Covestor LTD has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Million distributed in 2907 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $2.28M, Vanguard Total Stock Market Et with a value of $2.04M, Microsoft Corp with a value of $1.88M, Vanguard Ftse Developed Market with a value of $1.8M, and Apple Inc. with a value of $1.73M.
Examining the 13F form we can see an increase of $166K in the current position value, from $160M to 160M.
Also it can be appreciated an additional of 98 stocks purchases and 2 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: $32.9 Million
Industrials: $20.1 Million
Financial Services: $19.2 Million
Consumer Cyclical: $15.2 Million
Healthcare: $15.1 Million
ETFs: $12 Million
Communication Services: $9.34 Million
Real Estate: $7.21 Million
Other: $21.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
