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.
Portfolio value
$170 Million
Technology: $30.4 Million
Industrials: $22.2 Million
Financial Services: $21.3 Million
ETFs: $17 Million
Healthcare: $15.9 Million
Consumer Cyclical: $14 Million
Communication Services: $9.73 Million
Real Estate: $7.4 Million
Other: $21.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
