Envestnet Portfolio Solutions, Inc. Incresed Positions in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
1.21M
+ 4114.2%
$117.09 - $123.07 $142M - $149M
1.24M $146M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
676K
+ 5196.83%
$201.32 - $217.44 $136M - $147M
689K $143M
IWY
Ishares Tr Russell 200 Growth

ETFs
121K
+ 2.31%
$216.72 - $244.71 $26.2M - $29.6M
5.37M $1.26B
IVV
Ishares Core S&P 500 ETF

ETFs
20.4K
+ 0.44%
$570.51 - $610.59 $11.6M - $12.5M
4.66M $2.75B
IWP
Ishares Russell Mid Cap Growth

ETFs
390K
+ 26.15%
$116.4 - $138.52 $45.4M - $54M
1.88M $238M
IAU
Ishares Gold Trust

ETFs
1.09M
+ 4039.38%
$48.37 - $52.65 $52.8M - $57.5M
1.12M $55.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
593K
+ 36.2%
$87.1 - $98.49 $51.6M - $58.4M
2.23M $195M
AAPL
Apple Inc.

Technology
77.2K
+ 9.66%
$221.69 - $259.02 $17.1M - $20M
876K $219M
AMZN
Amazon Com Inc

Consumer Cyclical
57.6K
+ 10.03%
$180.88 - $232.93 $10.4M - $13.4M
632K $139M
EFG
Msci Eafe Growth ETF

ETFs
709K
+ 20.12%
$96.83 - $106.88 $68.7M - $75.8M
4.23M $410M
JNK
Spdr Bloomberg High Yield Bond

ETFs
239K
+ 99.93%
$94.77 - $97.36 $22.7M - $23.3M
479K $45.7M
AVGO
Broadcom Inc.

Technology
12.9K
+ 4.74%
$159.67 - $250.0 $2.06M - $3.23M
285K $66.2M
NVDA
Nvidia Corp

Technology
23.4K
+ 2.0%
$117.0 - $148.88 $2.74M - $3.49M
1.2M $160M
TSLA
Tesla, Inc.

Consumer Cyclical
11.8K
+ 12.82%
$213.65 - $479.86 $2.53M - $5.67M
104K $42M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
197K
+ 45.6%
$91.29 - $91.8 $18M - $18.1M
629K $57.5M
GOOGL
Alphabet Inc.

Communication Services
29.3K
+ 6.67%
$161.86 - $196.66 $4.74M - $5.76M
468K $88.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
309K
+ 1572.93%
$46.68 - $47.95 $14.4M - $14.8M
329K $15.5M
XLF
Financial Sector Spdr

ETFs
213K
+ 48.54%
$44.89 - $51.34 $9.57M - $10.9M
652K $31.5M
MBB
Ishares Tr

ETFs
262K
+ 8.67%
$91.26 - $95.82 $23.9M - $25.1M
3.29M $301M
MSFT
Microsoft Corp

Technology
37.6K
+ 7.29%
$406.35 - $454.46 $15.3M - $17.1M
553K $233M
IWB
Ishares Tr Russell 1000 ETF

ETFs
27.6K
+ 13.77%
$311.11 - $335.64 $8.59M - $9.27M
228K $73.5M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
128K
+ 8.36%
$51.31 - $55.61 $6.55M - $7.1M
1.65M $88.4M
META
Meta Platforms, Inc.

Communication Services
10.4K
+ 7.26%
$554.08 - $632.68 $5.77M - $6.59M
154K $90.7M
USXF
Ishares Esg Advanced Msci Usa

Technology
149K
+ 10.93%
$48.45 - $52.57 $7.2M - $7.81M
1.51M $75M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
184K
+ 4.17%
$77.02 - $78.58 $14.2M - $14.5M
4.6M $355M
IWD
Ishares Russell 1000 Val ETF

ETFs
46.6K
+ 28.57%
$183.23 - $199.79 $8.55M - $9.32M
210K $38.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.99K
+ 1.92%
$567.81 - $607.81 $3.4M - $3.64M
318K $186M
TECH
Bio Techne Corp

Healthcare
104K
+ 317.72%
$66.37 - $78.17 $6.88M - $8.1M
136K $9.81M
SECT
Sector 10, Inc.

ETFs
122K
+ 37.93%
$53.17 - $57.82 $6.49M - $7.06M
444K $24.3M
GOOG
Alphabet Inc.

Communication Services
3.41K
+ 1.36%
$163.08 - $198.16 $556K - $676K
255K $48.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
99.7K
+ 19.25%
$61.68 - $67.87 $6.15M - $6.77M
618K $38.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.09M
+ 306.0%
$25.93 - $105.3 $54.1M - $220M
2.77M $77.2M
XLK
Technology Sector Spdr

ETFs
24.5K
+ 43.84%
$220.26 - $241.44 $5.4M - $5.91M
80.4K $18.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
77.4K
+ 833.51%
$76.21 - $82.24 $5.9M - $6.37M
86.7K $6.75M
CRM
Salesforce, Inc.

Technology
6.4K
+ 11.35%
$270.87 - $367.87 $1.73M - $2.36M
62.8K $21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.03K
+ 11.45%
$370.24 - $418.94 $2.97M - $3.37M
78.2K $31.4M
XLY
Select Sector Spdr Consumer Di

ETFs
17.1K
+ 33.47%
$194.8 - $239.43 $3.33M - $4.09M
68.1K $15.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23.2K
+ 171.47%
$198.04 - $221.51 $4.6M - $5.15M
36.8K $7.74M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
112K
+ 85.41%
$45.38 - $46.88 $5.08M - $5.24M
243K $11.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
56K
+ 44.2%
$83.09 - $89.28 $4.65M - $5M
183K $15.5M
IWM
Ishares Russell 2000 ETF

ETFs
21.4K
+ 2.16%
$216.13 - $242.4 $4.62M - $5.18M
1.01M $223M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.34K
+ 17.33%
$481.22 - $538.17 $3.53M - $3.95M
49.7K $25.4M
MKTX
Marketaxess Holdings Inc

Financial Services
20.5K
+ 2176.65%
$225.3 - $293.66 $4.62M - $6.02M
21.4K $4.85M
SCHW
Schwab Charles Corp

Financial Services
47.4K
+ 40.58%
$63.31 - $82.85 $3M - $3.93M
164K $12.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
274K
+ 13.43%
$38.37 - $42.82 $10.5M - $11.7M
2.31M $88.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
39.9K
+ 0.99%
$87.25 - $95.52 $3.48M - $3.81M
4.07M $360M
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
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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