Envestnet Asset Management Inc Incresed Positions in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
65.9K
+ 40.85%
$144.84 - $159.5 $9.54M - $10.5M
227K $34.8M
VPU
Vanguard Utilities ETF

ETFs
40K
+ 6.64%
$161.24 - $173.33 $6.45M - $6.94M
643K $110M
COOP
Mr. Cooper Group Inc.

Financial Services
89K
+ 359.1%
$91.4 - $119.6 $8.14M - $10.6M
114K $13.6M
FDVV
Fidelity High Dividend ETF

ETFs
232K
+ 20.59%
$48.86 - $52.28 $11.4M - $12.2M
1.36M $67.5M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
143K
+ 15.88%
$51.39 - $57.43 $7.37M - $8.24M
1.05M $58M
OLED
Universal Display Corp Pa

Technology
87.8K
+ 44.23%
$139.48 - $161.59 $12.2M - $14.2M
286K $39.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
195K
+ 10.4%
$43.53 - $45.42 $8.49M - $8.86M
2.07M $93.6M
AOS
Smith A O Corp

Industrials
173K
+ 75.81%
$65.16 - $72.69 $11.3M - $12.6M
402K $26.3M
BP
Bp PLC

Energy
144K
+ 10.59%
$29.93 - $35.31 $4.31M - $5.08M
1.5M $50.8M
NOC
Northrop Grumman Corp

Industrials
3.6K
+ 1.79%
$433.45 - $513.82 $1.56M - $1.85M
205K $105M
SLB
Schlumberger Limited

Energy
144K
+ 11.42%
$38.4 - $43.74 $5.52M - $6.28M
1.4M $58.6M
APPF
Appfolio Inc

Technology
49.5K
+ 236.64%
$206.66 - $260.64 $10.2M - $12.9M
70.4K $15.5M
ZTS
Zoetis Inc.

Healthcare
40.4K
+ 1.89%
$156.48 - $175.67 $6.32M - $7.09M
2.17M $358M
SYK
Stryker Corp

Healthcare
7.05K
+ 1.13%
$355.18 - $399.9 $2.5M - $2.82M
632K $235M
HCA
Hca Healthcare, Inc.

Healthcare
2.11K
+ 1.0%
$296.7 - $345.55 $625K - $728K
212K $73.2M
FANG
Diamondback Energy, Inc.

Energy
78.4K
+ 13.52%
$139.9 - $180.18 $11M - $14.1M
658K $105M
VHT
Vanguard Health Care ETF

ETFs
22.6K
+ 5.99%
$254.06 - $273.83 $5.74M - $6.19M
400K $106M
UFPT
Ufp Technologies Inc

Healthcare
54.4K
+ 261.3%
$198.85 - $285.04 $10.8M - $15.5M
75.2K $15.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
107K
+ 17.25%
$58.04 - $65.84 $6.2M - $7.04M
726K $46.3M
CNC
Centene Corp

Healthcare
163K
+ 29.98%
$55.93 - $65.89 $9.14M - $10.8M
709K $43M
GBIL
Goldman Sachs Access Treasury

ETFs
95.7K
+ 8.26%
$99.85 - $100.19 $9.56M - $9.59M
1.25M $126M
VGLT
Vanguard Long Term Treasury Et

ETFs
106K
+ 6.85%
$53.99 - $58.43 $5.74M - $6.21M
1.66M $95.5M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
350K
+ 16.22%
$26.64 - $27.14 $9.32M - $9.5M
2.51M $67.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
66.1K
+ 26.43%
$98.98 - $113.18 $6.54M - $7.48M
316K $35.8M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
13.2K
+ 0.27%
$11.66 - $14.98 $154K - $197K
4.82M $65.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
25.6K
+ 28.08%
$634.14 - $744.83 $16.2M - $19.1M
117K $74M
WTFC
Wintrust Financial Corp

Financial Services
106K
+ 43.3%
$107.76 - $136.92 $11.4M - $14.5M
350K $39.4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
42.5K
+ 3.03%
$35.35 - $42.74 $1.5M - $1.82M
1.45M $59.9M
CHE
Chemed Corp

Healthcare
3.7K
+ 4.83%
$521.84 - $615.32 $1.93M - $2.27M
80.1K $49.3M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
141K
+ 8.93%
N/A
1.72M $107M
SWKS
Skyworks Solutions, Inc.

Technology
227K
+ 91.54%
$64.12 - $93.96 $14.6M - $21.3M
475K $30.7M
LRN
Stride, Inc.

Consumer Defensive
43.4K
+ 30.6%
$106.34 - $142.28 $4.62M - $6.18M
185K $23.4M
CACI
Caci International Inc

Technology
20.3K
+ 25.21%
N/A
101K $43.2M
DGX
Quest Diagnostics Inc

Healthcare
63.3K
+ 22.35%
N/A
347K $47.5M
NEAR
Blackrock Short Maturity Bond

ETFs
164K
+ 36.13%
$50.4 - $50.89 $8.29M - $8.37M
619K $31.5M
PULS
Pgim ETF Tr

ETFs
169K
+ 29.41%
$49.56 - $49.78 $8.39M - $8.43M
745K $37.1M
GD
General Dynamics Corp

Industrials
2.04K
+ 0.23%
$241.94 - $272.58 $494K - $557K
878K $239M
HES
Hess Corp

Energy
29.4K
+ 21.11%
$135.42 - $160.52 $3.98M - $4.72M
169K $27M
KMI
Kinder Morgan, Inc.

Energy
111K
+ 2.46%
$26.1 - $31.22 $2.9M - $3.47M
4.62M $132M
MLN
Vaneck Long Muni ETF

ETFs
490K
+ 67.51%
$17.22 - $18.0 $8.45M - $8.83M
1.22M $21.2M
CYBR
Cyber Ark Software Ltd.

Technology
21.9K
+ 15.07%
$312.8 - $414.31 $6.85M - $9.07M
167K $56.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.28K
+ 0.63%
$180.02 - $208.56 $410K - $475K
361K $75M
PHYL
Pgim ETF Tr

ETFs
230K
+ 69.92%
$34.67 - $35.44 $7.97M - $8.15M
559K $19.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
201K
+ 19.64%
$28.11 - $32.0 $5.64M - $6.42M
1.22M $37.7M
CARR
Carrier Global Corp

Industrials
305K
+ 13.0%
$62.07 - $70.55 $18.9M - $21.5M
2.65M $168M
CMI
Cummins Inc

Industrials
100K
+ 14.97%
$312.92 - $386.07 $31.4M - $38.7M
771K $242M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
97.7K
+ 23.67%
$56.44 - $64.13 $5.51M - $6.26M
510K $31.4M
HYMU
Blackrock ETF Tr Ii High Yield
336K
+ 90.11%
$22.43 - $23.19 $7.54M - $7.79M
709K $16.3M
FVAL
Fidelity Covington Tr Value Fa

ETFs
166K
+ 14.55%
$58.79 - $65.0 $9.74M - $10.8M
1.3M $77.7M
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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