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Covestor Ltd

FLOOR 12 20 FENCHURCH STREET, LONDON EC3M 3BY • 1-866-825-3005

Q2 2025 · Filed 2025-08-11
Market Value
$167M
+13.1%
Holdings
2,262
+22
New Purchases
161
Added To
907
Closed
178
Reduced
901
Top 10 Concentration
10.4%
Turnover
15.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 1.61% 1.20% +0.41% $3M
VEA 1.53% 1.19% +0.34% $3M
WOR 0.33% 0.00% +0.33% $560K
MU 0.39% 0.06% +0.33% $648K
GLD 0.37% 0.06% +0.31% $613K
BWXT 0.30% 0.02% +0.28% $496K
CNR 0.36% 0.10% +0.27% $606K
FLR 0.27% 0.02% +0.26% $458K
CCJ 0.24% 0.00% +0.24% $408K
HNRG 0.23% 0.00% +0.23% $391K
BTU 0.29% 0.07% +0.22% $487K
VWO 1.09% 0.87% +0.22% $2M
SIMO 0.32% 0.12% +0.21% $540K
CORZ 0.61% 0.42% +0.20% $1M
ACAD 0.21% 0.01% +0.20% $345K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 0.72% 1.10% -0.38% $1M
SPOT 0.11% 0.43% -0.32% $184K
SWTX 0.00% 0.32% -0.32% $0
CNXC 0.34% 0.61% -0.27% $561K
BRK-B 0.48% 0.72% -0.24% $808K
NFLX 0.31% 0.55% -0.24% $512K
ZS 0.10% 0.33% -0.23% $167K
ROIV 0.02% 0.23% -0.22% $30K
OKTA 0.05% 0.24% -0.18% $92K
BXMT 0.00% 0.17% -0.16% $7K
WTM 0.01% 0.16% -0.15% $12K
RTX 0.04% 0.20% -0.15% $75K
BBIO 0.12% 0.28% -0.15% $209K
STNE 0.03% 0.17% -0.14% $45K
CINF 0.02% 0.16% -0.14% $38K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 28.0%
Technology 20.2%
Industrials 13.0%
Healthcare 8.3%
Consumer Cyclical 7.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $27M 16.1%
Large Cap 736 $69M 41.1%
Mid Cap 764 $56M 33.6%
Small Cap 590 $14M 8.5%
Micro Cap 105 $1M 0.7%

Portfolio Analytics

Avg Market Cap
$42.0B
Median Market Cap
$5.1B
Avg P/E
34.1
Median P/E
21.1
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
2,103
# ETFs / Funds
159

