Covenant Asset Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Covenant Asset Management, LLC reported 140 stock positions worth $518.9 million. Its top holding was Nvidia (NVDA) at 9.2% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Broadcom (AVGO, 4.8%). Compared with Q3 2025, it opened 10 new positions, sold out of 11, added to 45 and reduced 56. The biggest buy was a new position in Wayfair Class A (W) and the biggest sale an exit from MercadoLibre (MELI).

Most Recent 13F
Q2 2026
Location
CHESTER, NJ
CIK
0001697717
Portfolio Value
$518.9M (Q4 2025)
SEC Filing
0001697717-26-000002 ↗ filed Jan 30, 2026

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 Q3 2025 Q4 2025: $518.9M $518.9M Q4 2025 Q1 2026: $487.8M Q1 2026 Q2 2026: $562.1M Q2 2026

Holdings 140 stocks · $518.9M
NVDA Nvidia Corp. 9.18% 255,291 $47.6M Reduce -0.5%
MSFT Microsoft Corp. 6.36% 68,277 $33.0M Add +0.6%
AVGO Broadcom Inc. 4.79% 71,840 $24.9M Reduce -1.1%
AAPL Apple Inc. 4.21% 80,379 $21.9M Reduce -3.3%
AMZN Amazon.com Inc. 3.59% 80,702 $18.6M Add +0.5%
SHOP Shopify Inc. Class A 2.99% 96,447 $15.5M Reduce -0.6%
META Meta Platforms Inc. Class A 2.51% 19,751 $13.0M Add +1.7%
GOOGL Alphabet Inc. Class A 2.28% 37,767 $11.8M Add +1.4%
ANET Arista Networks Inc. 2.11% 83,491 $10.9M Add +0.1%
GEV GE Vernova Inc. 2.10% 16,694 $10.9M Add +1.4%
PWR Quanta Services Inc. 2.05% 25,154 $10.6M Reduce -0.6%
NFLX Netflix Inc. 1.99% 109,882 $10.3M Add +0.7%
HOOD Robinhood Markets Inc. Class A 1.96% 90,062 $10.2M Add +0.4%
HWM Howmet Aerospace Inc. 1.88% 47,517 $9.7M Reduce -0.5%
LLY Eli Lilly & Co. 1.83% 8,832 $9.5M Reduce -0.3%
PANW Palo Alto Networks Inc. 1.78% 50,248 $9.3M Reduce -1.1%
KLAC KLA Corp. 1.73% 7,387 $9.0M Reduce -0.4%
ASML ASML Holding NV-NY Reg SHS 1.71% 8,283 $8.9M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.66% 12,605 $8.6M Add +0.7%
JPM JPMorgan Chase & Co. 1.62% 26,120 $8.4M Reduce -1.2%
TSLA Tesla Inc. 1.59% 18,296 $8.2M Add +82.1%
GE General Electric filed as GE AEROSPACE 1.26% 21,168 $6.5M Add +1.4%
COF Capital One Financial Corp. 1.15% 24,698 $6.0M Add +0.0%
MRK Merck & Co. Inc. 1.12% 55,320 $5.8M Reduce -0.1%
AXP American Express Co. 1.11% 15,545 $5.8M Add +1.8%
SPOT Spotify Technology SA 1.10% 9,789 $5.7M Add +2.4%
GS Goldman Sachs Group Inc. 1.09% 6,437 $5.7M Add +2.1%
QQQ Invesco QQQ Trust Series 1 1.07% 9,041 $5.6M Add +2.2%
VRTX Vertex Pharmaceuticals Inc. 1.04% 11,889 $5.4M Reduce -1.8%
TDG Transdigm Group Inc. 1.01% 3,949 $5.3M Reduce -0.1%
ABBV Abbvie Inc. 0.94% 21,444 $4.9M Reduce -1.5%
GOOG Alphabet Inc. Class C 0.92% 15,170 $4.8M Add +0.1%
SOFI Sofi Technologies Inc. 0.91% 179,902 $4.7M Add +120.2%
UBER Uber Technologies Inc. 0.89% 56,317 $4.6M Add +1.1%
ADP Automatic Data Processing 0.86% 17,444 $4.5M Reduce -0.5%
W Wayfair Inc. Class A 0.85% 43,850 $4.4M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.84% 115,125 $4.4M Reduce -12.3%
ORCL Oracle Corp. 0.82% 21,798 $4.2M Reduce -4.1%
SF Stifel Financial Corp. 0.78% 32,366 $4.1M Add +3.1%
