Covenant Asset Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Covenant Asset Management, LLC reported 145 stock positions worth $562.1 million. Its top holding was Nvidia (NVDA) at 8.4% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Apple (AAPL, 4.1%). Compared with Q1 2026, it opened 10 new positions, sold out of 7, added to 26 and reduced 77. The biggest buy was a new position in Sofi Technologies (SOFI) and the biggest sale an exit from Spotify Technology (SPOT).

Most Recent 13F
Q2 2026
Location
CHESTER, NJ
CIK
0001697717
Portfolio Value
$562.1M (Q2 2026)
SEC Filing
0001697717-26-000006 ↗ filed Jul 20, 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 Q4 2025 Q1 2026: $487.8M Q1 2026 Q2 2026: $562.1M $562.1M Q2 2026

Holdings 145 stocks · $562.1M
NVDA Nvidia Corp. 8.40% 235,840 $47.2M Reduce -4.4%
MSFT Microsoft Corp. 4.37% 65,858 $24.6M Reduce -1.4%
AAPL Apple Inc. 4.14% 80,430 $23.3M Reduce -3.3%
KLAC KLA Corp. 3.89% 72,549 $21.9M Reduce -2.7%
AVGO Broadcom Inc. 3.60% 53,642 $20.3M Reduce -3.3%
GEV GE Vernova Inc. 3.39% 16,201 $19.0M Reduce -4.0%
AMZN Amazon.com Inc. 3.25% 76,726 $18.3M Reduce -1.4%
PWR Quanta Services Inc. 3.14% 24,497 $17.6M Reduce -3.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.92% 8,255 $16.4M Reduce -1.3%
GOOGL Alphabet Inc. Class A 2.74% 43,072 $15.4M Reduce -2.1%
HWM Howmet Aerospace Inc. 2.27% 47,493 $12.8M Reduce -2.2%
META Meta Platforms Inc. Class A 1.98% 19,754 $11.1M Reduce -1.0%
LLY Eli Lilly & Co. 1.91% 8,957 $10.7M Reduce -0.1%
SHOP Shopify Inc. Class A 1.84% 90,675 $10.4M Reduce -3.0%
TSM Taiwan Semiconductor-SP ADR 1.79% 21,015 $10.0M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.69% 12,690 $9.5M Add +1.7%
HOOD Robinhood Markets Inc. Class A 1.58% 88,562 $8.9M Reduce -1.5%
MS Morgan Stanley 1.47% 39,592 $8.3M Add +140.2%
JPM JPMorgan Chase & Co. 1.46% 25,140 $8.2M Reduce -3.0%
GE General Electric filed as GE AEROSPACE 1.45% 21,804 $8.1M Reduce -2.1%
ANET Arista Networks Inc. 1.42% 47,144 $8.0M Reduce -4.3%
AZN Astrazeneca PLC 1.41% 41,874 $7.9M Reduce -4.5%
SOFI Sofi Technologies Inc. 1.38% 433,052 $7.8M New
BE Bloom Energy Corp. Class A 1.38% 25,567 $7.7M Reduce -1.2%
TSLA Tesla Inc. 1.37% 18,325 $7.7M Add +1.8%
ADI Analog Devices Inc. 1.29% 18,229 $7.2M Reduce -2.3%
NFLX Netflix Inc. 1.28% 100,645 $7.2M Reduce -2.6%
AGX Argan Inc. 1.24% 8,750 $7.0M Add +0.4%
MRK Merck & Co. Inc. 1.23% 53,920 $6.9M Reduce -2.5%
GS Goldman Sachs Group Inc. 1.17% 6,511 $6.6M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 1.14% 8,718 $6.4M Reduce -5.9%
AXP American Express Co. 1.11% 18,500 $6.3M Reduce -1.4%
RBC RBC Bearings Inc. 1.10% 9,638 $6.2M Add +2.2%
VRTX Vertex Pharmaceuticals Inc. 1.04% 11,782 $5.9M Reduce -2.5%
ODFL Old Dominion Freight Line 1.00% 25,907 $5.6M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.95% 15,170 $5.4M No change
ABBV Abbvie Inc. 0.89% 19,947 $5.0M Reduce -6.2%
COF Capital One Financial Corp. 0.88% 24,788 $5.0M Reduce -1.7%
FTAI Ftai Aviation Ltd. 0.87% 18,171 $4.9M Add +1.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.71% 46,185 $4.0M Add +3.5%
