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 2025-12-31 (249 days), 93 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.3% · 6 months n/a · 1 year n/a · all +7.3%
  • Max drawdown n/a · win rate 12% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 8.2% · long · since 2025-12-31
  • MSFT · 4.3% · long · since 2025-12-31
  • AVGO · 4.2% · long · since 2025-12-31
  • AAPL · 3.9% · long · since 2025-12-31
  • GEV · 3.7% · long · since 2025-12-31
  • KLAC · 3.7% · long · since 2025-12-31
  • GOOGL · 3.5% · long · since 2025-12-31
  • AMZN · 3.4% · long · since 2025-12-31
  • PWR · 3.0% · long · since 2025-12-31
  • ASML · 2.8% · long · since 2025-12-31
  • BE · 2.3% · long · since 2026-03-31
  • HWM · 2.1% · long · since 2025-12-31

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.