Envestnet Portfolio Solutions, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $23.7 Billion distributed in 1528 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.24B, Ishares Core U.S. Aggregate Bo with a value of $1.67B, Ishares Tr Russell 200 Growth with a value of $1.08B, Vanguard Index Fds S&P 500 ETF with a value of $936M, and Ishares Core Total Usd Bond Ma with a value of $745M.
Examining the 13F form we can see an decrease of $4.1B in the current position value, from $27.8B to 23.7B.
Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA
Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$23.7 Billion
ETFs: $20.2 Billion
Technology: $894 Million
Financial Services: $491 Million
Healthcare: $432 Million
Consumer Cyclical: $339 Million
Industrials: $316 Million
Communication Services: $268 Million
Consumer Defensive: $230 Million
Other: $420 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
