Covestor LTD has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Million distributed in 2919 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $2.12M, Vanguard Total Stock Market Et with a value of $1.91M, Vanguard Ftse Developed Market with a value of $1.83M, Microsoft Corp with a value of $1.71M, and Apple Inc. with a value of $1.57M.
Examining the 13F form we can see an increase of $4.95M in the current position value, from $155M to 160M.
Also it can be appreciated an additional of 127 stocks purchases and 8 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
$160 Million
Technology: $31.7 Million
Industrials: $21.8 Million
Financial Services: $17.6 Million
Healthcare: $17 Million
Consumer Cyclical: $14.3 Million
ETFs: $14.2 Million
Communication Services: $9.3 Million
Real Estate: $8.44 Million
Other: $19.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
