Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
3.31K
+ 4.64%
$1239.0 - $1442.53 $4.1M - $4.78M
74.6K $94.6M
THO
Thor Industries Inc

Consumer Cyclical
15K
+ 2.25%
$94.35 - $115.54 $1.42M - $1.74M
683K $65.4M
WING
Wingstop Inc.

Consumer Cyclical
2.27K
+ 3.16%
$281.09 - $422.95 $639K - $961K
74.2K $21.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.8K
+ 0.7%
$55.1 - $61.74 $593K - $665K
1.55M $85.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
31.6K
+ 0.92%
$33.39 - $37.66 $1.05M - $1.19M
3.46M $115M
EFX
Equifax Inc

Industrials
5.12K
+ 1.82%
$245.03 - $293.5 $1.25M - $1.5M
287K $73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.53M
+ 184.59%
$22.4 - $68.28 $213M - $651M
14.7M $341M
UL
Unilever PLC

Consumer Defensive
327K
+ 9.34%
$56.7 - $64.64 $18.6M - $21.2M
3.83M $217M
FCX
Freeport Mcmoran Inc

Basic Materials
126K
+ 9.7%
$38.08 - $50.82 $4.8M - $6.41M
1.43M $54.3M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
60.5K
+ 2.5%
$31.24 - $37.15 $1.89M - $2.25M
2.48M $79.8M
HCA
Hca Healthcare, Inc.

Healthcare
26.2K
+ 14.28%
$297.52 - $415.61 $7.8M - $10.9M
210K $62.9M
PGR
Progressive Corp

Financial Services
52.5K
+ 3.03%
$239.6 - $268.88 $12.6M - $14.1M
1.79M $428M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.67K
+ 0.41%
$148.29 - $166.93 $693K - $780K
1.14M $169M
BBY
Best Buy CO Inc

Consumer Cyclical
21K
+ 2.55%
$85.2 - $101.35 $1.79M - $2.12M
843K $72.4M
SO
Southern CO

Utilities
72.4K
+ 3.06%
$81.5 - $94.15 $5.9M - $6.81M
2.44M $201M
XOM
Exxon Mobil Corp

Energy
300K
+ 6.34%
$105.51 - $125.37 $31.7M - $37.6M
5.03M $541M
EXPD
Expeditors International Of Washington Inc

Industrials
30.5K
+ 3.66%
$110.5 - $128.26 $3.37M - $3.91M
864K $95.7M
AVEM
American Centy ETF Tr Avantis

ETFs
1.12M
+ 8.08%
$58.59 - $66.14 $65.4M - $73.8M
14.9M $877M
IDV
Ishares Tr

ETFs
13.2K
+ 0.25%
$27.03 - $29.92 $357K - $395K
5.4M $148M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 0.36%
$161.05 - $179.7 $1.78M - $1.99M
3.13M $525M
EMN
Eastman Chemical CO

Basic Materials
28.9K
+ 3.27%
$90.03 - $110.64 $2.6M - $3.2M
913K $83.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
174K
+ 4.54%
$70.63 - $78.23 $12.3M - $13.6M
4M $284M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.04M
+ 5.61%
$37.33 - $40.39 $38.7M - $41.9M
19.5M $730M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19.6K
+ 4.87%
$396.64 - $516.74 $7.79M - $10.1M
423K $170M
FNDX
Schwab Fundamental U S Large C

ETFs
2.28M
+ 153.83%
$23.49 - $71.77 $53.5M - $164M
3.76M $89.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.49M
+ 6.62%
$25.15 - $27.57 $37.4M - $41M
23.9M $604M
CARR
Carrier Global Corp

Industrials
126K
+ 5.69%
$66.69 - $82.65 $8.42M - $10.4M
2.35M $160M
UNP
Union Pacific Corp

Industrials
92.1K
+ 4.24%
$223.15 - $249.32 $20.5M - $23M
2.26M $516M
SPGI
S&P Global Inc.

Financial Services
2.49K
+ 0.23%
$480.36 - $529.17 $1.2M - $1.32M
1.08M $540M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10.1K
+ 12.41%
$701.85 - $1046.91 $7.06M - $10.5M
91.1K $64.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.92M
+ 105.05%
$18.41 - $40.87 $127M - $283M
13.5M $250M
ADI
Analog Devices Inc

Technology
47.5K
+ 2.57%
$206.35 - $236.48 $9.8M - $11.2M
1.89M $402M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
754K
+ 6.45%
$58.88 - $64.8 $44.4M - $48.8M
12.4M $733M
MDT
Medtronic PLC

Healthcare
232K
+ 5.59%
$79.61 - $92.24 $18.5M - $21.4M
4.39M $350M
AEP
American Electric Power CO Inc

Utilities
73.5K
+ 2.37%
$90.91 - $102.21 $6.69M - $7.52M
3.18M $293M
VICI
Vici Properties Inc.

Real Estate
215K
+ 2.7%
$28.27 - $33.19 $6.07M - $7.12M
8.17M $239M
CVS
Cvs Health Corp

Healthcare
15.6K
+ 1.03%
$43.78 - $67.46 $681K - $1.05M
1.53M $68.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
64.5K
+ 0.62%
$80.13 - $83.77 $5.17M - $5.4M
10.4M $835M
TSCO
Tractor Supply CO

Consumer Cyclical
3.87M
+ 383.37%
$52.59 - $303.74 $204M - $1.18B
4.88M $259M
MDLZ
Mondelez International, Inc.

Consumer Defensive
27.7K
+ 0.91%
$59.25 - $72.99 $1.64M - $2.02M
3.07M $183M
HD
Home Depot, Inc.

Consumer Cyclical
2.51K
+ 0.1%
$385.02 - $431.37 $966K - $1.08M
2.6M $1.01B
KO
Coca Cola CO

Consumer Defensive
94.1K
+ 1.91%
$61.74 - $71.71 $5.81M - $6.75M
5.03M $313M
AZN
Astrazeneca PLC

Healthcare
29.8K
+ 0.85%
$63.2 - $79.58 $1.88M - $2.37M
3.55M $232M
SPTL
Spdr Portfolio Long Term Treas

ETFs
38.5K
+ 0.26%
$26.05 - $29.17 $1M - $1.12M
14.9M $389M
KLAC
Kla Corp

Technology
2.12K
+ 0.7%
$614.46 - $829.55 $1.3M - $1.76M
306K $193M
ASML
Asml Holding Nv

Technology
3.16K
+ 0.83%
$658.43 - $872.27 $2.08M - $2.75M
384K $266M
VTV
Vanguard Value ETF

ETFs
312K
+ 1.57%
$168.32 - $181.87 $52.5M - $56.7M
20.1M $3.4B
MPWR
Monolithic Power Systems Inc

Technology
3.27K
+ 1.92%
$560.06 - $942.58 $1.83M - $3.08M
174K $103M
MCHP
Microchip Technology Inc

Technology
309K
+ 9.65%
$55.51 - $79.05 $17.2M - $24.4M
3.51M $201M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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