Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXAS
Exact Sciences Corp

Healthcare
-2.11K
- 10.57%
$49.33 - $71.97 $104K - $152K
17.8K $1M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.13K
- 27.36%
$62.74 - $97.24 $133K - $207K
5.65K $423K
FDX
Fedex Corp

Industrials
-1.8K
- 8.82%
$260.5 - $305.15 $468K - $548K
18.6K $5.22M
EMR
Emerson Electric CO

Industrials
-5.25K
- 25.47%
$108.13 - $134.33 $568K - $705K
15.4K $1.9M
ICF
Ishares Tr

ETFs
-1.32K
- 2.77%
$58.8 - $66.61 $77.8K - $88.1K
46.5K $2.8M
SMG
Scotts Miracle Gro CO

Basic Materials
-199
- 1.2%
$65.14 - $93.47 $13K - $18.6K
16.3K $1.08M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.7K
- 10.72%
$257.18 - $277.76 $436K - $471K
14.1K $3.77M
SOXX
Ishares Semiconductor ETF

ETFs
-1.35K
- 36.55%
$211.27 - $239.8 $285K - $324K
2.34K $505K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.18K
- 1.84%
$77.86 - $79.27 $169K - $172K
116K $9.05M
SNPS
Synopsys Inc

Technology
-104
- 0.77%
$485.36 - $588.0 $50.5K - $61.2K
13.4K $6.48M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.4K
- 7.03%
$33.92 - $36.6 $354K - $382K
138K $4.78M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-187
- 1.92%
$104.0 - $138.19 $19.4K - $25.8K
9.56K $1.06M
DG
Dollar General Corp

Consumer Defensive
-3.1K
- 39.35%
$73.27 - $84.47 $227K - $262K
4.78K $362K
FN
Fabrinet

Technology
-1.07K
- 26.84%
$214.76 - $271.08 $231K - $291K
2.93K $643K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.66K
- 6.74%
$70.63 - $78.23 $117K - $130K
23K $1.63M
SSO
Proshares Ultra S&P 500

ETFs
-3.41K
- 46.56%
$87.92 - $99.73 $299K - $340K
3.91K $361K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.55K
- 7.3%
$134.53 - $150.65 $208K - $233K
19.7K $2.66M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-882
- 44.34%
$338.38 - $446.21 $298K - $394K
1.11K $481K
LSAF
Two Rds Shared Tr

ETFs
-5.02K
- 5.03%
$40.52 - $44.24 $203K - $222K
94.9K $3.84M
AON
Aon PLC

Financial Services
-1.16K
- 11.8%
$344.14 - $393.31 $399K - $456K
8.66K $3.11M
CCOR
Listed Fds Tr Core Alternative

ETFs
-6.17K
- 8.5%
$25.48 - $27.57 $157K - $170K
66.4K $1.7M
BLDR
Builders First Source, Inc.

Industrials
-496
- 11.9%
$142.93 - $198.25 $70.9K - $98.3K
3.67K $524K
CTVA
Corteva, Inc.

Basic Materials
-2.51K
- 3.29%
$55.21 - $64.13 $139K - $161K
73.8K $4.2M
BLD
Top Build Corp

Industrials
-269
- 13.12%
$308.96 - $414.77 $83.1K - $112K
1.78K $554K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-4.15K
- 5.75%
$40.12 - $43.62 $166K - $181K
68K $2.73M
GMAB
Genmab A/S

Healthcare
-8.33K
- 29.32%
$20.02 - $24.15 $167K - $201K
20.1K $419K
KIM
Kimco Realty Corp

Real Estate
-12.7K
- 10.81%
$22.75 - $25.78 $289K - $328K
105K $2.46M
BIIB
Biogen Inc.

Healthcare
-901
- 27.51%
$146.47 - $191.55 $132K - $173K
2.37K $363K
BSY
Bentley Systems Inc

Technology
-2.29K
- 5.77%
$46.59 - $51.09 $107K - $117K
37.4K $1.75M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4.97K
- 47.65%
$49.87 - $52.46 $248K - $261K
5.46K $272K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.37K
- 2.01%
$40.38 - $44.35 $136K - $149K
164K $6.72M
FAST
Fastenal CO

Industrials
-3.87K
- 14.16%
$69.99 - $84.35 $271K - $327K
23.5K $1.69M
EME
Emcor Group, Inc.

Industrials
-813
- 18.06%
$427.96 - $526.95 $348K - $428K
3.69K $1.67M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.44K
- 7.66%
$36.54 - $37.53 $199K - $204K
65.5K $2.41M
PM
Philip Morris International Inc.

Consumer Defensive
-238
- 0.11%
$118.38 - $133.06 $28.2K - $31.7K
223K $26.9M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-9.19K
- 8.03%
$22.42 - $22.97 $206K - $211K
105K $2.36M
HAS
Hasbro, Inc.

Consumer Cyclical
-1.33K
- 11.89%
$55.71 - $72.94 $74.2K - $97.2K
9.87K $551K
VICI
Vici Properties Inc.

Real Estate
-1.48K
- 2.85%
$28.27 - $33.19 $41.9K - $49.2K
50.5K $1.48M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.14K
- 18.86%
$40.06 - $45.21 $166K - $187K
17.8K $724K
SITE
Site One Landscape Supply, Inc.

Industrials
-602
- 6.7%
$131.3 - $156.31 $79K - $94.1K
8.39K $1.11M
PWR
Quanta Services, Inc.

Industrials
-1.92K
- 9.81%
$296.05 - $346.6 $568K - $665K
17.6K $5.58M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-296
- 3.36%
$176.4 - $231.84 $52.2K - $68.6K
8.52K $1.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-514
- 4.21%
$285.5 - $335.62 $147K - $173K
11.7K $3.39M
ICFI
Icf International, Inc.

Industrials
-538
- 14.21%
$117.59 - $175.87 $63.3K - $94.6K
3.25K $387K
GQRE
Flexshares Tr Global Quality R

ETFs
-1.3K
- 4.07%
$56.58 - $62.37 $73.3K - $80.8K
30.6K $1.74M
PHG
Koninklijke Philips Nv

Healthcare
-2.59K
- 10.83%
$24.71 - $32.66 $63.9K - $84.5K
21.3K $539K
VMC
Vulcan Materials CO

Basic Materials
-1.03K
- 23.31%
$237.95 - $292.31 $246K - $302K
3.4K $874K
HLN
Haleon PLC

Healthcare
-4.63K
- 2.51%
$9.23 - $10.71 $42.7K - $49.6K
180K $1.72M
OMFL
Invesco Exchange Traded Self I

ETFs
-4.62K
- 31.18%
$52.49 - $56.58 $242K - $261K
10.2K $552K
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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