Envestnet Portfolio Solutions, Inc. Incresed Positions in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ERIC
Ericsson Lm Telephone CO

Technology
35.2K
+ 148.0%
$7.36 - $8.59 $259K - $303K
59K $475K
ROK
Rockwell Automation, Inc

Industrials
728
+ 14.59%
$264.65 - $302.92 $193K - $221K
5.72K $1.63M
GLOB
Globant S.A.

Technology
701
+ 8.12%
$193.45 - $236.83 $136K - $166K
9.34K $2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.78K
+ 64.49%
$40.86 - $43.42 $277K - $295K
17.3K $724K
AZO
Autozone Inc

Consumer Cyclical
82
+ 18.85%
$2981.19 - $3370.27 $244K - $276K
517 $1.66M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.28K
+ 31.5%
$47.58 - $48.56 $299K - $305K
26.2K $1.25M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.98K
+ 22.51%
$60.65 - $72.33 $181K - $215K
16.2K $1.09M
PCTY
Paylocity Holding Corp

Technology
665
+ 15.75%
$162.14 - $213.79 $108K - $142K
4.89K $974K
JPIE
J P Morgan Exchange Traded Fd
6.75K
+ 16.76%
$45.59 - $46.25 $308K - $312K
47K $2.14M
CYBR
Cyber Ark Software Ltd.

Technology
471
+ 16.8%
$274.1 - $333.15 $129K - $157K
3.27K $1.09M
ZBRA
Zebra Technologies Corp

Technology
77
+ 0.51%
$360.09 - $411.94 $27.7K - $31.7K
15.3K $5.91M
CG
Carlyle Group Inc.

Financial Services
4.13K
+ 48.84%
$43.2 - $54.81 $179K - $226K
12.6K $635K
SONY
Sony Group Corp

Technology
132K
+ 394.6%
$17.53 - $96.8 $2.32M - $12.8M
166K $3.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
263
+ 2.54%
$193.7 - $235.05 $50.9K - $61.8K
10.6K $2.43M
DASH
Door Dash, Inc.

Communication Services
594
+ 8.99%
$141.93 - $180.48 $84.3K - $107K
7.21K $1.21M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
7.33K
+ 61.6%
$37.86 - $39.07 $277K - $286K
19.2K $729K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.18K
+ 20.12%
$127.59 - $153.41 $151K - $181K
7.05K $1.02M
XPO
Xpo Logistics, Inc.

Industrials
703
+ 9.94%
$105.35 - $158.2 $74.1K - $111K
7.77K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
18.5K
+ 10.29%
$67.29 - $73.38 $1.25M - $1.36M
199K $13.5M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.32K
+ 42.52%
$60.24 - $63.08 $260K - $273K
14.5K $877K
AKAM
Akamai Technologies Inc

Technology
2.8K
+ 41.01%
N/A
9.62K $873K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.1K
+ 11.14%
$30.04 - $32.01 $183K - $195K
60.9K $1.91M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
695
+ 7.0%
$101.51 - $140.63 $70.5K - $97.7K
10.6K $1.33M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.87K
+ 4.26%
N/A
70.2K $6.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.2K
+ 2.78%
$22.39 - $23.45 $901K - $944K
1.49M $34.1M
QLD
Proshares Ultra Qqq

ETFs
1.77K
+ 26.47%
$97.85 - $120.25 $173K - $213K
8.45K $914K
ACM
Aecom

Industrials
1.97K
+ 27.18%
$101.97 - $116.97 $201K - $231K
9.24K $986K
TT
Trane Technologies PLC

Industrials
1.28K
+ 10.56%
$369.35 - $419.14 $472K - $535K
13.4K $4.94M
GTES
Gates Industrial Corp PLC

Industrials
8.53K
+ 41.94%
$17.3 - $22.93 $148K - $196K
28.9K $593K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.49K
+ 23.65%
$184.21 - $199.29 $275K - $298K
7.81K $1.44M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.38K
+ 4.11%
$32.89 - $36.52 $111K - $123K
85.7K $2.99M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
3.62K
+ 7.18%
$17.5 - $22.47 $63.3K - $81.3K
54K $1.13M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.59K
+ 60.57%
$28.48 - $29.56 $216K - $224K
20.1K $589K
SGOL
Abrdn Gold ETF Trust

ETFs
9.31K
+ 20.13%
$24.46 - $26.62 $228K - $248K
55.5K $1.39M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.22K
+ 42.61%
$107.98 - $143.92 $132K - $176K
4.09K $549K
TRU
Trans Union

Industrials
3.77K
+ 35.8%
$92.71 - $108.67 $350K - $410K
14.3K $1.33M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10.1K
+ 12.81%
$24.19 - $24.63 $243K - $248K
88.6K $2.14M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.72K
+ 36.08%
$97.29 - $122.68 $557K - $702K
21.6K $2.11M
JBT
John Bean Technologies Corp

Industrials
1.16K
+ 45.46%
$94.76 - $131.66 $110K - $153K
3.72K $472K
ITM
Vaneck Intermediate Muni ETF

ETFs
4.93K
+ 61.43%
$45.56 - $46.97 $225K - $232K
13K $597K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
313
+ 6.19%
$340.59 - $380.5 $107K - $119K
5.37K $1.97M
TM
Toyota Motor Corp

Consumer Cyclical
797
+ 19.6%
$169.2 - $199.52 $135K - $159K
4.86K $946K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
11.7K
+ 13.56%
$19.8 - $20.06 $232K - $235K
98K $1.94M
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.29K
+ 51.92%
$40.75 - $44.85 $216K - $237K
15.5K $638K
PSTG
Pure Storage, Inc.

Technology
1.6K
+ 15.68%
$48.19 - $66.6 $77.2K - $107K
11.8K $725K
COIN
Coinbase Global, Inc.

Technology
232
+ 10.43%
$163.17 - $343.62 $37.9K - $79.7K
2.46K $609K
WAT
Waters Corp

Healthcare
482
+ 15.52%
$323.11 - $392.01 $156K - $189K
3.59K $1.33M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.2K
+ 12.22%
$98.47 - $109.35 $315K - $350K
29.4K $2.9M
DOV
Dover Corp

Industrials
1.45K
+ 9.14%
$184.72 - $206.51 $268K - $299K
17.3K $3.24M
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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