Covestor LTD Portfolio Holdings
Covestor LTD
- $170 Million
- Q2 2025
Covestor LTD has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 2892 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.69M, Vanguard Ftse Developed Market with a value of $2.56M, Nvidia Corp with a value of $2.43M, Vanguard Ftse Emerging Mkts Et with a value of $1.82M, and Microsoft Corp with a value of $1.69M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $150M to 170M. Also it can be appreciated an additional of 100 stocks purchases and 10 closed positions.
Covestor LTD is based out at Boston, MA
Below you can find more details about Covestor LTD portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 2,892
- Current Value $170 Million
- Prior Value $150 Million
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 100 stocks
- Additional Purchases 1,112 stocks
- Sold out of 10 stocks
- Reduced holdings in 1,279 stocks