Covenant Asset Management, LLC Diversified Active

CIK: 0001697717 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 21, 2017

Total Value ($000): $148,311 (100.0% shares, 0.0% debt)

Holdings (130)

AAPL APPLE INC 3.5%
Value ($000) $5,226 Shares 36,378 Est. Cost $26.09 Unrealized +16.7%
META FACEBOOK INC 2.9%
Value ($000) $4,227 Shares 29,755 Est. Cost $121.96 Unrealized +8.8%
MRK MERCK & CO INC 2.7%
Value ($000) $4,038 Shares 63,543 Est. Cost $44.08 Unrealized +4.5%
MSFT MICROSOFT CORP 2.6%
Value ($000) $3,823 Shares 58,052 Est. Cost $53.94 Unrealized +7.2%
CELGENE CORP 2.5%
Value ($000) $3,718 Shares 29,881 Est. Cost $115.74 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $3,616 Shares 4,265 Est. Cost $39.68 Unrealized +5.2%
BROADCOM LTD 2.1%
Value ($000) $3,064 Shares 13,992 Est. Cost $177.21 Unrealized
EOG EOG RES INC 1.8%
Value ($000) $2,721 Shares 27,897 Est. Cost $72.36 Unrealized +2.6%
AMZN AMAZON COM INC 1.8%
Value ($000) $2,692 Shares 3,037 Est. Cost $39.18 Unrealized +6.4%
FRCB FIRST REP BK SAN FRANCISCO C 1.8%
Value ($000) $2,662 Shares 28,377 Est. Cost $78.60 Unrealized +14.9%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $2,340 Shares 18,791 Est. Cost $89.71 Unrealized +4.1%
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $2,230 Shares 26,997 Est. Cost $82.59 Unrealized
NFLX NETFLIX INC 1.5%
Value ($000) $2,197 Shares 14,863 Est. Cost $13.63 Unrealized +3.0%
ADBE ADOBE SYS INC 1.5%
Value ($000) $2,197 Shares 16,885 Est. Cost $105.86 Unrealized +10.9%
ALEXION PHARMACEUTICALS INC 1.5%
Value ($000) $2,162 Shares 17,834 Est. Cost $122.29 Unrealized
DIS DISNEY WALT CO 1.4%
Value ($000) $2,142 Shares 18,894 Est. Cost $90.71 Unrealized +13.6%
RJF RAYMOND JAMES FINANCIAL INC 1.4%
Value ($000) $2,130 Shares 27,929 Est. Cost $38.59 Unrealized +15.5%
EVR EVERCORE PARTNERS INC 1.4%
Value ($000) $2,126 Shares 27,297 Est. Cost $50.50 Unrealized +26.9%
BOFI HLDG INC 1.4%
Value ($000) $2,050 Shares 78,443 Est. Cost $28.55 Unrealized
BLACKROCK MUNICIPL INC QLTY 1.4%
Value ($000) $2,037 Shares 146,155 Est. Cost $13.89 Unrealized
HON HONEYWELL INTL INC 1.3%
Value ($000) $1,999 Shares 16,006 Est. Cost $84.19 Unrealized +9.2%
CFG CITIZENS FINL GROUP INC 1.3%
Value ($000) $1,982 Shares 57,380 Est. Cost $25.06 Unrealized +2.9%
PIONEER NAT RES CO 1.3%
Value ($000) $1,948 Shares 10,459 Est. Cost $180.08 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $1,932 Shares 20,263 Est. Cost $94.48 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $1,919 Shares 17,030 Est. Cost $23.96 Unrealized -6.7%
INCY INCYTE CORP 1.3%
Value ($000) $1,878 Shares 14,050 Est. Cost $100.76 Unrealized +26.4%
BLACKROCK CORPOR HI YLD FD I 1.2%
Value ($000) $1,839 Shares 168,435 Est. Cost $10.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,833 Shares 37,601 Est. Cost $30.99 Unrealized +1.4%
EPD ENTERPRISE PRODS PARTNERS L 1.2%
Value ($000) $1,817 Shares 65,805 Est. Cost $27.04 Unrealized
BIIB BIOGEN INC 1.2%
Value ($000) $1,807 Shares 6,610 Est. Cost $296.43 Unrealized -4.6%
ADP AUTOMATIC DATA PROCESSING IN 1.2%
