Envestnet Portfolio Solutions, Inc. Portfolio Holdings
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
Envestnet Portfolio Solutions, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $23.7 Billion distributed in 1528 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.24B, Ishares Core U.S. Aggregate Bo with a value of $1.67B, Ishares Tr Russell 200 Growth with a value of $1.08B, Vanguard Index Fds S&P 500 ETF with a value of $936M, and Ishares Core Total Usd Bond Ma with a value of $745M.
Examining the 13F form we can see an decrease of $4.1B in the current position value, from $27.8B to 23.7B.
Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA
Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,528
- Current Value $23.7 Billion
- Prior Value $27.8 Billion
- Filing
- Period Q1 2025
- Filing Date April 21, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 91 stocks
- Additional Purchases 362 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,068 stocks