Covestor Ltd Top Holdings and 13F Report (2025) About Covestor LtdInvestment ActivityCovestor Ltd has $169.53 thousand in total holdings as of June 30, 2025.Covestor Ltd owns shares of 2,844 different stocks, but just 658 companies or ETFs make up 80% of its holdings.Approximately 24.34% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Covestor Ltd has purchased 2,845 new stocks and bought additional shares in 1,124 stocks.Covestor Ltd sold shares of 917 stocks and completely divested from 813 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $2,689Vanguard FTSE Developed Markets ETF $2,562NVIDIA $2,428Vanguard FTSE Emerging Markets ETF $1,824Microsoft $1,685 Largest New Holdings this Quarter 40609P105 - Hallador Energy $391 Holding87975H100 - Telus Digital $150 Holding832248207 - SMITHFIELD FOODS INC $128 Holding25459W102 - Direxion Daily Technology Bull 3X Shares $84 Holding25459Y280 - Direxion Daily FTSE Europe Bull 3x Shares $47 Holding Largest Purchases this Quarter CORE SCIENTIFIC INC 60,206 shares (about $1.03K)Alphabet 4,849 shares (about $854.65)Vanguard Total Stock Market ETF 2,406 shares (about $731.21)Vanguard FTSE Developed Markets ETF 10,134 shares (about $577.71)Worthington Enterprises 8,787 shares (about $559.17) Largest Sales this Quarter Spotify Technology 909 shares (about $696.90)Netflix 486 shares (about $651.39)Zscaler 1,934 shares (about $607.10)Microsoft 962 shares (about $478.59)NVIDIA 2,741 shares (about $433.14) 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 PortfolioSectorVTIVanguard Total Stock Market ETF$2,689$731 ▲37.3%8,8481.6%ETFVEAVanguard FTSE Developed Markets ETF$2,562$578 ▲29.1%44,9421.5%ETFNVDANVIDIA$2,428$433 ▼-15.1%15,3651.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,824$412 ▲29.2%36,8771.1%ETFMSFTMicrosoft$1,685$479 ▼-22.1%3,3871.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,302$374 ▲40.3%9,7680.8%ETFKDKyndryl$1,244$6 ▼-0.5%29,6470.7%Business ServicesMETAMeta Platforms$1,234$201 ▼-14.0%1,6720.7%Computer and TechnologyAAPLApple$1,208$294 ▼-19.6%5,8880.7%Computer and TechnologyJOESt. Joe$1,183$35 ▼-2.9%24,8060.7%FinanceAMZNAmazon.com$1,144$73 ▼-6.0%5,2140.7%Retail/WholesaleCORE SCIENTIFIC INC$1,028$1,028 ▲860,085.7%60,2130.6%COMMONSPXLDirexion Daily S&P 500 Bull 3x Shares$998$159 ▲19.0%5,7530.6%ETFOSKOshkosh$918$103 ▲12.7%8,0870.5%Auto/Tires/TrucksGOOGLAlphabet$855$855 ▲242,450.0%4,8510.5%Computer and TechnologyBRK.BBerkshire Hathaway$808$170 ▼-17.4%1,6620.5%FinanceBNDVanguard Total Bond Market ETF$692$178 ▲34.6%9,3950.4%ETFDEDeere & Company$665$36 ▼-5.1%1,3080.4%IndustrialsMUMicron Technology$648$528 ▲439.7%5,2510.4%Computer and TechnologyMAMastercard$641$57 ▼-8.1%1,1400.4%Business ServicesGLDSPDR Gold Shares$613$526 ▲602.8%2,0100.4%FinanceWULFTeraWulf$613$185 ▲43.2%140,0630.4%FinanceGOOGAlphabet$610$47 ▼-7.1%3,4430.4%Computer and TechnologyCORE NATURAL RESOURCES INC$606$477 ▲370.2%8,6900.4%COMMONABGAsbury Automotive Group$603$12 ▼-2.0%2,5240.4%Retail/WholesaleYNDXYandex$593$80 ▼-11.8%10,7190.3%Computer and TechnologyAVGOBroadcom$581$162 ▼-21.9%2,1060.3%Computer and TechnologyCNXCConcentrix$561$297 ▼-34.6%10,6140.3%Business ServicesWORWorthington Enterprises$560$559 ▲67,592.3%8,8000.3%ConstructionSIMOSilicon Motion Technology$540$282 ▲109.4%7,1820.3%Computer and TechnologyVVisa$514$80 ▲18.5%1,4470.3%Business ServicesNFLXNetflix$512$651 ▼-56.0%3820.3%Consumer DiscretionaryBWXTBWX Technologies$496$463 ▲1,418.1%3,4460.3%AerospaceDXCDXC Technology$487$60 ▼-11.0%31,8560.3%Computer and TechnologyBTUPeabody Energy$487$388 ▲392.8%36,2530.3%EnergyCFCF Industries$477$116 ▲32.1%5,1890.3%Basic MaterialsFLRFluor$458$426 ▲1,343.5%8,9500.3%ConstructionAMRAlpha Metallurgical Resources$456$342 ▲300.4%4,0520.3%Basic MaterialsTDSTelephone and Data Systems$444$81 ▲22.5%12,4640.3%UtilitiesJPMJPMorgan Chase & Co.