Covenant Asset Management, LLC - Portfolio overview

Covenant Asset Management, LLC has 157 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 8.10%
2. MSFT - MICROSOFT CORP, 4.65%
3. AAPL - APPLE INC, 3.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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