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
SONY
Sony Group Corp

Technology
1.53K
+ 4.8%
$81.61 - $98.65 $125K - $151K
33.5K $3.23M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
19K
+ 25.44%
$23.04 - $24.06 $437K - $457K
93.6K $2.25M
KNSL
Kinsale Capital Group, Inc.

Financial Services
672
+ 26.46%
$370.41 - $491.09 $249K - $330K
3.21K $1.5M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.23K
+ 4.52%
$26.13 - $31.72 $163K - $198K
144K $4.47M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
8.92K
+ 54.9%
$47.29 - $52.55 $422K - $468K
25.2K $1.32M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.41K
+ 4.38%
$138.82 - $162.76 $195K - $229K
33.5K $5.45M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
8.43K
+ 23.86%
$62.4 - $62.4 $526K - $526K
43.7K $2.73M
EXC
Exelon Corp

Utilities
8.05K
+ 27.04%
$34.24 - $40.55 $276K - $327K
37.8K $1.53M
TXN
Texas Instruments Inc

Technology
2.54K
+ 5.01%
$194.6 - $194.6 $494K - $494K
53.2K $10.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.7K
+ 14.83%
$49.7 - $56.11 $482K - $544K
75.1K $4.13M
MTD
Mettler Toledo International Inc

Healthcare
309
+ 175.57%
$1308.0 - $1521.03 $404K - $470K
485 $727K
HOLX
Hologic Inc

Healthcare
4.49K
+ 28.09%
$73.48 - $83.64 $330K - $375K
20.5K $1.67M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.55K
+ 21.49%
$152.9 - $180.39 $389K - $459K
14.4K $2.51M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.18K
+ 52.83%
$175.0 - $190.72 $382K - $416K
6.31K $1.2M
GBIL
Goldman Sachs Access Treasury

ETFs
4.64K
+ 13.99%
$99.7 - $100.3 $463K - $465K
37.8K $3.79M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.41K
+ 62.09%
$38.04 - $45.36 $320K - $381K
21.9K $980K
AVB
Avalonbay Communities Inc

Real Estate
1.6K
+ 30.43%
$200.95 - $234.65 $321K - $375K
6.85K $1.54M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.5K
+ 10.91%
$24.39 - $25.28 $354K - $367K
147K $3.71M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.09K
+ 51.99%
$61.47 - $67.36 $374K - $410K
17.8K $1.2M
PKG
Packaging Corp Of America

Consumer Cyclical
1.05K
+ 15.47%
$176.32 - $215.7 $186K - $227K
7.86K $1.69M
NVS
Novartis Ag

Healthcare
1.59K
+ 5.05%
$106.13 - $120.89 $168K - $192K
33K $3.79M
SYK
Stryker Corp

Healthcare
168
+ 0.91%
$315.94 - $371.96 $53.1K - $62.5K
18.6K $6.73M
FCN
Fti Consulting, Inc

Industrials
1.91K
+ 170.6%
$213.61 - $230.59 $408K - $440K
3.03K $688K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.44K
+ 11.55%
$66.56 - $75.11 $229K - $258K
33.2K $2.48M
MANH
Manhattan Associates Inc

Technology
919
+ 17.18%
$218.59 - $286.0 $201K - $263K
6.27K $1.76M
WY
Weyerhaeuser CO

Real Estate
8.92K
+ 34.14%
$27.05 - $33.84 $241K - $302K
35K $1.19M
BLDR
Builders First Source, Inc.

Industrials
1.52K
+ 57.44%
$132.6 - $201.83 $202K - $307K
4.17K $808K
PPL
Ppl Corp

Utilities
2.34K
+ 3.54%
$27.36 - $33.08 $64K - $77.4K
68.4K $2.26M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.45K
+ 141.65%
$71.19 - $76.59 $388K - $417K
9.29K $711K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.56K
+ 2.66%
$147.95 - $191.05 $378K - $489K
98.7K $17.1M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.02K
+ 188.04%
$74.85 - $82.2 $376K - $412K
7.69K $624K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.41K
+ 55.93%
$51.3 - $64.42 $329K - $413K
17.9K $1.02M
ILMN
Illumina, Inc.

Healthcare
234
+ 1.59%
$105.28 - $135.9 $24.6K - $31.8K
15K $1.95M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.06K
+ 26.48%
$305.34 - $350.41 $323K - $371K
5.06K $1.75M
TTEK
Tetra Tech Inc

Industrials
53.4K
+ 399.32%
$45.59 - $237.74 $2.43M - $12.7M
66.7K $3.15M
IR
Ingersoll Rand Inc.

Industrials
3.68K
+ 53.29%
$86.9 - $100.4 $320K - $370K
10.6K $1.04M
ADSK
Autodesk, Inc.

Technology
1.75K
+ 14.33%
$245.83 - $245.83 $430K - $430K
14K $3.43M
BTI
British American Tobacco P.L.C.

Consumer Defensive
346
+ 0.49%
$31.07 - $39.36 $10.8K - $13.6K
70.7K $2.59M
FVAL
Fidelity Covington Tr Value Fa

ETFs
6.28K
+ 63.72%
$55.27 - $60.6 $347K - $380K
16.1K $977K
VIG
Vanguard Dividend Appreciation

ETFs
2.31K
+ 5.82%
$182.15 - $182.15 $421K - $421K
42K $7.65M
NRG
Nrg Energy, Inc.

Utilities
3.31K
+ 43.82%
$68.89 - $91.22 $228K - $302K
10.9K $988K
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.69K
+ 51.13%
$90.36 - $98.07 $333K - $362K
10.9K $1.07M
COF
Capital One Financial Corp

Financial Services
1.44K
+ 8.91%
$131.42 - $153.05 $190K - $221K
17.6K $2.64M
SITE
Site One Landscape Supply, Inc.

Industrials
1.08K
+ 13.63%
$115.64 - $153.52 $125K - $165K
8.99K $1.36M
CGCP
Capital Group Core Plus Income

ETFs
16.5K
+ 105.57%
$22.12 - $23.31 $365K - $384K
32.1K $741K
FTHI
First Trust Exchange Traded Fd

ETFs
15.1K
+ 19.83%
$21.47 - $23.16 $324K - $350K
91.3K $2.1M
ALB
Albemarle Corp

Basic Materials
4.32K
+ 16.54%
$72.85 - $100.09 $315K - $432K
30.4K $2.88M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.86K
+ 3.31%
$59.25 - $65.33 $110K - $121K
57.9K $3.76M
WDAY
Workday, Inc.

Technology
96
+ 0.55%
$207.75 - $264.68 $19.9K - $25.4K
17.4K $4.26M
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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