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Envestnet Portfolio Solutions

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

Top 5 stock holdings are IVV, IWY, VOO, APUE, VO, and represent 23.43% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: OEF (+$141M), BAI (+$106M), SCHP (+$105M), VT (+$103M), ITA (+$83M), DYNF (+$71M), SPY (+$57M), IAU (+$42M), BNDX (+$37M), VCRB (+$35M).
Started 78 new stock positions in KALU, APLE, LGND, FAUG, ALB, RSPD, GRAB, ST, XBIL, GSEP.
Reduced shares in these 10 stocks: AGG (-$1.2B), MUB (-$343M), EFG (-$146M), IYW (-$137M), QUAL (-$96M), IUSB (-$91M), EFV (-$78M), APIE (-$67M), IWY (-$64M), FISR (-$45M).
Sold out of its positions in ACM, AFRM, OCTW, DECW, JANW, LNT, ARB, AMBC, AMED, AVLV.
Envestnet Portfolio Solutions was a net seller of stock by $-1.6B.
Envestnet Portfolio Solutions has $27B in assets under management (AUM), dropping by -0.25%.
Central Index Key (CIK): 0001998033

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Positions held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1443 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Envestnet Portfolio Solutions has 1443 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Portfolio Solutions Sept. 30, 2025 positions
Download the Envestnet Portfolio Solutions September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.6	$2.1B		3.1M	669.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.8	$1.3B	-4%	4.8M	273.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$1.1B		1.8M	612.38	View chart
Trust For Professional Man Activepassive Us (APUE)	4.0	$1.1B		27M	40.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$781M	+3%	2.7M	293.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$768M		8.8M	87.31	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$753M	+4%	11M	65.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$749M	-60%	7.5M	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$710M		12M	59.92	View chart
Ishares Tr Core Total Usd (IUSB)	2.1	$565M	-13%	12M	46.71	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.0	$548M	-5%	6.2M	87.88	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$530M	-12%	7.8M	67.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$484M	+8%	9.8M	49.46	View chart
Trust For Professional Man Activepassive Cr (APCB)	1.8	$482M	+5%	16M	29.84	View chart
Trust For Professional Man Activepassive Eq (APIE)	1.7	$472M	-12%	13M	35.49	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$466M	+17%	7.9M	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$429M	-5%	3.6M	120.72	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.5	$394M		2.8M	139.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$371M	-20%	1.9M	194.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$356M		1.7M	206.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$336M		4.3M	78.91	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$321M	+77%	966k	332.84	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$300M		3.1M	97.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$287M	+55%	2.1M	137.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$279M		5.2M	54.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$259M	+13%	1.8M	142.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$252M	+29%	379k	666.18	View chart
Microsoft Corporation (MSFT)	0.9	$241M		466k	517.95	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$230M	-8%	2.2M	102.99	View chart
NVIDIA Corporation (NVDA)	0.8	$225M		1.2M	186.58	View chart
Apple (AAPL)	0.7	$195M		765k	254.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$184M	-3%	562k	328.17	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$181M		1.9M	95.15	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$180M	+141%	5.3M	34.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$180M	+6%	8.4M	21.57	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$177M	-65%	1.7M	106.49	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$172M		4.5M	37.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$169M		3.6M	46.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$168M		2.2M	78.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$161M		2.3M	70.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$152M		726k	209.34	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$134M	+9%	2.5M	53.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$124M	+51%	1.7M	72.77	View chart
Amazon (AMZN)	0.4	$122M		553k	219.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$119M	-2%	464k	256.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$118M	-2%	634k	186.49	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.4	$117M	+3%	2.0M	59.61	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$113M		2.2M	51.23	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$112M	+20%	3.5M	31.63	View chart
