Envestnet Portfolio Solutions, Inc. New Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.9M
New
$23.92 - $26.89 $93.4M - $105M
3.9M $101M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
560K
New
$39.53 - $46.13 $22.1M - $25.8M
560K $24.7M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
835K
New
$21.73 - $23.02 $18.1M - $19.2M
835K $18.9M
YLD
Principal Exchange Traded Fds

ETFs
121K
New
$19.03 - $19.51 $2.31M - $2.37M
121K $2.31M
VFMV
Vanguard Wellington Fd

ETFs
12.8K
New
$119.38 - $128.27 $1.53M - $1.64M
12.8K $1.62M
EUFN
Ishares Msci Europe Financials

ETFs
48.1K
New
$23.03 - $29.47 $1.11M - $1.42M
48.1K $1.37M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
13.9K
New
$65.44 - $70.64 $910K - $982K
13.9K $949K
ILF
Ishares Latin America 40 ETF

ETFs
39.9K
New
$20.87 - $24.43 $832K - $974K
39.9K $939K
CCK
Crown Holdings Inc

Consumer Cyclical
9.19K
New
$78.77 - $91.74 $724K - $843K
9.19K $820K
CORT
Corcept Therapeutics Inc

Healthcare
5.07K
New
$49.85 - $114.22 $253K - $580K
5.07K $579K
AFRM
Affirm Holdings, Inc.

Technology
12.2K
New
$43.7 - $80.98 $531K - $984K
12.2K $549K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
8.79K
New
$55.23 - $64.6 $486K - $568K
8.79K $543K
FTQI
First Trust ETF Vi First Trust

ETFs
28.6K
New
$18.72 - $21.32 $536K - $610K
28.6K $539K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
11.1K
New
$39.44 - $47.66 $438K - $529K
11.1K $507K
VRIG
Invesco Actively Managed ETF F

ETFs
18.9K
New
$25.06 - $25.19 $475K - $477K
18.9K $475K
NEM
Newmont Corp

Basic Materials
8.75K
New
$37.79 - $48.39 $331K - $424K
8.75K $422K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.63K
New
$61.9 - $66.89 $410K - $443K
6.63K $421K
APPF
Appfolio Inc

Technology
1.91K
New
$206.66 - $260.64 $394K - $497K
1.91K $419K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.63K
New
$63.07 - $73.5 $355K - $414K
5.63K $395K
EWY
Ishares Inc Msci South Korea E

ETFs
7.32K
New
$51.16 - $58.46 $374K - $428K
7.32K $395K
LRN
Stride, Inc.

Consumer Defensive
3.11K
New
$106.34 - $142.28 $331K - $442K
3.11K $393K
DVN
Devon Energy Corp

Energy
10.3K
New
$33.15 - $38.55 $341K - $396K
10.3K $384K
MAT
Mattel Inc

Consumer Cyclical
19.3K
New
$17.73 - $21.94 $342K - $423K
19.3K $374K
CCL
Carnival Corp

Consumer Cyclical
16.8K
New
$19.08 - $28.49 $320K - $478K
16.8K $327K
COOP
Mr. Cooper Group Inc.

Financial Services
2.68K
New
$91.4 - $119.6 $245K - $320K
2.68K $320K
LPX
Louisiana Pacific Corp

Industrials
3.45K
New
$89.37 - $118.15 $308K - $407K
3.45K $317K
FXO
First Tr Exchange Traded Fd Fi

ETFs
5.81K
New
$50.93 - $57.24 $296K - $333K
5.81K $308K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.8K
New
$21.77 - $22.56 $279K - $289K
12.8K $287K
MWA
Mueller Water Products, Inc.

Industrials
11.3K
New
$21.65 - $28.24 $244K - $319K
11.3K $287K
DFAI
Dimensional ETF Tr

ETFs
9.16K
New
$28.88 - $32.4 $264K - $297K
9.16K $285K
AOS
Smith A O Corp

Industrials
4.28K
New
$65.16 - $72.69 $279K - $311K
4.28K $279K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
12.1K
New
$21.84 - $23.31 $265K - $283K
12.1K $276K
JPIB
Jpmorgan International Bond Op

ETFs
5.58K
New
$46.97 - $48.35 $262K - $270K
5.58K $267K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.08K
New
$79.96 - $87.71 $246K - $270K
3.08K $252K
SNV
Synovus Financial Corp

Financial Services
5.37K
New
$43.7 - $56.87 $235K - $305K
5.37K $250K
DNOW
Now Inc.

Energy
14.6K
New
$12.83 - $17.59 $187K - $257K
14.6K $249K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.83K
New
$62.72 - $71.92 $240K - $276K
3.83K $241K
ADMA
Adma Biologics, Inc.

Healthcare
12.1K
New
$15.44 - $20.61 $187K - $249K
12.1K $240K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.43K
New
$64.35 - $73.03 $221K - $250K
3.43K $239K
MTH
Meritage Homes Corp

Consumer Cyclical
3.38K
New
$69.41 - $152.01 $235K - $514K
3.38K $239K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.6K
New
$39.65 - $43.35 $222K - $243K
5.6K $235K
WDFC
Wd 40 CO

Basic Materials
955
New
$226.67 - $250.92 $216K - $240K
955 $233K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
10.8K
New
$20.11 - $21.21 $217K - $229K
10.8K $228K
OKTA
Okta, Inc.

Technology
2.18K
New
$78.83 - $116.72 $171K - $254K
2.18K $228K
GFF
Griffon Corp

Industrials
3.16K
New
$68.06 - $80.91 $215K - $255K
3.16K $225K
CENTA
Central Garden & Pet Company C

Consumer Defensive
6.83K
New
$29.86 - $34.19 $204K - $233K
6.83K $223K
CAR
Avis Budget Group, Inc.

Industrials
2.91K
New
$55.49 - $96.5 $162K - $281K
2.91K $221K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
7.31K
New
$28.17 - $45.41 $206K - $332K
7.31K $221K
CASH
Meta Financial Group Inc

Financial Services
3K
New
$69.94 - $81.54 $210K - $245K
3K $219K
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 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