Envestnet Portfolio Solutions, Inc. Sells in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-45.8K
- 62.24%
$105.3 - $106.24 $4.82M - $4.87M
27.8K $2.94M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-53.7K
- 8.54%
$91.45 - $91.75 $4.91M - $4.93M
575K $52.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-11.1K
- 69.07%
$283.06 - $421.16 $3.14M - $4.67M
4.96K $1.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-164K
- 23.14%
$32.74 - $36.2 $5.37M - $5.93M
544K $19M
EUSB
Ishares Tr Esg Advanced Total

Technology
-115K
- 25.34%
$42.05 - $43.43 $4.84M - $5M
339K $14.7M
MRVL
Marvell Technology, Inc.

Technology
-16.3K
- 22.31%
$61.57 - $126.06 $1M - $2.05M
56.7K $3.49M
UWM
Proshares Ultra Russell 2000

ETFs
-56.1K
- 17.56%
$33.01 - $45.08 $1.85M - $2.53M
263K $8.81M
CSCO
Cisco Systems, Inc.

Technology
-95.5K
- 17.98%
$58.74 - $64.87 $5.61M - $6.19M
435K $26.9M
SNA
Snap On Inc

Industrials
-12.9K
- 19.88%
$324.09 - $358.62 $4.2M - $4.64M
52.2K $17.6M
COST
Costco Wholesale Corp

Consumer Defensive
-5.76K
- 17.52%
$890.62 - $1076.86 $5.13M - $6.2M
27.1K $25.6M
NFLX
Netflix Inc

Communication Services
-6.59K
- 15.48%
$828.4 - $1058.6 $5.46M - $6.98M
36K $33.6M
PEP
Pepsico Inc

Consumer Defensive
-27.2K
- 24.65%
$142.64 - $156.42 $3.88M - $4.25M
83K $12.5M
PAYX
Paychex Inc

Industrials
-38.3K
- 31.89%
$136.06 - $154.52 $5.21M - $5.92M
81.8K $12.6M
VGT
Vanguard Information Technolog

ETFs
-5.51K
- 35.82%
$542.38 - $646.34 $2.99M - $3.56M
9.87K $5.35M
V
Visa Inc.

Financial Services
-29.9K
- 16.39%
$306.92 - $362.71 $9.17M - $10.8M
152K $53.4M
UNP
Union Pacific Corp

Industrials
-21.2K
- 20.07%
$225.21 - $254.42 $4.77M - $5.39M
84.4K $19.9M
VCR
Vanguard Consumer Discretionar

ETFs
-9.57K
- 46.82%
$318.51 - $391.75 $3.05M - $3.75M
10.9K $3.54M
GS
Goldman Sachs Group Inc

Financial Services
-6.41K
- 28.72%
$524.81 - $672.19 $3.37M - $4.31M
15.9K $8.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-30.4K
- 22.2%
$108.02 - $120.45 $3.29M - $3.66M
107K $11.7M
IXUS
Ishares Tr

ETFs
-67.8K
- 33.07%
$65.06 - $72.31 $4.41M - $4.9M
137K $9.58M
ISRG
Intuitive Surgical Inc

Healthcare
-5.94K
- 15.49%
$476.63 - $610.45 $2.83M - $3.63M
32.4K $16M
LMT
Lockheed Martin Corp

Industrials
-6.37K
- 22.68%
$423.19 - $506.29 $2.7M - $3.23M
21.7K $9.7M
EWJ
Ishares Msci Japan ETF

ETFs
-59K
- 57.87%
$65.24 - $71.7 $3.85M - $4.23M
43K $2.95M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-172K
- 52.16%
$22.46 - $23.26 $3.85M - $3.99M
157K $3.64M
DHR
Danaher Corp

Healthcare
-8.56K
- 10.18%
$201.62 - $250.59 $1.73M - $2.14M
75.5K $15.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
-31.2K
- 35.81%
$92.71 - $107.38 $2.9M - $3.36M
56K $5.2M
AZN
Astrazeneca PLC

Healthcare
-67.6K
- 46.03%
$65.37 - $77.96 $4.42M - $5.27M
79.2K $5.82M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-141K
- 93.96%
$26.71 - $31.58 $3.76M - $4.44M
9.05K $274K
LOW
Lowes Companies Inc

Consumer Cyclical
-12.8K
- 22.42%
$222.66 - $268.42 $2.85M - $3.44M
44.3K $10.3M
ZBRA
Zebra Technologies Corp

Technology
-7.41K
- 48.47%
$271.72 - $421.11 $2.01M - $3.12M
7.88K $2.23M
CEG
Constellation Energy Corp

Utilities
-15.1K
- 66.86%
$201.63 - $347.44 $3.05M - $5.26M
7.5K $1.51M
CCI
Crown Castle International Corp

Real Estate
-41.7K
- 71.36%
$84.33 - $106.39 $3.52M - $4.44M
16.7K $1.74M
MRK
Merck & Co., Inc.

Healthcare
-22.3K
- 14.75%
$83.01 - $101.02 $1.86M - $2.26M
129K $11.6M
WFC
Wells Fargo & Company

Financial Services
-50.5K
- 39.09%
$66.78 - $81.42 $3.38M - $4.12M
78.8K $5.65M
CDNS
Cadence Design Systems Inc

Technology
-7.26K
- 21.32%
$233.96 - $324.52 $1.7M - $2.36M
26.8K $6.82M
SAP
Sap Se

Technology
-15.2K
- 48.37%
$241.4 - $293.69 $3.67M - $4.46M
16.2K $4.35M
BAC
Bank Of America Corp

Financial Services
-52.5K
- 9.96%
$39.61 - $47.74 $2.08M - $2.51M
475K $19.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-94.9K
- 68.7%
$32.42 - $36.13 $3.08M - $3.43M
43.2K $1.43M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-11.8K
- 53.46%
$111.56 - $223.11 $1.32M - $2.64M
10.3K $1.15M
ESS
Essex Property Trust, Inc.

Real Estate
-11.9K
- 88.08%
N/A
1.61K $440K
CME
Cme Group Inc.

Financial Services
-20.6K
- 30.57%
$225.82 - $266.54 $4.65M - $5.49M
46.8K $12.4M
SPGI
S&P Global Inc.

Financial Services
-6.82K
- 26.15%
$478.26 - $543.77 $3.26M - $3.71M
19.2K $9.78M
VZ
Verizon Communications Inc

Communication Services
-116K
- 29.99%
$37.81 - $46.49 $4.4M - $5.41M
271K $12.3M
HON
Honeywell International Inc

Industrials
-10.2K
- 14.38%
$202.75 - $226.52 $2.08M - $2.32M
61K $12.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
-61.4K
- 92.06%
$45.22 - $52.17 $2.78M - $3.2M
5.29K $254K
VBK
Vanguard Small Cap Growth ETF

ETFs
-10.8K
- 80.17%
$247.97 - $296.33 $2.68M - $3.21M
2.68K $673K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-65.4K
- 19.89%
$46.82 - $47.8 $3.06M - $3.13M
264K $12.4M
MGC
Vanguard Mega Cap ETF

ETFs
-13.9K
- 68.09%
$199.2 - $222.69 $2.77M - $3.1M
6.52K $1.31M
INTU
Intuit Inc

Technology
-4.23K
- 15.37%
$555.63 - $630.23 $2.35M - $2.66M
23.3K $14.3M
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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