Meta Platforms Cl A (META)	0.4	$109M		149k	734.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$109M		1.5M	73.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$107M	-2%	1.4M	74.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$106M	+9813%	3.9M	26.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$99M	+6%	2.1M	46.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$92M	+23%	2.1M	42.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$90M	-14%	369k	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$87M		182k	479.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$84M	+9026%	402k	209.26	View chart
Broadcom (AVGO)	0.3	$81M		244k	329.91	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.3	$79M	+8%	3.1M	25.14	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$77M	-10%	741k	104.51	View chart
JPMorgan Chase & Co. (JPM)	0.3	$77M	-4%	244k	315.43	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$69M	-5%	954k	72.58	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$58M	+121%	1.3M	46.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$58M		238k	243.55	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$58M	+39%	628k	91.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$58M	-10%	157k	365.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$57M	-5%	574k	99.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$56M	+9%	1.8M	31.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$54M	+35%	370k	145.60	View chart
Home Depot (HD)	0.2	$53M		131k	405.19	View chart
Netflix (NFLX)	0.2	$50M	-4%	42k	1198.91	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$49M	+9%	2.1M	23.56	View chart
Visa Com Cl A (V)	0.2	$48M	-14%	139k	341.38	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$46M	-6%	368k	125.95	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$46M	-49%	1.8M	26.05	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$45M	+7%	492k	92.40	View chart
Tesla Motors (TSLA)	0.2	$45M	+3%	101k	444.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$45M	-6%	375k	118.83	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$44M	+20%	397k	111.47	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$43M	+53%	440k	97.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$42M	-5%	469k	89.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$39M		409k	95.19	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$39M	+912%	492k	78.41	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$38M	-5%	789k	48.03	View chart
Oracle Corporation (ORCL)	0.1	$36M	+4%	129k	281.24	View chart
Chevron Corporation (CVX)	0.1	$36M	+2%	230k	155.29	View chart
Eli Lilly & Co. (LLY)	0.1	$35M	+20%	46k	762.99	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.1	$34M	+45%	1.2M	28.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$34M	-9%	59k	568.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$33M		1.1M	29.11	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$33M		617k	53.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$32M		91k	355.47	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$32M	-4%	403k	80.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$32M	-5%	488k	65.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$31M	+747%	618k	50.07	View chart
Eaton Corp SHS (ETN)	0.1	$30M	+5%	81k	374.25	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$30M	+4%	1.3M	23.12	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$30M	-31%	525k	57.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$30M		312k	96.55	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$30M	-15%	419k	71.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$30M	-9%	64k	468.41	View chart
Abbvie (ABBV)	0.1	$29M	-2%	126k	231.54	View chart
Prologis (PLD)	0.1	$29M	+39%	250k	114.52	View chart
Cisco Systems (CSCO)	0.1	$29M	-3%	418k	68.42	View chart
UnitedHealth (UNH)	0.1	$29M	-17%	83k	345.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$27M		263k	103.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$27M	+9%	45k	600.37	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$26M	-21%	474k	55.33	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$26M	+11%	624k	41.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$26M	-84%	226k	113.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$25M	-4%	267k	95.14	View chart
Bank of America Corporation (BAC)	0.1	$25M	+3%	477k	51.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$25M		120k	203.59	View chart
Costco Wholesale Corporation (COST)	0.1	$24M	-15%	26k	925.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$24M	-24%	48k	502.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$24M	-25%	213k	112.75	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$24M	+3%	414k	57.19	View chart