Value ($000) $1,726 Shares 16,857 Est. Cost $77.06 Unrealized +9.5%
RF REGIONS FINL CORP NEW 1.1%
Value ($000) $1,620 Shares 111,470 Est. Cost $10.60 Unrealized 0.0%
RAYTHEON CO 1.1%
Value ($000) $1,591 Shares 10,430 Est. Cost $142.02 Unrealized
REGN REGENERON PHARMACEUTICALS 1.1%
Value ($000) $1,572 Shares 4,056 Est. Cost $378.17 Unrealized -2.5%
HII HUNTINGTON INGALLS INDS INC 1.0%
Value ($000) $1,475 Shares 7,368 Est. Cost $170.49 Unrealized 0.0%
ABBV ABBVIE INC 0.9%
Value ($000) $1,397 Shares 21,443 Est. Cost $41.81 Unrealized +4.0%
SF STIFEL FINL CORP 0.9%
Value ($000) $1,369 Shares 27,281 Est. Cost $27.97 Unrealized +9.4%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $1,361 Shares 13,122 Est. Cost $77.67 Unrealized +2.8%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $1,344 Shares 31,901 Est. Cost $34.30 Unrealized +0.6%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $1,318 Shares 33,177 Est. Cost $35.78 Unrealized
V VISA INC 0.9%
Value ($000) $1,310 Shares 14,737 Est. Cost $75.44 Unrealized +7.2%
STLD STEEL DYNAMICS INC 0.9%
Value ($000) $1,310 Shares 37,698 Est. Cost $29.67 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS 0.9%
Value ($000) $1,294 Shares 18,870 Est. Cost $60.60 Unrealized 0.0%
MS MORGAN STANLEY 0.9%
Value ($000) $1,291 Shares 30,139 Est. Cost $34.36 Unrealized 0.0%
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,257 Shares 16,009 Est. Cost $61.05 Unrealized -0.7%
LOPE GRAND CANYON ED INC 0.8%
Value ($000) $1,241 Shares 17,332 Est. Cost $62.10 Unrealized 0.0%
ODFL OLD DOMINION FGHT LINES INC 0.8%
Value ($000) $1,221 Shares 14,270 Est. Cost $28.45 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.8%
Value ($000) $1,206 Shares 5,526 Est. Cost $195.99 Unrealized +5.3%
ORCL ORACLE CORP 0.8%
Value ($000) $1,189 Shares 26,645 Est. Cost $34.14 Unrealized +6.9%
LFUS LITTELFUSE INC 0.8%
Value ($000) $1,164 Shares 7,282 Est. Cost $146.66 Unrealized +8.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,156 Shares 14,091 Est. Cost $58.17 Unrealized -3.5%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,147 Shares 6,995 Est. Cost $142.11 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,112 Shares 9,912 Est. Cost $109.67 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $1,095 Shares 19,097 Est. Cost $49.19 Unrealized -7.5%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,064 Shares 6,345 Est. Cost $129.79 Unrealized +10.1%
MCHP MICROCHIP TECHNOLOGY INC 0.7%
Value ($000) $1,050 Shares 14,228 Est. Cost $29.93 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.7%
Value ($000) $1,029 Shares 3,606 Est. Cost $273.75 Unrealized 0.0%
GOOG ALPHABET INC 0.7%
Value ($000) $1,027 Shares 1,238 Est. Cost $38.66 Unrealized +5.3%
MMM 3M CO 0.7%
Value ($000) $987 Shares 5,159 Est. Cost $106.20 Unrealized +7.0%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $980 Shares 11,153 Est. Cost $64.29 Unrealized +8.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $970 Shares 2,177 Est. Cost $7.89 Unrealized +4.6%
U S SILICA HLDGS INC 0.7%
