Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-227
- 0.06%
$60.84 - $67.51 $13.8K - $15.3K
401K $27.1M
GILD
Gilead Sciences, Inc.

Healthcare
-1.25K
- 1.18%
$66.59 - $83.99 $83.5K - $105K
105K $8.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.7K
- 3.79%
$48.51 - $52.86 $1.34M - $1.46M
701K $37.1M
NOW
Service Now, Inc.

Technology
-1.38K
- 5.15%
$730.87 - $937.36 $1.01M - $1.29M
25.3K $22.7M
JPM
Jpmorgan Chase & CO

Financial Services
-6.47K
- 1.79%
$194.9 - $224.8 $1.26M - $1.45M
356K $75M
DUK
Duke Energy Corp

Utilities
-7.97K
- 4.45%
$99.35 - $117.71 $792K - $938K
171K $19.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.17K
- 1.13%
$32.04 - $37.11 $262K - $303K
717K $26.1M
V
Visa Inc.

Financial Services
-1.81K
- 0.97%
$253.74 - $291.56 $459K - $527K
184K $50.5M
USB
Us Bancorp \De\

Financial Services
-1.06K
- 0.34%
$39.04 - $47.23 $41.4K - $50.1K
311K $14.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-10K
- 1.73%
$56.47 - $63.69 $565K - $638K
570K $35.9M
VUG
Vanguard Growth ETF

ETFs
-4.16K
- 1.17%
$341.08 - $391.94 $1.42M - $1.63M
353K $135M
EMB
Ishares Tr

ETFs
-2.84K
- 0.62%
$87.75 - $93.74 $249K - $266K
451K $42.2M
SBUX
Starbucks Corp

Consumer Cyclical
-12.7K
- 7.42%
$72.51 - $98.6 $921K - $1.25M
158K $15.5M
CSCO
Cisco Systems, Inc.

Technology
-19.5K
- 3.49%
$44.74 - $53.22 $870K - $1.04M
538K $28.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.98K
- 0.7%
$64.35 - $75.71 $127K - $150K
279K $20.6M
CBRE
Cbre Group, Inc.

Real Estate
-3.1K
- 4.16%
$85.97 - $124.48 $266K - $386K
71.4K $8.89M
IBM
International Business Machines Corp

Technology
-604
- 1.19%
$175.1 - $223.38 $106K - $135K
50.1K $11.1M
KO
Coca Cola CO

Consumer Defensive
-1.29K
- 0.42%
$62.69 - $73.01 $80.7K - $94K
305K $21.9M
PM
Philip Morris International Inc.

Consumer Defensive
-19.8K
- 8.15%
$101.25 - $127.45 $2.01M - $2.53M
223K $27.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-975
- 0.48%
$283.28 - $314.39 $276K - $307K
201K $63M
LMT
Lockheed Martin Corp

Industrials
-536
- 1.67%
$460.3 - $584.56 $247K - $313K
31.5K $18.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.32K
- 3.0%
$405.19 - $478.57 $1.34M - $1.59M
107K $49.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
-52.1K
- 3.37%
$103.87 - $117.59 $5.41M - $6.12M
1.49M $175M
IWS
Ishares Russell Midcap Value E

ETFs
-324K
- 7.81%
$119.52 - $132.25 $38.7M - $42.8M
3.82M $506M
ACN
Accenture PLC

Technology
-4.71K
- 3.45%
$295.44 - $355.81 $1.39M - $1.68M
132K $46.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.7K
- 0.91%
$71.45 - $75.64 $1.48M - $1.56M
2.25M $169M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-5.65K
- 0.59%
$40.45 - $47.24 $229K - $267K
948K $44.5M
UNH
Unitedhealth Group Inc

Healthcare
-4.28K
- 3.84%
$488.01 - $604.18 $2.09M - $2.59M
107K $62.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-54.7K
- 6.44%
$82.97 - $98.97 $4.53M - $5.41M
794K $77.4M
VTI
Vanguard Total Stock Market Et

ETFs
-30.1K
- 2.95%
$255.18 - $283.2 $7.67M - $8.51M
990K $280M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-26.1K
- 1.13%
$58.03 - $65.37 $1.51M - $1.71M
2.28M $148M
VXF
Vanguard Extended Market ETF

ETFs
-14.6K
- 1.62%
$163.98 - $182.92 $2.39M - $2.67M
886K $161M
VTV
Vanguard Value ETF

ETFs
-16.3K
- 1.38%
$159.75 - $174.57 $2.6M - $2.84M
1.16M $203M
IWM
Ishares Russell 2000 ETF

ETFs
-795
- 0.08%
$200.87 - $224.6 $160K - $179K
987K $218M
IWX
Ishares Tr Russell 200 Value E

ETFs
-236K
- 3.33%
$74.49 - $81.27 $17.6M - $19.2M
6.85M $557M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15K
- 0.71%
$475.2 - $527.7 $7.13M - $7.92M
2.1M $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-159K
- 3.31%
$520.18 - $576.82 $82.6M - $91.6M
4.64M $2.68B
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
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