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
PKI
Perkinelmer Inc

Healthcare
1.19K
+ 40.67%
N/A
4.1K $496K
DHS
Wisdomtree Tr U.S

ETFs
1.63K
+ 9.16%
$92.66 - $100.58 $151K - $164K
19.4K $1.81M
PEN
Penumbra Inc

Healthcare
101
+ 3.65%
$190.97 - $253.66 $19.3K - $25.6K
2.87K $680K
MGA
Magna International Inc

Consumer Cyclical
2.4K
+ 4.4%
$39.47 - $46.46 $94.8K - $112K
57K $2.38M
CGCP
Capital Group Core Plus Income

ETFs
7.7K
+ 23.99%
$22.13 - $23.17 $170K - $178K
39.8K $883K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.07K
+ 3.52%
$63.1 - $67.29 $67.4K - $71.9K
31.4K $2.06M
RPM
Rpm International Inc

Basic Materials
1.05K
+ 19.63%
$120.09 - $140.26 $127K - $148K
6.42K $790K
SAIA
Saia Inc

Industrials
169
+ 5.09%
$411.44 - $569.08 $69.5K - $96.2K
3.49K $1.59M
GTLS
Chart Industries Inc

Industrials
114
+ 6.51%
$119.65 - $202.35 $13.6K - $23.1K
1.86K $355K
EWBC
East West Bancorp Inc

Financial Services
630
+ 10.76%
$80.04 - $111.23 $50.4K - $70.1K
6.49K $621K
ATI
Allegheny Technologies Inc

Industrials
6.3K
+ 35.73%
$52.71 - $65.96 $332K - $415K
23.9K $1.32M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.92K
+ 19.36%
$58.46 - $65.6 $404K - $454K
42.6K $2.5M
PPL
Ppl Corp

Utilities
5.41K
+ 7.91%
$31.47 - $35.0 $170K - $189K
73.8K $2.4M
LAD
Lithia Motors Inc

Consumer Cyclical
191
+ 11.75%
$303.15 - $394.27 $57.9K - $75.3K
1.82K $649K
FIW
First Trust Water ETF

ETFs
1.7K
+ 30.82%
$102.02 - $110.91 $174K - $189K
7.22K $736K
NTAP
Net App, Inc.

Technology
2.66K
+ 11.11%
$115.31 - $131.11 $306K - $348K
26.6K $3.09M
ILMN
Illumina, Inc.

Healthcare
614
+ 4.1%
$128.99 - $155.15 $79.2K - $95.3K
15.6K $2.08M
MSCI
Msci Inc.

Financial Services
89
+ 2.07%
$569.09 - $635.99 $50.6K - $56.6K
4.39K $2.63M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 10.97%
$65.67 - $69.79 $128K - $136K
19.8K $1.32M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.59K
+ 18.47%
$69.3 - $74.3 $110K - $118K
10.2K $728K
UNM
Unum Group

Financial Services
860
+ 18.59%
$58.88 - $77.07 $50.6K - $66.3K
5.49K $400K
LITE
Lumentum Holdings Inc.

Technology
556
+ 14.53%
$61.49 - $94.9 $34.2K - $52.8K
4.38K $367K
WTFC
Wintrust Financial Corp

Financial Services
324
+ 6.22%
$104.15 - $138.5 $33.7K - $44.9K
5.53K $689K
ENOV
Enovis Corp

Industrials
2.52K
+ 19.5%
$38.5 - $49.33 $96.9K - $124K
15.4K $677K
AAON
Aaon, Inc.

Industrials
861
+ 42.73%
$106.25 - $140.75 $91.5K - $121K
2.88K $338K
WBD
Warner Bros. Discovery, Inc.

Communication Services
287
+ 0.59%
$7.33 - $12.37 $2.1K - $3.55K
49.2K $521K
GPN
Global Payments Inc

Industrials
117
+ 1.08%
$97.57 - $119.38 $11.4K - $14K
11K $1.23M
THG
Hanover Insurance Group, Inc.

Financial Services
517
+ 8.98%
$144.81 - $165.01 $74.9K - $85.3K
6.28K $970K
SLAB
Silicon Laboratories Inc.

Technology
314
+ 3.43%
$98.4 - $131.12 $30.9K - $41.2K
9.46K $1.18M
BIO
Bio Rad Laboratories, Inc.

Healthcare
388
+ 22.74%
$313.15 - $374.28 $122K - $145K
2.09K $687K
SAIC
Science Applications International Corp

Technology
1.43K
+ 92.89%
$110.11 - $154.1 $157K - $220K
2.96K $330K
USPH
U S Physical Therapy Inc

Healthcare
1.11K
+ 29.49%
$77.48 - $99.91 $86.2K - $111K
4.88K $433K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.28K
+ 39.3%
$46.96 - $51.46 $154K - $169K
11.6K $548K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
363
+ 10.74%
$77.15 - $104.91 $28K - $38.1K
3.74K $377K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.15K
+ 6.29%
$43.37 - $51.46 $49.8K - $59.1K
19.4K $934K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.47K
+ 12.2%
N/A
13.5K $1.01M
MMSI
Merit Medical Systems Inc

Healthcare
1.22K
+ 29.09%
$93.76 - $105.52 $114K - $128K
5.39K $521K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.36K
+ 8.65%
$46.28 - $50.23 $109K - $119K
29.6K $1.39M
AYI
Acuity Brands Inc

Industrials
199
+ 6.57%
$292.13 - $333.45 $58.1K - $66.4K
3.23K $942K
QQJG
Invesco Exchange Traded Fd Tr

ETFs
4.47K
+ 10.23%
$22.73 - $25.09 $101K - $112K
48.1K $1.14M
MTN
Vail Resorts Inc

Consumer Cyclical
401
+ 16.1%
$165.69 - $195.44 $66.4K - $78.4K
2.89K $542K
MET
Metlife Inc

Financial Services
1.55K
+ 4.89%
$78.15 - $88.25 $121K - $137K
33.3K $2.73M
MORN
Morningstar, Inc.

Financial Services
265
+ 26.39%
$312.56 - $358.78 $82.8K - $95.1K
1.27K $427K
DSTL
ETF Ser Solution Distillate Us

ETFs
3.85K
+ 6.66%
$54.74 - $58.88 $211K - $227K
61.7K $3.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.17K
+ 5.64%
$100.24 - $101.35 $117K - $118K
21.8K $2.19M
OKE
Oneok Inc

Energy
374
+ 5.25%
$92.28 - $117.05 $34.5K - $43.8K
7.5K $752K
MTDR
Matador Resources CO

Energy
723
+ 8.12%
$50.33 - $60.91 $36.4K - $44K
9.63K $541K
FDL
First Tr Morningstar Dividend

ETFs
7.11K
+ 6.45%
$39.59 - $43.95 $282K - $313K
117K $4.73M
APG
A Pi Group Corp

Industrials
2.13K
+ 27.08%
$31.48 - $39.26 $67.1K - $83.6K
10K $359K
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
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