.9M
NVDA Nvidia Corp. call Reduce -50.0% 14,500 $2.7M
AMZN Amazon.com Inc. call Add +11.1% 10,000 $2.2M
GOOGL Alphabet Inc. Class A call Add +15.7% 8,100 $2.0M
AVGO Broadcom Inc. put Reduce -50.0% 5,000 $1.6M
SHOP Shopify Inc. Class A call Add +20.0% 9,600 $1.4M
SEDG Solaredge Technologies Inc. call Reduce -12.4% 35,300 $1.3M
META Meta Platforms Inc. Class A call New 1,000 $734K
HOOD Robinhood Markets Inc. Class A put New 3,300 $472K
TSLA Tesla Inc. call New 1,000 $445K
HOOD Robinhood Markets Inc. Class A call New 3,000 $430K
SEDG Solaredge Technologies Inc. put Sold out 10,000 $204Kbefore exit
BBAI Bigbear.ai Holdings Inc. call Sold out 20,000 $78Kbefore exit

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