Value ($000) $967 Shares 20,140 Est. Cost $48.01 Unrealized
COHEN & STEERS REIT & PFD IN 0.6%
Value ($000) $912 Shares 47,145 Est. Cost $19.12 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $911 Shares 7,506 Est. Cost $115.27 Unrealized
HEFA ISHARES TR 0.6%
Value ($000) $879 Shares 31,950 Est. Cost $27.51 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $860 Shares 22,115 Est. Cost $32.54 Unrealized 0.0%
DGS WISDOMTREE TR 0.6%
Value ($000) $856 Shares 19,070 Est. Cost $43.24 Unrealized
ZTS ZOETIS INC 0.6%
Value ($000) $819 Shares 15,337 Est. Cost $50.46 Unrealized 0.0%
IJJ ISHARES TR 0.5%
Value ($000) $784 Shares 5,279 Est. Cost $145.55 Unrealized
BAC BANK AMER CORP 0.5%
Value ($000) $775 Shares 32,844 Est. Cost $15.68 Unrealized +23.6%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $772 Shares 15,412 Est. Cost $46.74 Unrealized +9.3%
UAA UNDER ARMOUR INC 0.5%
Value ($000) $770 Shares 38,914 Est. Cost $32.82 Unrealized -29.0%
DOW CHEM CO 0.5%
Value ($000) $743 Shares 11,688 Est. Cost $57.82 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $725 Shares 5,231 Est. Cost $139.14 Unrealized
IYR ISHARES TR 0.5%
Value ($000) $715 Shares 9,105 Est. Cost $76.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $713 Shares 3,024 Est. Cost $223.58 Unrealized
PIMCO CORPORATE & INCOME OPP 0.5%
Value ($000) $687 Shares 43,735 Est. Cost $14.31 Unrealized
BLACKROCK MUN 2030 TAR TERM 0.5%
Value ($000) $683 Shares 30,190 Est. Cost $21.96 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $678 Shares 12,470 Est. Cost $39.53 Unrealized +1.0%
EZM WISDOMTREE TR 0.4%
Value ($000) $650 Shares 18,425 Est. Cost $57.00 Unrealized
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $625 Shares 9,425 Est. Cost $47.00 Unrealized 0.0%
PLAY DAVE & BUSTERS ENTMT INC 0.4%
Value ($000) $609 Shares 9,972 Est. Cost $56.97 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $601 Shares 17,555 Est. Cost $20.50 Unrealized +4.4%
BLACKROCK INC 0.4%
Value ($000) $593 Shares 1,546 Est. Cost $380.75 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $592 Shares 8,125 Est. Cost $56.80 Unrealized +7.3%
GENERAL ELECTRIC CO 0.4%
Value ($000) $578 Shares 19,408 Est. Cost $31.60 Unrealized
PKG PACKAGING CORP AMER 0.4%
Value ($000) $571 Shares 6,230 Est. Cost $70.61 Unrealized 0.0%
RH RH 0.4%
Value ($000) $551 Shares 11,901 Est. Cost $30.92 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $531 Shares 4,973 Est. Cost $66.93 Unrealized +7.2%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $509 Shares 9,125 Est. Cost $55.78 Unrealized
BA BOEING CO 0.3%
Value ($000) $499 Shares 2,823 Est. Cost $135.00 Unrealized +17.6%
IGSB ISHARES TR 0.3%
Value ($000) $492 Shares 4,678 Est. Cost $104.94 Unrealized
DUKE REALTY CORP 0.3%
Value ($000) $448 Shares 17,050 Est. Cost $26.54 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $445 Shares 3,975 Est. Cost $79.36 Unrealized +3.2%
AFL AFLAC INC 0.3%
Value ($000) $440 Shares 6,080 Est. Cost $28.46 Unrealized +1.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $419 Shares 12,384 Est. Cost $23.05 Unrealized +7.3%
