Covestor LTD has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 2918 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 $3.03M, Vanguard Ftse Developed Market with a value of $2.9M, Nvidia Corp with a value of $2.83M, Vanguard Ftse Emerging Mkts Et with a value of $2.11M, and Microsoft Corp with a value of $1.82M.
Examining the 13F form we can see an increase of $12M in the current position value, from $170M to 181M.
Also it can be appreciated an additional of 145 stocks purchases and 7 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.
Portfolio value
$181 Million
Technology: $34.2 Million
Financial Services: $21.2 Million
Industrials: $20.5 Million
ETFs: $18.5 Million
Healthcare: $18 Million
Consumer Cyclical: $15.5 Million
Communication Services: $9.8 Million
Real Estate: $7.63 Million
Other: $22.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more