Envestnet Portfolio Solutions, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $27.8 Billion distributed in 1719 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 $2.75B, Ishares Core U.S. Aggregate Bo with a value of $1.62B, Ishares Tr Russell 200 Growth with a value of $1.26B, Vanguard Index Fds S&P 500 ETF with a value of $1.13B, and Ishares Tr with a value of $1.1B.
Examining the 13F form we can see an decrease of $151M in the current position value, from $28B to 27.8B.
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.
Portfolio value
$27.8 Billion
ETFs: $23.2 Billion
Technology: $1.24 Billion
Financial Services: $632 Million
Healthcare: $528 Million
Consumer Cyclical: $469 Million
Industrials: $411 Million
Communication Services: $343 Million
Consumer Defensive: $282 Million
Other: $487 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
