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
Tko Group Holdings Inc
-688
- 13.77%
N/A
4.31K $0
Trust For Professional Manag
-1.93M
- 10.75%
N/A
16M $0
Trust For Professional Manag
-747K
- 19.38%
N/A
3.11M $0
Trust For Professional Manag
-2.89M
- 15.15%
N/A
16.2M $0
Trust For Professional Manag
-4.39M
- 13.65%
N/A
27.8M $0
Veralto Corp
-18.7K
- 55.01%
N/A
15.3K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-152
- 2.06%
$97.38 - $104.52 $14.8K - $15.9K
7.21K $736K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-78
- 12.7%
$431.31 - $539.1 $33.6K - $42K
536 $278K
NOK
Nokia Corp

Technology
-2.53K
- 11.32%
$4.43 - $5.42 $11.2K - $13.7K
19.8K $104K
UNM
Unum Group

Financial Services
-496
- 9.04%
$71.8 - $83.34 $35.6K - $41.3K
4.99K $406K
VHT
Vanguard Health Care ETF

ETFs
-668
- 3.93%
$254.06 - $273.83 $170K - $183K
16.3K $4.33M
INSM
Insmed Inc

Healthcare
-418
- 6.62%
$65.25 - $83.83 $27.3K - $35K
5.9K $449K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-205
- 1.65%
$28.11 - $32.0 $5.76K - $6.56K
12.2K $376K
MMM
3 M CO

Industrials
-5.89K
- 11.87%
$129.7 - $155.12 $764K - $914K
43.7K $6.42M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-473
- 4.97%
$51.78 - $56.0 $24.5K - $26.5K
9.05K $502K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-1.65K
- 7.61%
$28.41 - $32.26 $46.8K - $53.2K
20K $642K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-168
- 6.88%
$402.33 - $489.71 $67.6K - $82.3K
2.27K $1.04M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-918
- 5.9%
$17.15 - $21.07 $15.7K - $19.3K
14.6K $292K
LKQ
Lkq Corp

Consumer Cyclical
-1.39K
- 9.98%
$36.24 - $44.05 $50.2K - $61K
12.5K $531K
FDT
First Trust Developed Markets

ETFs
-2.08K
- 6.01%
$53.51 - $60.98 $111K - $127K
32.5K $1.89M
FEP
First Trust Europe Alphadex Fu

ETFs
-2.35K
- 9.6%
$35.43 - $42.94 $83.1K - $101K
22.1K $902K
ORI
Old Republic International Corp

Financial Services
-110
- 1.09%
$33.46 - $39.22 $3.68K - $4.31K
10K $392K
HES
Hess Corp

Energy
-440
- 11.94%
$135.42 - $160.52 $59.6K - $70.6K
3.25K $518K
AEP
American Electric Power CO Inc

Utilities
-5.87K
- 14.93%
$90.32 - $109.27 $530K - $641K
33.4K $3.65M
FID
First Tr Exchange Trded Fd Vi

ETFs
-2.57K
- 3.35%
$15.83 - $17.53 $40.7K - $45.1K
74.3K $1.28M
AZEK
Azek CO Inc.

Industrials
-210
- 0.62%
$39.61 - $52.0 $8.32K - $10.9K
33.8K $1.65M
AM
Antero Midstream Corp

Energy
-1.97K
- 7.26%
$15.47 - $18.04 $30.5K - $35.6K
25.2K $453K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-1.04K
- 0.91%
$42.3 - $45.81 $44K - $47.6K
113K $4.97M
LLY
Eli Lilly & CO

Healthcare
-3.02K
- 6.38%
$725.72 - $929.72 $2.19M - $2.81M
44.3K $36.6M
DTE
Dte Energy CO

Utilities
-294
- 5.02%
$117.6 - $138.27 $34.6K - $40.7K
5.56K $768K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.63K
- 28.99%
$80.53 - $147.57 $211K - $388K
6.43K $850K
AMCR
Amcor PLC

Consumer Cyclical
-10.4K
- 1.57%
$9.33 - $10.39 $96.6K - $108K
647K $6.28M
FDD
First Trust Stoxx European Sel

ETFs
-2.21K
- 4.09%
$11.08 - $13.94 $24.4K - $30.7K
51.7K $701K
MPC
Marathon Petroleum Corp

Energy
-1.28K
- 2.59%
$134.72 - $159.03 $173K - $204K
48.2K $7.02M
TRV
Travelers Companies, Inc.

Financial Services
-1.07K
- 6.28%
$232.43 - $265.13 $248K - $283K
15.9K $4.21M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-10.7K
- 3.72%
$59.28 - $66.1 $632K - $705K
276K $17.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
-638
- 6.03%
$378.71 - $442.54 $242K - $282K
9.93K $4.31M
FVD
First Tr Value Line Divid Inde

ETFs
-2.74K
- 1.04%
$42.61 - $45.51 $117K - $124K
261K $11.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.39K
- 3.03%
$106.22 - $111.09 $360K - $376K
109K $12.1M
L
Loews Corp

Financial Services
-1.07K
- 3.33%
$81.13 - $91.91 $86.4K - $97.9K
31K $2.85M
GVI
Ishares Tr

ETFs
-1.79K
- 0.96%
$103.49 - $106.02 $186K - $190K
185K $19.7M
VDC
Vanguard Consumer Staples ETF

ETFs
-488
- 1.32%
$206.54 - $226.16 $101K - $110K
36.4K $7.96M
NGG
National Grid PLC

Utilities
-1.39K
- 2.64%
$56.13 - $65.61 $77.9K - $91.1K
51.2K $3.36M
JNJ
Johnson & Johnson

Healthcare
-17.3K
- 11.8%
$142.06 - $167.7 $2.46M - $2.91M
130K $21.5M
HCA
Hca Healthcare, Inc.

Healthcare
-1.34K
- 8.6%
$296.7 - $345.55 $398K - $464K
14.3K $4.93M
EBND
Spdr Bloomberg Emerging Market

ETFs
-7.38K
- 0.97%
$19.47 - $20.36 $144K - $150K
750K $15.1M
ED
Consolidated Edison Inc

Utilities
-561
- 3.43%
$88.0 - $110.59 $49.4K - $62K
15.8K $1.75M
HWM
Howmet Aerospace Inc.

Industrials
-1.83K
- 7.08%
$110.79 - $139.39 $203K - $255K
24K $3.11M
CTRA
Coterra Energy Inc.

Energy
-6.62K
- 4.45%
$25.51 - $29.83 $169K - $198K
142K $4.11M
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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