Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
289K
+ 6.26%
$105.23 - $109.61 $30.4M - $31.7M
4.91M $538M
FNDF
Schwab Fundamental Intl Large

ETFs
765K
+ 56.96%
$32.25 - $40.02 $24.7M - $30.6M
2.11M $84.4M
AXP
American Express CO

Financial Services
5.14K
+ 0.76%
$231.39 - $318.98 $1.19M - $1.64M
680K $217M
SCHX
Schwab Strategic Tr Us Large C

ETFs
137K
+ 1.03%
$19.6 - $24.44 $2.68M - $3.34M
13.4M $327M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
754K
+ 56.35%
$37.18 - $42.55 $28M - $32.1M
2.09M $89M
MCO
Moodys Corp

Financial Services
36.7K
+ 8.19%
$396.7 - $501.59 $14.5M - $18.4M
484K $243M
DFUS
Dimensional ETF Tr U S Equity

ETFs
137K
+ 3.58%
$53.65 - $67.02 $7.38M - $9.21M
3.98M $266M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
55.6K
+ 2.28%
$97.68 - $121.38 $5.43M - $6.75M
2.49M $302M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
165K
+ 3.99%
$45.98 - $56.15 $7.61M - $9.29M
4.32M $242M
EME
Emcor Group, Inc.

Industrials
9.51K
+ 5.45%
$342.02 - $534.89 $3.25M - $5.09M
184K $98.5M
AVDE
American Centy ETF Tr Avantis

ETFs
313K
+ 22.73%
$59.32 - $74.36 $18.6M - $23.3M
1.69M $125M
PNC
Pnc Financial Services Group, Inc.

Financial Services
79.5K
+ 4.58%
$149.76 - $186.42 $11.9M - $14.8M
1.81M $338M
SNOW
Snowflake Inc.

Technology
46.3K
+ 15.71%
$130.53 - $223.77 $6.05M - $10.4M
341K $76.4M
CAT
Caterpillar Inc

Industrials
13.7K
+ 2.95%
$273.94 - $388.21 $3.74M - $5.31M
477K $185M
DDOG
Datadog, Inc.

Technology
32.9K
+ 4.18%
$87.0 - $134.33 $2.87M - $4.43M
820K $110M
HWM
Howmet Aerospace Inc.

Industrials
9.44K
+ 1.79%
$112.33 - $186.13 $1.06M - $1.76M
536K $99.9M
TDIV
First Trust Nasdaq Technology

ETFs
229K
+ 36.58%
$64.41 - $90.17 $14.7M - $20.6M
853K $76.9M
NVS
Novartis Ag

Healthcare
128K
+ 7.98%
$101.96 - $121.01 $13.1M - $15.5M
1.74M $210M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
30.5K
+ 10.48%
$299.15 - $396.54 $9.14M - $12.1M
322K $128M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
553K
+ 5.82%
$66.5 - $71.25 $36.7M - $39.4M
10.1M $699M
DG
Dollar General Corp

Consumer Defensive
53.3K
+ 5.94%
$86.02 - $114.95 $4.59M - $6.13M
951K $109M
MLN
Vaneck Long Muni ETF

ETFs
1.78M
+ 146.44%
$16.49 - $17.52 $29.4M - $31.2M
3M $50.7M
USB
Us Bancorp \De\

Financial Services
166K
+ 2.3%
$36.4 - $45.76 $6.04M - $7.59M
7.39M $334M
JBL
Jabil Inc

Technology
43K
+ 17.69%
$116.88 - $218.1 $5.02M - $9.37M
286K $62.4M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
59.9K
+ 2.17%
$68.32 - $85.57 $4.09M - $5.13M
2.82M $242M
LPLA
Lpl Financial Holdings Inc.

Financial Services
28.2K
+ 7.33%
$283.31 - $388.96 $7.99M - $11M
413K $155M
DHI
Horton D R Inc

Consumer Cyclical
218K
+ 62.81%
$115.1 - $129.63 $25.1M - $28.3M
566K $73M
AFL
Aflac Inc

Financial Services
315K
+ 38.68%
$99.77 - $112.45 $31.4M - $35.4M
1.13M $119M
ARES
Ares Management Corp

Financial Services
1.08K
+ 0.1%
$118.04 - $175.83 $128K - $190K
1.07M $185M
SUB
Ishares Short Term National Mu

ETFs
231K
+ 4.39%
$104.77 - $106.34 $24.2M - $24.6M
5.5M $585M
AVUV
American Centy ETF Tr Avantis

ETFs
221K
+ 10.91%
$75.17 - $91.21 $16.6M - $20.2M
2.25M $205M
URI
United Rentals, Inc.

Industrials
12.9K
+ 8.89%
$551.94 - $753.4 $7.13M - $9.73M
158K $119M
PAVE
Global X Fds Us Infrastructure

ETFs
430K
+ 27.18%
$33.78 - $43.68 $14.5M - $18.8M
2.01M $87.8M
NTES
Net Ease, Inc.

Communication Services
190K
+ 254.98%
$91.37 - $134.58 $17.4M - $25.6M
264K $35.6M
PSC
Principal ETF U.S. Small Cap M

ETFs
354K
+ 18.91%
$43.14 - $53.28 $15.3M - $18.9M
2.23M $119M
CI
Cigna Corp

Healthcare
82.1K
+ 24.95%
$301.89 - $340.04 $24.8M - $27.9M
411K $136M
MPWR
Monolithic Power Systems Inc

Technology
2.39K
+ 1.43%
$455.19 - $737.73 $1.09M - $1.76M
170K $124M
AXON
Axon Enterprise, Inc.

Industrials
3.1K
+ 3.83%
$497.13 - $827.94 $1.54M - $2.57M
84.2K $69.7M
LLY
Eli Lilly & CO

Healthcare
101K
+ 9.07%
$713.71 - $898.95 $72M - $90.6M
1.21M $945M
IWM
Ishares Russell 2000 ETF

ETFs
6.74K
+ 0.43%
$174.82 - $215.79 $1.18M - $1.45M
1.57M $338M
TXN
Texas Instruments Inc

Technology
138K
+ 8.42%
N/A
1.77M $345M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
123K
+ 1.93%
$34.72 - $42.74 $4.25M - $5.24M
6.48M $277M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
571K
+ 11.2%
$44.68 - $45.96 $25.5M - $26.2M
5.67M $259M
WM
Waste Management Inc

Industrials
123K
+ 16.77%
$216.47 - $242.1 $26.6M - $29.8M
857K $196M
CTVA
Corteva, Inc.

Basic Materials
42.3K
+ 2.14%
$55.52 - $74.53 $2.35M - $3.15M
2.02M $150M
MNDY
Monday.Com Ltd.

Technology
48.5K
+ 32.16%
$217.77 - $314.48 $10.6M - $15.3M
199K $62.7M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
1.06M
New
$23.0 - $24.7 $24.3M - $26.1M
1.06M $25.5M
MCK
Mckesson Corp

Healthcare
11.4K
+ 4.01%
$652.83 - $732.78 $7.41M - $8.32M
294K $216M
TWLO
Twilio Inc

Communication Services
184K
+ 224.33%
$81.34 - $124.36 $15M - $22.9M
266K $33.1M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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