BSX Boston Scientific Corp. 0.73% 39,941 $3.8M Reduce -0.8%
COST Costco Wholesale Corp. 0.71% 4,265 $3.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.70% 7,483 $3.7M Add +1.8%
ARM Arm Holdings PLC-ADR 0.70% 33,298 $3.6M Add +0.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.70% 34,703 $3.6M New
QCOM Qualcomm Inc. 0.63% 19,035 $3.3M Reduce -8.6%
NOW ServiceNow Inc. 0.62% 20,863 $3.2M Reduce -46.1%
MS Morgan Stanley 0.60% 17,565 $3.1M Reduce -7.0%
IBKR Interactive Brokers Gro Class A 0.58% 47,079 $3.0M New
BLK BlackRock Inc. 0.56% 2,712 $2.9M No change
JNJ Johnson & Johnson 0.54% 13,562 $2.8M Reduce -1.6%
AGX Argan Inc. 0.53% 8,772 $2.7M New
WM Waste Management Inc. 0.51% 12,051 $2.6M Reduce -6.1%
ADI Analog Devices Inc. 0.48% 9,218 $2.5M New
V Visa Inc. Class A 0.45% 6,719 $2.4M No change
BX Blackstone Inc. 0.44% 14,855 $2.3M Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.42% 12,373 $2.2M Add +0.2%
CRDO Credo Technology Group Holdi 0.42% 15,247 $2.2M New
HD Home Depot Inc. 0.42% 6,348 $2.2M Reduce -2.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.39% 10,557 $2.0M Reduce -1.3%
AMLP Alerian MLP ETF 0.37% 40,612 $1.9M Add +0.3%
VTI VG Morningstar TS MKT ETF-US 0.37% 5,665 $1.9M Add +2.4%
EPD Enterprise Products Partners 0.33% 53,190 $1.7M Reduce -2.6%
VNQ Vanguard Real Estate ETF 0.32% 18,682 $1.7M Add +0.2%
HYT BlackRock Corp. Hi YLD 0.31% 182,534 $1.6M Add +2.6%
RTX RTX Corp. 0.31% 8,818 $1.6M Add +3.3%
PTY PIMCO Corporate & Income Opp 0.30% 122,668 $1.6M Add +5.0%
ETN Eaton Corp. PLC 0.30% 4,892 $1.6M Add +0.3%
CAT Caterpillar Inc. 0.30% 2,703 $1.5M Reduce -0.0%
TMO Thermo Fisher Scientific Inc. 0.29% 2,617 $1.5M No change
CFG Citizens Financial Group 0.27% 23,703 $1.4M Reduce -3.0%
RSP Invesco S&P 500 Equal Weight 0.26% 7,068 $1.4M Add +2.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 23,672 $1.3M No change
TXN Texas Instruments Inc. 0.25% 7,485 $1.3M Reduce -5.3%
BIV Vanguard Intermediate-Term B 0.23% 15,113 $1.2M New
COIN Coinbase Global Inc. Class A 0.23% 5,165 $1.2M Add +9.2%
CVX Chevron Corp. 0.22% 7,640 $1.2M Reduce -2.3%
FAST Fastenal Co. 0.22% 28,556 $1.1M Reduce -1.4%
ISRG Intuitive Surgical Inc. 0.22% 1,975 $1.1M No change
LHX L3HARRIS Technologies Inc. 0.21% 3,791 $1.1M Reduce -2.8%
AMGN Amgen Inc. 0.21% 3,399 $1.1M Reduce -0.1%
AFL Aflac Inc. 0.21% 9,975 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 3,625 $1.1M Add +2.3%
RH RH 0.19% 5,602 $1.0M Reduce -82.5%
APD Air Products & Chemicals Inc. 0.19% 3,934 $972K Reduce -17.9%
MSTR Strategy Inc. 0.16% 5,616 $853K Add +2.1%
SEDG Solaredge Technologies Inc. 0.16% 28,000 $808K Add +7.7%
PWB Invesco Large Cap Growth ETF 0.15% 5,996 $762K Reduce -1.3%
DGS Wisdomtree Em Small Cap 0.14% 12,847 $735K Reduce -13.1%
SBUX Starbucks Corp. 0.13% 8,243 $694K Reduce -22.1%
VYM Vanguard High DVD Yield ETF 0.13% 4,822 $692K Add +8.1%
ADBE Adobe Inc. 0.13% 1,971 $690K Reduce -9.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 4,449 $683K Reduce -2.1%
