Long-term investor
Covenant Asset Management, LLC @covenantassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697717).
Record
- Tracked since 2025-06-30 (472 days), 240 trades recorded
- Returns: week n/a · month n/a · 90 days -1.1% · 6 months +5.7% · 1 year +3.4% · all +3.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQ_PUT · 19.8% · long · since 2025-09-30
- NVDA · 6.6% · long · since 2025-09-30
- MSFT · 4.5% · long · since 2025-09-30
- AAPL · 3.5% · long · since 2025-09-30
- AMZN · 2.5% · long · since 2025-09-30
- AVGO · 2.5% · long · since 2025-09-30
- PWR · 2.1% · long · since 2025-09-30
- GEV · 2.0% · long · since 2025-09-30
- ASML · 2.0% · long · since 2025-09-30
- GOOGL · 1.9% · long · since 2025-09-30
- META · 1.9% · long · since 2025-09-30
- KLAC · 1.8% · long · since 2025-09-30