Top Holdings (2,262 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 1.61% 8,848 $3M $303.91 $918K +2,406 +37.4%
2 VEA 1.53% 44,942 $3M $57.01 $793K +10,134 +29.1%
3 NVDA 1.45% 15,365 $2M $158.02 $466K -2,741 -15.1%
4 VWO 1.09% 36,877 $2M $49.46 $532K +8,335 +29.2%
5 MSFT 1.01% 3,387 $2M $497.49 $52K -962 -22.1%
6 VYM 0.78% 9,768 $1M $133.29 $404K +2,806 +40.3%
7 KD 0.74% 29,647 $1M $41.96 $308K -141 -0.5%
8 META 0.74% 1,672 $1M $738.04 $113K -273 -14.0%
9 AAPL 0.72% 5,888 $1M $205.16 -$419K -1,435 -19.6%
10 JOE 0.71% 24,806 $1M $47.69 -$15K -731 -2.9%
11 AMZN 0.68% 5,214 $1M $219.41 $89K -332 -6.0%
12 CORZ 0.61% 60,213 $1M $17.07 $410K -25,266 -29.6%
13 SPXL 0.60% 5,753 $998K $173.47 $319K +917 +19.0%
14 OSK 0.55% 8,087 $918K $113.52 $242K +909 +12.7%
15 GOOGL 0.51% 4,851 $855K $176.25 $125K +133 +2.8%
16 BRK-B 0.48% 1,662 $808K $486.16 -$265K -350 -17.4%
17 BND 0.41% 9,395 $692K $73.66 $179K +2,416 +34.6%
18 DE 0.40% 1,308 $665K $508.41 $18K -71 -5.2%
19 MU 0.39% 5,251 $648K $123.41 $564K +4,278 +439.7%
20 MA 0.38% 1,140 $641K $562.28 -$40K -101 -8.1%
21 GLD 0.37% 2,010 $613K $304.98 $531K +1,724 +602.8%
22 WULF 0.37% 140,063 $613K $4.38 $346K +42,252 +43.2%
23 GOOG 0.36% 3,443 $610K $177.17 $30K -265 -7.2%
24 CNR 0.36% 8,690 $606K $69.74 $463K +6,842 +370.2%
25 ABG 0.36% 2,524 $603K $238.91 $34K -52 -2.0%
26 YNDX 0.35% 10,719 $593K $55.32 $336K -1,438 -11.8%
27 AVGO 0.35% 2,106 $581K $275.88 $130K -589 -21.9%
28 CNXC 0.34% 10,614 $561K $52.85 -$342K -5,621 -34.6%
29 WOR 0.33% 8,800 $560K $63.64 $559K +8,787 +67592.3%
30 SIMO 0.32% 7,182 $540K $75.19 $367K +3,753 +109.5%
31 V 0.31% 1,447 $514K $355.22 $86K +226 +18.5%
32 NFLX 0.31% 382 $512K $1,340.31 -$298K -486 -56.0%
33 BWXT 0.30% 3,446 $496K $143.93 $473K +3,219 +1418.1%
34 BTU 0.29% 36,253 $487K $13.43 $387K +28,897 +392.8%
35 DXC 0.29% 31,856 $487K $15.29 -$123K -3,933 -11.0%
36 CF 0.28% 5,189 $477K $91.93 $170K +1,261 +32.1%
37 FLR 0.27% 8,950 $458K $51.17 $435K +8,330 +1343.5%
38 AMR 0.27% 4,052 $456K $112.54 $329K +3,040 +300.4%
39 TDS 0.27% 12,464 $444K $35.62 $50K +2,286 +22.5%
40 JPM 0.26% 1,525 $443K $290.49 $92K +96 +6.7%
41 SGRY 0.26% 19,399 $431K $22.22 $122K +6,394 +49.2%
42 CCJ 0.24% 5,497 $408K $74.22 $405K +5,433 +8489.1%
43 VST 0.24% 2,094 $406K $193.89 $107K -453 -17.8%
44 SCHP 0.24% 15,165 $405K $26.71 $88K +3,373 +28.6%
45 CNQ 0.24% 12,727 $400K $31.43 $8K +3 +0.0%
46 VO 0.24% 1,428 $400K $280.11 $136K +406 +39.7%
47 MRK 0.24% 5,027 $398K $79.17 $169K +2,479 +97.3%
48 MUB 0.24% 3,798 $397K $104.53 $53K +533 +16.3%
49 USHY 0.24% 10,581 $397K $37.52 $92K +2,298 +27.7%
50 HNRG 0.23% 24,684 $391K $15.84 +24,684 NEW
51 RITM-PD 0.22% 33,242 $375K $11.28 $217K +19,429 +140.7%
52 BWX 0.22% 15,656 $368K $23.51 $98K +3,315 +26.9%
53 SPGI 0.22% 692 $365K $527.46 $18K +10 +1.5%
54 VB 0.22% 1,535 $364K $237.13 $146K +552 +56.1%
