Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
430K
+ 20.6%
$92.12 - $108.98 $39.6M - $46.9M
2.52M $275M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.7K
+ 4.72%
$1187.71 - $1432.58 $13.9M - $16.7M
259K $371M
DE
Deere & CO

Industrials
136K
+ 52.52%
$408.57 - $509.27 $55.7M - $69.4M
396K $186M
META
Meta Platforms, Inc.

Communication Services
178K
+ 7.47%
$576.36 - $736.67 $102M - $131M
2.55M $1.47B
ELV
Elevance Health, Inc.

Healthcare
82K
+ 16.68%
$365.9 - $436.25 $30M - $35.8M
574K $249M
IXUS
Ishares Tr

ETFs
365K
+ 3.3%
$65.06 - $72.31 $23.7M - $26.4M
11.4M $796M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.83M
+ 12.32%
$25.54 - $27.64 $46.8M - $50.7M
16.7M $455M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1M
+ 5.04%
$44.68 - $46.49 $44.7M - $46.5M
20.9M $966M
CSCO
Cisco Systems, Inc.

Technology
690K
+ 8.19%
$58.74 - $64.87 $40.5M - $44.8M
9.12M $563M
SBUX
Starbucks Corp

Consumer Cyclical
405K
+ 11.87%
$91.75 - $115.81 $37.2M - $46.9M
3.82M $375M
UBER
Uber Technologies, Inc

Technology
171K
+ 4.32%
$63.17 - $81.49 $10.8M - $14M
4.14M $302M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
979K
+ 465.14%
$61.9 - $66.89 $60.6M - $65.5M
1.19M $75.6M
DUK
Duke Energy Corp

Utilities
228K
+ 9.5%
$105.87 - $121.97 $24.1M - $27.8M
2.63M $321M
VEU
Vanguard Ftse All World Ex Us

ETFs
511K
+ 5.49%
$56.51 - $62.98 $28.9M - $32.2M
9.82M $595M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.59M
+ 3.62%
$22.25 - $23.0 $57.6M - $59.6M
74.1M $1.7B
AEP
American Electric Power CO Inc

Utilities
53.2K
+ 1.67%
$90.32 - $109.27 $4.8M - $5.81M
3.23M $353M
FTHI
First Trust Exchange Traded Fd

ETFs
2.7M
+ 820.0%
$21.62 - $23.74 $58.3M - $64.1M
3.03M $66.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
47.6K
+ 11.27%
$402.49 - $513.76 $19.2M - $24.5M
470K $228M
CVS
Cvs Health Corp

Healthcare
333K
+ 21.79%
$44.22 - $68.64 $14.7M - $22.9M
1.86M $126M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.04M
+ 22.28%
$51.52 - $52.37 $53.4M - $54.3M
5.69M $298M
DFAI
Dimensional ETF Tr

ETFs
1.45M
+ 24.16%
$28.88 - $32.4 $41.8M - $46.9M
7.43M $232M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.11M
+ 24.09%
$45.92 - $47.58 $50.8M - $52.6M
5.7M $271M
VGIT
Vanguard Intermediate Term Tre

ETFs
893K
+ 33.92%
$57.44 - $59.4 $51.3M - $53M
3.52M $209M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
584K
+ 9.81%
$91.45 - $91.75 $53.4M - $53.6M
6.54M $600M
PG
Procter & Gamble CO

Consumer Defensive
268K
+ 8.57%
$158.56 - $176.26 $42.5M - $47.3M
3.4M $579M
VICI
Vici Properties Inc.

Real Estate
808K
+ 9.89%
$28.21 - $32.68 $22.8M - $26.4M
8.97M $293M
AMAT
Applied Materials Inc

Technology
493K
+ 47.14%
$145.06 - $195.51 $71.5M - $96.4M
1.54M $223M
PH
Parker Hannifin Corp

Industrials
119K
+ 17.57%
$591.65 - $707.05 $70.3M - $84M
795K $483M
IEF
Ishares Barclays

ETFs
180K
+ 1.47%
$91.17 - $95.39 $16.4M - $17.2M
12.4M $1.18B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.01M
+ 15.14%
$33.84 - $37.77 $34.1M - $38.1M
7.67M $279M
AON
Aon PLC

Financial Services
92.6K
+ 25.12%
$348.44 - $409.32 $32.3M - $37.9M
461K $184M
UNP
Union Pacific Corp

Industrials
139K
+ 6.16%
$225.21 - $254.42 $31.4M - $35.4M
2.4M $567M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
191K
+ 1.53%
$58.01 - $64.46 $11.1M - $12.3M
12.6M $784M
ESGA
American Centy ETF Tr Sustaina

Technology
668K
+ 28.17%
$70.43 - $71.81 $47M - $47.9M
3.04M $218M
SCHW
Schwab Charles Corp

Financial Services
351K
+ 6.47%
$71.24 - $83.64 $25M - $29.4M
5.78M $453M
IDEV
Ishares Core Msci Intl Develop

ETFs
543K
+ 18.9%
$63.77 - $71.36 $34.6M - $38.7M
3.41M $235M
WFC
Wells Fargo & Company

Financial Services
583K
+ 14.26%
$66.78 - $81.42 $38.9M - $47.4M
4.67M $335M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
949K
+ 16.4%
$50.48 - $51.04 $47.9M - $48.4M
6.73M $341M
MCD
Mcdonalds Corp

Consumer Cyclical
64K
+ 5.18%
$279.74 - $321.29 $17.9M - $20.5M
1.3M $406M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.34M
+ 10.34%
$64.88 - $72.1 $86.7M - $96.3M
14.3M $938M
EUFN
Ishares Msci Europe Financials

ETFs
1.51M
+ 265.8%
$23.03 - $29.47 $34.7M - $44.4M
2.07M $59.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
390K
+ 4.28%
$66.9 - $71.57 $26.1M - $27.9M
9.5M $669M
MO
Altria Group, Inc.

Consumer Defensive
285K
+ 7.9%
$50.81 - $60.02 $14.5M - $17.1M
3.89M $233M
AZO
Autozone Inc

Consumer Cyclical
705
+ 1.07%
$3193.96 - $3828.11 $2.25M - $2.7M
66.7K $254M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16.9K
+ 1.38%
$208.48 - $244.03 $3.52M - $4.12M
1.24M $303M
AZN
Astrazeneca PLC

Healthcare
196K
+ 5.51%
$65.37 - $77.96 $12.8M - $15.2M
3.74M $275M
CB
Chubb LTD

Financial Services
42K
+ 3.65%
$257.71 - $301.99 $10.8M - $12.7M
1.19M $360M
JEPI
J P Morgan Exchange Traded Fd

ETFs
775K
+ 11.33%
$56.17 - $59.71 $43.5M - $46.3M
7.61M $435M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
797K
+ 60.36%
$46.18 - $47.84 $36.8M - $38.1M
2.12M $101M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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