COST Costco Wholesale Corp. 0.69% 4,166 $3.9M No change
ADP Automatic Data Processing 0.65% 16,384 $3.7M Reduce -4.7%
PANW Palo Alto Networks Inc. 0.61% 9,987 $3.4M Reduce -0.1%
CAH Cardinal Health Inc. 0.60% 14,302 $3.4M Reduce -4.1%
JNJ Johnson & Johnson 0.57% 12,700 $3.2M Reduce -5.7%
ORCL Oracle Corp. 0.54% 20,858 $3.1M Reduce -18.6%
APH Amphenol Corp. Class A 0.52% 16,631 $2.9M New
CAT Caterpillar Inc. 0.49% 2,573 $2.7M Reduce -4.6%
QCOM Qualcomm Inc. 0.48% 14,598 $2.7M Reduce -12.0%
BLK BlackRock Inc. 0.46% 2,668 $2.6M Reduce -1.6%
WM Waste Management Inc. 0.45% 11,320 $2.5M Reduce -2.4%
BIV Vanguard Intermediate-Term B 0.42% 30,590 $2.3M Reduce -5.8%
V Visa Inc. Class A 0.41% 6,719 $2.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.41% 10,554 $2.3M Add +1.2%
TXN Texas Instruments Inc. 0.40% 7,480 $2.2M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.39% 5,971 $2.2M Add +2.1%
HD Home Depot Inc. 0.39% 6,172 $2.2M Reduce -1.3%
RH RH 0.38% 12,819 $2.1M Reduce -6.6%
AMLP Alerian MLP ETF 0.37% 40,279 $2.1M Reduce -8.6%
ETN Eaton Corp. PLC 0.35% 4,581 $2.0M Reduce -3.9%
EPD Enterprise Products Partners 0.33% 49,969 $1.8M Reduce -6.0%
PLTR Palantir Technologies Inc. Class A 0.32% 15,246 $1.8M Reduce -54.0%
BX Blackstone Inc. 0.29% 13,934 $1.6M Reduce -5.3%
SEDG Solaredge Technologies Inc. 0.29% 28,000 $1.6M No change
RSP Invesco S&P 500 Equal Weight 0.29% 7,634 $1.6M Add +2.6%
VNQ Vanguard Real Estate ETF 0.28% 16,526 $1.6M Reduce -11.2%
RTX RTX Corp. 0.28% 8,299 $1.6M Reduce -5.9%
CFG Citizens Financial Group 0.28% 22,271 $1.6M Reduce -4.3%
CBOE Cboe Global Markets Inc. 0.26% 5,979 $1.5M Reduce -65.2%
PTY PIMCO Corporate & Income Opp 0.25% 118,277 $1.4M Reduce -6.2%
HYT BlackRock Corp. Hi YLD 0.25% 162,310 $1.4M Reduce -12.8%
BAC Bank of America Corp. 0.24% 23,672 $1.3M No change
FAST Fastenal Co. 0.24% 27,544 $1.3M Add +0.3%
TMO Thermo Fisher Scientific Inc. 0.22% 2,522 $1.3M Reduce -2.9%
AMGN Amgen Inc. 0.21% 3,320 $1.2M Reduce -2.2%
AFL Aflac Inc. 0.20% 9,805 $1.1M Reduce -1.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 14,078 $1.1M No change
APD Air Products & Chemicals Inc. 0.20% 3,867 $1.1M No change
AMD Advanced Micro Devices 0.19% 1,820 $1.1M Reduce -0.2%
LHX L3HARRIS Technologies Inc. 0.18% 3,454 $1.0M Reduce -7.0%
CVX Chevron Corp. 0.18% 6,034 $1.0M Reduce -14.9%
ARM Arm Holdings PLC-ADR 0.18% 2,814 $998K Add +0.5%
PWB Invesco Large Cap Growth ETF 0.17% 5,838 $983K Add +0.2%
CRM Salesforce Inc. 0.17% 6,062 $950K New
DGS Wisdomtree Em Small Cap 0.15% 12,847 $831K Add +2.2%
SBUX Starbucks Corp. 0.15% 8,046 $822K Reduce -3.8%
ISRG Intuitive Surgical Inc. 0.14% 1,975 $785K No change
COIN Coinbase Global Inc. Class A 0.12% 4,750 $694K Reduce -3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 4,453 $675K Add +0.6%
VOO Vanguard S&P 500 ETF 0.12% 976 $670K Add +16.2%
IYR iShares US Real Estate ETF 0.12% 6,347 $649K Reduce -3.2%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 2,137 $648K Add +6.7%
VIG Vanguard Dividend Apprec ETF 0.11% 2,626 $621K Add +1.3%
MPWR Monolithic Power Systems Inc. 0.11% 447 $618K No change
