Covenant Asset Management, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $854 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $47.9M, Microsoft Corp with a value of $35.1M, Broadcom Inc. with a value of $24M, Apple Inc. with a value of $21.2M, and Amazon Com Inc with a value of $17.6M.
Examining the 13F form we can see an increase of $204M in the current position value, from $650M to 854M.
Below you can find more details about Covenant Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$854 Million
Technology: $240 Million
Consumer Cyclical: $204 Million
ETFs: $184 Million
Communication Services: $67.7 Million
Financial Services: $50 Million
Industrials: $49.1 Million
Healthcare: $32.4 Million
Consumer Defensive: $12.4 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
