Covestor Ltd Top Holdings and 13F Report (2025) About Covestor LtdInvestment ActivityCovestor Ltd has $149.90 thousand in total holdings as of March 31, 2025.Covestor Ltd owns shares of 2,858 different stocks, but just 657 companies or ETFs make up 80% of its holdings.Approximately 18.68% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Covestor Ltd has purchased 2,842 new stocks and bought additional shares in 1,263 stocks.Covestor Ltd sold shares of 855 stocks and completely divested from 787 stocks this quarter.Largest Holdings NVIDIA $1,962Vanguard Total Stock Market ETF $1,771Vanguard FTSE Developed Markets ETF $1,769Microsoft $1,633Apple $1,627 Largest New Holdings this Quarter M22465104 - Check Point Software Technologies $169 Holding218937100 - CORE NATURAL RESOURCES INC $143 HoldingN72482206 - QIAGEN N.V. $130 Holding457152106 - INGRAM MICRO HOLDING CORP $88 Holding25459Y876 - Direxion Daily Healthcare Bull 3x Shares $86 Holding Largest Purchases this Quarter Berkshire Hathaway 2,010 shares (about $1.07K)CORE SCIENTIFIC INC 85,472 shares (about $617.95)SpringWorks Therapeutics 10,587 shares (about $466.82)Netflix 475 shares (about $443.26)Spotify Technology 797 shares (about $438.38) Largest Sales this Quarter Robinhood Markets 11,064 shares (about $458.25)Kyndryl 11,573 shares (about $363.65)VeriSign 1,278 shares (about $326.93)BridgeBio Pharma 9,156 shares (about $316.26)First Citizens BancShares 168 shares (about $312.32) 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$1,962$126 ▲6.9%18,1061.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,771$160 ▼-8.3%6,4421.2%ETFVEAVanguard FTSE Developed Markets ETF$1,769$142 ▼-7.4%34,8081.2%ETFMSFTMicrosoft$1,633$38 ▼-2.2%4,3491.1%Computer and TechnologyAAPLApple$1,627$96 ▲6.3%7,3231.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,292$28 ▲2.2%28,5420.9%ETFJOESt. Joe$1,198$210 ▼-14.9%25,5370.8%FinanceMETAMeta Platforms$1,121$254 ▼-18.5%1,9450.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,073$1,072 ▲100,500.0%2,0120.7%FinanceAMZNAmazon.com$1,055$39 ▲3.9%5,5460.7%Retail/WholesaleKDKyndryl$936$364 ▼-28.0%29,7880.6%Business ServicesCNXCConcentrix$903$8 ▲0.9%16,2350.6%Business ServicesVYMVanguard High Dividend Yield ETF$898$47 ▼-4.9%6,9620.6%ETFNFLXNetflix$810$443 ▲120.9%8680.5%Consumer DiscretionaryGOOGLAlphabet$730$17 ▲2.3%4,7180.5%Computer and TechnologyMAMastercard$681$31 ▼-4.4%1,2410.5%Business ServicesSPXLDirexion Daily S&P 500 Bull 3X$679$114 ▼-14.4%4,8360.5%ETFOSKOshkosh$676$29 ▲4.6%7,1780.5%Auto/Tires/TrucksDEDeere & Company$647$38 ▼-5.5%1,3790.4%IndustrialsSPOTSpotify Technology$632$438 ▲226.4%1,1490.4%Business ServicesCORE SCIENTIFIC INC$618$618 ▲1,221,028.6%85,4790.4%COMMONDXCDXC Technology$610$17 ▲2.9%35,7890.4%Computer and TechnologyGOOGAlphabet$580$239 ▼-29.1%3,7080.4%Computer and TechnologyABGAsbury Automotive Group$5690.0%2,5760.4%Retail/WholesaleBNDVanguard Total Bond Market ETF$513$24 ▼-4.5%6,9790.3%ETFZSZscaler$490$366 ▲296.5%2,4660.3%Computer and TechnologySWTXSpringWorks Therapeutics$467$467 ▲264,675.0%10,5910.3%MedicalAVGOBroadcom$451$25 ▼-5.2%2,6950.3%Computer and TechnologyOXYOccidental Petroleum$429$407 ▲1,817.7%8,7830.3%EnergyVVisa$428$1 ▲0.2%1,2210.3%Business ServicesBBIOBridgeBio Pharma$408$316 ▼-43.7%11,8120.3%MedicalTDSTelephone and Data Systems$394$389 ▲8,381.7%10,1780.3%UtilitiesCNQCanadian Natural Resources$392$35 ▲9.8%12,7240.3%EnergyVICIVICI Properties$384$41 ▲12.0%11,7770.3%FinanceLLYEli Lilly and Company$352$70 ▲24.9%4260.2%MedicalOKTAOkta$352$207 ▲142.9%3,3520.2%Computer and TechnologyJPMJPMorgan Chase & Co.