$443$28 ▲6.7%1,5250.3%FinanceSGRYSurgery Partners$431$142 ▲49.2%19,3990.3%MedicalCCJCameco$408$403 ▲8,489.1%5,4970.2%Basic MaterialsVSTVistra$406$88 ▼-17.8%2,0940.2%UtilitiesSCHPSchwab U.S. TIPS ETF$405$90 ▲28.6%15,1650.2%ETFCNQCanadian Natural Resources$400$0 ▲0.0%12,7270.2%EnergyVOVanguard Mid-Cap ETF$400$114 ▲39.7%1,4280.2%ETFMRKMerck & Co., Inc.$398$196 ▲97.3%5,0270.2%MedicalMUBiShares National Muni Bond ETF$397$56 ▲16.3%3,7980.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$397$86 ▲27.7%10,5810.2%ETFHNRGHallador Energy$391$391 ▲New Holding24,6840.2%EnergyRITMRithm Capital$375$219 ▲140.7%33,2420.2%FinanceBWXSPDR Bloomberg International Treasury Bond ETF$368$78 ▲26.9%15,6560.2%FinanceSPGIS&P Global$365$5 ▲1.5%6920.2%FinanceVBVanguard Small-Cap ETF$364$131 ▲56.2%1,5350.2%ETFTRCTejon Ranch$3630.0%21,4120.2%FinanceSAGESage Therapeutics$360$180 ▲99.6%39,4730.2%MedicalLLYEli Lilly and Company$347$14 ▲4.2%4440.2%MedicalACADACADIA Pharmaceuticals$345$327 ▲1,780.6%15,9850.2%MedicalSPHRSphere Entertainment$345$34 ▼-9.0%8,2580.2%Consumer DiscretionaryVNQVanguard Real Estate ETF$333$71 ▲27.0%3,7350.2%ETFVRTVertiv$332$175 ▲111.4%2,5850.2%Computer and TechnologyACNAccenture$316$15 ▲5.1%1,0550.2%Computer and TechnologyPFEPfizer$316$79 ▲33.2%13,0400.2%MedicalNENoble$299$293 ▲4,501.6%11,2740.2%EnergyDOORDASH INC - A$299$46 ▼-13.3%1,2110.2%COMMONCOFCapital One Financial$298$232 ▲354.4%1,4040.2%FinanceCHRDChord Energy$297$156 ▲110.9%3,0690.2%EnergyNXSTNexstar Media Group$297$97 ▲48.5%1,7150.2%Consumer DiscretionaryTSLATesla$296$3 ▼-1.1%9330.2%Auto/Tires/TrucksSGHSMART Global$294$28 ▲10.7%14,8460.2%Computer and TechnologyHCCWarrior Met Coal$290$170 ▲141.6%6,3360.2%EnergyACLSAxcelis Technologies$288$67 ▲30.4%4,1270.2%Computer and TechnologyCIVICivitas Resources$286$105 ▲57.8%10,4050.2%EnergyCTSHCognizant Technology Solutions$286$39 ▼-11.9%3,6650.2%Computer and TechnologyFIXComfort Systems USA$285$10 ▲3.5%5320.2%ConstructionFISFidelity National Information Services$284$1 ▼-0.2%3,4940.2%Business ServicesABTAbbott Laboratories$284$121 ▲74.1%2,0890.2%MedicalCMCSAComcast$278$15 ▼-5.0%7,7780.2%Consumer DiscretionaryVICIVICI Properties$278$107 ▼-27.7%8,5120.2%FinanceEMEEMCOR Group$277$1 ▲0.2%5170.2%ConstructionNOWServiceNow$277$65 ▼-19.0%2690.2%Computer and TechnologyDTDynatrace$274$104 ▲61.5%4,9640.2%Computer and TechnologyARISTA NETWORKS INC$274$152 ▲125.4%2,6780.2%COMMONMATXMatson$272$187 ▲219.5%2,4410.2%TransportationNTRSNorthern Trust$271$224 ▲482.6%2,1380.2%FinanceHPEHewlett Packard Enterprise$269$85 ▲46.3%13,1400.2%Computer and TechnologyUSMUnited States Cellular$268$267 ▲52,225.0%4,1860.2%Computer and TechnologyIPARInterparfums$266$97 ▲57.3%2,0280.2%Consumer DiscretionaryENSGThe Ensign Group$265$19 ▲7.6%1,7180.2%MedicalEXELExelixis$265$31 ▼-10.3%6,0090.2%MedicalFFord Motor$265$265 ▲64,123.7%24,4050.2%Auto/Tires/TrucksBMIBadger Meter$262$13 ▲5.1%1,0700.2%Computer and TechnologyCMGChipotle Mexican Grill$261$8 ▼-3.0%4,6400.2%Retail/WholesaleWMTWalmart$260$24 ▼-8.5%2,6550.2%Retail/WholesaleADPAutomatic Data Processing$259$36 ▼-12.2%8420.2%Computer and TechnologyVTRSViatris$258$258 ▲262,681.8%28,9060.2%MedicalCICigna Group$257$89 ▼-25.6%7770.2%MedicalPRTAProthena$257$257 ▲1,057,275.0%42,2950.2%MedicalIEFAiShares Core MSCI EAFE ETF$256$25 ▼-8.9%3,0610.2%ETFJJacobs Solutions$254$217 ▲595.0%1,9320.1%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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