Blackrock (BLK)	0.1	$24M	-6%	20k	1165.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$24M	+78%	97k	241.96	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$23M	NEW	923k	25.31	View chart
Union Pacific Corporation (UNP)	0.1	$23M	+5%	98k	236.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$23M		519k	43.42	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$22M	-16%	91k	246.60	View chart
Altria (MO)	0.1	$22M	+13%	329k	66.06	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$22M	+41%	804k	26.84	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$21M	-3%	69k	309.74	View chart
Lam Research Corp Com New (LRCX)	0.1	$21M	+3%	160k	133.90	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$21M	+2%	527k	40.18	View chart
Intuit (INTU)	0.1	$21M	+36%	31k	682.91	View chart
Procter & Gamble Company (PG)	0.1	$20M	-20%	132k	153.65	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$20M	-6%	208k	96.46	View chart
Snap-on Incorporated (SNA)	0.1	$20M		58k	346.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$20M	+10%	197k	100.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$20M	-40%	104k	189.70	View chart
Applied Materials (AMAT)	0.1	$20M	+7%	96k	204.74	View chart
Intuitive Surgical Com New (ISRG)	0.1	$19M	+6%	43k	447.23	View chart
Nextera Energy (NEE)	0.1	$19M	-5%	256k	75.49	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$19M		194k	99.45	View chart
Wal-Mart Stores (WMT)	0.1	$19M	+3%	186k	103.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$19M	-6%	75k	254.28	View chart
Analog Devices (ADI)	0.1	$19M	+5%	77k	245.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$19M		103k	182.42	View chart
Philip Morris International (PM)	0.1	$19M	-11%	115k	162.20	View chart
Servicenow (NOW)	0.1	$19M	-3%	20k	920.28	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$19M	+11%	825k	22.45	View chart
Amphenol Corp Cl A (APH)	0.1	$18M	+144%	148k	123.75	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$18M	-2%	437k	41.11	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$18M	+9%	701k	25.02	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$18M		187k	93.35	View chart
TJX Companies (TJX)	0.1	$17M	-4%	120k	144.54	View chart
Regions Financial Corporation (RF)	0.1	$17M	+6%	654k	26.37	View chart
Morgan Stanley Com New (MS)	0.1	$17M	-11%	108k	158.96	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$17M	-14%	156k	107.44	View chart
Johnson & Johnson (JNJ)	0.1	$17M	-10%	89k	185.42	View chart
T. Rowe Price (TROW)	0.1	$17M	+143%	161k	102.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$17M	+3%	196k	84.11	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$17M	+14%	341k	48.47	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$17M	+8%	377k	43.83	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$16M	-4%	770k	21.36	View chart
Advanced Micro Devices (AMD)	0.1	$16M	+4%	100k	161.79	View chart
Cme (CME)	0.1	$16M	+4%	60k	270.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$16M	-5%	130k	123.75	View chart
Linde SHS (LIN)	0.1	$16M	-4%	33k	475.00	View chart
Abbott Laboratories (ABT)	0.1	$16M	-3%	118k	133.94	View chart
Thermo Fisher Scientific (TMO)	0.1	$16M	-5%	32k	485.01	View chart
Danaher Corporation (DHR)	0.1	$16M		79k	198.26	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$16M	NEW	622k	25.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$15M	+17%	201k	76.72	View chart
Uber Technologies (UBER)	0.1	$15M	-21%	157k	97.97	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$15M	+12%	270k	57.04	View chart
ConocoPhillips (COP)	0.1	$15M	+4%	162k	94.59	View chart
Coca-Cola Company (KO)	0.1	$15M	-13%	231k	66.32	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$15M	-3%	370k	41.20	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$15M	-8%	226k	67.26	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$15M	+5%	280k	54.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$15M	+9%	116k	130.28	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$15M	+18%	328k	45.67	View chart
Palo Alto Networks (PANW)	0.1	$15M	-2%	73k	203.62	View chart
Booking Holdings (BKNG)	0.1	$15M		2.7k	5399.58	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$15M	+4%	388k	37.62	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$15M	+53%	296k	49.19	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$14M	+6%	356k	40.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$14M	-17%	212k	68.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$14M	-90%	74k	195.86	View chart
Amgen (AMGN)	0.1	$14M	-5%	51k	282.20	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$14M	+54%	152k	92.98	View chart
Pepsi (PEP)	0.1	$14M	+2%	99k	140.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$14M	-2%	437k	31.62	View chart
Medtronic SHS (MDT)	0.1	$14M	-16%	143k	95.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$14M	-10%	145k	93.37	View chart
IDEXX Laboratories (IDXX)	0.0	$14M	-6%	21k	638.89	View chart
Verisk Analytics (VRSK)	0.0	$14M	-4%	54k	251.51	View chart
Amcor Ord (AMCR)	0.0	$13M	+5%	1.6M	8.18	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.0	$13M	+13%	519k	25.19	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$13M	-6%	242k	53.29	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	0.0	$13M	+3%	661k	19.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$13M	-3%	46k	279.29	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$13M	NEW	405k	31.45	View chart
Eastman Chemical Company (EMN)	0.0	$12M	+168%	195k	63.05	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$12M	+26%	123k	100.05	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$12M		134k	91.01	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$12M	+4%	280k	41.58	View chart
Exelon Corporation (EXC)	0.0	$12M	+657%	255k	45.01	View chart
Gilead Sciences (GILD)	0.0	$11M	+90%	100k	111.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$11M	+25%	206k	53.87	View chart
Republic Services (RSG)	0.0	$11M	-11%	48k	229.48	View chart
L3harris Technologies (LHX)	0.0	$11M	-21%	36k	305.41	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$11M	+7%	521k	20.93	View chart
Allstate Corporation (ALL)	0.0	$11M	-3%	51k	214.65	View chart
Qualcomm (QCOM)	0.0	$11M	-2%	65k	166.36	View chart
Kinder Morgan (KMI)	0.0	$11M	-28%	384k	28.31	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$11M	+51%	131k	82.96	View chart
Honeywell International (HON)	0.0	$11M	-10%	51k	210.50	View chart
Micron Technology (MU)	0.0	$11M	+9%	64k	167.32	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$11M		71k	150.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$11M	+8%	230k	46.24	View chart
Wells Fargo & Company (WFC)	0.0	$11M	+74%	126k	83.82	View chart
Synopsys (SNPS)	0.0	$10M	-2%	21k	493.39	View chart
Parker-Hannifin Corporation (PH)	0.0	$10M	-6%	14k	758.17	View chart
Waste Management (WM)	0.0	$10M	-7%	47k	220.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$10M	+11%	382k	27.30	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$10M	-9%	166k	62.47	View chart
CoStar (CSGP)	0.0	$10M	-10%	122k	84.37	View chart
American Tower Reit (AMT)	0.0	$10M		53k	192.32	View chart
Verizon Communications (VZ)	0.0	$10M	-3%	232k	43.95	View chart
Leidos Holdings (LDOS)	0.0	$10M	-5%	54k	188.96	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$10M		346k	29.32	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$10M	+3%	213k	47.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$10M		177k	57.10	View chart
Coinbase Global Com Cl A (COIN)	0.0	$10M	NEW	30k	337.49	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$10M	+3%	136k	73.57	View chart
Evergy (EVRG)	0.0	$9.9M	+2%	131k	76.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$9.8M	-18%	70k	140.95	View chart
Starbucks Corporation (SBUX)	0.0	$9.8M	-3%	116k	84.60	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$9.7M	-21%	286k	33.89	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$9.7M	-5%	58k	166.10	View chart
Charles Schwab Corporation (SCHW)	0.0	$9.6M		101k	95.47	View chart
Applovin Corp Com Cl A (APP)	0.0	$9.6M	-17%	13k	718.54	View chart
Hldgs (UAL)	0.0	$9.4M	+11%	97k	96.50	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$9.4M	+41%	46k	204.44	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$9.3M	NEW	109k	85.04	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$9.2M	-6%	211k	43.78	View chart
Comcast Corp Cl A (CMCSA)	0.0	$9.1M	-16%	289k	31.42	View chart
Anthem (ELV)	0.0	$9.1M	+3%	28k	323.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$8.9M	-9%	53k	167.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$8.9M	+5%	100k	88.96	View chart
Arista Networks Com Shs (ANET)	0.0	$8.8M	-8%	61k	145.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$8.7M	+2%	67k	129.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$8.6M	-4%	78k	111.22	View chart

Past Filings by Envestnet Portfolio Solutions

SEC 13F filings are viewable for Envestnet Portfolio Solutions going back to 2023

Envestnet Portfolio Solutions 2025 Q3 filed Oct. 30, 2025
Envestnet Portfolio Solutions 2025 Q2 filed July 25, 2025
Envestnet Portfolio Solutions 2025 Q1 filed April 21, 2025
Envestnet Portfolio Solutions 2024 Q4 filed Feb. 10, 2025
Envestnet Portfolio Solutions 2024 Q3 filed Oct. 31, 2024
Envestnet Portfolio Solutions 2024 Q2 filed July 16, 2024
Envestnet Portfolio Solutions 2024 Q1 filed May 6, 2024
Envestnet Portfolio Solutions 2023 Q4 filed Feb. 7, 2024

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