Envestnet Asset Management Inc Sells in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-78.5K
- 9.27%
$377.84 - $464.11 $29.6M - $36.4M
768K $294M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.82M
- 44.68%
$23.16 - $27.04 $65.3M - $76.2M
3.49M $81.7M
RJF
Raymond James Financial Inc

Financial Services
-452K
- 42.43%
$137.62 - $172.64 $62.3M - $78.1M
614K $85.3M
SPGI
S&P Global Inc.

Financial Services
-157K
- 14.49%
$478.26 - $543.77 $75.1M - $85.4M
927K $471M
HD
Home Depot, Inc.

Consumer Cyclical
-23.3K
- 0.9%
$347.25 - $424.87 $8.1M - $9.91M
2.58M $945M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.15M
- 10.82%
$60.46 - $64.42 $69.7M - $74.3M
9.51M $587M
IWM
Ishares Russell 2000 ETF

ETFs
-149K
- 8.71%
$198.1 - $229.79 $29.5M - $34.2M
1.56M $311M
ADI
Analog Devices Inc

Technology
-219K
- 11.57%
$201.56 - $243.82 $44.1M - $53.3M
1.67M $337M
WMT
Walmart Inc.

Consumer Defensive
-551K
- 9.08%
$84.5 - $105.05 $46.6M - $57.9M
5.52M $485M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-345K
- 7.66%
$47.79 - $59.89 $16.5M - $20.6M
4.15M $208M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-815K
- 50.3%
$68.32 - $75.06 $55.7M - $61.2M
805K $60.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.19M
- 15.99%
$74.85 - $84.89 $88.9M - $101M
6.24M $510M
TTAC
Fcf Us Quality ETF

ETFs
-763K
- 93.24%
$65.72 - $67.39 $50.1M - $51.4M
55.3K $3.63M
ZBRA
Zebra Technologies Corp

Technology
-73.1K
- 26.08%
$271.72 - $421.11 $19.9M - $30.8M
207K $58.5M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-831K
- 35.8%
$63.91 - $70.19 $53.1M - $58.3M
1.49M $100M
VONG
Vanguard Russell 1000 Growth E

ETFs
-111K
- 2.97%
$92.71 - $107.38 $10.3M - $11.9M
3.62M $336M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.46M
- 9.97%
$21.75 - $24.28 $31.9M - $35.6M
13.2M $292M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-653K
- 88.08%
$73.16 - $83.16 $47.8M - $54.3M
88.4K $6.58M
EDV
Vanguard Extended Duration Tre

ETFs
-696K
- 92.26%
$65.05 - $73.43 $45.3M - $51.1M
58.4K $4.15M
BBY
Best Buy CO Inc

Consumer Cyclical
-497K
- 58.96%
$70.3 - $91.1 $35M - $45.3M
346K $25.5M
INTU
Intuit Inc

Technology
-47.8K
- 4.93%
$555.63 - $630.23 $26.6M - $30.1M
922K $566M
APP
App Lovin Corp

Technology
-34.1K
- 5.88%
$238.08 - $510.13 $8.11M - $17.4M
545K $145M
TGT
Target Corp

Consumer Defensive
-43.6K
- 3.5%
$103.65 - $142.5 $4.52M - $6.22M
1.2M $126M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-657K
- 17.49%
$40.03 - $46.81 $26.3M - $30.7M
3.1M $126M
VBR
Vanguard Small Cap Value ETF

ETFs
-105K
- 5.58%
$183.02 - $207.75 $19.2M - $21.8M
1.77M $330M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23.1K
- 2.1%
$254.58 - $302.92 $5.89M - $7.01M
1.08M $276M
HSY
Hershey CO

Consumer Defensive
-243K
- 37.09%
$144.74 - $186.36 $35.2M - $45.3M
413K $70.6M
HON
Honeywell International Inc

Industrials
-117K
- 11.15%
$202.75 - $226.52 $23.8M - $26.6M
934K $198M
VGT
Vanguard Information Technolog

ETFs
-13K
- 3.33%
$542.38 - $646.34 $7.07M - $8.43M
378K $205M
AMP
Ameriprise Financial Inc

Financial Services
-12.5K
- 1.89%
$472.29 - $575.13 $5.89M - $7.17M
646K $313M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.48M
- 66.21%
$24.6 - $24.99 $36.5M - $37.1M
757K $18.9M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-514K
- 67.1%
$61.55 - $71.27 $31.6M - $36.6M
252K $15.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-331K
- 6.82%
$126.11 - $135.06 $41.8M - $44.7M
4.52M $583M
AMD
Advanced Micro Devices Inc

Technology
-192K
- 21.73%
$96.63 - $129.55 $18.6M - $24.9M
692K $71.1M
MSCI
Msci Inc.

Financial Services
-45.5K
- 16.68%
$541.46 - $628.34 $24.6M - $28.6M
227K $129M
IXC
Ishares Tr Global Energy ETF

ETFs
-920K
- 95.99%
$38.48 - $42.16 $35.4M - $38.8M
38.4K $1.62M
MKTX
Marketaxess Holdings Inc

Financial Services
-146K
- 71.5%
$189.81 - $226.47 $27.7M - $33M
58.1K $12.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-770K
- 23.88%
$42.38 - $43.28 $32.7M - $33.3M
2.46M $104M
GM
General Motors CO

Consumer Cyclical
-395K
- 18.19%
$45.22 - $54.92 $17.9M - $21.7M
1.78M $83.5M
LMT
Lockheed Martin Corp

Industrials
-8.35K
- 1.18%
$423.19 - $506.29 $3.53M - $4.22M
699K $312M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-156K
- 40.58%
$175.5 - $209.86 $27.3M - $32.7M
228K $41.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-419K
- 8.96%
$81.83 - $82.73 $34.3M - $34.7M
4.26M $353M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-676K
- 11.52%
$47.33 - $47.92 $32M - $32.4M
5.19M $247M
KMB
Kimberly Clark Corp

Consumer Defensive
-258K
- 42.66%
$124.46 - $147.4 $32.2M - $38.1M
347K $49.4M
QINT
American Centy ETF Tr Quality

ETFs
-694K
- 44.28%
$47.52 - $53.84 $33M - $37.3M
873K $45.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.49M
- 7.61%
$27.01 - $28.54 $40.4M - $42.6M
18.1M $507M
UWM
Proshares Ultra Russell 2000

ETFs
-102K
- 3.38%
$33.01 - $45.08 $3.37M - $4.61M
2.92M $97.6M
GDDY
Go Daddy Inc.

Technology
-101K
- 16.32%
$172.13 - $214.35 $17.3M - $21.6M
516K $92.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-12.5K
- 1.77%
$307.43 - $357.48 $3.84M - $4.47M
693K $214M
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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