Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
33.8K
+ 5.72%
$77.98 - $84.06 $2.64M - $2.84M
626K $50.6M
SAP
Sap Se

Technology
13.9K
+ 79.47%
$218.13 - $255.54 $3.03M - $3.55M
31.4K $7.73M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
249K
+ 311.71%
$22.63 - $47.53 $5.64M - $11.8M
329K $7.47M
WMT
Walmart Inc.

Consumer Defensive
10.9K
+ 3.96%
$79.1 - $95.7 $863K - $1.04M
287K $25.9M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
129K
+ 614.86%
$26.65 - $29.34 $3.43M - $3.78M
150K $4.06M
JBL
Jabil Inc

Technology
23.5K
New
$118.97 - $147.77 $2.79M - $3.47M
23.5K $3.38M
SNA
Snap On Inc

Industrials
166
+ 0.26%
$285.44 - $371.35 $47.4K - $61.6K
65.1K $22.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
27.8K
+ 46.82%
$95.27 - $107.82 $2.65M - $3M
87.3K $9.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
714K
+ 250.24%
$25.79 - $80.4 $18.4M - $57.4M
1M $26.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57.2K
+ 33.89%
$57.53 - $60.83 $3.29M - $3.48M
226K $13M
LQD
Ishares Iboxx $ Investment Gra

ETFs
50.3K
+ 12.36%
$106.56 - $113.11 $5.36M - $5.69M
457K $48.9M
MOS
Mosaic CO

Basic Materials
115K
New
$23.87 - $28.34 $2.75M - $3.27M
115K $2.83M
BMY
Bristol Myers Squibb CO

Healthcare
31.9K
+ 15.21%
$51.92 - $59.94 $1.66M - $1.91M
242K $13.7M
IEV
Ishares Tr Europe ETF

ETFs
54K
New
$52.03 - $57.63 $2.81M - $3.11M
54K $2.81M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
83.9K
+ 20.98%
$29.73 - $30.81 $2.5M - $2.59M
484K $14.7M
MS
Morgan Stanley

Financial Services
514
+ 0.41%
$104.42 - $134.99 $53.7K - $69.4K
127K $15.9M
BAC
Bank Of America Corp

Financial Services
13.2K
+ 2.57%
$39.22 - $47.77 $519K - $632K
527K $23.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
74.1K
+ 10.56%
$51.09 - $55.27 $3.78M - $4.09M
776K $39.7M
CGDV
Capital Group Divid Value ETF

ETFs
84.9K
+ 17.96%
$35.16 - $37.12 $2.98M - $3.15M
557K $19.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
141K
+ 87.67%
$17.65 - $18.18 $2.49M - $2.56M
302K $5.35M
MSI
Motorola Solutions, Inc.

Technology
4.78K
+ 49.82%
$449.08 - $504.6 $2.15M - $2.41M
14.4K $6.64M
GDDY
Go Daddy Inc.

Technology
10.1K
+ 163.1%
$153.16 - $209.03 $1.55M - $2.12M
16.4K $3.23M
GS
Goldman Sachs Group Inc

Financial Services
1.05K
+ 4.93%
$486.1 - $608.57 $510K - $639K
22.3K $12.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
99.5K
+ 19.43%
$24.61 - $25.12 $2.45M - $2.5M
612K $15.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.9K
+ 10.95%
$174.22 - $187.62 $2.77M - $2.98M
161K $28.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
48K
+ 30.08%
$34.49 - $39.24 $1.65M - $1.88M
207K $7.71M
SHOP
Shopify Inc.

Technology
11.2K
+ 31.09%
$78.14 - $119.49 $878K - $1.34M
47.4K $5.04M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
43.2K
+ 17.76%
$56.06 - $61.35 $2.42M - $2.65M
286K $16.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
98.7K
+ 23.02%
$20.98 - $21.19 $2.07M - $2.09M
527K $11.1M
SE
Sea LTD

Consumer Cyclical
16.6K
+ 67.2%
$93.56 - $117.41 $1.55M - $1.95M
41.3K $4.38M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
49.8K
+ 76.88%
$42.71 - $48.29 $2.13M - $2.4M
115K $4.92M
COST
Costco Wholesale Corp

Consumer Defensive
1.21K
+ 3.81%
$873.59 - $994.69 $1.05M - $1.2M
32.9K $30.1M
CMF
Ishares California Muni Bond E

ETFs
36.7K
+ 25.19%
$56.66 - $58.1 $2.08M - $2.13M
182K $10.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
532
+ 3.43%
$260.53 - $404.79 $139K - $215K
16K $6.13M
BMO
Bank Of Montreal

Financial Services
19.6K
New
$89.75 - $103.39 $1.76M - $2.03M
19.6K $1.9M
IGV
Ishares Expanded Tech Software

ETFs
18.1K
+ 452.95%
$87.5 - $110.17 $1.58M - $1.99M
22.1K $2.21M
FTSL
First Trust Senior Ln Fund

ETFs
38.4K
+ 155.71%
$45.9 - $46.48 $1.76M - $1.78M
63K $2.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
18.4K
+ 11.51%
$100.16 - $100.7 $1.84M - $1.85M
178K $17.9M
VEEV
Veeva Systems Inc

Healthcare
8.28K
+ 28.2%
$201.81 - $250.45 $1.67M - $2.07M
37.6K $7.91M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
48.2K
+ 6.79%
$44.33 - $49.55 $2.14M - $2.39M
758K $34M
MELI
Mercadolibre Inc

Consumer Cyclical
1.41K
+ 69.37%
$1666.0 - $2117.3 $2.35M - $2.99M
3.45K $5.86M
IGLB
Ishares 10+ Year Investment Gr

ETFs
40.7K
+ 46.77%
$49.36 - $53.72 $2.01M - $2.18M
128K $6.3M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
41K
+ 30.6%
$46.69 - $49.2 $1.92M - $2.02M
175K $8.2M
EEM
Ishares Msci Emerging Markets

ETFs
39.7K
+ 256.37%
$41.82 - $47.36 $1.66M - $1.88M
55.1K $2.31M
KKR
Kkr & Co. Inc.

Financial Services
7.11K
+ 24.64%
$129.87 - $162.87 $923K - $1.16M
35.9K $5.32M
HON
Honeywell International Inc

Industrials
855
+ 1.21%
$202.84 - $236.0 $173K - $202K
71.2K $16.1M
GILD
Gilead Sciences, Inc.

Healthcare
6.82K
+ 6.49%
$83.95 - $97.9 $572K - $667K
112K $10.3M
CGUS
Capital Group Core Equity ETF
36.4K
+ 10.24%
$33.96 - $36.24 $1.23M - $1.32M
392K $13.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.8K
+ 49.75%
$48.33 - $49.08 $1.49M - $1.51M
92.7K $4.49M
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
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