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
DG
Dollar General Corp

Consumer Defensive
142K
+ 18.83%
$68.44 - $87.93 $9.74M - $12.5M
898K $79M
ENB
Enbridge Inc

Energy
322K
+ 8.51%
$41.54 - $45.45 $13.4M - $14.7M
4.11M $182M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
17K
+ 4.21%
$80.53 - $147.57 $1.37M - $2.5M
419K $55.5M
SNPS
Synopsys Inc

Technology
72.5K
+ 41.66%
$428.58 - $551.54 $31.1M - $40M
247K $106M
IWP
Ishares Russell Mid Cap Growth

ETFs
309K
+ 19.03%
$114.9 - $139.6 $35.5M - $43.1M
1.93M $227M
CGGO
Capital Group Global Growth Eq

ETFs
885K
+ 18.36%
$28.33 - $30.84 $25.1M - $27.3M
5.71M $162M
NRG
Nrg Energy, Inc.

Utilities
206K
+ 99.17%
$84.82 - $113.33 $17.5M - $23.4M
414K $39.5M
PSX
Phillips 66

Energy
33K
+ 1.91%
$113.93 - $131.55 $3.76M - $4.34M
1.76M $218M
AIG
American International Group, Inc.

Financial Services
42.7K
+ 3.6%
$70.5 - $86.94 $3.01M - $3.72M
1.23M $107M
GLDM
World Gold Trust

ETFs
182K
+ 20.06%
$52.19 - $61.89 $9.51M - $11.3M
1.09M $67.5M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
479K
+ 134.11%
$40.5 - $42.02 $19.4M - $20.1M
836K $34.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.18M
+ 16.97%
$33.98 - $39.84 $39.9M - $46.8M
8.1M $277M
VT
Vanguard Total World Stk Index

ETFs
180K
+ 23.15%
$115.08 - $123.97 $20.8M - $22.4M
959K $111M
WRB
Berkley W R Corp

Financial Services
2.95K
+ 0.19%
$56.7 - $71.27 $167K - $210K
1.52M $108M
ASML
Asml Holding Nv

Technology
46.8K
+ 12.2%
$662.63 - $776.99 $31M - $36.4M
431K $285M
SSNC
Ss&C Technologies Holdings Inc

Technology
177K
+ 31.65%
$74.75 - $89.13 $13.2M - $15.8M
737K $61.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
256K
+ 19.88%
$78.0 - $84.37 $19.9M - $21.6M
1.54M $123M
PPL
Ppl Corp

Utilities
251K
+ 9.2%
$31.68 - $36.11 $7.94M - $9.05M
2.98M $107M
FNDF
Schwab Fundamental Intl Large

ETFs
448K
+ 50.0%
$32.9 - $37.45 $14.7M - $16.8M
1.34M $48.5M
AWK
American Water Works Company, Inc.

Utilities
20.6K
+ 3.07%
$121.01 - $149.31 $2.5M - $3.08M
693K $102M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
398K
+ 4480.29%
$39.44 - $47.66 $15.7M - $19M
407K $18.6M
CHKP
Check Point Software Technologies LTD

Technology
1.09K
+ 0.25%
$179.88 - $231.31 $196K - $252K
434K $99M
CGCP
Capital Group Core Plus Income

ETFs
754K
+ 16.77%
$21.94 - $22.64 $16.5M - $17.1M
5.25M $118M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
356K
+ 8.58%
$49.78 - $53.19 $17.7M - $18.9M
4.5M $230M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
406K
New
$39.53 - $46.13 $16M - $18.7M
406K $17.9M
RDVY
First Trust Rising Dividend Ac

ETFs
334K
+ 10.83%
$57.22 - $63.39 $19.1M - $21.2M
3.42M $200M
ROK
Rockwell Automation, Inc

Industrials
88.7K
+ 46.41%
$255.29 - $303.75 $22.6M - $26.9M
280K $72.3M
LHX
L3 Harris Technologies, Inc.

Industrials
89.7K
+ 7.65%
$194.65 - $222.86 $17.5M - $20M
1.26M $264M
XLG
Invesco Exchange Traded Fd Tr

ETFs
480K
+ 41.73%
$45.72 - $51.73 $22M - $24.8M
1.63M $75.1M
SPMD
Spdr Portfolio

ETFs
456K
+ 27.05%
$50.21 - $57.73 $22.9M - $26.3M
2.14M $110M
MKL
Markel Corp

Financial Services
5.98K
+ 13.95%
$1660.14 - $2059.83 $9.93M - $12.3M
48.9K $91.4M
OMC
Omnicom Group Inc.

Communication Services
253K
+ 20.95%
$79.43 - $88.34 $20.1M - $22.4M
1.46M $121M
LYB
Lyondell Basell Industries N.V.

Basic Materials
298K
+ 30.37%
$69.82 - $78.67 $20.8M - $23.5M
1.28M $90.1M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
284K
+ 83.1%
$46.83 - $56.05 $13.3M - $15.9M
625K $33.3M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
359K
+ 23.87%
$43.76 - $45.31 $15.7M - $16.3M
1.86M $83.8M
TRGP
Targa Resources Corp.

Energy
37.9K
+ 8.86%
$178.44 - $217.22 $6.75M - $8.22M
465K $93.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
428K
+ 3.91%
$24.73 - $25.62 $10.6M - $11M
11.4M $291M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
62.5K
+ 1.7%
$114.57 - $118.14 $7.16M - $7.38M
3.75M $443M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
340K
+ 13.67%
$30.38 - $34.94 $10.3M - $11.9M
2.82M $96.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
50.6K
+ 15.14%
$308.87 - $383.33 $15.6M - $19.4M
384K $126M
UL
Unilever PLC

Consumer Defensive
95.4K
+ 2.49%
$54.72 - $60.29 $5.22M - $5.75M
3.93M $234M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.68M
+ 5.65%
$48.06 - $53.73 $177M - $197M
68.7M $3.35B
HWM
Howmet Aerospace Inc.

Industrials
51K
+ 10.71%
$110.79 - $139.39 $5.65M - $7.11M
527K $68.4M
GRMN
Garmin LTD

Technology
61.5K
+ 23.72%
$204.55 - $241.93 $12.6M - $14.9M
321K $69.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
310K
+ 16.53%
$50.87 - $51.09 $15.8M - $15.9M
2.19M $112M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
386K
+ 1244.37%
$41.51 - $44.56 $16M - $17.2M
417K $17.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
261K
+ 12.92%
$48.43 - $49.9 $12.6M - $13M
2.28M $114M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
188K
+ 4.27%
$90.0 - $96.32 $16.9M - $18.1M
4.6M $424M
HIG
Hartford Financial Services Group, Inc.

Financial Services
66.9K
+ 12.7%
$106.31 - $123.73 $7.12M - $8.28M
594K $73.5M
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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