DHR Danaher Corp. 0.13% 2,940 $673K No change
HON Honeywell International Inc. 0.13% 3,352 $654K Reduce -7.8%
ABT Abbott Laboratories 0.12% 5,098 $639K Reduce -0.8%
PAYX Paychex Inc. 0.12% 5,508 $618K Reduce -7.8%
IYR iShares US Real Estate ETF 0.12% 6,557 $616K Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 0.11% 2,558 $562K Reduce -3.5%
ET Energy Transfer LP 0.10% 32,691 $539K No change
DGRW Wisdomtree U.S. Quality Divi 0.10% 5,815 $520K Reduce -0.2%
TSCO Tractor Supply Company 0.10% 10,275 $514K Reduce -2.0%
WELL Welltower Inc. 0.10% 2,701 $501K Add +1.6%
VB Vanguard Most SM-Cap ETF-Usd 0.10% 1,927 $497K Add +8.8%
TD Toronto-Dominion Bank 0.09% 5,142 $484K No change
MUB iShares National Muni Bond E 0.09% 4,174 $447K Add +5.0%
VOO Vanguard S&P 500 ETF 0.08% 694 $435K Add +15.3%
PEP Pepsico Inc. 0.08% 3,009 $432K Reduce -15.1%
NEE Nextera Energy Inc. 0.08% 5,355 $430K No change
BTT BlackRock 2030 Muni TRGT TRM 0.08% 18,490 $422K No change
CEF Sprott Physical Gold and Sil 0.08% 9,146 $419K No change
MPWR Monolithic Power Systems Inc. 0.08% 447 $405K Reduce -3.9%
AMD Advanced Micro Devices 0.08% 1,824 $391K Add +3.5%
CQP Cheniere Energy Partners LP 0.08% 7,295 $390K No change
LMT Lockheed Martin Corp. 0.07% 799 $386K No change
GCC Wisdomtree Enhanced Commodit 0.07% 18,253 $386K Add +47.5%
UNP Union Pacific Corp. 0.07% 1,655 $383K No change
AZN Astrazeneca PLC-Spons ADR 0.07% 4,134 $380K No change
APP AppLovin Corp. Class A 0.07% 561 $378K New
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.06% 10,955 $328K Add +1.5%
MKC McCormick & Co.-Non VTG SHRS 0.06% 4,430 $302K No change
SDY SS SPDR S&P Dividend ETF 0.06% 2,123 $295K No change
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.06% 9,080 $295K Add +0.3%
ARKK ARK Innovation ETF 0.06% 3,787 $291K Reduce -0.6%
XBI SS SPDR S&P Biotech ETF 0.06% 2,343 $286K No change
CARR Carrier Global Corp. 0.05% 5,100 $269K No change
WSM Williams-Sonoma Inc. 0.05% 1,505 $269K No change
OKE Oneok Inc. 0.05% 3,619 $266K Reduce -3.4%
VLO Valero Energy Corp. 0.05% 1,590 $259K Reduce -38.6%
PLD Prologis Inc. 0.05% 1,974 $252K No change
PG The Procter & Gamble Co. 0.05% 1,736 $249K No change
WMT Walmart Inc. 0.05% 2,223 $248K New
VCSH Vanguard S/T Corp. Bond ETF 0.05% 3,102 $247K Reduce -0.5%
NRG NRG Energy Inc. 0.05% 1,549 $247K No change
INTU Intuit Inc. 0.05% 371 $246K No change
IJH iShares Core S&P Midcap ETF 0.05% 3,640 $240K No change
LRCX Lam Research Corp. 0.04% 1,350 $231K New
IVW iShares S&P 500 Growth ETF 0.04% 1,869 $230K Reduce -0.7%
HDV iShares Core High Dividend E 0.04% 1,823 $222K Add +3.7%
SOUN Soundhound AI Inc. Class A 0.02% 12,200 $122K No change
BBAI Bigbear.ai Holdings Inc. 0.02% 20,000 $108K No change

Options reported separately and not counted above: BKNG puts ($84.6M), BKNG calls ($79.3M), QQQ puts ($61.4M), KLAC puts ($30.4M), MPWR puts ($15.8M), META puts ($9.2M), LLY puts ($7.5M), NFLX puts ($7.0M), SPOT puts ($5.8M), COST puts ($4.3M), AVGO calls ($3.1M), TSLA calls ($2.7M), and 12 more.

