Envestnet Portfolio Solutions, Inc. Incresed Positions in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.17M
+ 126.61%
$97.25 - $104.79 $114M - $122M
2.09M $217M
OEF
Ishares S&P 100 ETF

ETFs
341K
+ 500.41%
N/A
409K $109M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
185K
+ 1.11%
$95.85 - $99.25 $17.7M - $18.4M
16.9M $1.67B
HEFA
Ishares Currency Hedged Msci E

ETFs
1.35M
+ 613.95%
$34.83 - $37.52 $47.1M - $50.7M
1.57M $57M
IEMG
Ishares Inc

ETFs
841K
+ 10.47%
N/A
8.88M $476M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06M
+ 47.35%
$33.84 - $37.77 $35.7M - $39.9M
3.28M $120M
IAU
Ishares Gold Trust

ETFs
545K
+ 48.7%
$49.74 - $58.96 $27.1M - $32.1M
1.66M $98.1M
IVE
Ishares S&P 500 Value ETF

ETFs
161K
+ 10.54%
$185.78 - $198.58 $29.9M - $32M
1.69M $322M
IWX
Ishares Tr Russell 200 Value E

ETFs
103K
+ 1.68%
$78.54 - $84.86 $8.12M - $8.77M
6.27M $515M
IDEV
Ishares Core Msci Intl Develop

ETFs
228K
+ 369.8%
$63.77 - $71.36 $14.6M - $16.3M
290K $20M
SPTL
Spdr Portfolio Long Term Treas

ETFs
373K
+ 37.49%
$25.54 - $27.64 $9.54M - $10.3M
1.37M $37.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
52.8K
+ 32.84%
$169.43 - $182.84 $8.95M - $9.66M
214K $37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
247K
+ 3.41%
$20.2 - $22.24 $4.98M - $5.48M
7.48M $161M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
156K
+ 31.55%
$51.52 - $52.37 $8.05M - $8.18M
651K $34.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153K
+ 6.6%
$37.07 - $40.63 $5.66M - $6.2M
2.47M $97.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
275K
+ 259.02%
$28.92 - $29.24 $7.96M - $8.05M
381K $11.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
47.4K
+ 2.02%
$66.9 - $71.57 $3.17M - $3.39M
2.39M $169M
MO
Altria Group, Inc.

Consumer Defensive
113K
+ 98.52%
$50.81 - $60.02 $5.73M - $6.77M
227K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.8K
+ 0.22%
$42.5 - $46.71 $544K - $598K
5.76M $261M
BOND
Pimco Active Bond Exchange Tra

ETFs
78.6K
+ 59.69%
$89.27 - $92.9 $7.02M - $7.3M
210K $19.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29K
+ 0.63%
$76.94 - $78.28 $2.23M - $2.27M
4.63M $362M
AES
Aes Corp

Utilities
523K
+ 2502.85%
$9.93 - $13.23 $5.19M - $6.92M
544K $6.75M
CSGP
Costar Group, Inc.

Real Estate
74.3K
+ 168.41%
$69.29 - $80.37 $5.15M - $5.97M
118K $9.38M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
51.5K
+ 24.16%
$87.68 - $94.52 $4.52M - $4.87M
265K $24.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.32K
+ 148.92%
$4295.4 - $5141.88 $5.65M - $6.76M
2.2K $10.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
140K
+ 62.48%
$32.5 - $33.3 $4.54M - $4.65M
363K $12.1M
PLTR
Palantir Technologies Inc.

Technology
53.1K
+ 198.01%
$64.98 - $124.62 $3.45M - $6.62M
80K $6.75M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
47.8K
+ 44.33%
$91.76 - $103.26 $4.38M - $4.93M
155K $14.4M
SNPS
Synopsys Inc

Technology
11.3K
+ 84.28%
$428.58 - $551.54 $4.83M - $6.21M
24.6K $10.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
40.3K
+ 681.77%
$100.32 - $100.76 $4.05M - $4.07M
46.3K $4.66M
UHS
Universal Health Services Inc

Healthcare
20.4K
+ 647.25%
$163.99 - $193.27 $3.34M - $3.93M
23.5K $4.42M
UAL
United Airlines Holdings, Inc.

Industrials
58.2K
+ 702.06%
$69.05 - $110.52 $4.02M - $6.43M
66.5K $4.59M
MU
Micron Technology Inc

Technology
42.2K
+ 177.99%
$86.89 - $109.38 $3.67M - $4.62M
65.9K $5.73M
T
At&T Inc.

Communication Services
58.5K
+ 16.05%
$21.56 - $28.28 $1.26M - $1.65M
423K $12M
KR
Kroger CO

Consumer Defensive
51.7K
+ 228.13%
$58.36 - $67.72 $3.02M - $3.5M
74.4K $5.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
40.6K
+ 18.89%
$79.17 - $82.04 $3.21M - $3.33M
256K $20.9M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
72.6K
+ 41.45%
$46.18 - $47.84 $3.35M - $3.47M
248K $11.8M
VT
Vanguard Total World Stk Index

ETFs
46.5K
+ 3.73%
$115.08 - $123.97 $5.35M - $5.76M
1.29M $150M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
53.7K
+ 6.2%
$45.92 - $47.58 $2.47M - $2.56M
920K $43.7M
SQ
Block, Inc.

Technology
60K
+ 427.2%
$54.04 - $92.95 $3.24M - $5.57M
74K $4.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
53.2K
+ 239.74%
$50.39 - $50.66 $2.68M - $2.69M
75.3K $3.81M
EMB
Ishares Tr

ETFs
19.4K
+ 4.17%
$88.64 - $92.03 $1.72M - $1.78M
484K $43.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10.5K
+ 170.09%
$254.58 - $302.92 $2.66M - $3.17M
16.6K $4.24M
XLI
Industrial Sector Spdr

ETFs
18.1K
+ 117.84%
$128.78 - $141.67 $2.33M - $2.56M
33.4K $4.38M
LHX
L3 Harris Technologies, Inc.

Industrials
10.8K
+ 28.93%
$194.65 - $222.86 $2.11M - $2.41M
48.2K $10.1M
EXAS
Exact Sciences Corp

Healthcare
55.1K
+ 309.01%
$43.04 - $58.51 $2.37M - $3.22M
72.9K $3.16M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20K
+ 91.8%
$100.59 - $103.47 $2.01M - $2.07M
41.8K $4.33M
BAX
Baxter International Inc

Healthcare
58.3K
+ 343.79%
$29.26 - $36.57 $1.71M - $2.13M
75.3K $2.58M
XLC
Select Sector Spdr Tr Communic

ETFs
21.7K
+ 101.4%
$94.84 - $105.31 $2.05M - $2.28M
43K $4.15M
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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