Covenant Asset Management, LLC Buys DocuSign Inc, Repligen Corp, Cracker Barrel Old Country Store Inc, Sells Visa Inc, Vertex Pharmaceuticals Inc, Masimo Corp

• New Purchases: DOCU, RGEN, CBRL, MA, GNRC, MKSI, HLT, UBER, AFL, DKNG, CQP, MMP, BIIB, M44, IJH,
• Added Positions: NVDA, BA, DXCM, SEDG, QRVO, DIS, JPM, FAST, ASML, SHOP, BLK, HON, VLO, BFAM, EPD, KSU, NFLX, ADP, TXN, SNPS, ULTA, FVRR, MPWR, ISRG, IDXX, NEE, AVGO, PLNT, ARKK, ET, UNH, SBUX, QCOM, ORCL, ETN, INTU, QQQ, SQ, AMJ, AMLP, VEEV, ABBV, COR, HYT, HD, AMGN, APD,
• Reduced Positions: V, VRTX, NOW, ADBE, ZTS, ALXN, HDV, PAYX, PFE, VUG, VO, GOOG, WSM, PG, DRE, D, RTX, CSCO, BAC,
• Sold Out: MASI, BLD, EPAM, CTAS, JETS, OTIS,

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. Microsoft Corp (MSFT) - 71,690 shares, 5.27% of the total portfolio. Shares added by 0.30%
2. Apple Inc (AAPL) - 131,883 shares, 5.03% of the total portfolio. Shares reduced by 0.3%
3. Amazon.com Inc (AMZN) - 4,813 shares, 4.65% of the total portfolio. Shares added by 0.94%
4. Shopify Inc (SHOP) - 12,200 shares, 4.21% of the total portfolio. Shares added by 1.23%
5. The Trade Desk Inc (TTD) - 19,672 shares, 4.00% of the total portfolio. Shares reduced by 0.18%

Covenant Asset Management, LLC initiated holding in DocuSign Inc. The purchase prices were between $192.84 and $265.16, with an estimated average price of $232.4. The stock is now traded at around $223.300000. The impact to a portfolio due to this purchase was 1.18%. The holding were 18,722 shares as of 2021-03-31.

Covenant Asset Management, LLC initiated holding in Repligen Corp. The purchase prices were between $180.37 and $226.26, with an estimated average price of $205.37. The stock is now traded at around $212.040000. The impact to a portfolio due to this purchase was 1.14%. The holding were 18,745 shares as of 2021-03-31.

Covenant Asset Management, LLC initiated holding in Cracker Barrel Old Country Store Inc. The purchase prices were between $126.53 and $173.54, with an estimated average price of $152.22. The stock is now traded at around $173.790000. The impact to a portfolio due to this purchase was 1.13%. The holding were 20,991 shares as of 2021-03-31.

Covenant Asset Management, LLC initiated holding in Mastercard Inc. The purchase prices were between $315.49 and $384.38, with an estimated average price of $348.78. The stock is now traded at around $382.160000. The impact to a portfolio due to this purchase was 0.95%. The holding were 8,551 shares as of 2021-03-31.

Covenant Asset Management, LLC initiated holding in Generac Holdings Inc. The purchase prices were between $224.56 and $363.47, with an estimated average price of $295.22. The stock is now traded at around $318.680000. The impact to a portfolio due to this purchase was 0.95%. The holding were 9,320 shares as of 2021-03-31.

Covenant Asset Management, LLC initiated holding in MKS Instruments Inc. The purchase prices were between $147.92 and $188.24, with an estimated average price of $168.05. The stock is now traded at around $181.040000. The impact to a portfolio due to this purchase was 0.94%. The holding were 16,285 shares as of 2021-03-31.

Covenant Asset Management, LLC added to a holding in NVIDIA Corp by 40.01%. The purchase prices were between $463.73 and $613.21, with an estimated average price of $538.61. The stock is now traded at around $614.470000. The impact to a portfolio due to this purchase was 0.55%. The holding were 11,632 shares as of 2021-03-31.

Covenant Asset Management, LLC added to a holding in Fastenal Co by 34.37%. The purchase prices were between $44.17 and $51.62, with an estimated average price of $47.83. The stock is now traded at around $50.800000. The impact to a portfolio due to this purchase was 0.06%. The holding were 15,524 shares as of 2021-03-31.

Covenant Asset Management, LLC added to a holding in ARK Innovation ETF by 29.11%. The purchase prices were between $110.26 and $156.58, with an estimated average price of $135.31. The stock is now traded at around $120.440000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,071 shares as of 2021-03-31.

Covenant Asset Management, LLC added to a holding in Energy Transfer LP by 61.34%. The purchase prices were between $6.1 and $8.58, with an estimated average price of $7.29. The stock is now traded at around $8.040000. The impact to a portfolio due to this purchase was 0.02%. The holding were 19,300 shares as of 2021-03-31.

Covenant Asset Management, LLC sold out a holding in Masimo Corp. The sale prices were between $220.31 and $283.75, with an estimated average price of $251.6.

Covenant Asset Management, LLC sold out a holding in TopBuild Corp. The sale prices were between $180.59 and $223.4, with an estimated average price of $203.51.

Covenant Asset Management, LLC sold out a holding in EPAM Systems Inc. The sale prices were between $329.66 and $400.27, with an estimated average price of $366.52.

Covenant Asset Management, LLC sold out a holding in Cintas Corp. The sale prices were between $318.12 and $360.04, with an estimated average price of $338.54.

Covenant Asset Management, LLC sold out a holding in ESS U.S.Global Jets ETF. The sale prices were between $21.38 and $28.71, with an estimated average price of $24.54.

Covenant Asset Management, LLC sold out a holding in Otis Worldwide Corp. The sale prices were between $62.24 and $69.91, with an estimated average price of $65.35.