Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
246K
+ 934.41%
$136.27 - $1745.86 $33.5M - $430M
273K $47M
LLY
Eli Lilly & CO

Healthcare
6.08K
+ 16.85%
$772.14 - $960.02 $4.69M - $5.83M
42.1K $37.3M
MA
Mastercard Inc

Financial Services
36
+ 0.04%
$429.6 - $500.99 $15.5K - $18K
87.8K $43.4M
ORCL
Oracle Corp

Technology
3.11K
+ 2.22%
$125.9 - $170.35 $391K - $529K
143K $24.3M
WMT
Walmart Inc.

Consumer Defensive
12.9K
+ 4.92%
$66.91 - $81.4 $864K - $1.05M
276K $22.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32.9K
+ 13.01%
$73.43 - $80.37 $2.41M - $2.64M
285K $22.9M
SPMD
Spdr Portfolio

ETFs
60.3K
+ 21.93%
$50.29 - $54.92 $3.03M - $3.31M
335K $18.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.69K
+ 1.12%
$113.45 - $126.18 $645K - $718K
515K $64.9M
PLD
Prologis, Inc.

Real Estate
14.7K
+ 9.01%
$111.95 - $132.43 $1.64M - $1.94M
178K $22.4M
MO
Altria Group, Inc.

Consumer Defensive
69.1K
+ 64.38%
$45.95 - $54.71 $3.18M - $3.78M
176K $9.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
29.6K
+ 4.35%
$41.02 - $46.01 $1.21M - $1.36M
709K $32.3M
EBND
Spdr Bloomberg Emerging Market

ETFs
147K
+ 27.5%
$19.74 - $21.39 $2.9M - $3.14M
680K $14.5M
USXF
Ishares Esg Advanced Msci Usa

Technology
9.4K
+ 0.7%
$43.59 - $49.35 $410K - $464K
1.36M $66.7M
GS
Goldman Sachs Group Inc

Financial Services
6.3K
+ 42.0%
$459.02 - $510.25 $2.89M - $3.21M
21.3K $10.5M
XLE
Energy Sector Spdr

ETFs
46.8K
+ 42.42%
$84.35 - $93.39 $3.95M - $4.37M
157K $13.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19.4K
+ 8.07%
$83.76 - $91.82 $1.63M - $1.78M
260K $23.7M
EQIX
Equinix Inc

Real Estate
1.96K
+ 14.77%
$749.0 - $890.01 $1.47M - $1.74M
15.2K $13.5M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
78.2K
+ 23.41%
$30.27 - $34.42 $2.37M - $2.69M
412K $14.1M
VB
Vanguard Small Cap ETF

ETFs
626
+ 0.36%
$214.77 - $237.72 $134K - $149K
173K $41.1M
CMCSA
Comcast Corp

Communication Services
59.3K
+ 16.63%
$37.33 - $41.78 $2.21M - $2.48M
416K $17.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
18.8K
+ 0.71%
$22.51 - $23.92 $423K - $449K
2.68M $63.7M
ABT
Abbott Laboratories

Healthcare
8.52K
+ 3.71%
$100.07 - $118.13 $852K - $1.01M
238K $27.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
470
+ 1.07%
$531.86 - $624.21 $250K - $293K
44.5K $27.5M
LDOS
Leidos Holdings, Inc.

Technology
15.5K
+ 41.54%
$142.66 - $163.02 $2.21M - $2.53M
52.9K $8.62M
PAYX
Paychex Inc

Industrials
8.94K
+ 7.84%
$116.17 - $135.19 $1.04M - $1.21M
123K $16.5M
VRT
Vertiv Holdings CO

Industrials
34.3K
+ 75.72%
$86.66 - $86.66 $2.97M - $2.97M
79.6K $6.9M
LOW
Lowes Companies Inc

Consumer Cyclical
439
+ 0.78%
$213.3 - $270.78 $93.6K - $119K
57K $15.4M
FVD
First Tr Value Line Divid Inde

ETFs
37.2K
+ 14.39%
$40.45 - $45.49 $1.5M - $1.69M
296K $13.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
84.5K
+ 26.79%
$28.1 - $29.89 $2.38M - $2.53M
400K $12M
CME
Cme Group Inc.

Financial Services
5.81K
+ 9.16%
$193.43 - $220.62 $1.12M - $1.28M
69.3K $15.3M
NFLX
Netflix Inc

Communication Services
1.85K
+ 4.32%
$598.55 - $722.26 $1.1M - $1.33M
44.5K $31.6M
GVI
Ishares Tr

ETFs
17.7K
+ 6.86%
$103.17 - $107.43 $1.82M - $1.9M
275K $29.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
51.4K
+ 123.22%
$49.83 - $62.75 $2.56M - $3.23M
93.2K $5.37M
ETN
Eaton Corp PLC

Industrials
4.55K
+ 6.65%
$272.52 - $333.02 $1.24M - $1.52M
73K $24.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
73.6K
+ 98.13%
$31.05 - $34.29 $2.28M - $2.52M
149K $5.09M
EUSB
Ishares Tr Esg Advanced Total

Technology
35.2K
+ 5.62%
$42.09 - $44.64 $1.48M - $1.57M
662K $29.3M
MS
Morgan Stanley

Financial Services
18.1K
+ 16.69%
$92.07 - $106.96 $1.66M - $1.93M
126K $13.2M
AMD
Advanced Micro Devices Inc

Technology
15.1K
+ 19.73%
$128.67 - $183.96 $1.94M - $2.78M
91.6K $15M
NKE
Nike, Inc.

Consumer Cyclical
15.5K
+ 17.46%
$71.09 - $89.44 $1.1M - $1.39M
104K $9.21M
DHR
Danaher Corp

Healthcare
1.59K
+ 2.17%
$239.25 - $280.76 $381K - $447K
75.1K $20.9M
MDT
Medtronic PLC

Healthcare
4.88K
+ 2.67%
$76.84 - $91.03 $375K - $444K
188K $16.9M
DEO
Diageo PLC

Consumer Defensive
15.7K
+ 80.17%
$120.02 - $140.77 $1.89M - $2.21M
35.4K $4.96M
CGGO
Capital Group Global Growth Eq

ETFs
80.5K
+ 170.15%
$27.25 - $30.52 $2.19M - $2.46M
128K $3.85M
CASY
Caseys General Stores Inc

Consumer Cyclical
6.58K
+ 235.11%
$354.52 - $391.16 $2.33M - $2.58M
9.38K $3.52M
MCD
Mcdonalds Corp

Consumer Cyclical
1.94K
+ 5.27%
$245.82 - $304.51 $476K - $589K
38.6K $11.8M
ESS
Essex Property Trust, Inc.

Real Estate
8.64K
+ 57.67%
$272.82 - $272.82 $2.36M - $2.36M
23.6K $6.45M
SHW
Sherwin Williams CO

Basic Materials
2.16K
+ 11.74%
$294.65 - $384.0 $637K - $830K
20.6K $7.85M
UBER
Uber Technologies, Inc

Technology
23.6K
+ 11.24%
$58.48 - $77.47 $1.38M - $1.83M
234K $17.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.49K
+ 2.12%
$60.13 - $68.17 $390K - $442K
313K $21.2M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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