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
ACGL
Arch Capital Group Ltd.

Financial Services
-9.18K
- 51.28%
$88.13 - $96.94 $809K - $890K
8.72K $838K
RTX
Raytheon Technologies Corp

Industrials
-16.4K
- 20.15%
$114.1 - $135.66 $1.87M - $2.23M
65.1K $8.62M
AMGN
Amgen Inc

Healthcare
-13.5K
- 20.23%
$258.59 - $327.36 $3.49M - $4.42M
53.2K $16.6M
LDOS
Leidos Holdings, Inc.

Technology
-2.71K
- 5.84%
$126.82 - $161.11 $343K - $436K
43.7K $5.89M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-913
- 34.02%
$634.14 - $744.83 $579K - $680K
1.77K $1.12M
IR
Ingersoll Rand Inc.

Industrials
-8.4K
- 76.05%
$79.44 - $94.23 $667K - $791K
2.64K $211K
TMUS
T Mobile Us, Inc.

Communication Services
-7.76K
- 27.53%
$211.3 - $272.83 $1.64M - $2.12M
20.4K $5.45M
FSIG
First Tr ETF Iv LTD Duration I
-42.3K
- 9.45%
$18.74 - $19.04 $793K - $806K
405K $7.68M
CBOE
Cboe Global Markets, Inc.

Financial Services
-4.51K
- 53.69%
$190.84 - $226.29 $861K - $1.02M
3.89K $880K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.41K
- 27.67%
$308.86 - $455.36 $744K - $1.1M
6.3K $2.22M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-2.39K
- 60.51%
$228.41 - $293.71 $546K - $703K
1.56K $372K
HLN
Haleon PLC

Healthcare
-85.8K
- 47.68%
$9.02 - $10.67 $774K - $915K
94.1K $968K
XEL
Xcel Energy Inc

Utilities
-13.3K
- 22.55%
$63.37 - $72.1 $841K - $957K
45.6K $3.23M
HPQ
Hp Inc

Technology
-8.88K
- 8.81%
$27.69 - $34.72 $246K - $308K
91.9K $2.55M
TREX
Trex CO Inc

Industrials
-9.04K
- 45.6%
$54.0 - $74.44 $488K - $673K
10.8K $626K
HDB
Hdfc Bank LTD

Financial Services
-12.2K
- 42.35%
$58.06 - $66.85 $711K - $819K
16.7K $1.11M
IWV
Ishares Russell 3000 ETF

ETFs
-1.82K
- 19.28%
$313.1 - $349.83 $571K - $638K
7.63K $2.42M
HUM
Humana Inc

Healthcare
-2.99K
- 56.67%
$249.11 - $303.11 $746K - $908K
2.29K $605K
VV
Vanguard Large Cap ETF

ETFs
-1.44K
- 5.02%
$253.32 - $282.66 $365K - $407K
27.3K $7M
EME
Emcor Group, Inc.

Industrials
-1.14K
- 30.88%
$361.16 - $535.99 $411K - $610K
2.55K $942K
D
Dominion Energy, Inc

Utilities
-13.9K
- 56.06%
$52.85 - $57.43 $734K - $798K
10.9K $610K
AEM
Agnico Eagle Mines LTD

Basic Materials
-16.9K
- 46.04%
$79.66 - $108.41 $1.34M - $1.83M
19.8K $2.14M
DLR
Digital Realty Trust, Inc.

Real Estate
-3K
- 35.35%
$142.1 - $183.56 $427K - $551K
5.49K $786K
NSC
Norfolk Southern Corp

Industrials
-3.1K
- 34.46%
$227.69 - $259.76 $706K - $806K
5.9K $1.4M
CAG
Conagra Brands Inc.

Consumer Defensive
-24.7K
- 53.13%
$23.9 - $27.67 $591K - $684K
21.8K $581K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1.59K
- 48.89%
$416.48 - $494.72 $662K - $786K
1.66K $808K
SRE
Sempra Energy

Utilities
-3.1K
- 10.78%
$67.85 - $87.67 $211K - $272K
25.7K $1.83M
VEA
Vanguard Ftse Developed Market

ETFs
-833K
- 6.02%
$47.4 - $52.99 $39.5M - $44.1M
13M $661M
EEMV
Ishares Msci Emerging Markets

ETFs
-11.8K
- 62.45%
$57.07 - $59.29 $674K - $700K
7.1K $414K
CNI
Canadian National Railway CO

Industrials
-6.41K
- 54.8%
$95.46 - $106.79 $612K - $685K
5.29K $515K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-18.3K
- 23.74%
$38.22 - $41.19 $700K - $754K
58.8K $2.38M
HOLX
Hologic Inc

Healthcare
-8.41K
- 57.55%
$60.7 - $73.77 $511K - $621K
6.21K $383K
IDXX
Idexx Laboratories Inc

Healthcare
-1.88K
- 10.12%
$406.29 - $469.04 $762K - $879K
16.6K $6.99M
DHS
Wisdomtree Tr U.S

ETFs
-7.84K
- 40.38%
$91.55 - $99.74 $718K - $782K
11.6K $1.15M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3.2K
- 29.89%
$123.3 - $154.95 $394K - $495K
7.5K $958K
CNQ
Canadian Natural Resources LTD

Energy
-21.3K
- 70.07%
$26.72 - $32.74 $569K - $697K
9.09K $279K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-10.2K
- 9.89%
$55.41 - $60.74 $565K - $620K
92.9K $5.25M
VST
Vistra Corp.

Utilities
-3.74K
- 34.92%
$108.49 - $191.89 $406K - $718K
6.98K $819K
KHC
Kraft Heinz CO

Consumer Defensive
-21.2K
- 55.66%
$28.51 - $32.22 $604K - $683K
16.9K $513K
MNDY
Monday.Com Ltd.

Technology
-2.81K
- 70.28%
$213.0 - $327.92 $599K - $922K
1.19K $289K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-19.6K
- 61.4%
$35.35 - $42.74 $694K - $839K
12.3K $510K
CMBS
Ishares Cmbs ETF

ETFs
-14.1K
- 39.74%
$47.16 - $48.21 $667K - $682K
21.5K $1.03M
FRPT
Freshpet, Inc.

Consumer Defensive
-1.52K
- 18.84%
$83.17 - $162.59 $126K - $246K
6.53K $542K
PRU
Prudential Financial Inc

Financial Services
-4.89K
- 32.87%
$105.04 - $122.33 $513K - $598K
9.98K $1.11M
SPSC
Sps Commerce Inc

Technology
-2.46K
- 39.39%
$123.05 - $197.4 $303K - $486K
3.79K $502K
FDS
Factset Research Systems Inc

Financial Services
-1.22K
- 35.01%
$427.5 - $476.51 $523K - $583K
2.27K $1.03M
SPG
Simon Property Group Inc

Real Estate
-3.42K
- 27.89%
$159.48 - $187.78 $546K - $643K
8.85K $1.47M
PEG
Public Service Enterprise Group Inc

Utilities
-7.14K
- 31.67%
$78.2 - $90.39 $558K - $645K
15.4K $1.27M
FNF
Fidelity National Financial, Inc.

Financial Services
-12.3K
- 65.69%
$54.25 - $65.27 $668K - $803K
6.43K $418K
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email