Envestnet Portfolio Solutions, Inc. Incresed Positions in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
2.51M
+ 4275.01%
$228.54 - $279.83 $573M - $701M
2.56M $718M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.09M
+ 12.41%
$96.84 - $99.46 $203M - $208M
19M $1.88B
VTWO
Vanguard Russell 2000 ETF

ETFs
2.25M
+ 294.32%
$70.56 - $87.22 $159M - $196M
3.01M $263M
EFV
Msci Eafe Value ETF

ETFs
1.74M
+ 24.17%
$52.4 - $64.65 $91.4M - $113M
8.96M $569M
IEMG
Ishares Inc

ETFs
2.05M
+ 23.06%
N/A
10.9M $586M
NVDA
Nvidia Corp

Technology
126K
+ 11.92%
$94.31 - $157.99 $11.9M - $19.9M
1.18M $187M
MSFT
Microsoft Corp

Technology
17.7K
+ 3.88%
$354.56 - $497.45 $6.27M - $8.8M
474K $236M
MUB
Ishares National Muni Bond ETF

ETFs
556K
+ 12.86%
$102.31 - $105.8 $56.9M - $58.8M
4.88M $510M
AVUV
American Centy ETF Tr Avantis

ETFs
506K
+ 503.45%
$75.17 - $91.21 $38.1M - $46.2M
607K $55.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
48.7K
+ 19.98%
$496.48 - $617.85 $24.2M - $30.1M
292K $181M
OEF
Ishares S&P 100 ETF

ETFs
134K
+ 32.9%
N/A
543K $145M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
361K
+ 17.29%
$97.29 - $105.63 $35.2M - $38.2M
2.45M $249M
META
Meta Platforms, Inc.

Communication Services
12.6K
+ 9.43%
$484.66 - $738.09 $6.1M - $9.3M
146K $108M
AVGO
Broadcom Inc.

Technology
23.4K
+ 10.75%
$146.29 - $275.65 $3.42M - $6.45M
241K $66.4M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.02M
+ 41.34%
$25.13 - $26.07 $25.7M - $26.7M
3.5M $90.5M
NFLX
Netflix Inc

Communication Services
8.18K
+ 22.71%
$855.86 - $1339.13 $7M - $10.9M
44.2K $59.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
226K
+ 539.67%
$102.02 - $103.5 $23M - $23.4M
268K $27.5M
VT
Vanguard Total World Stk Index

ETFs
47.7K
+ 3.69%
$103.16 - $128.52 $4.92M - $6.13M
1.34M $172M
AMZN
Amazon Com Inc

Consumer Cyclical
19.9K
+ 3.74%
$167.32 - $223.3 $3.32M - $4.44M
551K $121M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
159K
+ 9.11%
$44.58 - $54.92 $7.1M - $8.74M
1.91M $105M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
595K
+ 70.75%
$24.98 - $25.66 $14.9M - $15.3M
1.44M $36.8M
GOOGL
Alphabet Inc.

Communication Services
35.9K
+ 9.06%
$144.7 - $178.6 $5.2M - $6.41M
432K $76.1M
VRSK
Verisk Analytics, Inc.

Industrials
45.8K
+ 436.8%
$277.03 - $321.33 $12.7M - $14.7M
56.2K $17.5M
IVE
Ishares S&P 500 Value ETF

ETFs
26.6K
+ 1.58%
$168.34 - $195.42 $4.48M - $5.2M
1.72M $335M
JPM
Jpmorgan Chase & CO

Financial Services
6.63K
+ 2.67%
$210.28 - $289.91 $1.39M - $1.92M
255K $74M
IDEV
Ishares Core Msci Intl Develop

ETFs
131K
+ 45.18%
$61.79 - $76.67 $8.1M - $10M
421K $32M
ORCL
Oracle Corp

Technology
11K
+ 9.77%
$122.82 - $218.63 $1.35M - $2.41M
124K $27.1M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
129K
+ 4193.95%
$72.32 - $86.4 $9.33M - $11.1M
132K $11.4M
TSLA
Tesla, Inc.

Consumer Cyclical
16.6K
+ 20.43%
$221.86 - $362.89 $3.69M - $6.03M
97.9K $31.1M
GOOG
Alphabet Inc.

Communication Services
26.4K
+ 12.61%
$146.58 - $180.01 $3.87M - $4.76M
236K $41.9M
ETN
Eaton Corp PLC

Industrials
9.14K
+ 13.46%
$246.52 - $356.99 $2.25M - $3.26M
77.1K $27.5M
EVRG
Evergy, Inc.

Utilities
123K
+ 3162.94%
$64.06 - $69.64 $7.9M - $8.59M
127K $8.77M
JNK
Spdr Bloomberg High Yield Bond

ETFs
77.7K
+ 37.17%
$91.23 - $97.27 $7.09M - $7.56M
287K $27.9M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
191K
+ 51.63%
$40.39 - $41.46 $7.72M - $7.92M
561K $23.2M
AMCR
Amcor PLC

Consumer Cyclical
876K
+ 135.29%
$8.57 - $9.81 $7.51M - $8.59M
1.52M $14M
PLTR
Palantir Technologies Inc.

Technology
21.7K
+ 27.13%
$74.01 - $144.25 $1.61M - $3.13M
102K $13.9M
DGRO
Ishares Core Dividend Growth E

ETFs
94.3K
+ 58.55%
$55.22 - $63.94 $5.21M - $6.03M
255K $16.3M
OKTA
Okta, Inc.

Technology
63.7K
+ 2927.31%
$91.24 - $127.3 $5.81M - $8.11M
65.8K $6.58M
ISRG
Intuitive Surgical Inc

Healthcare
8.36K
+ 25.79%
$451.58 - $565.94 $3.77M - $4.73M
40.8K $22.1M
COF
Capital One Financial Corp

Financial Services
26.9K
+ 290.24%
$150.57 - $212.76 $4.06M - $5.73M
36.2K $7.71M
BKNG
Booking Holdings Inc.

Consumer Cyclical
516
+ 23.48%
$4164.15 - $5789.24 $2.15M - $2.99M
2.71K $15.7M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
386K
+ 5.16%
$18.94 - $21.67 $7.31M - $8.36M
7.87M $166M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
108K
+ 83.38%
$49.57 - $50.27 $5.36M - $5.43M
238K $11.9M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
117K
+ 245.89%
$43.65 - $45.44 $5.12M - $5.33M
165K $7.5M
AMAT
Applied Materials Inc

Technology
12K
+ 15.47%
$126.95 - $183.52 $1.52M - $2.2M
89.3K $16.3M
IDXX
Idexx Laboratories Inc

Healthcare
5.8K
+ 34.81%
$361.04 - $536.34 $2.09M - $3.11M
22.4K $12M
COST
Costco Wholesale Corp

Consumer Defensive
3.6K
+ 13.29%
$908.13 - $1056.85 $3.27M - $3.81M
30.7K $30.4M
VGT
Vanguard Information Technolog

ETFs
5.34K
+ 54.06%
$470.37 - $663.28 $2.51M - $3.54M
15.2K $10.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
203K
+ 19.18%
$22.54 - $23.17 $4.57M - $4.7M
1.26M $29M
Activity Summary
Buys All Purchases 662 New Holdings 142 Increased Positions 520 Sells All Sells 848 Reductions 848 Sold out 0 Options Calls 0 Puts 0
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