Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.65M
+ 58.46%
$201.32 - $217.44 $936M - $1.01B
12.6M $2.61B
SPYG
Spdr Portfolio

ETFs
10.8M
+ 176.93%
$81.74 - $91.38 $879M - $983M
16.8M $1.48B
IWY
Ishares Tr Russell 200 Growth

ETFs
2.35M
+ 525.53%
$216.72 - $244.71 $509M - $575M
2.79M $657M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.29M
+ 765.45%
$119.61 - $136.3 $393M - $448M
3.72M $459M
IAU
Ishares Gold Trust

ETFs
7.19M
+ 200.75%
$48.37 - $52.65 $348M - $379M
10.8M $534M
XLF
Financial Sector Spdr

ETFs
5.14M
+ 30.14%
$44.89 - $51.34 $231M - $264M
22.2M $1.07B
AAPL
Apple Inc.

Technology
217K
+ 1.69%
$221.69 - $259.02 $48M - $56.1M
13.1M $3.27B
EFG
Msci Eafe Growth ETF

ETFs
5.37M
+ 21.32%
$96.83 - $106.88 $520M - $574M
30.5M $2.96B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.4M
+ 21.62%
$183.23 - $199.79 $257M - $280M
7.88M $1.46B
JPM
Jpmorgan Chase & CO

Financial Services
67.1K
+ 0.96%
$205.18 - $250.29 $13.8M - $16.8M
7.08M $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
105K
+ 9.53%
$213.65 - $479.86 $22.5M - $50.6M
1.21M $489M
GOOGL
Alphabet Inc.

Communication Services
136K
+ 2.08%
$161.86 - $196.66 $22.1M - $26.8M
6.7M $1.27B
IWB
Ishares Tr Russell 1000 ETF

ETFs
422K
+ 9.91%
$311.11 - $335.64 $131M - $142M
4.68M $1.51B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.72M
+ 10.57%
$61.68 - $67.87 $168M - $184M
28.4M $1.77B
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.94M
+ 304.09%
$76.21 - $82.24 $148M - $159M
2.57M $200M
IEMG
Ishares Inc

ETFs
2.53M
+ 9.88%
N/A
28.1M $1.51B
META
Meta Platforms, Inc.

Communication Services
162K
+ 7.31%
$554.08 - $632.68 $89.6M - $102M
2.38M $1.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.64M
+ 14.49%
$66.77 - $71.52 $109M - $117M
12.9M $891M
UWM
Proshares Ultra Russell 2000

ETFs
3.01M
+ 50502.06%
$41.07 - $50.82 $124M - $153M
3.02M $126M
DECK
Deckers Outdoor Corp

Consumer Cyclical
505K
+ 101.31%
$152.04 - $211.12 $76.8M - $107M
1M $204M
CDNS
Cadence Design Systems Inc

Technology
335K
+ 49.38%
$249.1 - $324.54 $83.4M - $109M
1.01M $304M
CRM
Salesforce, Inc.

Technology
94.2K
+ 6.73%
$270.87 - $367.87 $25.5M - $34.7M
1.49M $499M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.46M
+ 4.58%
$77.02 - $78.58 $189M - $193M
56.1M $4.34B
IGV
Ishares Expanded Tech Software

ETFs
996K
+ 478.76%
$87.5 - $110.17 $87.2M - $110M
1.2M $121M
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.11M
+ 366.31%
$46.68 - $47.95 $98.3M - $101M
2.68M $126M
MSI
Motorola Solutions, Inc.

Technology
202K
+ 54.72%
$449.08 - $504.6 $90.7M - $102M
571K $264M
MA
Mastercard Inc

Financial Services
54K
+ 2.71%
$491.3 - $536.15 $26.5M - $29M
2.05M $1.08B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
84.7K
+ 1.12%
$198.04 - $221.51 $16.8M - $18.8M
7.65M $1.61B
DIS
Walt Disney CO

Communication Services
283K
+ 7.68%
$92.39 - $117.6 $26.1M - $33.3M
3.96M $441M
SAP
Sap Se

Technology
273K
+ 30.42%
$218.13 - $255.54 $59.6M - $69.9M
1.17M $289M
MUB
Ishares National Muni Bond ETF

ETFs
1.14M
+ 5.93%
$105.78 - $108.7 $120M - $124M
20.4M $2.17B
XLY
Select Sector Spdr Consumer Di

ETFs
74.4K
+ 2.87%
$194.8 - $239.43 $14.5M - $17.8M
2.67M $599M
WFC
Wells Fargo & Company

Financial Services
285K
+ 7.5%
$54.98 - $77.35 $15.7M - $22.1M
4.09M $287M
QUAL
Ishares Msci Usa Quality Facto

ETFs
597K
+ 2.09%
$176.42 - $186.91 $105M - $111M
29.1M $5.19B
XLK
Technology Sector Spdr

ETFs
152K
+ 2.89%
$220.26 - $241.44 $33.6M - $36.8M
5.43M $1.26B
CTRA
Coterra Energy Inc.

Energy
2.6M
+ 117.33%
$22.71 - $27.63 $59.1M - $71.9M
4.82M $123M
SPOT
Spotify Technology S.A.

Communication Services
46.9K
+ 7.95%
$362.95 - $502.38 $17M - $23.6M
636K $285M
VTI
Vanguard Total Stock Market Et

ETFs
81.6K
+ 1.29%
$280.04 - $302.45 $22.8M - $24.7M
6.41M $1.86B
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.31M
+ 216.3%
$25.33 - $51.16 $109M - $221M
6.31M $163M
CSCO
Cisco Systems, Inc.

Technology
182K
+ 2.21%
$52.45 - $60.02 $9.57M - $11M
8.43M $499M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
875K
+ 12.04%
$77.86 - $79.27 $68.1M - $69.3M
8.14M $635M
DFAI
Dimensional ETF Tr

ETFs
2.22M
+ 58.88%
$29.0 - $31.6 $64.3M - $70.1M
5.99M $175M
SCHW
Schwab Charles Corp

Financial Services
72.1K
+ 1.35%
$63.31 - $82.85 $4.56M - $5.97M
5.43M $402M
APH
Amphenol Corp

Technology
507K
+ 11.26%
$62.07 - $75.35 $31.5M - $38.2M
5.01M $348M
DDOG
Datadog, Inc.

Technology
283K
+ 81.21%
$113.98 - $168.65 $32.2M - $47.7M
631K $90.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.72M
+ 5.56%
$96.64 - $101.23 $263M - $275M
51.6M $5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.54M
+ 5.21%
$22.39 - $23.45 $79.3M - $83M
71.5M $1.64B
BMY
Bristol Myers Squibb CO

Healthcare
618K
+ 21.22%
$51.92 - $59.94 $32.1M - $37M
3.53M $200M
GDDY
Go Daddy Inc.

Technology
148K
+ 31.45%
$153.16 - $209.03 $22.6M - $30.8M
616K $122M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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