Envestnet Asset Management Inc Portfolio Holdings
Envestnet Asset Management Inc
- $299 Billion
- Q1 2025
Envestnet Asset Management Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 4343 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.1B, Ishares Core Total Usd Bond Ma with a value of $6.55B, Vanguard Index Fds S&P 500 ETF with a value of $6.05B, Ishares Msci Usa Quality Facto with a value of $5.44B, and Vanguard Ftse Developed Market with a value of $5.02B.
Examining the 13F form we can see an decrease of $2.62B in the current position value, from $302B to 299B.
Below you can find more details about Envestnet Asset Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 4,343
- Current Value $299 Billion
- Prior Value $302 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 221 stocks
- Additional Purchases 2,394 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,701 stocks