$351$15 ▼-4.0%1,4290.2%FinancePORPortland General Electric$347$121 ▲53.3%7,7890.2%UtilitiesSPGIS&P Global$347$16 ▲4.9%6820.2%Business ServicesROIVRoivant Sciences$345$137 ▲65.6%34,1750.2%MedicalMUBiShares National Muni Bond ETF$344$20 ▼-5.4%3,2650.2%ETFCIThe Cigna Group$344$59 ▲20.8%1,0450.2%MedicalJNJJohnson & Johnson$340$6 ▲1.9%2,0530.2%MedicalTRCTejon Ranch$339$16 ▼-4.5%21,4120.2%FinanceCTSHCognizant Technology Solutions$318$18 ▼-5.2%4,1590.2%Computer and TechnologySCHPSchwab U.S. TIPS ETF$317$3 ▼-0.9%11,7920.2%ETFACNAccenture$314$47 ▼-13.0%1,0040.2%Computer and TechnologySGRYSurgery Partners$309$257 ▲490.6%13,0050.2%MedicalCFCF Industries$307$11 ▼-3.4%3,9280.2%Basic MaterialsUSHYiShares Broad USD High Yield Corporate Bond ETF$305$13 ▼-4.1%8,2830.2%ETFTPLTexas Pacific Land$305$69 ▼-18.5%2290.2%EnergyCMCSAComcast$302$41 ▲15.5%8,1850.2%Consumer DiscretionaryVSTVistra$299$20 ▼-6.2%2,5470.2%UtilitiesPAYXPaychex$298$1 ▼-0.5%1,9320.2%Business ServicesSPHRSphere Entertainment$297$46 ▲18.5%9,0740.2%Consumer DiscretionaryMKLMarkel Group$296$81 ▲37.4%1580.2%Multi-Sector ConglomeratesADPAutomatic Data Processing$293$7 ▼-2.3%9590.2%Business ServicesRTXRTX$292$186 ▲176.0%2,2050.2%AerospaceUNHUnitedHealth Group$291$57 ▼-16.4%5560.2%MedicalEXCExelon$289$27 ▲10.4%6,2770.2%UtilitiesTWTradeweb Markets$285$31 ▲12.0%1,9200.2%FinanceELVElevance Health$282$65 ▲29.8%6490.2%MedicalFCNCAFirst Citizens BancShares$277$312 ▼-53.0%1490.2%FinancePANWPalo Alto Networks$276$67 ▼-19.6%1,6160.2%Computer and TechnologyKRYSKrystal Biotech$270$142 ▲111.4%1,4970.2%MedicalBWXSPDR Bloomberg Barclays International Treasury Bond ETF$270$11 ▼-3.7%12,3410.2%FinanceXOMExxon Mobil$268$25 ▲10.1%2,2500.2%EnergyWULFTeraWulf$267$265 ▲17,304.1%97,8110.2%FinanceVNQVanguard Real Estate ETF$266$29 ▲12.2%2,9400.2%ETFDOXAmdocs$265$20 ▲8.3%2,9000.2%Computer and TechnologyISRGIntuitive Surgical$265$23 ▼-7.9%5350.2%MedicalNOWServiceNow$265$156 ▼-37.0%3320.2%Computer and TechnologyVOVanguard Mid-Cap ETF$264$18 ▼-6.5%1,0220.2%ETFZMZoom Video Communications$263$38 ▼-12.7%3,5550.2%Computer and TechnologyFISFidelity National Information Services$261$1 ▲0.3%3,5010.2%Business ServicesMNSTMonster Beverage$259$26 ▼-9.2%4,4260.2%Consumer StaplesIDCCInterDigital$258$43 ▼-14.2%1,2460.2%Computer and TechnologyIPGInterpublic Group of Companies$258$29 ▲12.5%9,4690.2%Business ServicesYNDXYandex$257$5 ▲2.1%12,1570.2%Computer and TechnologyIBMInternational Business Machines$255$32 ▼-11.1%1,0240.2%Computer and TechnologyMCDMcDonald's$255$26 ▼-9.1%8170.2%Retail/WholesaleDOORDASH INC - A$255$8 ▲3.2%1,3970.2%COMMONWMTWalmart$255$1 ▼-0.4%2,9010.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$254$159 ▲168.7%3,3610.2%ETFCNH INDUSTRIAL NV$253$22 ▼-8.0%20,6040.2%COMMONARVNArvinas$252$252 ▲897,800.0%35,9160.2%MedicalBKHBlack Hills$251$33 ▲15.0%4,1440.2%UtilitiesBMYBristol-Myers Squibb$250$45 ▼-15.2%4,1060.2%MedicalCROXCrocs$249$71 ▲39.7%2,3450.2%Consumer DiscretionaryRNRRenaissanceRe$249$35 ▲16.3%1,0360.2%FinancePGRProgressive$248$30 ▲13.9%8780.2%FinancePFEPfizer$248$178 ▲252.0%9,7890.2%MedicalSTNEStoneCo$248$72 ▲40.7%23,6650.2%Computer and TechnologyEXELExelixis$247$18 ▼-6.9%6,7010.2%MedicalKOCoca-Cola$246$20 ▲8.7%3,4350.2%Consumer StaplesBXMTBlackstone Mortgage Trust$2460.0%12,3190.2%FinanceSNASnap-on$246$246 ▲72,900.0%7300.2%Consumer DiscretionaryTSLATesla$245$38 ▼-13.5%9430.2%Auto/Tires/TrucksCVXChevron$245$23 ▼-8.6%1,4640.2%EnergyCPRTCopart$244$2 ▼-0.6%4,3140.2%Business ServicesShowing 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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