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
LCII
Lci Industries

Consumer Cyclical
-738
- 21.5%
$87.4 - $110.52 $64.5K - $81.6K
2.69K $235K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-194
- 5.74%
$96.88 - $148.78 $18.8K - $28.9K
3.19K $320K
SIGI
Selective Insurance Group Inc

Financial Services
-1.22K
- 31.33%
$78.49 - $95.48 $95.9K - $117K
2.68K $245K
UMBF
Umb Financial Corp

Financial Services
-478
- 7.95%
$98.0 - $122.56 $46.8K - $58.6K
5.53K $559K
GMED
Globus Medical Inc

Healthcare
-714
- 10.32%
$69.68 - $93.32 $49.8K - $66.6K
6.21K $454K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.19K
- 11.7%
$67.03 - $74.61 $80K - $89K
9K $612K
FMF
First Trust Managed Futures St

ETFs
-1.37K
- 3.87%
$45.87 - $48.39 $62.9K - $66.3K
34.1K $1.57M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-6.14K
- 35.23%
$47.74 - $65.16 $293K - $400K
11.3K $720K
SANM
Sanmina Corp

Technology
-1.51K
- 28.98%
$73.38 - $90.52 $111K - $137K
3.7K $281K
BHE
Benchmark Electronics Inc

Technology
-1.48K
- 19.91%
$37.74 - $48.97 $56K - $72.7K
5.97K $227K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-5.15K
- 4.9%
$22.35 - $22.82 $115K - $118K
100K $2.25M
GNRC
Generac Holdings Inc.

Industrials
-400
- 19.38%
$126.65 - $164.06 $50.7K - $65.6K
1.66K $210K
HRB
H&R Block Inc

Consumer Cyclical
-2.33K
- 24.58%
$49.96 - $55.97 $116K - $130K
7.15K $392K
UNF
Unifirst Corp

Industrials
-678
- 21.15%
$169.33 - $230.5 $115K - $156K
2.53K $439K
CHE
Chemed Corp

Healthcare
-351
- 27.68%
$521.84 - $615.32 $183K - $216K
917 $564K
VFH
Vanguard Financial ETF

ETFs
-1.79K
- 2.33%
$114.07 - $127.34 $204K - $228K
75K $8.97M
GPS
Gap Inc

Consumer Cyclical
-5.18K
- 16.71%
N/A
25.8K $520K
EXC
Exelon Corp

Utilities
-9.94K
- 23.47%
$37.3 - $46.08 $371K - $458K
32.4K $1.49M
NBIX
Neurocrine Biosciences Inc

Healthcare
-240
- 8.37%
$107.22 - $153.29 $25.7K - $36.8K
2.63K $290K
AZTA
Azenta, Inc.

Healthcare
-189
- 3.15%
$34.61 - $54.75 $6.54K - $10.3K
5.81K $201K
CHRD
Oasis Petroleum Inc.

Energy
-751
- 20.24%
$101.34 - $127.78 $76.1K - $96K
2.96K $333K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.74K
- 22.39%
$71.24 - $84.73 $124K - $148K
6.05K $497K
TAP
Molson Coors Beverage CO

Consumer Defensive
-2.41K
- 16.73%
$52.44 - $62.91 $127K - $152K
12K $731K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.66K
- 8.64%
$41.51 - $44.56 $68.9K - $73.9K
17.6K $736K
NYT
New York Times CO

Communication Services
-1.5K
- 21.69%
$46.9 - $55.89 $70.5K - $84.1K
5.43K $269K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-3.22K
- 28.54%
$36.05 - $45.61 $116K - $147K
8.07K $320K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-1.66K
- 6.16%
$29.02 - $34.76 $48.1K - $57.7K
25.3K $767K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-703
- 23.56%
$96.93 - $109.51 $68.1K - $77K
2.28K $223K
HAS
Hasbro, Inc.

Consumer Cyclical
-2.31K
- 23.42%
$56.16 - $69.06 $130K - $160K
7.56K $464K
WTW
Willis Towers Watson PLC

Financial Services
-393
- 22.51%
$306.61 - $340.78 $120K - $134K
1.35K $457K
SLGN
Silgan Holdings Inc

Consumer Cyclical
-1.51K
- 15.34%
$48.82 - $56.15 $73.6K - $84.6K
8.32K $425K
EWC
Ishares Msci Canada ETF

ETFs
-2.36K
- 10.11%
$39.3 - $42.52 $92.8K - $100K
21K $856K
JLL
Jones Lang Lasalle Inc

Real Estate
-276
- 8.6%
$238.0 - $284.76 $65.7K - $78.6K
2.94K $727K
SAN
Banco Santander, S.A.

Financial Services
-40.3K
- 46.24%
$4.46 - $7.14 $180K - $288K
46.8K $313K
GIS
General Mills Inc

Consumer Defensive
-592
- 4.81%
$57.56 - $65.3 $34.1K - $38.7K
11.7K $700K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-2.45K
- 21.2%
$25.31 - $30.02 $62K - $73.5K
9.1K $234K
FTC
First Tr Lge Cap Growth

ETFs
-365
- 6.87%
$127.87 - $148.89 $46.7K - $54.3K
4.95K $649K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.7K
- 21.09%
$30.71 - $30.87 $82.8K - $83.2K
10.1K $310K
VMC
Vulcan Materials CO

Basic Materials
-2
- 0.06%
$220.9 - $277.54 $442 - $555
3.4K $792K
GEF
Greif, Inc

Consumer Cyclical
-817
- 14.99%
$54.57 - $62.45 $44.6K - $51K
4.64K $254K
PPG
Ppg Industries Inc

Basic Materials
-412
- 13.33%
$107.44 - $124.29 $44.3K - $51.2K
2.68K $292K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-461
- 4.4%
$14.67 - $22.01 $6.76K - $10.1K
10K $153K
BRP
Brp Group, Inc.

Financial Services
-1.89K
- 24.73%
N/A
5.75K $230K
UTHR
United Therapeutics Corp

Healthcare
-88
- 8.13%
$304.42 - $380.78 $26.8K - $33.5K
994 $306K
WFG
West Fraser Timber Co., LTD

Basic Materials
-472
- 11.91%
$75.63 - $92.16 $35.7K - $43.5K
3.49K $268K
AIZ
Assurant, Inc.

Financial Services
-319
- 14.64%
$198.92 - $218.67 $63.5K - $69.8K
1.86K $390K
DJP
Barclays Bank PLC

ETFs
-2.31K
- 4.07%
N/A
54.3K $1.75M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.7K
- 20.91%
$38.06 - $40.36 $64.8K - $68.7K
6.44K $246K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.59K
- 16.51%
$21.75 - $24.28 $56.4K - $62.9K
13.1K $289K
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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