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
FCX
Freeport Mcmoran Inc

Basic Materials
3.33K
+ 10.08%
$38.08 - $50.82 $127K - $169K
36.4K $1.39M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
32.6K
+ 3.91%
$46.33 - $48.6 $1.51M - $1.59M
866K $40.2M
HPQ
Hp Inc

Technology
1.31K
+ 1.32%
$32.46 - $39.3 $42.7K - $51.6K
101K $3.29M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.5K
+ 2.5%
$64.18 - $70.42 $96.5K - $106K
61.7K $3.98M
ETR
Entergy Corp

Utilities
17.8K
+ 60.26%
$73.19 - $156.4 $1.3M - $2.78M
47.3K $3.59M
NOC
Northrop Grumman Corp

Industrials
305
+ 3.96%
$466.52 - $543.88 $142K - $166K
8.01K $3.76M
CEG
Constellation Energy Corp

Utilities
1.86K
+ 8.94%
$224.28 - $285.52 $416K - $530K
22.6K $5.09M
CARR
Carrier Global Corp

Industrials
1.25K
+ 3.8%
$66.69 - $82.65 $83K - $103K
34K $2.32M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
510
+ 1.32%
$131.66 - $144.0 $67.1K - $73.4K
39.1K $5.17M
CE
Celanese Corp

Basic Materials
108
+ 2.15%
$67.03 - $136.68 $7.24K - $14.8K
5.13K $355K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
348K
+ 185.03%
$22.01 - $66.82 $7.65M - $23.2M
536K $12.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
48K
+ 77.46%
$25.33 - $51.16 $1.22M - $2.46M
110K $2.85M
RTX
Raytheon Technologies Corp

Industrials
664
+ 0.82%
$114.45 - $127.21 $76K - $84.5K
81.5K $9.43M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.94K
+ 1.35%
$31.92 - $36.14 $61.9K - $70K
145K $4.63M
TMDX
Trans Medics Group, Inc.

Healthcare
317
+ 7.2%
$59.28 - $144.9 $18.8K - $45.9K
4.72K $294K
AVY
Avery Dennison Corp

Industrials
106
+ 0.85%
$186.26 - $220.48 $19.7K - $23.4K
12.6K $2.35M
NGG
National Grid PLC

Utilities
1.29K
+ 2.51%
$57.68 - $70.03 $74.2K - $90.1K
52.6K $3.13M
THC
Tenet Healthcare Corp

Healthcare
186
+ 1.49%
$125.42 - $168.52 $23.3K - $31.3K
12.6K $1.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
196
+ 0.51%
$75.95 - $88.05 $14.9K - $17.3K
38.7K $2.95M
NUDM
Nuveen Esg International Devel

ETFs
24.2K
+ 7.08%
$30.06 - $33.38 $728K - $808K
366K $11M
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.2K
+ 60.51%
$24.19 - $50.58 $633K - $1.32M
69.4K $1.69M
SO
Southern CO

Utilities
6.02K
+ 4.37%
$81.5 - $94.15 $491K - $567K
144K $11.8M
SHW
Sherwin Williams CO

Basic Materials
718
+ 3.49%
$338.75 - $399.71 $243K - $287K
21.3K $7.24M
CVX
Chevron Corp

Energy
61
+ 0.02%
$141.15 - $162.53 $8.61K - $9.91K
260K $37.7M
UL
Unilever PLC

Consumer Defensive
9.59K
+ 6.35%
$56.7 - $64.64 $544K - $620K
161K $9.1M
LLY
Eli Lilly & CO

Healthcare
5.18K
+ 12.31%
$727.2 - $932.06 $3.77M - $4.83M
47.3K $36.5M
EMB
Ishares Tr

ETFs
13.9K
+ 3.09%
$88.94 - $93.46 $1.24M - $1.3M
465K $41.4M
PFE
Pfizer Inc

Healthcare
21K
+ 3.62%
$24.8 - $30.19 $521K - $634K
600K $15.9M
HCA
Hca Healthcare, Inc.

Healthcare
2K
+ 14.7%
$297.52 - $415.61 $596K - $832K
15.6K $4.69M
CNC
Centene Corp

Healthcare
2.69K
+ 3.85%
$56.71 - $73.94 $152K - $199K
72.6K $4.4M
PANW
Palo Alto Networks Inc

Technology
35.9K
+ 77.06%
$181.96 - $405.9 $6.53M - $14.6M
82.5K $15M
DHI
Horton D R Inc

Consumer Cyclical
469
+ 2.42%
$137.24 - $194.56 $64.4K - $91.2K
19.8K $2.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
113K
+ 153.71%
$27.54 - $83.04 $3.1M - $9.35M
186K $5.15M
SNY
Sanofi

Healthcare
578
+ 0.52%
$45.89 - $57.31 $26.5K - $33.1K
112K $5.41M
ASML
Asml Holding Nv

Technology
643
+ 5.31%
$658.43 - $872.27 $423K - $561K
12.8K $8.84M
AZN
Astrazeneca PLC

Healthcare
6.85K
+ 4.9%
$63.2 - $79.58 $433K - $545K
147K $9.62M
MPWR
Monolithic Power Systems Inc

Technology
1.57K
+ 23.24%
$560.06 - $942.58 $876K - $1.48M
8.3K $4.91M
LOW
Lowes Companies Inc

Consumer Cyclical
147
+ 0.26%
$244.52 - $284.07 $35.9K - $41.8K
57.1K $14.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
166K
+ 8.02%
$34.13 - $37.35 $5.65M - $6.18M
2.23M $76.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
85.1K
+ 3.95%
$74.5 - $78.37 $6.34M - $6.67M
2.24M $167M
DHR
Danaher Corp

Healthcare
8.96K
+ 11.93%
$226.16 - $274.52 $2.03M - $2.46M
84.1K $19.3M
MDT
Medtronic PLC

Healthcare
3.26K
+ 1.73%
$79.61 - $92.24 $259K - $300K
191K $15.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
35.6K
+ 12.75%
$59.25 - $72.99 $2.11M - $2.6M
315K $18.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.7K
+ 0.36%
$176.42 - $186.91 $2.06M - $2.18M
3.22M $573M
MCHP
Microchip Technology Inc

Technology
2.79K
+ 2.44%
$55.51 - $79.05 $155K - $220K
117K $6.71M
KO
Coca Cola CO

Consumer Defensive
5.72K
+ 1.88%
$61.74 - $71.71 $353K - $410K
310K $19.3M
IWS
Ishares Russell Midcap Value E

ETFs
60.9K
+ 1.59%
$128.08 - $140.32 $7.8M - $8.54M
3.88M $502M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
41.7K
+ 4.74%
$99.04 - $109.59 $4.13M - $4.57M
922K $91.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
58.2K
+ 1.52%
$45.17 - $47.23 $2.63M - $2.75M
3.9M $177M
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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