VYM Vanguard High DVD Yield ETF 0.11% 3,896 $616K Reduce -18.7%
WELL Welltower Inc. 0.11% 2,711 $615K Add +4.7%
LRCX Lam Research Corp. 0.10% 1,350 $585K No change
DGRW Wisdomtree U.S. Quality Divi 0.10% 5,948 $569K Add +7.7%
WMT Walmart Inc. 0.10% 4,912 $556K Add +121.1%
ET Energy Transfer LP 0.09% 27,888 $533K Reduce -0.5%
DHR Danaher Corp. 0.09% 2,662 $507K Reduce -9.5%
OKE Oneok Inc. 0.09% 5,620 $489K No change
MSTR Strategy Inc. 0.09% 5,616 $488K No change
HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.09% 12,810 $488K Add +7.1%
PAYX Paychex Inc. 0.09% 4,887 $481K Reduce -9.9%
NEE Nextera Energy Inc. 0.08% 5,355 $470K No change
TD Toronto-Dominion Bank 0.08% 3,717 $451K Reduce -27.7%
MUB iShares National Muni Bond E 0.08% 4,188 $451K Add +0.3%
UNP Union Pacific Corp. 0.08% 1,655 $450K No change
CQP Cheniere Energy Partners LP 0.08% 7,295 $445K No change
VLO Valero Energy Corp. 0.07% 1,590 $414K No change
GCC Wisdomtree Enhanced Commodit 0.07% 17,978 $407K No change
LMT Lockheed Martin Corp. 0.07% 799 $407K No change
HON Honeywell International Inc. 0.07% 1,814 $406K Add +0.7%
HONA Honeywell Aerospace Inc. 0.07% 1,801 $398K No change
INTC Intel Corp. 0.07% 2,799 $391K New
ONEQ Fidelity Nasdaq Comp Indx 0.07% 3,670 $379K New
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.07% 10,955 $378K No change
XBI SS SPDR S&P Biotech ETF 0.07% 2,343 $371K No change
PEP Pepsico Inc. 0.07% 2,725 $369K No change
ABT Abbott Laboratories 0.07% 4,064 $369K Reduce -21.7%
CEF Sprott Physical Gold and Sil 0.07% 9,164 $369K No change
WSM Williams-Sonoma Inc. 0.06% 1,503 $350K No change
CARR Carrier Global Corp. 0.06% 4,732 $347K Reduce -7.2%
BTT BlackRock 2030 Muni TRGT TRM 0.06% 14,090 $321K Reduce -23.8%
ARKK ARK Innovation ETF 0.05% 3,480 $281K No change
IJH iShares Core S&P Midcap ETF 0.05% 3,640 $281K No change
NOW ServiceNow Inc. 0.05% 2,630 $261K Add +4.4%
XLK SS Technology Select Sector 0.05% 1,342 $256K New
HDV iShares Core High Dividend E 0.04% 9,115 $250K No change
IVW iShares S&P 500 Growth ETF 0.04% 1,793 $247K Reduce -4.1%
VCSH Vanguard S/T Corp. Bond ETF 0.04% 3,095 $245K Reduce -0.1%
SO The Southern Co. 0.04% 2,514 $241K Add +14.3%
EXTR Extreme Networks Inc. 0.04% 7,400 $240K New
DGRO iShares Core Dividend Growth 0.04% 3,151 $239K No change
AIAI Aiai Holdings Corp. Class A 0.04% 16,893 $235K New
SPHQ Invesco S&P 500 Quality ETF 0.04% 2,567 $231K New
SDY SS SPDR S&P Dividend ETF 0.04% 1,498 $228K Reduce -29.4%
NRG NRG Energy Inc. 0.04% 1,549 $226K No change
APP AppLovin Corp. Class A 0.04% 439 $226K Reduce -12.7%
MKC McCormick & Co.-Non VTG SHRS 0.04% 4,430 $223K No change
PSX Phillips 66 0.04% 1,310 $221K No change
PLD Prologis Inc. 0.04% 1,572 $213K Reduce -20.4%
CSX CSX Corp. 0.04% 4,342 $206K New
ONDS Ondas Inc. 0.02% 12,000 $99K No change

Options reported separately and not counted above: GOOG puts ($4.6M), GOOGL puts ($3.6M), BE puts ($3.4M), GEV puts ($2.9M), BE calls ($2.7M), AVGO calls ($2.5M), AVGO puts ($2.5M), AMZN calls ($2.1M), GOOGL calls ($1.8M), NVDA calls ($1.3M), MU calls ($1.2M), MSFT calls ($746K), and 7 more.

