Covenant Asset Management, LLC Buys Monolithic Power Systems Inc, TopBuild Corp, SolarEdge Technologies Inc, Sells Ciena Corp, Alphabet Inc, Fiserv Inc

• New Purchases: MPWR, BLD, SEDG, CTAS, FVRR, EBS, ARKK, IVW, HYB,
• Added Positions: TTD, QRVO, ABBV, NVDA, PLNT, VLO, BA, CSCO, LHX, SNPS, ULTA, HDV,
• Reduced Positions: GOOGL, ILMN, DGS, SPY, GOOG, SHOP, ADP, PAYX, ODFL, QCOM, NOW, FB, AVGO, VZ, BAC, AMGN, UNH, TD, VEEV, VUG, SDY, RTX, ZTS, MASI, KSU, IGSB, INTU, QQQ, IDXX, CVX, BIIB, BBY, PEP, NEE, DRE, VYM, BLK, VTV, ABT,
• Sold Out: CIEN, FISV, BAH, TRU, EEM, RDS.B, XOM,

For the details of Covenant Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/covenant+asset+management%2C+llc/current-portfolio/portfolio

1. Amazon.com Inc (AMZN) - 13,200 shares, 13.32% of the total portfolio.
2. Apple Inc (AAPL) - 131,498 shares, 4.88% of the total portfolio. Shares reduced by 0.85%
3. Amazon.com Inc (AMZN) - 4,785 shares, 4.83% of the total portfolio. Shares reduced by 0.79%
4. Microsoft Corp (MSFT) - 71,523 shares, 4.82% of the total portfolio. Shares reduced by 0.11%
5. Shopify Inc (SHOP) - 12,059 shares, 3.95% of the total portfolio. Shares reduced by 1.54%

Covenant Asset Management, LLC initiated holding in Monolithic Power Systems Inc. The purchase prices were between $235.55 and $282.85, with an estimated average price of $259.79. The stock is now traded at around $303.76. The impact to a portfolio due to this purchase was 1.01%. The holding were 11,292 shares as of .

Covenant Asset Management, LLC initiated holding in TopBuild Corp. The purchase prices were between $111.68 and $170.69, with an estimated average price of $143.2. The stock is now traded at around $161.35. The impact to a portfolio due to this purchase was 0.87%. The holding were 15,912 shares as of .

Covenant Asset Management, LLC initiated holding in SolarEdge Technologies Inc. The purchase prices were between $141.39 and $238.35, with an estimated average price of $191.49. The stock is now traded at around $263.83. The impact to a portfolio due to this purchase was 0.7%. The holding were 9,199 shares as of .

Covenant Asset Management, LLC initiated holding in Cintas Corp. The purchase prices were between $266.14 and $342.38, with an estimated average price of $308.23. The stock is now traded at around $315.54. The impact to a portfolio due to this purchase was 0.69%. The holding were 6,449 shares as of .

Covenant Asset Management, LLC initiated holding in Fiverr International Ltd. The purchase prices were between $75.2 and $142.66, with an estimated average price of $106.8. The stock is now traded at around $160.08. The impact to a portfolio due to this purchase was 0.58%. The holding were 13,063 shares as of .

Covenant Asset Management, LLC initiated holding in Emergent BioSolutions Inc. The purchase prices were between $81.91 and $134.94, with an estimated average price of $107.39. The stock is now traded at around $91.27. The impact to a portfolio due to this purchase was 0.51%. The holding were 15,290 shares as of .

Covenant Asset Management, LLC sold out a holding in Ciena Corp. The sale prices were between $38.82 and $60.99, with an estimated average price of $52.51.

Covenant Asset Management, LLC sold out a holding in Fiserv Inc. The sale prices were between $93.06 and $104.07, with an estimated average price of $99.57.

Covenant Asset Management, LLC sold out a holding in Booz Allen Hamilton Holding Corp. The sale prices were between $70.9 and $88.77, with an estimated average price of $81.9.

Covenant Asset Management, LLC sold out a holding in TransUnion. The sale prices were between $80.25 and $92.25, with an estimated average price of $86.33.

Covenant Asset Management, LLC sold out a holding in ISHARES TRUST. The sale prices were between $40.44 and $45.55, with an estimated average price of $43.87.

Covenant Asset Management, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $24.22 and $31.81, with an estimated average price of $28.67.