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
WMB
Williams Companies, Inc.

Energy
221K
+ 5.28%
$54.02 - $61.09 $11.9M - $13.5M
4.41M $264M
MCK
Mckesson Corp

Healthcare
10.9K
+ 4.0%
$566.21 - $672.99 $6.16M - $7.32M
283K $190M
PLTR
Palantir Technologies Inc.

Technology
344K
+ 58.05%
$64.98 - $124.62 $22.3M - $42.9M
936K $79M
SNY
Sanofi

Healthcare
212K
+ 6.9%
$48.15 - $59.42 $10.2M - $12.6M
3.28M $182M
CRBG
Corebridge Financial, Inc.

Financial Services
1.01M
+ 227.57%
$29.61 - $34.68 $30M - $35.1M
1.46M $46M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
113K
+ 2.51%
$87.68 - $94.52 $9.89M - $10.7M
4.61M $431M
MS
Morgan Stanley

Financial Services
466K
+ 18.79%
$111.68 - $141.08 $52M - $65.7M
2.95M $344M
LQD
Ishares Iboxx $ Investment Gra

ETFs
215K
+ 4.89%
$105.1 - $109.61 $22.6M - $23.6M
4.62M $502M
COST
Costco Wholesale Corp

Consumer Defensive
15K
+ 2.58%
$890.62 - $1076.86 $13.4M - $16.2M
596K $564M
KLAC
Kla Corp

Technology
23.2K
+ 7.57%
$636.62 - $777.63 $14.8M - $18M
330K $224M
EWG
Ishares Msci Germany ETF

ETFs
776K
+ 290.56%
$31.57 - $39.31 $24.5M - $30.5M
1.04M $38.7M
DPZ
Dominos Pizza Inc

Consumer Cyclical
33.1K
+ 8.96%
$402.33 - $489.71 $13.3M - $16.2M
402K $185M
MDLZ
Mondelez International, Inc.

Consumer Defensive
70K
+ 2.28%
$56.12 - $68.15 $3.93M - $4.77M
3.14M $213M
CGUS
Capital Group Core Equity ETF
1.25M
+ 16.01%
$33.08 - $36.62 $41.5M - $45.9M
9.09M $304M
KR
Kroger CO

Consumer Defensive
395K
+ 110.75%
$58.36 - $67.72 $23.1M - $26.8M
752K $50.9M
RSG
Republic Services, Inc.

Industrials
714
+ 0.1%
$200.09 - $242.16 $143K - $173K
701K $170M
FAST
Fastenal CO

Industrials
26.1K
+ 0.55%
$71.11 - $79.98 $1.85M - $2.09M
4.78M $371M
SO
Southern CO

Utilities
56.9K
+ 2.33%
$80.96 - $92.96 $4.61M - $5.29M
2.5M $230M
APD
Air Products & Chemicals, Inc.

Basic Materials
83.9K
+ 11.7%
$283.24 - $338.07 $23.8M - $28.4M
801K $236M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
431K
+ 7.78%
$50.82 - $52.7 $21.9M - $22.7M
5.97M $314M
WM
Waste Management Inc

Industrials
29K
+ 4.11%
$200.54 - $233.78 $5.81M - $6.78M
734K $170M
AVEM
American Centy ETF Tr Avantis

ETFs
115K
+ 0.77%
$57.11 - $62.4 $6.58M - $7.19M
15M $904M
EOG
Eog Resources Inc

Energy
122K
+ 5.93%
$120.54 - $138.05 $14.7M - $16.8M
2.17M $279M
BBUS
J P Morgan Exchg Traded Fd

ETFs
329K
+ 26.1%
$99.5 - $110.97 $32.8M - $36.5M
1.59M $160M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
445K
+ 8.74%
$49.67 - $51.43 $22.1M - $22.9M
5.54M $283M
ETR
Entergy Corp

Utilities
75.6K
+ 3.68%
$75.26 - $87.89 $5.69M - $6.65M
2.13M $182M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
491K
+ 10.65%
$44.41 - $45.98 $21.8M - $22.6M
5.1M $233M
EXPD
Expeditors International Of Washington Inc

Industrials
148K
+ 17.11%
$109.09 - $126.48 $16.1M - $18.7M
1.01M $122M
CI
Cigna Corp

Healthcare
29.8K
+ 9.97%
$274.49 - $329.0 $8.19M - $9.82M
329K $108M
XAR
Spdr S&P Aerospace & Defense E

ETFs
161K
+ 247.47%
$157.71 - $180.77 $25.3M - $29.1M
226K $36.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
142K
+ 7.01%
$106.22 - $111.09 $15.1M - $15.7M
2.16M $240M
CAH
Cardinal Health Inc

Healthcare
95.1K
+ 15.83%
$118.02 - $137.77 $11.2M - $13.1M
696K $95.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
753K
+ 18.9%
$25.69 - $26.89 $19.4M - $20.3M
4.74M $127M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.78M
+ 13.59%
$24.91 - $29.02 $144M - $168M
48.3M $1.21B
JPIE
J P Morgan Exchange Traded Fd
524K
+ 150.89%
$45.46 - $46.18 $23.8M - $24.2M
872K $40.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
462K
+ 7.83%
$37.07 - $40.63 $17.1M - $18.8M
6.36M $250M
APH
Amphenol Corp

Technology
659K
+ 13.15%
$61.62 - $78.55 $40.6M - $51.8M
5.67M $372M
BK
Bank Of New York Mellon Corp

Financial Services
93.9K
+ 4.15%
$75.42 - $88.95 $7.08M - $8.35M
2.36M $198M
PVAL
Putnam ETF Tr Putnam Focused L
609K
+ 140.2%
$36.8 - $39.59 $22.4M - $24.1M
1.04M $39.8M
BDX
Becton Dickinson & CO

Healthcare
93.9K
+ 10.14%
$222.79 - $249.08 $20.9M - $23.4M
1.02M $234M
SCHV
Schwab Strategic Tr Us Large C

ETFs
562K
+ 3.53%
$25.77 - $27.6 $14.5M - $15.5M
16.5M $438M
CME
Cme Group Inc.

Financial Services
18.1K
+ 3.28%
$225.82 - $266.54 $4.09M - $4.82M
570K $151M
BRO
Brown & Brown, Inc.

Financial Services
46.6K
+ 6.18%
$100.54 - $124.4 $4.69M - $5.8M
801K $99.7M
ROP
Roper Technologies Inc

Industrials
1.39K
+ 0.45%
$502.71 - $593.81 $700K - $827K
310K $183M
NGG
National Grid PLC

Utilities
228K
+ 19.94%
$56.13 - $65.61 $12.8M - $15M
1.37M $90M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
917K
+ 13.75%
$29.34 - $31.31 $26.9M - $28.7M
7.59M $225M
CLOI
Vaneck ETF Tr

ETFs
416K
+ 601.6%
$52.68 - $53.16 $21.9M - $22.1M
485K $25.6M
MELI
Mercadolibre Inc

Consumer Cyclical
3.49K
+ 5.83%
$1739.0 - $2260.0 $6.07M - $7.89M
63.4K $124M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
195K
+ 37.84%
$100.59 - $103.47 $19.6M - $20.2M
711K $73.6M
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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