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
ADI
Analog Devices Inc

Technology
9.14K
+ 14.28%
$164.6 - $238.02 $1.5M - $2.18M
73.1K $17.4M
FNDF
Schwab Fundamental Intl Large

ETFs
98.3K
+ 157.07%
$32.25 - $40.02 $3.17M - $3.93M
161K $6.44M
V
Visa Inc.

Financial Services
9.49K
+ 6.23%
$308.27 - $373.31 $2.93M - $3.54M
162K $57.5M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
34.5K
+ 7.22%
$28.98 - $37.18 $1M - $1.28M
512K $19M
ZTS
Zoetis Inc.

Healthcare
26.3K
+ 64.06%
$144.41 - $170.3 $3.8M - $4.49M
67.4K $10.5M
NI
Nisource Inc.

Utilities
89K
+ 41.35%
$37.11 - $40.64 $3.3M - $3.62M
304K $12.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
86.6K
+ 8.33%
$23.55 - $27.67 $2.04M - $2.4M
1.13M $31.2M
TTD
Trade Desk, Inc.

Technology
22.4K
+ 20.75%
$45.27 - $79.4 $1.01M - $1.78M
130K $9.38M
JMBS
Janus Detroit Str Tr Henderson

ETFs
75.6K
+ 37.72%
$43.89 - $45.45 $3.32M - $3.44M
276K $12.4M
BKR
Baker Hughes CO

Energy
92.8K
+ 265.98%
$35.0 - $44.92 $3.25M - $4.17M
128K $4.89M
LNG
Cheniere Energy, Inc.

Energy
13.3K
+ 323.75%
$197.25 - $244.33 $2.62M - $3.25M
17.4K $4.24M
MO
Altria Group, Inc.

Consumer Defensive
61.1K
+ 26.92%
$55.56 - $60.91 $3.4M - $3.72M
288K $16.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
74.4K
+ 195.46%
$40.82 - $43.14 $3.04M - $3.21M
112K $4.85M
MA
Mastercard Inc

Financial Services
4K
+ 6.55%
$479.92 - $590.74 $1.92M - $2.36M
65K $36.5M
LDOS
Leidos Holdings, Inc.

Technology
13.2K
+ 30.28%
$132.9 - $160.3 $1.76M - $2.12M
56.9K $8.97M
HD
Home Depot, Inc.

Consumer Cyclical
7.77K
+ 6.22%
$335.24 - $380.78 $2.6M - $2.96M
133K $48.6M
RF
Regions Financial Corp

Financial Services
81.1K
+ 15.15%
$18.34 - $23.52 $1.49M - $1.91M
616K $14.5M
SPMD
Spdr Portfolio

ETFs
29.2K
+ 7.91%
$44.89 - $54.38 $1.31M - $1.59M
398K $21.7M
BTI
British American Tobacco P.L.C.

Consumer Defensive
56.7K
+ 459.5%
$39.43 - $49.34 $2.24M - $2.8M
69.1K $3.27M
XLC
Select Sector Spdr Tr Communic

ETFs
19.6K
+ 45.46%
$86.13 - $108.53 $1.68M - $2.12M
62.6K $6.79M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
22.6K
+ 40.79%
$61.92 - $81.5 $1.4M - $1.85M
78.2K $6.36M
MKTX
Marketaxess Holdings Inc

Financial Services
10.6K
+ 45.22%
$203.19 - $231.09 $2.15M - $2.45M
34K $7.6M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
51.1K
+ 20.62%
$46.39 - $47.84 $2.37M - $2.44M
299K $14.3M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
31.5K
+ 133.22%
$53.5 - $71.62 $1.69M - $2.26M
55.2K $3.95M
UAL
United Airlines Holdings, Inc.

Industrials
20.9K
+ 31.44%
$56.15 - $84.23 $1.17M - $1.76M
87.3K $6.96M
CVS
Cvs Health Corp

Healthcare
33K
+ 111.25%
$60.04 - $70.18 $1.98M - $2.31M
62.6K $4.32M
HOOD
Robinhood Markets, Inc.

Technology
17.9K
+ 155.53%
$34.17 - $93.63 $613K - $1.68M
29.5K $2.76M
HSIC
Henry Schein Inc

Healthcare
26.3K
+ 42.07%
$62.7 - $73.66 $1.65M - $1.94M
89K $6.5M
EBND
Spdr Bloomberg Emerging Market

ETFs
54.6K
+ 7.28%
$19.57 - $21.4 $1.07M - $1.17M
805K $17.2M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
93.6K
+ 11.21%
$21.37 - $22.67 $2M - $2.12M
929K $21M
APH
Amphenol Corp

Technology
1.7K
+ 2.9%
$59.09 - $98.75 $100K - $168K
60.3K $5.95M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.9K
+ 4.78%
$35.35 - $42.68 $916K - $1.11M
568K $24.2M
CACI
Caci International Inc

Technology
4.89K
+ 567.48%
N/A
5.75K $2.46M
TJX
Tjx Companies Inc

Consumer Cyclical
15.4K
+ 14.12%
$119.13 - $135.03 $1.84M - $2.08M
125K $15.4M
AES
Aes Corp

Utilities
296K
+ 54.5%
$9.63 - $12.55 $2.85M - $3.72M
840K $8.83M
BRBR
Bellring Brands, Inc.

Consumer Defensive
35.5K
+ 1080.14%
$57.26 - $78.92 $2.03M - $2.8M
38.8K $2.25M
CAR
Avis Budget Group, Inc.

Industrials
10.2K
+ 350.34%
$62.86 - $179.3 $641K - $1.83M
13.1K $2.22M
PWR
Quanta Services, Inc.

Industrials
1.84K
+ 17.92%
$239.47 - $381.26 $440K - $701K
12.1K $4.57M
DKNG
Draft Kings Inc.

Consumer Cyclical
8.74K
+ 5.59%
$31.67 - $42.89 $277K - $375K
165K $7.08M
EMHC
Spdr Bloomberg Emerging Market
67.3K
+ 17.28%
$23.06 - $24.61 $1.55M - $1.66M
457K $11.2M
CMF
Ishares California Muni Bond E

ETFs
34.7K
+ 16.95%
$54.52 - $56.7 $1.89M - $1.97M
239K $13.3M
TMUS
T Mobile Us, Inc.

Communication Services
10K
+ 48.96%
$220.99 - $268.54 $2.21M - $2.69M
30.4K $7.25M
VCR
Vanguard Consumer Discretionar

ETFs
3.81K
+ 35.07%
$290.42 - $364.35 $1.11M - $1.39M
14.7K $5.32M
DFSD
Dimensional ETF Tr Short Durat

ETFs
34.9K
+ 43.55%
$47.09 - $48.01 $1.64M - $1.68M
115K $5.52M
UPS
United Parcel Service Inc

Industrials
20.7K
+ 44.21%
$91.92 - $110.2 $1.9M - $2.28M
67.5K $6.82M
KMI
Kinder Morgan, Inc.

Energy
40.3K
+ 8.15%
$25.21 - $29.4 $1.02M - $1.18M
535K $15.7M
CSGP
Costar Group, Inc.

Real Estate
18.3K
+ 15.48%
$72.62 - $83.22 $1.33M - $1.53M
137K $11M
IEF
Ishares Barclays

ETFs
15.9K
+ 7.72%
$93.15 - $96.56 $1.48M - $1.54M
222K $21.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
46.1K
+ 529.83%
$50.53 - $212.53 $2.33M - $9.79M
54.8K $3.04M
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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