Portfolio Sells Q1 2026 → Q2 2026
SPOT Spotify Technology SA Sold out 0.00% −0.99
SF Stifel Financial Corp. Sold out 0.00% −0.91
NFLX Netflix Inc. Reduce -2.6% 1.28% −0.76
CBOE Cboe Global Markets Inc. Reduce -65.2% 0.26% −0.73
MSFT Microsoft Corp. Reduce -1.4% 4.37% −0.70
PLTR Palantir Technologies Inc. Class A Reduce -54.0% 0.32% −0.68
SHOP Shopify Inc. Class A Reduce -3.0% 1.84% −0.43
NVDA Nvidia Corp. Reduce -4.4% 8.40% −0.42
META Meta Platforms Inc. Class A Reduce -1.0% 1.98% −0.36
AZN Astrazeneca PLC Reduce -4.5% 1.41% −0.36
ORCL Oracle Corp. Reduce -18.6% 0.54% −0.23
AAPL Apple Inc. Reduce -3.3% 4.14% −0.19
MRK Merck & Co. Inc. Reduce -2.5% 1.23% −0.13
CVX Chevron Corp. Reduce -14.9% 0.18% −0.12
AMLP Alerian MLP ETF Reduce -8.6% 0.37% −0.10
JNJ Johnson & Johnson Reduce -5.7% 0.57% −0.10
JPM JPMorgan Chase & Co. Reduce -3.0% 1.46% −0.10
WM Waste Management Inc. Reduce -2.4% 0.45% −0.10
BIV Vanguard Intermediate-Term B Reduce -5.8% 0.42% −0.10
TSCO Tractor Supply Company Sold out 0.00% −0.09
EPD Enterprise Products Partners Reduce -6.0% 0.33% −0.09
LHX L3HARRIS Technologies Inc. Reduce -7.0% 0.18% −0.08
HYT BlackRock Corp. Hi YLD Reduce -12.8% 0.25% −0.08
BLK BlackRock Inc. Reduce -1.6% 0.46% −0.08
AMZN Amazon.com Inc. Reduce -1.4% 3.25% −0.07
RTX RTX Corp. Reduce -5.9% 0.28% −0.07
VRTX Vertex Pharmaceuticals Inc. Reduce -2.5% 1.04% −0.06
ADP Automatic Data Processing Reduce -4.7% 0.65% −0.06
PTY PIMCO Corporate & Income Opp Reduce -6.2% 0.25% −0.06
COF Capital One Financial Corp. Reduce -1.7% 0.88% −0.06
BX Blackstone Inc. Reduce -5.3% 0.29% −0.06
ABBV Abbvie Inc. Reduce -6.2% 0.89% −0.05
VNQ Vanguard Real Estate ETF Reduce -11.2% 0.28% −0.05
COIN Coinbase Global Inc. Class A Reduce -3.5% 0.12% −0.05
PG The Procter & Gamble Co. Sold out 0.00% −0.05
AXP American Express Co. Reduce -1.4% 1.11% −0.05
TDG Transdigm Group Inc. Sold out 0.00% −0.05
ABT Abbott Laboratories Reduce -21.7% 0.07% −0.04
ODFL Old Dominion Freight Line Reduce -0.4% 1.00% −0.04
CAH Cardinal Health Inc. Reduce -4.1% 0.60% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -2.9% 0.22% −0.04
VYM Vanguard High DVD Yield ETF Reduce -18.7% 0.11% −0.04
HD Home Depot Inc. Reduce -1.3% 0.39% −0.03
AMGN Amgen Inc. Reduce -2.2% 0.21% −0.03
BTT BlackRock 2030 Muni TRGT TRM Reduce -23.8% 0.06% −0.03
DHR Danaher Corp. Reduce -9.5% 0.09% −0.02
SDY SS SPDR S&P Dividend ETF Reduce -29.4% 0.04% −0.02
HWM Howmet Aerospace Inc. Reduce -2.2% 2.27% −0.02
AFL Aflac Inc. Reduce -1.7% 0.20% −0.02
TD Toronto-Dominion Bank Reduce -27.7% 0.08% −0.02

Portfolio Buys Q1 2026 → Q2 2026
SOFI Sofi Technologies Inc. New 1.38% +1.38
MS Morgan Stanley Add +140.2% 1.47% +0.92
APH Amphenol Corp. Class A New 0.52% +0.52
AGX Argan Inc. Add +0.4% 1.24% +0.27
CRM Salesforce Inc. New 0.17% +0.17
ARM Arm Holdings PLC-ADR Add +0.5% 0.18% +0.09
INTC Intel Corp. New 0.07% +0.07
ONEQ Fidelity Nasdaq Comp Indx New 0.07% +0.07
RBC RBC Bearings Inc. Add +2.2% 1.10% +0.05
