Envestnet Portfolio Solutions, Inc. Reduced Holdings in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMN
Eastman Chemical CO

Basic Materials
-606
- 0.8%
$87.05 - $103.47 $52.8K - $62.7K
75.2K $6.63M
THG
Hanover Insurance Group, Inc.

Financial Services
-2.41K
- 38.34%
$147.13 - $174.61 $354K - $420K
3.87K $673K
OWL
Blue Owl Capital Inc.

Financial Services
-11.2K
- 50.77%
$18.49 - $26.68 $208K - $300K
10.9K $218K
EXPO
Exponent Inc

Industrials
-2.53K
- 22.38%
$78.9 - $93.95 $199K - $238K
8.77K $710K
FCNCA
First Citizens Bancshares Inc

Financial Services
-127
- 54.04%
$1728.36 - $2231.14 $220K - $283K
108 $200K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-2.38K
- 54.84%
$113.13 - $127.79 $269K - $304K
1.96K $221K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.99K
- 28.17%
$80.4 - $106.5 $160K - $212K
5.08K $408K
AEIS
Advanced Energy Industries Inc

Industrials
-1.65K
- 24.48%
$94.8 - $131.54 $157K - $218K
5.1K $486K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-9.77K
- 28.03%
$25.93 - $29.28 $253K - $286K
25.1K $681K
FANG
Diamondback Energy, Inc.

Energy
-1.68K
- 25.97%
$139.9 - $180.18 $235K - $303K
4.79K $765K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.5K
- 1.55%
$56.17 - $59.71 $197K - $209K
222K $12.7M
HPE
Hewlett Packard Enterprise CO

Technology
-8.85K
- 34.94%
$14.77 - $24.42 $131K - $216K
16.5K $254K
PSTG
Pure Storage, Inc.

Technology
-1.9K
- 16.05%
$44.27 - $72.37 $83.9K - $137K
9.91K $438K
DRI
Darden Restaurants Inc

Consumer Cyclical
-5.5K
- 13.52%
$180.02 - $208.56 $991K - $1.15M
35.2K $7.31M
HUBS
Hubspot Inc

Technology
-181
- 12.41%
$571.29 - $819.71 $103K - $148K
1.28K $729K
SITE
Site One Landscape Supply, Inc.

Industrials
-1.64K
- 19.54%
$120.25 - $147.7 $197K - $242K
6.75K $819K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-11K
- 48.83%
$25.35 - $27.46 $279K - $302K
11.5K $305K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.75K
- 38.53%
$131.51 - $149.24 $231K - $262K
2.8K $372K
AUB
Atlantic Union Bankshares Corp

Financial Services
-5.99K
- 41.72%
$30.68 - $39.07 $184K - $234K
8.37K $260K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-7.87K
- 36.64%
$32.86 - $38.05 $258K - $299K
13.6K $451K
CHKP
Check Point Software Technologies LTD

Technology
-2.61K
- 34.53%
$179.88 - $231.31 $469K - $603K
4.94K $1.13M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.54K
- 10.58%
N/A
38.3K $2.39M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-11.7K
- 9.27%
$23.32 - $23.84 $273K - $279K
115K $2.68M
AVB
Avalonbay Communities Inc

Real Estate
-1.15K
- 18.91%
$207.86 - $228.08 $240K - $263K
4.94K $1.06M
EPAM
Epam Systems, Inc.

Technology
-1.5K
- 39.64%
N/A
2.29K $424K
POST
Post Holdings, Inc.

Consumer Defensive
-2.49K
- 40.03%
$104.57 - $116.92 $261K - $291K
3.73K $434K
XLU
Utilities Sector Spdr

ETFs
-4.52K
- 18.16%
$74.7 - $80.27 $338K - $363K
20.4K $1.61M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.14K
- 11.26%
$47.25 - $67.02 $101K - $143K
16.9K $802K
EXLS
Exl Service Holdings, Inc.

Technology
-6.7K
- 46.98%
$44.13 - $51.8 $296K - $347K
7.57K $357K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-13.8K
- 9.53%
$31.09 - $34.34 $430K - $475K
131K $4.36M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1.5K
- 33.76%
$154.39 - $176.55 $231K - $264K
2.94K $461K
WBS
Webster Financial Corp

Financial Services
-4.67K
- 53.79%
$47.55 - $61.41 $222K - $287K
4.01K $206K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.66K
- 35.74%
$103.02 - $140.69 $171K - $234K
2.99K $315K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-7.73K
- 49.83%
$37.06 - $41.11 $286K - $318K
7.78K $310K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
-138
- 0.16%
$31.77 - $36.65 $4.38K - $5.06K
85.5K $2.72M
JBHT
Hunt J B Transport Services Inc

Industrials
-1.32K
- 42.87%
$146.12 - $186.55 $193K - $247K
1.76K $260K
ITGR
Integer Holdings Corp

Healthcare
-1.52K
- 25.64%
$115.16 - $144.36 $174K - $219K
4.39K $518K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-2.81K
- 27.63%
$96.9 - $104.39 $272K - $293K
7.36K $730K
TXT
Textron Inc

Industrials
-2.97K
- 25.04%
$70.19 - $81.2 $209K - $241K
8.9K $642K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-2.28K
- 40.87%
$82.77 - $101.84 $188K - $232K
3.29K $278K
ADC
Agree Realty Corp

Real Estate
-4.34K
- 40.38%
$68.36 - $77.19 $297K - $335K
6.41K $494K
CFG
Citizens Financial Group Inc

Financial Services
-5.24K
- 30.88%
$39.73 - $48.36 $208K - $253K
11.7K $480K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-10.9K
- 54.33%
$22.83 - $23.75 $248K - $258K
9.12K $210K
VLO
Valero Energy Corp

Energy
-2.57K
- 31.02%
$121.76 - $142.99 $313K - $368K
5.72K $755K
GTES
Gates Industrial Corp PLC

Industrials
-10.7K
- 37.21%
$18.41 - $23.51 $198K - $252K
18.1K $333K
THO
Thor Industries Inc

Consumer Cyclical
-1.14K
- 13.08%
$75.81 - $105.39 $86.7K - $120K
7.6K $576K
SNOW
Snowflake Inc.

Technology
-1.24K
- 13.38%
$146.16 - $192.78 $181K - $239K
8.02K $1.17M
THC
Tenet Healthcare Corp

Healthcare
-2.69K
- 21.29%
$119.51 - $144.98 $322K - $390K
9.96K $1.34M
CDW
Cdw Corp

Technology
-1.08K
- 17.88%
$160.26 - $206.13 $173K - $223K
4.97K $795K
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email