Envestnet Asset Management Inc Incresed Positions in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
131K
+ 3.06%
$145.48 - $167.38 $19.1M - $21.9M
4.41M $715M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
404K
+ 2.45%
$74.26 - $78.84 $30M - $31.8M
16.9M $1.33B
XLU
Utilities Sector Spdr

ETFs
586K
+ 18.29%
$67.67 - $80.78 $39.7M - $47.3M
3.79M $306M
IWF
Ishares Russell 1000 Gr ETF

ETFs
78.3K
+ 1.52%
$332.02 - $382.76 $26M - $30M
5.23M $1.96B
NEE
Nextera Energy Inc

Utilities
62K
+ 1.07%
$69.9 - $84.97 $4.33M - $5.27M
5.85M $494M
ADP
Automatic Data Processing Inc

Industrials
76.7K
+ 4.8%
$233.44 - $279.45 $17.9M - $21.4M
1.67M $463M
SPGI
S&P Global Inc.

Financial Services
9.42K
+ 0.88%
$446.32 - $527.38 $4.21M - $4.97M
1.08M $559M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.21M
+ 5392.44%
$59.5 - $67.14 $71.8M - $81.1M
1.23M $81.4M
POOL
Pool Corp

Industrials
139K
+ 40.62%
$296.17 - $376.8 $41.3M - $52.6M
483K $182M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.57M
+ 158.71%
$38.04 - $45.36 $59.7M - $71.2M
2.56M $114M
EA
Electronic Arts Inc.

Communication Services
512K
+ 181.43%
$137.32 - $151.82 $70.3M - $77.7M
794K $114M
GNRC
Generac Holdings Inc.

Industrials
451K
+ 535.4%
$133.16 - $159.78 $60.1M - $72.1M
535K $85.1M
IBM
International Business Machines Corp

Technology
48.7K
+ 3.72%
$175.1 - $223.38 $8.52M - $10.9M
1.36M $300M
ABT
Abbott Laboratories

Healthcare
256K
+ 5.83%
$100.07 - $118.13 $25.7M - $30.3M
4.65M $530M
SE
Sea LTD

Consumer Cyclical
732K
+ 401.45%
$59.94 - $94.83 $43.9M - $69.4M
915K $86.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.37K
+ 0.31%
$191.76 - $263.26 $646K - $887K
1.11M $289M
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.32M
+ 47.78%
$28.75 - $29.46 $66.6M - $68.3M
7.17M $211M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
761K
+ 3.98%
$44.9 - $47.55 $34.2M - $36.2M
19.9M $938M
DFAI
Dimensional ETF Tr

ETFs
2.1M
+ 126.02%
$28.69 - $32.06 $60.3M - $67.4M
3.77M $120M
MNST
Monster Beverage Corp

Consumer Defensive
1.25M
+ 62.54%
$45.01 - $52.47 $56.2M - $65.6M
3.25M $170M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
312K
+ 5.16%
$77.02 - $85.06 $24M - $26.5M
6.36M $538M
IXUS
Ishares Tr

ETFs
139K
+ 1.24%
$64.9 - $73.35 $9.04M - $10.2M
11.4M $826M
IDEV
Ishares Core Msci Intl Develop

ETFs
848K
+ 65.74%
$63.46 - $71.43 $53.8M - $60.6M
2.14M $151M
XLY
Select Sector Spdr Consumer Di

ETFs
108K
+ 4.34%
$170.05 - $200.86 $18.4M - $21.7M
2.6M $520M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.15M
+ 29.23%
$51.02 - $52.74 $58.6M - $60.6M
5.08M $267M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11.2K
+ 1.24%
$531.86 - $624.21 $5.95M - $6.98M
910K $563M
GE
General Electric CO

Industrials
196K
+ 20.28%
$156.66 - $189.66 $30.7M - $37.2M
1.16M $219M
VCIT
Vanguard Intermediate Term Cor

ETFs
314K
+ 3.13%
$79.29 - $84.02 $24.9M - $26.4M
10.3M $866M
ACGL
Arch Capital Group Ltd.

Financial Services
377K
+ 18.76%
$94.47 - $114.25 $35.7M - $43.1M
2.39M $267M
MCD
Mcdonalds Corp

Consumer Cyclical
12.9K
+ 1.1%
$245.82 - $304.51 $3.18M - $3.94M
1.19M $362M
BND
Vanguard Bd Index Fd Inc Total

ETFs
47.6K
+ 0.25%
$71.45 - $75.64 $3.4M - $3.6M
19M $1.43B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
678K
+ 10.59%
$53.41 - $57.9 $36.2M - $39.3M
7.08M $410M
DEO
Diageo PLC

Consumer Defensive
307K
+ 27.22%
$120.02 - $140.77 $36.8M - $43.2M
1.43M $201M
WEC
Wec Energy Group, Inc.

Utilities
264K
+ 14.82%
$77.68 - $96.19 $20.5M - $25.4M
2.05M $197M
BMY
Bristol Myers Squibb CO

Healthcare
644K
+ 28.39%
$39.66 - $51.75 $25.5M - $33.3M
2.91M $151M
V
Visa Inc.

Financial Services
15.4K
+ 0.37%
$253.74 - $291.56 $3.92M - $4.5M
4.2M $1.16B
VEU
Vanguard Ftse All World Ex Us

ETFs
154K
+ 1.47%
$56.47 - $63.69 $8.71M - $9.82M
10.6M $668M
DHI
Horton D R Inc

Consumer Cyclical
22.6K
+ 2.23%
$135.21 - $197.06 $3.06M - $4.46M
1.04M $198M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
31K
+ 0.27%
$58.03 - $65.37 $1.8M - $2.02M
11.7M $757M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.28M
+ 14.52%
$32.36 - $33.78 $41.4M - $43.3M
10.1M $341M
USB
Us Bancorp \De\

Financial Services
96.5K
+ 1.2%
$39.04 - $47.23 $3.77M - $4.56M
8.14M $372M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.24M
+ 24.43%
$30.71 - $34.79 $38.1M - $43.2M
6.32M $220M
ZTS
Zoetis Inc.

Healthcare
13.9K
+ 0.62%
$172.58 - $196.48 $2.4M - $2.73M
2.26M $442M
LVHI
Franklin International Low Vol

ETFs
1.67M
+ 866.77%
$28.72 - $31.28 $47.9M - $52.2M
1.86M $57.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27.5K
+ 0.55%
$117.9 - $128.2 $3.24M - $3.52M
5.03M $645M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
77.1K
+ 0.85%
$69.16 - $76.64 $5.33M - $5.91M
9.2M $692M
GLD
Spdr Gold Trust

ETFs
76.5K
+ 6.77%
$215.56 - $246.98 $16.5M - $18.9M
1.21M $293M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.01M
+ 4413.83%
$46.5 - $49.42 $47.1M - $50.1M
1.04M $51M
VZ
Verizon Communications Inc

Communication Services
187K
+ 1.66%
$38.89 - $45.0 $7.26M - $8.4M
11.4M $514M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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