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
NSC
Norfolk Southern Corp

Industrials
3.55K
+ 64.98%
$230.6 - $277.0 $818K - $982K
9K $2.11M
CAG
Conagra Brands Inc.

Consumer Defensive
30K
+ 181.99%
$26.48 - $32.72 $795K - $983K
46.5K $1.29M
CRBG
Corebridge Financial, Inc.

Financial Services
24.4K
+ 288.4%
$28.28 - $33.37 $690K - $814K
32.9K $981K
FISV
Fiserv Inc

Technology
5.73K
+ 20.27%
N/A
34K $4.25M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.6K
+ 34.89%
$23.29 - $23.93 $760K - $781K
126K $2.96M
VRT
Vertiv Holdings CO

Industrials
8.2K
+ 10.29%
N/A
87.8K $7.61M
TDIV
First Trust Nasdaq Technology

ETFs
10.9K
+ 13.97%
$78.03 - $82.13 $847K - $891K
88.5K $6.94M
VV
Vanguard Large Cap ETF

ETFs
1.97K
+ 7.38%
$260.27 - $280.65 $513K - $553K
28.7K $7.74M
HRL
Hormel Foods Corp

Consumer Defensive
22.8K
+ 24.78%
$29.21 - $33.55 $667K - $766K
115K $3.61M
ADSK
Autodesk, Inc.

Technology
2.77K
+ 19.84%
N/A
16.7K $4.12M
COF
Capital One Financial Corp

Financial Services
981
+ 5.56%
$145.19 - $192.01 $142K - $188K
18.6K $3.32M
BBY
Best Buy CO Inc

Consumer Cyclical
23.8K
+ 30.43%
$85.2 - $101.35 $2.03M - $2.42M
102K $8.77M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.19K
+ 12.67%
$366.65 - $427.88 $436K - $509K
10.6K $4.19M
ALL
Allstate Corp

Financial Services
2.57K
+ 5.13%
$181.25 - $208.2 $465K - $534K
52.6K $10.1M
BX
Blackstone Inc.

Financial Services
2.45K
+ 21.19%
$148.45 - $199.05 $364K - $488K
14K $2.42M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20.2K
+ 2.9%
N/A
719K $22.7M
CTAS
Cintas Corp

Industrials
5.72K
+ 31.94%
$182.7 - $226.47 $1.05M - $1.3M
23.6K $4.32M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
47.2K
+ 8.96%
$18.41 - $18.97 $869K - $895K
574K $10.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
10.4K
+ 73.02%
$59.74 - $60.03 $620K - $623K
24.6K $1.47M
CLX
Clorox CO

Consumer Defensive
3.87K
+ 17.7%
$156.51 - $169.74 $606K - $657K
25.8K $4.18M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.97K
+ 21.01%
$73.49 - $86.09 $512K - $600K
40.1K $3.09M
SYY
Sysco Corp

Consumer Defensive
9.27K
+ 13.89%
$73.63 - $81.77 $682K - $758K
76K $5.81M
SYF
Synchrony Financial

Financial Services
6.58K
+ 58.04%
$49.01 - $68.55 $323K - $451K
17.9K $1.17M
HWM
Howmet Aerospace Inc.

Industrials
3.44K
+ 15.39%
$99.72 - $120.09 $343K - $414K
25.8K $2.82M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
18.7K
+ 9.19%
$24.94 - $25.74 $466K - $481K
222K $5.66M
SKYY
First Trust Cloud Computing Et

ETFs
4.27K
+ 138.36%
$99.98 - $130.46 $427K - $558K
7.36K $877K
APH
Amphenol Corp

Technology
2.97K
+ 3.75%
$62.07 - $75.35 $184K - $224K
82.2K $5.71M
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.01%
$233.76 - $261.58 $3.04K - $3.4K
173K $41.7M
LNT
Alliant Energy Corp

Utilities
10.6K
+ 18.05%
$56.24 - $63.63 $594K - $673K
69.1K $4.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.51K
+ 9.99%
$53.94 - $58.15 $405K - $436K
82.6K $4.66M
ETN
Eaton Corp PLC

Industrials
1.49K
+ 2.03%
$326.96 - $377.52 $486K - $561K
74.5K $24.7M
EMHC
Spdr Bloomberg Emerging Market
38.7K
+ 13.14%
$23.7 - $25.01 $918K - $969K
334K $7.93M
CB
Chubb LTD

Financial Services
2.71K
+ 14.68%
$271.57 - $301.89 $737K - $819K
21.2K $5.86M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.34K
+ 47.92%
$104.01 - $115.38 $556K - $617K
16.5K $1.74M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
27.9K
+ 69.1%
$23.01 - $26.06 $641K - $726K
68.2K $1.58M
FDMO
Fidelity Covington Tr Momentum

ETFs
6.59K
+ 41.66%
$65.49 - $73.33 $431K - $483K
22.4K $1.56M
OPER
ETF Ser Solutions Clearshares

ETFs
5.08K
+ 252.01%
$100.03 - $100.53 $508K - $510K
7.09K $709K
TTWO
Take Two Interactive Software Inc

Communication Services
442
+ 3.15%
$147.66 - $190.46 $65.3K - $84.2K
14.5K $2.67M
HSY
Hershey CO

Consumer Defensive
4.63K
+ 36.73%
$168.67 - $193.65 $781K - $897K
17.2K $2.92M
REZ
Ishares Tr Residential And Mul

ETFs
6.61K
+ 144.9%
$79.04 - $89.77 $523K - $594K
11.2K $905K
RSG
Republic Services, Inc.

Industrials
2.35K
+ 3.93%
$198.0 - $218.75 $465K - $514K
62.2K $12.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
305
+ 3.85%
$173.13 - $258.09 $52.8K - $78.7K
8.23K $1.9M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
40K
+ 122.5%
$10.4 - $12.75 $416K - $510K
72.6K $851K
SNOW
Snowflake Inc.

Technology
949
+ 11.43%
$109.65 - $186.51 $104K - $177K
9.26K $1.43M
RGA
Reinsurance Group Of America Inc

Financial Services
2.73K
+ 9.25%
$201.26 - $231.95 $549K - $633K
32.2K $6.89M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
18.3K
+ 110.79%
$27.09 - $32.06 $496K - $587K
34.9K $976K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.8K
+ 43.88%
$45.39 - $62.98 $263K - $365K
19K $1.08M
HYLB
Xtrackers Usd High Yield Corp

ETFs
21.4K
+ 5.52%
$35.95 - $36.76 $770K - $788K
410K $14.8M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
24.5K
+ 53.4%
$18.62 - $19.05 $456K - $466K
70.3K $1.32M
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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