55 TRC 0.22% 21,412 $363K $16.95 $24K
56 SAGE 0.22% 39,473 $360K $9.12 $203K +19,694 +99.6%
57 LLY 0.21% 444 $347K $781.53 -$5K +18 +4.2%
58 SPHR 0.21% 8,258 $345K $41.78 $48K -816 -9.0%
59 ACAD 0.21% 15,985 $345K $21.58 $330K +15,135 +1780.6%
60 VNQ 0.20% 3,735 $333K $89.16 $67K +795 +27.0%
61 VRT 0.20% 2,585 $332K $128.43 $244K +1,362 +111.4%
62 PFE 0.19% 13,040 $316K $24.23 $68K +3,251 +33.2%
63 ACN 0.19% 1,055 $316K $299.53 $2K +51 +5.1%
64 NE 0.18% 11,274 $299K $26.52 $293K +11,029 +4501.6%
65 DASH 0.18% 1,211 $299K $246.90 $44K -186 -13.3%
66 COF 0.18% 1,404 $298K $212.25 $243K +1,095 +354.4%
67 CHRD 0.18% 3,069 $297K $96.77 $133K +1,614 +110.9%
68 NXST 0.18% 1,715 $297K $173.18 $90K +560 +48.5%
69 TSLA 0.18% 933 $296K $317.26 $51K -10 -1.1%
70 SGH 0.18% 14,846 $294K $19.80 $61K +1,433 +10.7%
71 HCC 0.17% 6,336 $290K $45.77 $165K +3,714 +141.7%
72 ACLS 0.17% 4,127 $288K $69.78 $130K +961 +30.4%
73 CTSH 0.17% 3,665 $286K $78.04 -$32K -494 -11.9%
74 CIVI 0.17% 10,405 $286K $27.49 $56K +3,813 +57.8%
75 FIX 0.17% 532 $285K $535.71 $120K +18 +3.5%
76 ABT 0.17% 2,089 $284K $135.95 $125K +889 +74.1%
77 FIS 0.17% 3,494 $284K $81.28 $23K -7 -0.2%
78 VICI 0.17% 8,512 $278K $32.66 -$106K -3,265 -27.7%
79 CMCSA 0.17% 7,778 $278K $35.74 -$24K -407 -5.0%
80 NOW 0.17% 269 $277K $1,029.74 $12K -63 -19.0%
81 EME 0.17% 517 $277K $535.78 $86K +1 +0.2%
82 ANET 0.16% 2,678 $274K $102.32 $182K +1,490 +125.4%
83 DT 0.16% 4,964 $274K $55.20 $129K +1,891 +61.5%
84 MATX 0.16% 2,441 $272K $111.43 $174K +1,677 +219.5%
85 NTRS 0.16% 2,138 $271K $126.75 $235K +1,771 +482.6%
86 HPE 0.16% 13,140 $269K $20.47 $130K +4,159 +46.3%
87 USM 0.16% 4,186 $268K $64.02 $267K +4,178 +52225.0%
88 IPAR 0.16% 2,028 $266K $131.16 $119K +739 +57.3%
89 EXEL 0.16% 6,009 $265K $44.10 $18K -692 -10.3%
90 ENSG 0.16% 1,718 $265K $154.25 $58K +121 +7.6%
91 F-PD 0.16% 24,405 $265K $10.86 $23K +294 +1.2%
92 BMI 0.16% 1,070 $262K $244.86 $68K +52 +5.1%
93 CMG 0.16% 4,640 $261K $56.25 $21K -142 -3.0%
94 WMT 0.16% 2,655 $260K $97.93 $5K -246 -8.5%
95 ADP 0.15% 842 $259K $307.60 -$34K -117 -12.2%
96 VTRS 0.15% 28,906 $258K $8.93 $71K +7,396 +34.4%
97 CI 0.15% 777 $257K $330.76 -$87K -268 -25.6%
98 PRTA 0.15% 42,295 $257K $6.08 +42,295 NEW
99 IEFA 0.15% 3,061 $256K $83.63 $2K -300 -8.9%
100 J 0.15% 1,932 $254K $131.47 $220K +1,654 +595.0%

New Positions

SymbolValue% Port
HNRG $391K 0.23%
PRTA $257K 0.15%
MIR $222K 0.13%
TIXT $150K 0.09%
COMM $134K 0.08%
TECL $84K 0.05%
CDP $71K 0.04%
EBC $69K 0.04%
GLNG $66K 0.04%
APAM $60K 0.04%
TLT $57K 0.03%
AWR $54K 0.03%
EURL $47K 0.03%
STX $39K 0.02%
MBB $37K 0.02%

Sold Out Positions

SymbolValue% Port
MEC —%
AIR —%
CBAN —%
NXRT —%
CSTM —%
SBSI —%
SE —%
SPB —%
RC —%
VPG —%
TALO —%
CLW —%
BLCO —%
PACK —%
SMWB —%
View SEC EDGAR Filings for Covestor Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms