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Envestnet Asset Management

Latest statistics and disclosures from Envestnet Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSB, VOO, QUAL, VEA, and represent 14.34% of Envestnet Asset Management's stock portfolio.
Added to shares of these 10 stocks: EFV (+$1.7B), IUSB (+$1.3B), AVGO (+$1.0B), IWX (+$488M), AGG (+$486M), EMXC (+$438M), SPYV (+$433M), AVEM (+$364M), HDV (+$326M), BINC (+$319M).
Started 209 new stock positions in BFH, HCAT, RMM, FBP, GUT, BCSF, Neos Etf Trust, HLX, DBRG, IMAX.
Reduced shares in these 10 stocks: IVV (-$807M), , IWY (-$529M), SPYG (-$497M), HEFA (-$468M), IEMG (-$428M), LRCX (-$280M), IVW (-$242M), Ferguson Plc F (-$187M), SPGP (-$183M).
Sold out of its positions in FAX, AWP, ATGE, RAYJ, NVBW, AKBA, ATUS, American Centy Etf Tr, AFT, AIF.
Envestnet Asset Management was a net buyer of stock by $7.8B.
Envestnet Asset Management has $310B in assets under management (AUM), dropping by 7.94%.
Central Index Key (CIK): 0001407543

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Portfolio Holdings for Envestnet Asset Management

Envestnet Asset Management holds 4216 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Envestnet Asset Management has 4216 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Asset Management Sept. 30, 2024 positions
Download the Envestnet Asset Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.5	$20B	-3%	35M	576.82	View chart
Ishares Tr Core Total Usd (IUSB)	2.4	$7.5B	+21%	159M	47.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$6.7B		13M	527.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$5.1B		29M	179.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$5.1B	+2%	97M	52.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$4.9B	+10%	49M	101.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$4.5B	-5%	47M	95.75	View chart
Microsoft Corporation (MSFT)	1.4	$4.3B		10M	430.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$4.2B	+6%	54M	78.69	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.5B		20M	174.57	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.1	$3.3B	+3%	66M	49.47	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$3.2B		8.3M	383.93	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$3.1B	+114%	54M	57.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.0B		39M	78.05	View chart
Apple (AAPL)	1.0	$3.0B	+2%	13M	233.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$2.9B	+4%	58M	50.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$2.7B	-5%	25M	107.65	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$2.6B	+9%	27M	95.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$2.6B	+4%	13M	197.17	View chart
NVIDIA Corporation (NVDA)	0.8	$2.5B		21M	121.44	View chart
Amazon (AMZN)	0.8	$2.3B		13M	186.33	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.1B	+3%	19M	108.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.1B	+3%	18M	116.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.0B		42M	47.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.0B		5.2M	375.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$1.9B	+5%	57M	34.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.8B	-2%	6.3M	283.16	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$1.7B	+35%	27M	61.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.6B	-9%	11M	151.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$1.6B		8.0M	202.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.6B	+5%	26M	62.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$1.6B	+18%	68M	23.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.6B		2.7M	573.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.5B	-2%	3.2M	488.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$1.5B	-4%	16M	98.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.5B	-2%	7.6M	200.85	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.5B	-3%	7.0M	210.86	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.5B	-22%	26M	57.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.4B		19M	75.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$1.4B	+21%	33M	41.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.3B	-5%	4.3M	314.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$1.3B	+2%	17M	78.37	View chart
UnitedHealth (UNH)	0.4	$1.3B	+2%	2.2M	584.68	View chart
Meta Platforms Cl A (META)	0.4	$1.3B	+4%	2.2M	572.44	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.3B	+25%	37M	34.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.3B		13M	98.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.2B	+4%	5.2M	237.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.2B	+2%	6.5M	189.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.2B	-2%	5.3M	225.76	View chart
Broadcom (AVGO)	0.4	$1.2B	+857%	6.8M	172.50	View chart
Visa Com Cl A (V)	0.4	$1.2B		4.2M	274.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.1B	+9%	11M	104.18	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$1.1B	+40%	21M	53.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1B	-3%	6.6M	165.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1B	-9%	6.4M	167.19	View chart
Home Depot (HD)	0.3	$1.1B	+3%	2.6M	405.20	View chart
Mastercard Incorporated Cl A (MA)	0.3	$986M	-3%	2.0M	493.80	View chart
Abbvie (ABBV)	0.3	$983M		5.0M	197.48	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$938M	+3%	20M	47.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$910M	-4%	5.9M	154.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$892M	+69%	14M	64.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$866M	+3%	10M	83.75	View chart
Merck & Co (MRK)	0.3	$853M	-2%	7.5M	113.56	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$826M		11M	72.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$817M	-4%	12M	67.27	View chart
Eli Lilly & Co. (LLY)	0.3	$805M		909k	885.94	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$781M		2.2M	353.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$773M	+58%	17M	45.32	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$762M	+9%	11M	67.51	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$760M	+13%	27M	28.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$757M		12M	64.74	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$746M		19M	40.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$742M		2.8M	263.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$741M	-5%	18M	41.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$721M	+29%	19M	38.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$719M	+27%	12M	62.69	View chart
Johnson & Johnson (JNJ)	0.2	$715M	+3%	4.4M	162.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$715M	-2%	8.6M	83.63	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$692M		9.2M	75.17	View chart
Philip Morris International (PM)	0.2	$680M	-2%	5.6M	121.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$672M	+5%	3.9M	173.67	View chart
Chevron Corporation (CVX)	0.2	$669M	-14%	4.5M	147.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$668M		11M	63.00	View chart
Oracle Corporation (ORCL)	0.2	$666M	+8%	3.9M	170.40	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$665M	+187%	13M	52.86	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$646M	+12%	12M	54.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$645M		5.0M	128.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$635M	-3%	6.0M	106.19	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$622M	+28%	22M	27.70	View chart
Intuit (INTU)	0.2	$603M		971k	621.00	View chart
Servicenow (NOW)	0.2	$580M	-2%	649k	894.39	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$577M	-13%	7.3M	79.42	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$569M	+18%	8.0M	71.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$564M		1.2M	460.26	View chart
Thermo Fisher Scientific (TMO)	0.2	$563M		910k	618.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$561M		3.1M	181.99	View chart
S&p Global (SPGI)	0.2	$559M		1.1M	516.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$555M	+3%	4.7M	117.22	View chart
Procter & Gamble Company (PG)	0.2	$540M	-4%	3.1M	173.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$538M	+5%	6.4M	84.53	View chart
Union Pacific Corporation (UNP)	0.2	$535M		2.2M	246.48	View chart
Abbott Laboratories (ABT)	0.2	$530M	+5%	4.7M	114.01	View chart
Pepsi (PEP)	0.2	$521M		3.1M	170.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$521M	-24%	5.7M	91.81	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$520M	+4%	2.6M	200.37	View chart
Verizon Communications (VZ)	0.2	$514M		11M	44.91	View chart
Wal-Mart Stores (WMT)	0.2	$510M		6.3M	80.75	View chart
Novo-nordisk A S Adr (NVO)	0.2	$510M		4.3M	119.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$506M	+5%	9.9M	51.12	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$504M	-49%	6.1M	82.94	View chart
Costco Wholesale Corporation (COST)	0.2	$499M	-15%	563k	886.52	View chart
Nextera Energy (NEE)	0.2	$494M		5.8M	84.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$494M		5.5M	90.64	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$489M	+30395%	6.0M	81.27	View chart
Netflix (NFLX)	0.2	$477M	+4%	673k	709.27	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$469M	+2%	3.9M	119.61	View chart
Automatic Data Processing (ADP)	0.1	$463M	+4%	1.7M	276.73	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$453M	+4%	5.6M	80.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$450M	-7%	770k	584.56	View chart
Adobe Systems Incorporated (ADBE)	0.1	$449M	-4%	868k	517.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$448M	-16%	2.5M	179.16	View chart
TJX Companies (TJX)	0.1	$444M	-2%	3.8M	117.54	View chart
Zoetis Cl A (ZTS)	0.1	$443M		2.3M	195.38	View chart
Parker-Hannifin Corporation (PH)	0.1	$441M	+6%	698k	631.82	View chart
Progressive Corporation (PGR)	0.1	$440M	+3%	1.7M	253.76	View chart
Cisco Systems (CSCO)	0.1	$439M	-16%	8.2M	53.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$439M	+7%	2.2M	198.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$435M	-4%	4.8M	91.31	View chart
Lowe's Companies (LOW)	0.1	$435M		1.6M	270.85	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$431M	+18%	15M	29.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$427M	+7%	3.8M	112.98	View chart
Analog Devices (ADI)	0.1	$424M	-2%	1.8M	230.17	View chart
Sherwin-Williams Company (SHW)	0.1	$418M	-2%	1.1M	381.67	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$416M	-27%	4.6M	90.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$414M		3.4M	121.16	View chart
Amgen (AMGN)	0.1	$411M	-9%	1.3M	322.21	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$410M	+385%	3.5M	117.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$410M	+10%	7.1M	57.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$408M	-12%	1.8M	220.89	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$407M		4.4M	93.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$402M		4.2M	95.49	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$400M		1.4M	281.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$392M	-6%	4.7M	83.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$390M	+20%	4.9M	80.37	View chart
Trust For Professional Man Activepassive Us (APUE)	0.1	$388M	+3%	11M	35.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$386M	-12%	1.9M	200.78	View chart
salesforce (CRM)	0.1	$383M	-17%	1.4M	273.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$378M	-10%	6.4M	59.51	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$377M	-29%	3.4M	109.33	View chart
Comcast Corp Cl A (CMCSA)	0.1	$376M		9.0M	41.77	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$376M	+15%	4.5M	83.00	View chart
Qualcomm (QCOM)	0.1	$375M	-2%	2.2M	170.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$374M	-3%	4.2M	88.14	View chart
Medtronic SHS (MDT)	0.1	$374M	-4%	4.2M	90.03	View chart
Us Bancorp Del Com New (USB)	0.1	$372M		8.1M	45.73	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$372M		2.9M	126.18	View chart
Starbucks Corporation (SBUX)	0.1	$366M	-7%	3.7M	97.49	View chart
McDonald's Corporation (MCD)	0.1	$362M		1.2M	304.51	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$357M	+22%	9.8M	36.44	View chart
Coca-Cola Company (KO)	0.1	$355M		4.9M	71.86	View chart
Walt Disney Company (DIS)	0.1	$354M		3.7M	96.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$350M	-6%	5.2M	67.85	View chart
Linde SHS (LIN)	0.1	$350M		734k	476.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$350M	-5%	3.6M	96.52	View chart
Charles Schwab Corporation (SCHW)	0.1	$347M	-2%	5.4M	64.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$346M		1.3M	263.29	View chart
Texas Instruments Incorporated (TXN)	0.1	$345M	-4%	1.7M	206.57	View chart
Prologis (PLD)	0.1	$342M	-4%	2.7M	126.28	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$341M	+14%	10M	33.71	View chart
Fastenal Company (FAST)	0.1	$341M	+2%	4.8M	71.42	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$339M	+4%	7.2M	46.97	View chart
Fiserv (FI)	0.1	$337M		1.9M	179.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$330M		2.0M	166.82	View chart
Ameriprise Financial (AMP)	0.1	$328M		699k	469.81	View chart
American Electric Power Company (AEP)	0.1	$318M	-8%	3.1M	102.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$318M	+4%	1.1M	284.00	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$317M	+7%	381k	833.25	View chart
Chubb (CB)	0.1	$315M	+4%	1.1M	288.39	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$315M	-11%	5.0M	62.74	View chart
Danaher Corporation (DHR)	0.1	$313M	-11%	1.1M	278.02	View chart
Uber Technologies (UBER)	0.1	$309M	+14%	4.1M	75.16	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$308M	+2%	6.6M	46.47	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$306M	+18%	3.8M	80.78	View chart
Intuitive Surgical Com New (ISRG)	0.1	$305M	-2%	621k	491.27	View chart
PNC Financial Services (PNC)	0.1	$303M		1.6M	184.85	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$301M	+6%	12M	26.14	View chart
Paychex (PAYX)	0.1	$301M	-14%	2.2M	134.19	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$300M		3.8M	78.39	View chart
International Business Machines (IBM)	0.1	$300M	+3%	1.4M	221.08	View chart
Anthem (ELV)	0.1	$300M	+3%	576k	520.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$296M	-23%	5.0M	59.02	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$295M	-4%	3.0M	97.79	View chart
Arista Networks (ANET)	0.1	$295M		768k	383.82	View chart
Tractor Supply Company (TSCO)	0.1	$294M	+2%	1.0M	290.93	View chart
Amphenol Corp Cl A (APH)	0.1	$294M	-5%	4.5M	65.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$293M	+6%	1.2M	243.06	View chart
Bank of America Corporation (BAC)	0.1	$291M	-15%	7.3M	39.68	View chart
Tesla Motors (TSLA)	0.1	$289M		1.1M	261.63	View chart
Pfizer (PFE)	0.1	$287M	-3%	9.9M	28.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$285M	+4%	2.2M	131.91	View chart
ConocoPhillips (COP)	0.1	$284M	-6%	2.7M	105.28	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$284M	+4%	3.2M	87.80	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$283M	-2%	5.9M	48.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$279M		2.2M	125.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$279M	-2%	2.9M	97.42	View chart
At&t (T)	0.1	$276M		13M	22.00	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$274M	+2%	3.5M	77.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$273M	-7%	466k	586.52	View chart
O'reilly Automotive (ORLY)	0.1	$273M	+6%	237k	1151.60	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$273M	-6%	5.1M	53.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$271M	-3%	6.6M	41.12	View chart
General Dynamics Corporation (GD)	0.1	$270M	+2%	892k	302.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$267M	+29%	5.1M	52.66	View chart
Arch Cap Group Ord (ACGL)	0.1	$267M	+18%	2.4M	111.88	View chart
Vici Pptys (VICI)	0.1	$265M	+62%	8.0M	33.31	View chart
Morgan Stanley Com New (MS)	0.1	$263M		2.5M	104.24	View chart
Marsh & McLennan Companies (MMC)	0.1	$263M		1.2M	223.09	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$263M	+5%	5.0M	52.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$260M	+176%	5.1M	50.88	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$259M	-64%	7.3M	35.42	View chart
L3harris Technologies (LHX)	0.1	$258M	+9%	1.1M	237.87	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$258M	-3%	2.3M	112.94	View chart
Microchip Technology (MCHP)	0.1	$257M		3.2M	80.29	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$256M		4.1M	62.20	View chart
Eaton Corp SHS (ETN)	0.1	$256M	-2%	772k	331.44	View chart
Duke Energy Corp Com New (DUK)	0.1	$248M	-12%	2.2M	115.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$246M		1.5M	167.67	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$246M	-6%	9.1M	27.01	View chart
Phillips 66 (PSX)	0.1	$245M		1.9M	131.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$244M		759k	321.95	View chart
Booking Holdings (BKNG)	0.1	$244M	-4%	58k	4212.13	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$244M		4.3M	56.99	View chart
MetLife (MET)	0.1	$243M	-8%	2.9M	82.48	View chart
Chipotle Mexican Grill (CMG)	0.1	$241M	+14%	4.2M	57.62	View chart
EOG Resources (EOG)	0.1	$238M	-7%	1.9M	122.93	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$238M	-9%	2.2M	108.79	View chart
Kla Corp Com New (KLAC)	0.1	$236M	-3%	304k	774.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$234M	-41%	2.1M	110.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$229M	-5%	6.1M	37.56	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$229M	+13%	6.7M	34.28	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$229M	+5%	1.7M	135.44	View chart
Stryker Corporation (SYK)	0.1	$229M	+2%	633k	361.26	View chart
Unilever Spon Adr New (UL)	0.1	$228M	-9%	3.5M	64.96	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$225M	+85%	3.7M	60.93	View chart
Novartis Sponsored Adr (NVS)	0.1	$225M		2.0M	115.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$224M	+5%	3.0M	73.67	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$224M		4.6M	49.08	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$222M	+2%	1.8M	123.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$220M	+24%	6.3M	34.79	View chart
Ge Aerospace Com New (GE)	0.1	$220M	+20%	1.2M	188.58	View chart

Past Filings by Envestnet Asset Management

SEC 13F filings are viewable for Envestnet Asset Management going back to 2011

Envestnet Asset Management 2024 Q3 filed Nov. 7, 2024
Envestnet Asset Management 2024 Q2 filed Aug. 8, 2024
Envestnet Asset Management 2024 Q1 filed May 13, 2024
Envestnet Asset Management 2023 Q3 filed Nov. 13, 2023
Envestnet Asset Management 2023 Q2 filed Aug. 4, 2023
Envestnet Asset Management 2023 Q1 filed May 11, 2023
Envestnet Asset Management 2022 Q4 filed Feb. 7, 2023
Envestnet Asset Management 2022 Q3 filed Nov. 10, 2022
Envestnet Asset Management 2022 Q2 filed Aug. 3, 2022
Envestnet Asset Management 2022 Q1 filed May 4, 2022
Envestnet Asset Management 2021 Q4 filed Feb. 4, 2022
Envestnet Asset Management 2021 Q3 filed Oct. 7, 2021
Envestnet Asset Management 2021 Q2 filed Aug. 4, 2021
Envestnet Asset Management 2021 Q1 filed May 4, 2021
Envestnet Asset Management 2020 Q4 filed Feb. 2, 2021
Envestnet Asset Management 2020 Q3 filed Oct. 9, 2020

View all past filings

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