Covestor Ltd Top Holdings and 13F Report (2025) About Covestor LtdInvestment ActivityCovestor Ltd has $159.70 thousand in total holdings as of December 31, 2024.Covestor Ltd owns shares of 2,865 different stocks, but just 645 companies or ETFs make up 80% of its holdings.Approximately 18.74% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Covestor Ltd has purchased 2,871 new stocks and bought additional shares in 1,535 stocks.Covestor Ltd sold shares of 759 stocks and completely divested from 804 stocks this quarter.Largest Holdings NVIDIA $2,276Vanguard Total Stock Market ETF $2,036Microsoft $1,875Vanguard FTSE Developed Markets ETF $1,798Apple $1,725 Largest New Holdings this Quarter N97284108 - Yandex $330 Holding89346D107 - TransAlta $284 Holding040413205 - ARISTA NETWORKS INC $279 Holding40609P105 - Hallador Energy $276 Holding29280W109 - Energy Vault $272 Holding Largest Purchases this Quarter Apple 6,887 shares (about $1.72K)CORE SCIENTIFIC INC 63,511 shares (about $891.90)Telephone and Data Systems 18,031 shares (about $614.81)BridgeBio Pharma 20,940 shares (about $575.23)Limoneira 19,945 shares (about $487.51) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 14,240 shares (about $1.30K)Endeavor Group 16,543 shares (about $620.36)Nordstrom 13,050 shares (about $310.71)ServiceNow 292 shares (about $309.73)Kinetik 4,086 shares (about $252.22) Sector Allocation Over TimeMap of 500 Largest Holdings ofCovestor Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$2,276$65 ▼-2.8%16,9421.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,036$85 ▲4.4%7,0251.3%ETFMSFTMicrosoft$1,875$204 ▲12.2%4,4491.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,798$139 ▲8.4%37,5941.1%ETFAAPLApple$1,725$1,724 ▲229,566.7%6,8901.1%Computer and TechnologyKDKyndryl$1,431$70 ▲5.2%41,3610.9%Business ServicesMETAMeta Platforms$1,398$43 ▼-3.0%2,3860.9%Computer and TechnologyJOESt. Joe$1,349$205 ▲17.9%30,0230.8%FinanceVWOVanguard FTSE Emerging Markets ETF$1,230$31 ▲2.6%27,9320.8%ETFAMZNAmazon.com$1,172$0 ▲0.0%5,3400.7%Retail/WholesaleGOOGAlphabet$996$313 ▲45.8%5,2330.6%Computer and TechnologySPXLDirexion Daily S&P 500 Bull 3X$9530.0%5,6500.6%ETFVYMVanguard High Dividend Yield ETF$934$18 ▲2.0%7,3230.6%ETFCORE SCIENTIFIC INC$892$892 ▲907,300.0%63,5180.6%COMMONGOOGLAlphabet$874$40 ▲4.8%4,6110.5%Computer and TechnologyBRK.BBerkshire Hathaway$858$18 ▲2.1%1,8930.5%FinanceCNXCConcentrix$697$110 ▲18.7%16,0900.4%Business ServicesDXCDXC Technology$694$23 ▲3.4%34,7640.4%Computer and TechnologyMAMastercard$683$59 ▲9.5%1,2980.4%Business ServicesFCNCAFirst Citizens BancShares$671$87 ▲14.9%3170.4%FinanceAVGOBroadcom$659$100 ▲17.8%2,8420.4%Computer and TechnologyOSKOshkosh$653$81 ▲14.2%6,8650.4%Auto/Tires/TrucksABGAsbury Automotive Group$626$76 ▲13.7%2,5760.4%Retail/WholesaleDEDeere & Company$619$28 ▲4.7%1,4600.4%IndustrialsTDSTelephone and Data Systems$616$615 ▲51,517.1%18,0660.4%UtilitiesBBIOBridgeBio Pharma$576$575 ▲74,785.7%20,9680.4%MedicalNOWServiceNow$559$310 ▼-35.7%5270.4%Computer and TechnologyWULFTeraWulf$544$446 ▲457.9%96,1000.3%FinanceBNDVanguard Total Bond Market ETF$525$48 ▲10.1%7,3060.3%ETFHOODRobinhood Markets$506$186 ▼-26.8%13,5750.3%FinanceLMNRLimoneira$489$488 ▲32,696.7%20,0060.3%Consumer StaplesTSLATesla$440$71 ▼-13.9%1,0900.3%Auto/Tires/TrucksACNAccenture$406$16 ▼-3.8%1,1540.3%Computer and TechnologyVVisa$386$0 ▼-0.1%1,2190.2%Business ServicesVSTVistra$374$39 ▲11.5%2,7140.2%UtilitiesDECKDeckers Outdoor$370$13 ▲3.6%1,8200.2%Retail/WholesaleMUBiShares National Muni Bond ETF$368$32 ▲9.6%3,4520.2%ETFPANWPalo Alto Networks$366$279 ▲319.0%2,0110.2%Computer and TechnologyGTLSChart Industries$366$254 ▲228.1%1,9160.2%IndustrialsCNQCanadian Natural Resources$358$45 ▲14.3%11,5900.2%EnergyJPMJPMorgan Chase & Co.