Envestnet Portfolio Solutions, Inc. Incresed Positions in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.31K
+ 235.22%
$278.19 - $315.36 $1.2M - $1.36M
6.15K $1.77M
CTRA
Coterra Energy Inc.

Energy
42.2K
+ 39.61%
$22.71 - $27.63 $959K - $1.17M
149K $3.8M
PLTR
Palantir Technologies Inc.

Technology
3.97K
+ 17.38%
$36.46 - $82.38 $145K - $327K
26.8K $2.03M
AVUV
American Centy ETF Tr Avantis

ETFs
11.5K
+ 11.86%
$94.37 - $106.41 $1.08M - $1.22M
108K $10.4M
NVT
N Vent Electric PLC

Industrials
17.4K
+ 115.07%
$67.69 - $79.19 $1.18M - $1.37M
32.5K $2.21M
RDVY
First Trust Rising Dividend Ac

ETFs
19.5K
+ 8.95%
$58.65 - $64.37 $1.15M - $1.26M
238K $14.1M
CGGO
Capital Group Global Growth Eq

ETFs
42K
+ 32.86%
$29.21 - $30.67 $1.23M - $1.29M
170K $4.96M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
47.4K
+ 32.13%
$24.55 - $25.16 $1.16M - $1.19M
195K $4.8M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5.58K
+ 2.9%
$81.6 - $90.89 $455K - $507K
198K $17M
BKR
Baker Hughes CO

Energy
25.6K
+ 308.65%
$35.98 - $44.88 $920K - $1.15M
33.9K $1.39M
PKG
Packaging Corp Of America

Consumer Cyclical
4.41K
+ 56.09%
$211.98 - $248.85 $935K - $1.1M
12.3K $2.76M
DRI
Darden Restaurants Inc

Consumer Cyclical
842
+ 2.11%
$155.96 - $188.66 $131K - $159K
40.7K $7.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
37.5K
+ 20.16%
$32.65 - $33.68 $1.23M - $1.26M
224K $7.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
16.9K
+ 14.76%
$90.42 - $94.5 $1.53M - $1.6M
132K $11.9M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
8.8K
+ 166.21%
$87.56 - $119.8 $771K - $1.05M
14.1K $1.55M
DUK
Duke Energy Corp

Utilities
21.6K
+ 12.62%
$105.76 - $120.76 $2.28M - $2.61M
193K $20.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.4K
+ 13.32%
$55.73 - $66.16 $692K - $821K
106K $6.37M
FSIG
First Tr ETF Iv LTD Duration I
59.4K
+ 15.29%
$18.8 - $19.23 $1.12M - $1.14M
448K $8.45M
TTE
Total Energies Se

Energy
14.3K
+ 19.1%
N/A
89.1K $6.12M
C
Citigroup Inc

Financial Services
6.34K
+ 9.34%
$61.31 - $72.5 $389K - $460K
74.2K $5.22M
TMUS
T Mobile Us, Inc.

Communication Services
2.75K
+ 10.83%
$206.1 - $246.94 $568K - $680K
28.2K $6.22M
AXON
Axon Enterprise, Inc.

Industrials
41
+ 0.84%
$399.22 - $689.78 $16.4K - $28.3K
4.9K $2.91M
GRMN
Garmin LTD

Technology
4.31K
+ 192.46%
$161.91 - $220.77 $698K - $952K
6.55K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.55K
+ 18.88%
$77.25 - $91.3 $583K - $689K
47.5K $4.06M
GTO
Invesco Actively Managed ETF T

ETFs
27.3K
+ 15.72%
$46.33 - $48.41 $1.27M - $1.32M
201K $9.33M
FRPT
Freshpet, Inc.

Consumer Defensive
6.18K
+ 331.67%
$132.54 - $156.76 $819K - $969K
8.04K $1.19M
XSMO
Invesco S&P Smallcap Momentum

ETFs
14.1K
+ 15.73%
$65.08 - $73.72 $916K - $1.04M
104K $6.85M
DELL
Dell Technologies Inc.

Technology
8.11K
+ 93.77%
$111.96 - $144.21 $908K - $1.17M
16.8K $1.93M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27.2K
+ 15.23%
$44.87 - $46.86 $1.22M - $1.28M
206K $9.25M
FDVV
Fidelity High Dividend ETF

ETFs
17.9K
+ 72.87%
$49.66 - $52.63 $888K - $941K
42.4K $2.12M
CAH
Cardinal Health Inc

Healthcare
4.85K
+ 12.66%
$107.89 - $125.33 $524K - $608K
43.2K $5.11M
DEO
Diageo PLC

Consumer Defensive
10.4K
+ 29.55%
$118.0 - $139.88 $1.23M - $1.46M
45.8K $5.82M
ACWI
Ishares Msci Acwi ETF

ETFs
7.58K
+ 51.24%
$117.05 - $123.03 $887K - $932K
22.4K $2.63M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
38.2K
+ 205.32%
$22.04 - $23.08 $843K - $883K
56.9K $1.27M
BK
Bank Of New York Mellon Corp

Financial Services
7.86K
+ 15.41%
$70.82 - $81.87 $557K - $644K
58.9K $4.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
249K
+ 238.7%
$26.93 - $84.95 $6.71M - $21.2M
354K $9.66M
BWX
Spdr Bloomberg International T

ETFs
51.2K
+ 38.55%
$21.39 - $23.3 $1.09M - $1.19M
184K $3.93M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8.03K
+ 66.94%
$105.45 - $117.99 $847K - $948K
20K $2.12M
VST
Vistra Corp.

Utilities
5.22K
+ 94.82%
$115.74 - $166.61 $604K - $869K
10.7K $1.48M
IWV
Ishares Russell 3000 ETF

ETFs
2.28K
+ 31.85%
$323.08 - $349.08 $738K - $797K
9.46K $3.16M
KLAC
Kla Corp

Technology
3.31K
+ 37.58%
$614.46 - $829.55 $2.03M - $2.74M
12.1K $7.63M
PCG
Pg&E Corp

Utilities
39.8K
+ 200.84%
$19.2 - $21.63 $764K - $861K
59.6K $1.2M
FTI
Technip Fmc PLC

Energy
27.2K
+ 336.68%
$25.16 - $31.95 $684K - $869K
35.3K $1.02M
RMD
Resmed Inc

Healthcare
3.68K
+ 157.25%
$228.69 - $256.07 $841K - $942K
6.02K $1.38M
ABNB
Airbnb, Inc.

Consumer Cyclical
5.53K
+ 32.27%
$125.36 - $147.37 $693K - $815K
22.7K $2.98M
USB
Us Bancorp \De\

Financial Services
3.14K
+ 1.01%
$43.98 - $53.66 $138K - $169K
314K $15M
SHV
Ishares Tr

ETFs
7.33K
+ 56.9%
$109.92 - $110.57 $806K - $811K
20.2K $2.23M
BBUS
J P Morgan Exchg Traded Fd

ETFs
6.46K
+ 13.98%
$102.46 - $110.17 $662K - $711K
52.6K $5.58M
APO
Apollo Global Management, Inc.

Financial Services
1.27K
+ 8.84%
$131.36 - $178.61 $167K - $228K
15.7K $2.59M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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