Portfolio Sells Q3 2025 → Q4 2025
MELI MercadoLibre Inc. Sold out 0.00% −1.10
LNG Cheniere Energy Inc. Sold out 0.00% −1.09
RH RH Reduce -82.5% 0.19% −1.04
SE Sea Ltd.-ADR Sold out 0.00% −0.99
KKR KKR & Co. Inc. Sold out 0.00% −0.73
NOW ServiceNow Inc. Reduce -46.1% 0.62% −0.73
DASH DoorDash Inc. Class A Sold out 0.00% −0.43
ORCL Oracle Corp. Reduce -4.1% 0.82% −0.39
TTD Trade Desk Inc./the Class A Reduce -12.3% 0.84% −0.37
PANW Palo Alto Networks Inc. Reduce -1.1% 1.78% −0.17
ADP Automatic Data Processing Reduce -0.5% 0.86% −0.11
HD Home Depot Inc. Reduce -2.3% 0.42% −0.08
APD Air Products & Chemicals Inc. Reduce -17.9% 0.19% −0.06
OKLO Oklo Inc. Sold out 0.00% −0.05
FBTC Fidelity Wise Origin Bitcoin Sold out 0.00% −0.05
XYZ Block Inc. Sold out 0.00% −0.05
FAST Fastenal Co. Reduce -1.4% 0.22% −0.05
SO The Southern Co. Sold out 0.00% −0.04
BX Blackstone Inc. Reduce -0.1% 0.44% −0.04
AEM Agnico Eagle Mines Ltd. Sold out 0.00% −0.04
SBUX Starbucks Corp. Reduce -22.1% 0.13% −0.04
VLO Valero Energy Corp. Reduce -38.6% 0.05% −0.03
QCOM Qualcomm Inc. Reduce -8.6% 0.63% −0.03
WM Waste Management Inc. Reduce -6.1% 0.51% −0.03
BYM BlackRock Muni Inc. QLTY Sold out 0.00% −0.02
TXN Texas Instruments Inc. Reduce -5.3% 0.25% −0.02
PAYX Paychex Inc. Reduce -7.8% 0.12% −0.02
HON Honeywell International Inc. Reduce -7.8% 0.13% −0.02
DGS Wisdomtree Em Small Cap Reduce -13.1% 0.14% −0.02
TSCO Tractor Supply Company Reduce -2.0% 0.10% −0.01
ADBE Adobe Inc. Reduce -9.9% 0.13% −0.01
PEP Pepsico Inc. Reduce -15.1% 0.08% −0.01
LHX L3HARRIS Technologies Inc. Reduce -2.8% 0.21% −0.01
BSX Boston Scientific Corp. Reduce -0.8% 0.73% −0.01
ABBV Abbvie Inc. Reduce -1.5% 0.94% −0.01
ABT Abbott Laboratories Reduce -0.8% 0.12% −0.01
ARKK ARK Innovation ETF Reduce -0.6% 0.06% −0.01
CVX Chevron Corp. Reduce -2.3% 0.22% −0.00
IYR iShares US Real Estate ETF Reduce -1.4% 0.12% −0.00
MPWR Monolithic Power Systems Inc. Reduce -3.9% 0.08% −0.00
OKE Oneok Inc. Reduce -3.4% 0.05% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -3.5% 0.11% +0.00
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.5% 0.05% +0.00
IVW iShares S&P 500 Growth ETF Reduce -0.7% 0.04% +0.00
DGRW Wisdomtree U.S. Quality Divi Reduce -0.2% 0.10% +0.00
PWB Invesco Large Cap Growth ETF Reduce -1.3% 0.15% +0.00
EPD Enterprise Products Partners Reduce -2.6% 0.33% +0.01
TJX TJX Companies Inc. Reduce -2.1% 0.13% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.3% 0.39% +0.01
CFG Citizens Financial Group Reduce -3.0% 0.27% +0.02

Portfolio Buys Q3 2025 → Q4 2025
W Wayfair Inc. Class A New 0.85% +0.85
TSLA Tesla Inc. Add +82.1% 1.59% +0.74
EL Estee Lauder Companies Class A New 0.70% +0.70
IBKR Interactive Brokers Gro Class A New 0.58% +0.58
GOOGL Alphabet Inc. Class A Add +1.4% 2.28% +0.57
AGX Argan Inc. New 0.53% +0.53
SOFI Sofi Technologies Inc. Add +120.2% 0.91% +0.50
ADI Analog Devices Inc. New 0.48% +0.48
CRDO Credo Technology Group Holdi New 0.42% +0.42
AMZN Amazon.com Inc. Add +0.5% 3.59% +0.26
BIV Vanguard Intermediate-Term B New 0.23% +0.23
GOOG Alphabet Inc. Class C Add +0.1% 0.92% +0.22
GEV GE Vernova Inc. Add +1.4% 2.10% +0.19
