Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-216K
- 28.51%
$40.03 - $46.81 $8.65M - $10.1M
542K $22.1M
XLK
Technology Sector Spdr

ETFs
-45.4K
- 56.52%
$206.38 - $242.18 $9.37M - $11M
35K $7.22M
HD
Home Depot, Inc.

Consumer Cyclical
-20.7K
- 14.23%
$347.25 - $424.87 $7.2M - $8.8M
125K $45.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-86.3K
- 94.1%
$110.9 - $132.93 $9.57M - $11.5M
5.41K $615K
IWD
Ishares Russell 1000 Val ETF

ETFs
-58.1K
- 27.66%
$182.82 - $196.21 $10.6M - $11.4M
152K $28.6M
CRM
Salesforce, Inc.

Technology
-22.1K
- 35.19%
$268.36 - $359.95 $5.93M - $7.96M
40.7K $10.9M
XLY
Select Sector Spdr Consumer Di

ETFs
-40.8K
- 59.8%
$192.6 - $233.2 $7.85M - $9.5M
27.4K $5.41M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-429K
- 28.84%
$22.25 - $23.0 $9.53M - $9.86M
1.06M $24.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-39.9K
- 41.47%
$165.25 - $224.62 $6.6M - $8.97M
56.3K $9.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.3K
- 7.53%
$102.49 - $119.96 $3.93M - $4.6M
471K $49.2M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-200K
- 82.29%
$44.81 - $46.22 $8.95M - $9.24M
43K $1.94M
MA
Mastercard Inc

Financial Services
-19K
- 23.76%
$504.67 - $576.31 $9.59M - $11M
61K $33.4M
NOW
Service Now, Inc.

Technology
-2.62K
- 10.57%
$783.83 - $1170.39 $2.06M - $3.07M
22.2K $17.7M
WMT
Walmart Inc.

Consumer Defensive
-87.6K
- 30.59%
$84.5 - $105.05 $7.41M - $9.21M
199K $17.5M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-258K
- 35.83%
N/A
461K $14.5M
ABT
Abbott Laboratories

Healthcare
-94.9K
- 41.12%
$111.1 - $140.22 $10.5M - $13.3M
136K $18M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-81.7K
- 17.85%
$105.1 - $109.61 $8.58M - $8.95M
376K $40.8M
TECH
Bio Techne Corp

Healthcare
-106K
- 77.6%
$58.47 - $78.75 $6.18M - $8.33M
30.5K $1.79M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-253K
- 52.24%
$29.34 - $31.31 $7.42M - $7.92M
231K $6.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-13.5K
- 5.91%
$302.31 - $337.54 $4.08M - $4.55M
215K $65.8M
EQIX
Equinix Inc

Real Estate
-7.12K
- 49.48%
$803.0 - $959.97 $5.72M - $6.83M
7.27K $5.93M
ORCL
Oracle Corp

Technology
-27.2K
- 19.43%
$139.81 - $186.47 $3.8M - $5.07M
113K $15.8M
TGT
Target Corp

Consumer Defensive
-40.3K
- 38.61%
$103.65 - $142.5 $4.18M - $5.74M
64K $6.68M
NEE
Nextera Energy Inc

Utilities
-97.1K
- 26.62%
$66.96 - $76.16 $6.5M - $7.39M
268K $19M
PFE
Pfizer Inc

Healthcare
-253K
- 42.18%
$25.01 - $27.13 $6.33M - $6.87M
347K $8.8M
XLE
Energy Sector Spdr

ETFs
-83.2K
- 89.82%
$85.7 - $93.96 $7.13M - $7.82M
9.43K $881K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55.7K
- 36.56%
$126.11 - $135.06 $7.03M - $7.53M
96.7K $12.5M
ADBE
Adobe Inc.

Technology
-11.6K
- 29.12%
$377.84 - $464.11 $4.39M - $5.39M
28.3K $10.8M
DFS
Discover Financial Services

Financial Services
-39.1K
- 56.25%
$152.99 - $203.25 $5.98M - $7.94M
30.4K $5.19M
AMP
Ameriprise Financial Inc

Financial Services
-10.8K
- 36.56%
$472.29 - $575.13 $5.12M - $6.24M
18.8K $9.11M
DGRO
Ishares Core Dividend Growth E

ETFs
-110K
- 40.5%
$60.46 - $64.42 $6.63M - $7.06M
161K $9.95M
USB
Us Bancorp \De\

Financial Services
-115K
- 36.72%
$40.92 - $50.9 $4.72M - $5.87M
199K $8.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-130K
- 60.86%
$49.25 - $50.66 $6.41M - $6.59M
83.7K $4.15M
VB
Vanguard Small Cap ETF

ETFs
-14.4K
- 8.3%
$217.89 - $252.64 $3.14M - $3.64M
159K $35.3M
ETN
Eaton Corp PLC

Industrials
-6.61K
- 8.87%
$271.83 - $371.23 $1.8M - $2.45M
67.9K $18.5M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-162K
- 30.45%
$39.88 - $41.33 $6.46M - $6.69M
370K $15.3M
IBM
International Business Machines Corp

Technology
-29.9K
- 62.68%
$217.4 - $264.74 $6.49M - $7.91M
17.8K $4.42M
VTC
Vanguard Scottsdale Fds Total

ETFs
-77.6K
- 96.43%
$74.74 - $77.39 $5.8M - $6M
2.88K $220K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-138K
- 61.37%
$42.4 - $44.11 $5.85M - $6.08M
86.8K $3.8M
PG
Procter & Gamble CO

Consumer Defensive
-37.3K
- 17.79%
$158.56 - $176.26 $5.91M - $6.57M
172K $29.4M
CBRE
Cbre Group, Inc.

Real Estate
-42.6K
- 54.61%
$121.79 - $147.13 $5.19M - $6.27M
35.4K $4.63M
ASML
Asml Holding Nv

Technology
-7.72K
- 60.55%
$662.63 - $776.99 $5.12M - $6M
5.03K $3.33M
ABBV
Abb Vie Inc.

Healthcare
-55.9K
- 28.12%
$169.2 - $216.66 $9.45M - $12.1M
143K $29.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.68K
- 21.06%
$497.6 - $606.74 $4.32M - $5.26M
32.5K $16.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-22.7K
- 61.61%
$192.82 - $222.1 $4.37M - $5.03M
14.1K $2.73M
APP
App Lovin Corp

Technology
-11.8K
- 39.78%
$238.08 - $510.13 $2.82M - $6.04M
17.9K $4.75M
KMB
Kimberly Clark Corp

Consumer Defensive
-38.4K
- 73.22%
$124.46 - $147.4 $4.78M - $5.66M
14.1K $2M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-45.6K
- 86.66%
$99.5 - $110.97 $4.54M - $5.06M
7.02K $708K
NVO
Novo Nordisk A S

Healthcare
-42.2K
- 36.12%
$69.3 - $90.95 $2.92M - $3.83M
74.6K $5.18M
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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