XLK SS Technology Select Sector New 0.05% +0.05
EXTR Extreme Networks Inc. New 0.04% +0.04
WMT Walmart Inc. Add +121.1% 0.10% +0.04
AIAI Aiai Holdings Corp. Class A New 0.04% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +3.5% 0.71% +0.04
SPHQ Invesco S&P 500 Quality ETF New 0.04% +0.04
CSX CSX Corp. New 0.04% +0.04
PWB Invesco Large Cap Growth ETF Add +0.2% 0.17% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +1.7% 1.69% +0.02
VOO Vanguard S&P 500 ETF Add +16.2% 0.12% +0.02
VTI VG Morningstar TS MKT ETF-US Add +2.1% 0.39% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +6.7% 0.12% +0.01
HFXI Nylim Ftse Intr Eq CN ETF-Ui Add +7.1% 0.09% +0.00
WELL Welltower Inc. Add +4.7% 0.11% +0.00
DGRW Wisdomtree U.S. Quality Divi Add +7.7% 0.10% +0.00
TSLA Tesla Inc. Add +1.8% 1.37% −0.00
SO The Southern Co. Add +14.3% 0.04% −0.00
RSP Invesco S&P 500 Equal Weight Add +2.6% 0.29% −0.00
VIG Vanguard Dividend Apprec ETF Add +1.3% 0.11% −0.00
DGS Wisdomtree Em Small Cap Add +2.2% 0.15% −0.01
NOW ServiceNow Inc. Add +4.4% 0.05% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +1.2% 0.41% −0.01
MUB iShares National Muni Bond E Add +0.3% 0.08% −0.01
FTAI Ftai Aviation Ltd. Add +1.9% 0.87% −0.02
TJX TJX Companies Inc. Add +0.6% 0.12% −0.02
FAST Fastenal Co. Add +0.3% 0.24% −0.03
HON Honeywell International Inc. Add +0.7% 0.07% −0.09

Options Activity Q1 2026 → Q2 2026
MPWR Monolithic Power Systems Inc. put Sold out 23,500 $25.7Mbefore exit
QQQ Invesco QQQ Trust Series 1 put Sold out 42,500 $24.5Mbefore exit
ASML ASML Holding NV-NY Reg SHS put Sold out 15,000 $19.8Mbefore exit
QQQ Invesco QQQ Trust Series 1 call Sold out 30,000 $17.3Mbefore exit
COST Costco Wholesale Corp. put Sold out 10,000 $10.0Mbefore exit
LLY Eli Lilly & Co. put Sold out 10,000 $9.2Mbefore exit
BKNG Booking Holdings Inc. put Sold out 52,500 $8.8Mbefore exit
CAT Caterpillar Inc. put Sold out 12,000 $8.5Mbefore exit
KLAC KLA Corp. put Sold out 50,000 $7.4Mbefore exit
MELI MercadoLibre Inc. put Sold out 3,500 $6.1Mbefore exit
META Meta Platforms Inc. Class A put Sold out 10,000 $5.7Mbefore exit
BKNG Booking Holdings Inc. call Sold out 30,000 $5.1Mbefore exit
BE Bloom Energy Corp. Class A put Reduce -46.2% 11,300 $3.4M
GEV GE Vernova Inc. put Reduce -69.9% 2,500 $2.9M
BE Bloom Energy Corp. Class A call New 9,000 $2.7M
AVGO Broadcom Inc. put New 6,500 $2.5M
AMZN Amazon.com Inc. call Reduce -11.8% 9,000 $2.1M
GOOGL Alphabet Inc. Class A call Reduce -44.4% 5,000 $1.8M
NVDA Nvidia Corp. call Reduce -45.8% 6,500 $1.3M
MU Micron Technology Inc. call New 1,000 $1.2M
HOOD Robinhood Markets Inc. Class A put New 7,000 $702K
HOOD Robinhood Markets Inc. Class A call New 7,000 $702K
JPM JPMorgan Chase & Co. call Sold out 2,000 $588Kbefore exit
MU Micron Technology Inc. put New 500 $577K
SHOP Shopify Inc. Class A call Reduce -41.2% 5,000 $571K
NOW ServiceNow Inc. call New 2,500 $248K
BBAI Bigbear.ai Holdings Inc. call New 10,000 $41K

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