Covestor LTD has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Million distributed in 2893 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.96M, Vanguard Ftse Developed Market with a value of $1.77M, Vanguard Total Stock Market Et with a value of $1.77M, Apple Inc. with a value of $1.63M, and Microsoft Corp with a value of $1.63M.
Examining the 13F form we can see an decrease of $9.8M in the current position value, from $160M to 150M.
Also it can be appreciated an additional of 92 stocks purchases and 6 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
$150 Million
Technology: $28.7 Million
Industrials: $18.4 Million
Financial Services: $17.4 Million
Healthcare: $16.9 Million
Consumer Cyclical: $13.7 Million
ETFs: $11.5 Million
Communication Services: $9.24 Million
Real Estate: $7.61 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
