Envestnet Portfolio Solutions, Inc. Incresed Positions in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EEMA
Ishares Msci Emerging Markets

ETFs
884
+ 4.04%
$64.59 - $83.0 $57.1K - $73.4K
22.7K $1.88M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.3K
+ 123.9%
$22.18 - $23.36 $251K - $264K
20.4K $457K
DVAX
Dynavax Technologies Corp

Healthcare
28.8K
+ 214.21%
$9.4 - $12.87 $271K - $371K
42.3K $419K
KMB
Kimberly Clark Corp

Consumer Defensive
3.32K
+ 23.63%
$126.84 - $145.22 $421K - $482K
17.4K $2.24M
NU
Nu Holdings Ltd.

Financial Services
10.6K
+ 39.38%
$9.6 - $13.72 $102K - $146K
37.5K $515K
IOO
Ishares Tr Global 100 ETF

ETFs
1.09K
+ 10.35%
$84.95 - $107.81 $92.2K - $117K
11.6K $1.25M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.33K
+ 67.81%
$101.69 - $139.02 $135K - $185K
3.29K $457K
STRL
Sterling Construction CO Inc

Industrials
70
+ 3.75%
$104.96 - $231.51 $7.35K - $16.2K
1.94K $446K
VMC
Vulcan Materials CO

Basic Materials
532
+ 15.66%
$226.49 - $276.01 $120K - $147K
3.93K $1.02M
TOST
Toast, Inc.

Technology
1.16K
+ 7.49%
$30.03 - $45.23 $35K - $52.6K
16.7K $739K
FNV
Franco Nevada Corp

Basic Materials
790
+ 5.65%
$143.04 - $178.17 $113K - $141K
14.8K $2.42M
ROP
Roper Technologies Inc

Industrials
473
+ 20.59%
$519.19 - $590.78 $246K - $279K
2.77K $1.57M
BX
Blackstone Inc.

Financial Services
762
+ 7.43%
$120.07 - $151.11 $91.5K - $115K
11K $1.65M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
7.27K
+ 0.99%
$21.71 - $22.3 $158K - $162K
741K $16.5M
DAL
Delta Air Lines, Inc.

Industrials
2.19K
+ 11.62%
$35.88 - $52.99 $78.5K - $116K
21K $1.03M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.5K
+ 144.29%
$21.27 - $26.73 $244K - $306K
19.4K $425K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.87K
+ 65.44%
$44.37 - $50.04 $216K - $244K
12.3K $585K
SYF
Synchrony Financial

Financial Services
634
+ 5.2%
$43.81 - $66.74 $27.8K - $42.3K
12.8K $855K
SQ
Block, Inc.

Technology
3.54K
+ 4.78%
N/A
77.5K $4.44M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.96K
+ 51.4%
$47.94 - $52.5 $190K - $208K
11.7K $596K
BHE
Benchmark Electronics Inc

Technology
5.1K
+ 85.34%
$32.53 - $39.36 $166K - $201K
11.1K $429K
ILMN
Illumina, Inc.

Healthcare
99
+ 0.83%
$70.3 - $95.41 $6.96K - $9.45K
12.1K $1.15M
TALO
Talos Energy Inc.

Energy
24K
+ 237.21%
$6.38 - $9.56 $153K - $229K
34.1K $288K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.76K
+ 13.43%
$50.28 - $50.47 $189K - $190K
31.8K $1.6M
AMBC
Ambac Financial Group Inc

Financial Services
29.1K
+ 232.62%
$6.53 - $8.35 $190K - $243K
41.7K $295K
ENB
Enbridge Inc

Energy
852
+ 0.59%
$41.09 - $47.16 $35K - $40.2K
146K $6.63M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.57K
+ 1.72%
$44.68 - $45.96 $160K - $164K
212K $9.69M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 24.03%
$88.49 - $92.4 $173K - $181K
10.1K $934K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.98K
+ 0.76%
$20.31 - $21.71 $40.3K - $43.1K
261K $5.68M
LCII
Lci Industries

Consumer Cyclical
1.76K
+ 65.44%
$75.07 - $92.4 $132K - $163K
4.46K $406K
CENTA
Central Garden & Pet Company C

Consumer Defensive
5.72K
+ 83.7%
$29.57 - $32.86 $169K - $188K
12.5K $392K
NEOG
Neogen Corp

Healthcare
49.4K
+ 260.57%
$4.39 - $8.59 $217K - $424K
68.3K $326K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.06K
+ 4.82%
$37.68 - $50.22 $39.9K - $53.1K
23K $1.13M
VICI
Vici Properties Inc.

Real Estate
4.97K
+ 11.21%
$29.41 - $32.97 $146K - $164K
49.3K $1.61M
WDFC
Wd 40 CO

Basic Materials
771
+ 80.73%
$217.49 - $248.93 $168K - $192K
1.73K $393K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.04K
+ 14.84%
$54.44 - $62.8 $111K - $128K
15.8K $990K
L
Loews Corp

Financial Services
1.8K
+ 5.81%
$80.89 - $92.09 $146K - $166K
32.8K $3M
MNDY
Monday.Com Ltd.

Technology
231
+ 19.43%
$217.77 - $314.48 $50.3K - $72.6K
1.42K $446K
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.72K
+ 15.04%
$34.67 - $41.47 $94.3K - $113K
20.8K $862K
CRBG
Corebridge Financial, Inc.

Financial Services
1.78K
+ 7.72%
$25.41 - $35.83 $45.3K - $63.8K
24.9K $882K
LBRT
Liberty Energy Inc.

Energy
20.2K
+ 112.63%
$10.0 - $16.08 $202K - $324K
38.1K $436K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.56K
+ 4.35%
$49.73 - $51.44 $127K - $132K
61.3K $3.15M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.42K
+ 44.71%
$46.04 - $53.67 $112K - $130K
7.85K $421K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
297
+ 34.26%
$224.32 - $326.09 $66.6K - $96.8K
1.16K $379K
WAT
Waters Corp

Healthcare
548
+ 21.9%
$307.71 - $366.67 $169K - $201K
3.05K $1.06M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
505
+ 1.17%
$29.12 - $35.84 $14.7K - $18.1K
43.7K $1.57M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
5.67K
+ 4.12%
$23.11 - $23.4 $131K - $133K
143K $3.35M
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.21K
+ 46.17%
$47.91 - $70.14 $250K - $366K
16.5K $858K
SPIB
Spdr Portfolio Intermediate Te

ETFs
444
+ 0.12%
$32.62 - $33.58 $14.5K - $14.9K
364K $12.2M
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email