Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.45K
- 23.61%
$100.91 - $174.52 $146K - $253K
4.7K $504K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-774
- 39.43%
$435.02 - $515.95 $337K - $399K
1.19K $558K
EIX
Edison International

Utilities
-2.82K
- 22.87%
$50.06 - $80.01 $141K - $225K
9.5K $559K
ENSG
Ensign Group, Inc

Healthcare
-3.08K
- 40.83%
$125.4 - $148.86 $386K - $458K
4.46K $577K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-7.69K
- 25.93%
$44.19 - $55.09 $340K - $423K
22K $971K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.52K
- 28.69%
$237.72 - $276.98 $362K - $422K
3.79K $926K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-9.01K
- 18.57%
$106.31 - $123.73 $958K - $1.12M
39.5K $4.89M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.8K
- 2.05%
$20.7 - $21.15 $224K - $229K
517K $10.7M
LAMR
Lamar Advertising CO

Real Estate
-2.93K
- 27.02%
$110.65 - $132.9 $325K - $390K
7.92K $901K
RL
Ralph Lauren Corp

Consumer Cyclical
-1.72K
- 43.53%
$215.68 - $286.74 $371K - $494K
2.23K $493K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-4.36K
- 30.91%
$96.27 - $116.36 $420K - $507K
9.74K $1.13M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.71K
- 47.65%
$152.57 - $163.66 $413K - $444K
2.98K $466K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-22.9K
- 14.63%
$53.69 - $62.68 $1.23M - $1.44M
134K $8.04M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-23.8K
- 32.81%
$8.92 - $11.7 $213K - $279K
48.8K $440K
WAT
Waters Corp

Healthcare
-1.09K
- 30.25%
$362.16 - $417.28 $393K - $453K
2.5K $922K
BHP
Bhp Group LTD

Basic Materials
-8.19K
- 56.94%
$48.18 - $52.11 $395K - $427K
6.19K $300K
DXCM
Dexcom Inc

Healthcare
-3.59K
- 22.24%
$67.74 - $90.75 $243K - $326K
12.6K $858K
AVLV
American Centy ETF Tr Avantis
-5.69K
- 35.91%
$63.51 - $70.42 $362K - $401K
10.2K $662K
CL
Colgate Palmolive CO

Consumer Defensive
-5.01K
- 18.4%
$85.68 - $97.5 $430K - $489K
22.2K $2.08M
ARGX
Argenx Se

Healthcare
-605
- 40.09%
$571.0 - $671.75 $345K - $406K
904 $535K
CMI
Cummins Inc

Industrials
-702
- 14.31%
$312.92 - $386.07 $220K - $271K
4.2K $1.32M
FCN
Fti Consulting, Inc

Industrials
-1.87K
- 59.13%
$160.54 - $198.75 $300K - $371K
1.29K $211K
AVY
Avery Dennison Corp

Industrials
-1.55K
- 12.33%
$174.58 - $195.91 $270K - $303K
11K $1.96M
ALL
Allstate Corp

Financial Services
-5.51K
- 10.47%
$180.99 - $210.18 $997K - $1.16M
47.1K $9.75M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-10.6K
- 16.21%
$36.63 - $37.45 $389K - $398K
54.9K $2.02M
TER
Teradyne, Inc

Technology
-1.25K
- 19.04%
$82.6 - $140.0 $103K - $175K
5.31K $438K
TM
Toyota Motor Corp

Consumer Cyclical
-1.69K
- 34.71%
$176.53 - $195.35 $298K - $330K
3.18K $560K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-36.5K
- 74.32%
$9.47 - $11.46 $346K - $419K
12.6K $135K
ICF
Ishares Tr

ETFs
-7.17K
- 15.43%
$57.98 - $63.8 $416K - $458K
39.3K $2.42M
FIX
Comfort Systems Usa Inc

Industrials
-700
- 45.93%
$313.26 - $550.27 $219K - $385K
824 $265K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-13.1K
- 37.52%
$25.27 - $28.3 $331K - $370K
21.8K $565K
GLW
Corning Inc

Technology
-7.41K
- 31.11%
$44.91 - $54.25 $333K - $402K
16.4K $751K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-8.79K
- 35.77%
$45.62 - $51.12 $401K - $449K
15.8K $802K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-838
- 58.23%
$375.96 - $484.08 $315K - $406K
601 $229K
ALLE
Allegion PLC

Industrials
-2.86K
- 25.44%
$123.79 - $135.5 $355K - $388K
8.39K $1.09M
CHX
Champion X Corp

Energy
-14.6K
- 63.03%
$27.3 - $31.27 $398K - $456K
8.55K $254K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-801
- 38.25%
$243.0 - $367.0 $195K - $294K
1.29K $314K
WTM
White Mountains Insurance Group LTD

Financial Services
-188
- 39.58%
$1818.58 - $1983.07 $342K - $373K
287 $552K
ETR
Entergy Corp

Utilities
-9.66K
- 20.41%
$75.26 - $87.89 $727K - $849K
37.7K $3.22M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-8.99K
- 15.84%
$43.76 - $45.31 $393K - $407K
47.7K $2.15M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-7.34K
- 59.37%
$47.09 - $50.46 $346K - $370K
5.02K $239K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1.68K
- 27.19%
$166.63 - $185.86 $280K - $313K
4.5K $750K
HSIC
Henry Schein Inc

Healthcare
-4.62K
- 6.87%
$68.49 - $81.91 $317K - $379K
62.6K $4.29M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
-10.1K
- 14.61%
$39.59 - $40.95 $399K - $412K
58.8K $2.38M
FDN
First Tr Fd Dow Jones

ETFs
-1.08K
- 18.41%
$221.38 - $266.86 $238K - $287K
4.77K $1.06M
COIN
Coinbase Global, Inc.

Technology
-1K
- 40.84%
$172.23 - $301.3 $173K - $302K
1.45K $250K
BEN
Franklin Resources Inc

Financial Services
-16.9K
- 56.81%
$18.92 - $22.24 $321K - $377K
12.9K $247K
REZ
Ishares Tr Residential And Mul

ETFs
-4.82K
- 43.15%
$78.21 - $88.48 $377K - $427K
6.35K $549K
BALL
Ball Corp

Consumer Cyclical
-6.08K
- 44.59%
$49.04 - $56.53 $298K - $344K
7.55K $393K
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
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