Envestnet Portfolio Solutions, Inc. New Holdings in Q2 2025

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.2M
New
$50.09 - $51.09 $110M - $112M
2.2M $112M
RWR
Spdr Dow Jones Reit ETF

ETFs
150K
New
$86.33 - $99.71 $12.9M - $14.9M
150K $14.4M
RWX
Spdr Dow Jones International R

ETFs
516K
New
$23.06 - $27.4 $11.9M - $14.1M
516K $14.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
97.9K
New
$73.02 - $90.22 $7.15M - $8.83M
97.9K $8.74M
VTRS
Viatris Inc

Healthcare
297K
New
$7.26 - $9.12 $2.16M - $2.71M
297K $2.65M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
33K
New
$44.63 - $54.44 $1.47M - $1.8M
33K $1.8M
AUSF
Global X Fds Adaptive U S Fact

ETFs
40.1K
New
$39.16 - $44.7 $1.57M - $1.79M
40.1K $1.79M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
23.7K
New
$54.03 - $67.61 $1.28M - $1.6M
23.7K $1.6M
TWLO
Twilio Inc

Communication Services
7.93K
New
$81.34 - $124.36 $645K - $986K
7.93K $985K
CVNA
Carvana Co.

Consumer Cyclical
2.66K
New
$162.57 - $345.64 $433K - $921K
2.66K $897K
FOXA
Fox Corp

Communication Services
14K
New
$47.21 - $57.04 $663K - $801K
14K $786K
KBE
Spdr S&P Bank ETF

ETFs
13.2K
New
$45.85 - $55.78 $605K - $736K
13.2K $735K
URA
Global X Uranium ETF

ETFs
18.4K
New
$20.26 - $38.81 $372K - $713K
18.4K $712K
FEMB
First Tr ETF Emerging Markets

ETFs
24.4K
New
$26.01 - $28.88 $635K - $705K
24.4K $705K
CALM
Cal Maine Foods Inc

Consumer Defensive
6.86K
New
$90.17 - $103.07 $618K - $707K
6.86K $683K
ROUS
Hartford Multifactor Us Equity

ETFs
12.1K
New
$45.36 - $53.69 $550K - $652K
12.1K $651K
MLI
Mueller Industries Inc

Industrials
7.9K
New
$68.45 - $79.6 $540K - $628K
7.9K $627K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
25.6K
New
$22.87 - $24.35 $585K - $623K
25.6K $622K
GXO
Gxo Logistics, Inc.

Industrials
12.6K
New
$31.53 - $49.1 $396K - $616K
12.6K $611K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
19K
New
$27.94 - $35.91 $530K - $682K
19K $599K
NWN
Northwest Natural Holding CO

Utilities
15K
New
$39.62 - $44.11 $595K - $663K
15K $596K
PRA
Proassurance Corp

Financial Services
25.7K
New
$22.77 - $23.36 $585K - $601K
25.7K $587K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.5K
New
$25.35 - $64.65 $290K - $740K
11.5K $570K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
10.1K
New
N/A
10.1K $564K
TMDX
Trans Medics Group, Inc.

Healthcare
4.17K
New
$67.67 - $143.04 $282K - $597K
4.17K $558K
PII
Polaris Inc.

Consumer Cyclical
13.7K
New
$31.97 - $42.61 $438K - $584K
13.7K $557K
TGTX
Tg Therapeutics, Inc.

Healthcare
15.1K
New
$33.37 - $45.51 $504K - $687K
15.1K $543K
TRN
Trinity Industries Inc

Industrials
20K
New
$24.11 - $28.86 $483K - $578K
20K $541K
WTRG
Essential Utilities, Inc.

Utilities
14.3K
New
$36.92 - $41.39 $529K - $593K
14.3K $532K
MLN
Vaneck Long Muni ETF

ETFs
31.4K
New
$16.49 - $17.52 $519K - $551K
31.4K $531K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.9K
New
$41.22 - $48.01 $451K - $525K
10.9K $524K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11.7K
New
$38.29 - $44.77 $448K - $524K
11.7K $524K
ALE
Allete Inc

Utilities
8.14K
New
$63.53 - $65.71 $517K - $535K
8.14K $521K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
8.45K
New
$38.28 - $61.65 $324K - $521K
8.45K $521K
PRGO
Perrigo CO PLC

Healthcare
19.1K
New
$24.36 - $27.91 $464K - $532K
19.1K $509K
CPF
Central Pacific Financial Corp

Financial Services
17.8K
New
$23.98 - $28.03 $427K - $500K
17.8K $499K
AMED
Amedisys Inc

Healthcare
5.01K
New
$91.31 - $98.39 $457K - $493K
5.01K $492K
XPEL
Xpel, Inc.

Consumer Cyclical
13.6K
New
$24.72 - $38.85 $336K - $528K
13.6K $488K
NSIT
Insight Enterprises Inc

Technology
3.53K
New
$128.11 - $147.65 $452K - $521K
3.53K $487K
FBP
First Bancorp

Financial Services
22.8K
New
$16.84 - $21.1 $384K - $481K
22.8K $474K
PRG
Prog Holdings, Inc.

Industrials
16K
New
$24.02 - $30.31 $385K - $486K
16K $470K
DIOD
Diodes Inc

Technology
8.85K
New
$34.26 - $52.89 $303K - $468K
8.85K $468K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4.13K
New
$99.46 - $129.39 $411K - $535K
4.13K $464K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
10.1K
New
$34.1 - $47.63 $344K - $480K
10.1K $451K
VRTS
Virtus Investment Partners, Inc.

Financial Services
2.48K
New
$143.2 - $185.33 $355K - $459K
2.48K $449K
SLVM
Sylvamo Corp

Basic Materials
8.89K
New
$50.1 - $68.36 $445K - $608K
8.89K $445K
CIVI
Civitas Resources, Inc.

Energy
16.1K
New
$24.28 - $35.09 $391K - $565K
16.1K $443K
TMST
Timken Steel Corp

Basic Materials
20K
New
N/A
20K $429K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
11.6K
New
N/A
11.6K $427K
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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