Covestor LTD
Covestor Ltd (now known and operating as Interactive Advisors) is an SEC-registered investment advisor headquartered in New York, NY. Founded in 2007, Covestor was a pioneer in online investment management, offering a digital marketplace of actively and passively managed portfolios for individual investors. Acquired by Interactive Brokers in 2015, Covestor/Interactive Advisors continues to provide technology-driven investing with a focus on transparency, low fees, and professional portfolio management, primarily serving individual investors. The firm employs technology to replicate portfolio manager trades automatically for client accounts.
Investment Strategy
Interactive Advisors (formerly Covestor) offers both actively and passively managed portfolios designed for individual investors. Leveraging cutting-edge technology, the platform allows clients to automatically replicate trades made by professional portfolio managers, providing access to a wide range of sectors, strategies, and risk levels. Its approach emphasizes transparency, low fees, and the ability to customize portfolios, including ESG and Smart Beta options, for a diversified and modern investment experience.
Top Holdings
Equity Positions (2,095)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MKT ETF | 1.59% | $2.7M | 8,848 | $252.98 | $303.93 | +$918.0K |
V VEA | VANGUARD FTSE DEVELOPED ETF | 1.51% | $2.6M | 44,942 | $50.17 | $57.01 | +$793.0K |
N NVDA | NVIDIA CORP | 1.43% | $2.4M | 15,365 | $46.90 | $157.99 | +$466.0K |
V VWO | VANGUARD FTSE EMERGING MARKE | 1.08% | $1.8M | 36,877 | $45.77 | $49.46 | +$532.0K |
M MSFT | MICROSOFT CORP | 0.99% | $1.7M | 3,387 | $366.62 | $497.41 | +$52.0K |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AUR | AUR 03NOV26 11.5 C | — | Call | $2.0K | 25 | $5.24 | $6.73 | 0 | -$1.0K |
C CORZ | CORZ 19DEC25 9 C | New | Call | $1.0K | 2 | $17.07 | $17.06 | +1.7 | +$1.0K |
A AMBP | AMBP 04AUG26 11.5 C | — | Call | $1.0K | 331 | $4.28 | $3.77 | 0 | $0 |
O OXY | OXY 03AUG27 22 C | Sold | Call | $1.0K | 1 | $42.01 | $57.28 | -87.18 | -$428.0K |
A APP | APP 16JAN26 50 C | — | Call | $1.0K | 0 | $350.08 | $323.75 | 0 | $0 |