$357$7 ▲1.9%1,4890.2%FinanceCENXCentury Aluminum$356$101 ▲39.6%19,5350.2%IndustrialsTRCTejon Ranch$356$55 ▲18.3%22,4120.2%FinanceNFLXNetflix$351$6 ▼-1.8%3930.2%Consumer DiscretionaryCFCF Industries$346$5 ▼-1.5%4,0670.2%Basic MaterialsCTSHCognizant Technology Solutions$338$11 ▲3.3%4,3890.2%Computer and TechnologyDOCUDocuSign$337$39 ▲13.1%3,7390.2%Computer and TechnologyLULULululemon Athletica$337$18 ▲5.8%8810.2%Consumer DiscretionaryUNHUnitedHealth Group$336$36 ▲12.0%6650.2%MedicalZMZoom Video Communications$333$57 ▼-14.6%4,0730.2%Computer and TechnologyYNDXYandex$330$330 ▲New Holding11,9080.2%Computer and TechnologySPGIS&P Global$324$96 ▲42.2%6500.2%Business ServicesCIVICivitas Resources$322$157 ▲94.9%7,0200.2%EnergyCRMSalesforce$318$31 ▼-9.0%9520.2%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$318$14 ▲4.8%8,6390.2%ETFTPLTexas Pacific Land$311$2 ▼-0.7%2810.2%EnergySPHRSphere Entertainment$309$57 ▼-15.7%7,6550.2%Consumer DiscretionaryVICIVICI Properties$307$8 ▼-2.7%10,5170.2%FinanceSCHPSchwab U.S. TIPS ETF$307$162 ▲111.6%11,9030.2%ETFAPPLOVIN CORP-CLASS A$305$304 ▲31,233.3%9400.2%CLASS AISRGIntuitive Surgical$303$4 ▼-1.2%5810.2%MedicalYELPYelp$301$27 ▲10.0%7,7740.2%Computer and TechnologySNASnap-on$293$7 ▼-2.4%8620.2%Consumer DiscretionaryVRSNVeriSign$292$263 ▲905.0%1,4070.2%Computer and TechnologyJNJJohnson & Johnson$292$19 ▼-6.1%2,0150.2%MedicalVOVanguard Mid-Cap ETF$289$4 ▲1.4%1,0930.2%ETFADPAutomatic Data Processing$288$25 ▼-8.0%9820.2%Business ServicesTACTransAlta$284$284 ▲New Holding20,0740.2%UtilitiesFISFidelity National Information Services$282$5 ▲1.9%3,4900.2%Business ServicesIDCCInterDigital$282$103 ▲57.6%1,4530.2%Computer and TechnologyVTRSViatris$281$281 ▲80,435.7%22,5500.2%MedicalARISTA NETWORKS INC$279$279 ▲New Holding2,5290.2%COMMONRHIRobert Half$278$2 ▼-0.7%3,9390.2%Business ServicesHNRGHallador Energy$276$276 ▲New Holding24,0870.2%EnergyAPPFAppFolio$276$79 ▲39.9%1,1180.2%Computer and TechnologyNBIXNeurocrine Biosciences$275$32 ▲13.0%2,0110.2%MedicalCMGChipotle Mexican Grill$274$23 ▲9.0%4,5400.2%Retail/WholesaleBWXSPDR Bloomberg Barclays International Treasury Bond ETF$274$10 ▲4.0%12,8210.2%FinanceBMYBristol-Myers Squibb$273$83 ▼-23.3%4,8430.2%MedicalSABLE OFFSHORE CORP$273$147 ▲116.1%11,9160.2%COMMONPAYXPaychex$272$271 ▲27,628.6%1,9410.2%Business ServicesNRGVEnergy Vault$272$272 ▲New Holding119,4520.2%EnergyCMCSAComcast$266$11 ▼-3.9%7,0870.2%Consumer DiscretionaryWSMWilliams-Sonoma$266$28 ▲11.8%1,4370.2%Retail/WholesaleWMTWalmart$263$17 ▲6.9%2,9140.2%Retail/WholesaleLLYEli Lilly and Company$263$155 ▼-37.1%3410.2%MedicalABNBAirbnb$263$90 ▲51.9%2,0000.2%Consumer DiscretionaryMCDMcDonald's$261$10 ▲4.1%8990.2%Retail/WholesalePERMIAN RESOURCES CORP$260$108 ▲70.9%18,0690.2%COMMONVBVanguard Small-Cap ETF$260$6 ▲2.4%1,0820.2%ETFSGHSMART Global$257$10 ▲3.9%13,4130.2%Computer and TechnologyMNSTMonster Beverage$256$2 ▲0.7%4,8730.2%Consumer StaplesIBMInternational Business Machines$254$27 ▼-9.6%1,1520.2%Computer and TechnologyCNH INDUSTRIAL NV$254$10 ▼-3.9%22,3850.2%COMMONDGXQuest Diagnostics$253$23 ▼-8.2%1,6750.2%MedicalCPRTCopart$249$2 ▲1.0%4,3410.2%Business ServicesMRKMerck & Co., Inc.$248$134 ▲116.9%2,4900.2%MedicalROIVRoivant Sciences$245$17 ▲7.5%20,6340.2%MedicalPRGOPerrigo$245$99 ▲68.3%9,5160.2%MedicalBROSDutch Bros$244$52 ▲27.2%4,6590.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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