COF Capital One Financial Corp. Add +0.0% 1.15% +0.16
AXP American Express Co. Add +1.8% 1.11% +0.15
GS Goldman Sachs Group Inc. Add +2.1% 1.09% +0.14
SF Stifel Financial Corp. Add +3.1% 0.78% +0.11
SPY SS SPDR S&P 500 ETF Trust-US Add +0.7% 1.66% +0.08
APP AppLovin Corp. Class A New 0.07% +0.07
GE General Electric Add +1.4% 1.26% +0.07
QQQ Invesco QQQ Trust Series 1 Add +2.2% 1.07% +0.07
WMT Walmart Inc. New 0.05% +0.05
LRCX Lam Research Corp. New 0.04% +0.04
RTX RTX Corp. Add +3.3% 0.31% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +1.8% 0.70% +0.04
GCC Wisdomtree Enhanced Commodit Add +47.5% 0.07% +0.02
VTI VG Morningstar TS MKT ETF-US Add +2.4% 0.37% +0.02
AMD Advanced Micro Devices Add +3.5% 0.08% +0.02
VYM Vanguard High DVD Yield ETF Add +8.1% 0.13% +0.01
RSP Invesco S&P 500 Equal Weight Add +2.6% 0.26% +0.01
VOO Vanguard S&P 500 ETF Add +15.3% 0.08% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +8.8% 0.10% +0.01
AMLP Alerian MLP ETF Add +0.3% 0.37% +0.01
WELL Welltower Inc. Add +1.6% 0.10% +0.01
MUB iShares National Muni Bond E Add +5.0% 0.09% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.3% 0.20% +0.01
HFXI Nylim Ftse Intr Eq CN ETF-Ui Add +0.3% 0.06% +0.00
AMJB Alerian MLP ETN2044 Add +1.5% 0.06% +0.00
HDV iShares Core High Dividend E Add +3.7% 0.04% +0.00
PLTR Palantir Technologies Inc. Class A Add +0.2% 0.42% −0.00
VNQ Vanguard Real Estate ETF Add +0.2% 0.32% −0.00
HYT BlackRock Corp. Hi YLD Add +2.6% 0.31% −0.01
PTY PIMCO Corporate & Income Opp Add +5.0% 0.30% −0.01
SEDG Solaredge Technologies Inc. Add +7.7% 0.16% −0.03
ETN Eaton Corp. PLC Add +0.3% 0.30% −0.04
COIN Coinbase Global Inc. Class A Add +9.2% 0.23% −0.08
UBER Uber Technologies Inc. Add +1.1% 0.89% −0.14
SPOT Spotify Technology SA Add +2.4% 1.10% −0.16
MSTR Strategy Inc. Add +2.1% 0.16% −0.17
META Meta Platforms Inc. Class A Add +1.7% 2.51% −0.18

Options Activity Q3 2025 → Q4 2025
BKNG Booking Holdings Inc. put Reduce -34.2% 15,800 $84.6M
BKNG Booking Holdings Inc. call New 14,800 $79.3M
QQQ Invesco QQQ Trust Series 1 put Reduce -60.0% 100,000 $61.4M
KLAC KLA Corp. put New 25,000 $30.4M
MELI MercadoLibre Inc. put Sold out 11,000 $25.7Mbefore exit
MPWR Monolithic Power Systems Inc. put Add +132.0% 17,400 $15.8M
META Meta Platforms Inc. Class A put New 14,000 $9.2M
LLY Eli Lilly & Co. put New 7,000 $7.5M
COST Costco Wholesale Corp. put Reduce -37.5% 5,000 $4.3M
AVGO Broadcom Inc. call Reduce -30.8% 9,000 $3.1M
TSLA Tesla Inc. call Add +500.0% 6,000 $2.7M
TSLA Tesla Inc. put New 5,000 $2.2M
AMZN Amazon.com Inc. call Reduce -10.0% 9,000 $2.1M
GOOGL Alphabet Inc. Class A put New 5,000 $1.6M
NVDA Nvidia Corp. call Reduce -44.8% 8,000 $1.5M
GOOG Alphabet Inc. Class C put New 3,000 $941K
SBUX Starbucks Corp. call Sold out 10,000 $846Kbefore exit
SHOP Shopify Inc. Class A call Reduce -52.1% 4,600 $740K
META Meta Platforms Inc. Class A call Sold out 1,000 $734Kbefore exit
AVGO Broadcom Inc. put Reduce -80.0% 1,000 $346K
HOOD Robinhood Markets Inc. Class A put Reduce -9.1% 3,000 $339K
TTD Trade Desk Inc./the Class A call Sold out 5,000 $245Kbefore 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