JPMORGAN CHASE & CO 0.3%
Value ($000) $414 Shares 12,805 Est. Cost $31.69 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.3%
Value ($000) $372 Shares 4,790 Est. Cost $75.74 Unrealized
ALPS ETF TR 0.2%
Value ($000) $369 Shares 29,035 Est. Cost $12.59 Unrealized
CATCHMARK TIMBER TR INC 0.2%
Value ($000) $356 Shares 30,944 Est. Cost $11.26 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $344 Shares 3,208 Est. Cost $73.80 Unrealized +4.0%
ALLERGAN PLC 0.2%
Value ($000) $338 Shares 1,416 Est. Cost $210.00 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $334 Shares 4,895 Est. Cost $50.71 Unrealized +0.7%
SDY SPDR SERIES TRUST 0.2%
Value ($000) $330 Shares 3,745 Est. Cost $85.64 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $329 Shares 4,850 Est. Cost $53.19 Unrealized -4.8%
D DOMINION RES INC VA NEW 0.2%
Value ($000) $324 Shares 4,177 Est. Cost $49.43 Unrealized +3.6%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $318 Shares 3,540 Est. Cost $85.20 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $314 Shares 2,388 Est. Cost $84.54 Unrealized +9.5%
PRAXAIR INC 0.2%
Value ($000) $311 Shares 2,625 Est. Cost $117.01 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $310 Shares 3,451 Est. Cost $66.77 Unrealized +4.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $297 Shares 2,315 Est. Cost $23.72 Unrealized +6.0%
HDV ISHARES TR 0.2%
Value ($000) $297 Shares 3,537 Est. Cost $82.23 Unrealized
LAZARD LTD 0.2%
Value ($000) $295 Shares 6,425 Est. Cost $45.91 Unrealized
EXPE EXPEDIA INC DEL 0.2%
Value ($000) $290 Shares 2,300 Est. Cost $116.78 Unrealized +0.3%
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $288 Shares 3,750 Est. Cost $76.70 Unrealized
CENTRAL FD CDA LTD 0.2%
Value ($000) $282 Shares 21,895 Est. Cost $11.28 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $264 Shares 1,610 Est. Cost $114.37 Unrealized +11.2%
DHR DANAHER CORP DEL 0.2%
Value ($000) $257 Shares 3,000 Est. Cost $66.37 Unrealized +7.4%
ABT ABBOTT LABS 0.2%
Value ($000) $244 Shares 5,486 Est. Cost $33.65 Unrealized +9.8%
EES WISDOMTREE TR 0.2%
Value ($000) $243 Shares 7,550 Est. Cost $32.19 Unrealized
BIOVERATIV INC 0.2%
Value ($000) $228 Shares 4,182 Est. Cost $54.52 Unrealized
STPZ PIMCO ETF TR 0.2%
Value ($000) $226 Shares 4,280 Est. Cost $52.55 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $225 Shares 3,850 Est. Cost $45.58 Unrealized +2.7%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $224 Shares 1,690 Est. Cost $118.34 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $220 Shares 3,377 Est. Cost $65.15 Unrealized
INVESTORS BANCORP INC NEW 0.1%
Value ($000) $219 Shares 15,250 Est. Cost $13.97 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $211 Shares 977 Est. Cost $205.73 Unrealized
SPDR SERIES TRUST 0.1%
Value ($000) $205 Shares 5,550 Est. Cost $36.94 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $203 Shares 2,080 Est. Cost $39.21 Unrealized +4.3%
INTC INTEL CORP 0.1%
Value ($000) $203 Shares 5,633 Est. Cost $29.15 Unrealized +1.8%