Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Envestnet Portfolio Solutions

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

Top 5 stock holdings are IVV, AGG, APUE, IWY, IUSB, and represent 26.12% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: AGG (+$315M), EFV (+$256M), IUSB (+$192M), IEFA (+$101M), MUB (+$84M), EMXC (+$66M), BINC (+$49M), AVGO (+$43M), FISR (+$28M), SPY (+$26M).
Started 134 new stock positions in SUPN, ELS, FLUT, IWC, USFD, GJAN, XJAN, IGM, HYMU, TRGP.
Reduced shares in these 10 stocks: JVAL (-$197M), RSP (-$110M), IVV (-$92M), IWY (-$75M), IEMG (-$71M), HEFA (-$70M), APUE (-$45M), IWS (-$43M), IVW (-$36M), TLT (-$25M).
Sold out of its positions in FEBW, AMX, ARMK, AROC, ATKR, BL, BLK, CCL, CINF, CIG.
Envestnet Portfolio Solutions was a net buyer of stock by $541M.
Envestnet Portfolio Solutions has $31B in assets under management (AUM), dropping by 7.40%.
Central Index Key (CIK): 0001998033

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1676 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Envestnet Portfolio Solutions has 1676 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.7	$2.7B	-3%	4.6M	576.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$1.9B	+19%	19M	101.27	View chart
Trust For Professional Man Activepassive Us (APUE)	3.8	$1.2B	-3%	34M	35.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.7	$1.2B	-6%	5.2M	220.05	View chart
Ishares Tr Core Total Usd (IUSB)	3.6	$1.1B	+20%	24M	47.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$1.1B	+10%	14M	78.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$1.1B		2.1M	527.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$716M		14M	52.81	View chart
Trust For Professional Man Activepassive Eq (APIE)	2.0	$601M	+4%	20M	30.74	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$576M	+17%	5.3M	108.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$575M	+3%	3.2M	179.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$574M	-5%	6.0M	95.75	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$567M	+82%	9.9M	57.53	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.8	$557M	-3%	6.9M	81.27	View chart
Trust For Professional Man Activepassive Cr (APCB)	1.8	$557M		18M	30.36	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$532M	-11%	9.3M	57.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$524M		10M	50.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.6	$506M	-7%	3.8M	132.25	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.6	$491M	+3%	9.9M	49.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$380M	-5%	3.5M	107.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$355M		4.0M	88.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$347M		4.4M	78.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$292M	+3%	1.5M	197.17	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$290M	+6%	3.0M	95.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$280M	-2%	990k	283.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$266M		5.6M	47.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$228M	+40%	3.7M	61.11	View chart
Microsoft Corporation (MSFT)	0.7	$222M		515k	430.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$218M		987k	220.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$203M		1.2M	174.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$193M	-8%	1.3M	151.62	View chart
Apple (AAPL)	0.6	$186M	+2%	799k	233.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$181M		3.8M	47.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$179M	+16%	312k	573.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$175M	-3%	1.5M	117.29	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$174M		2.3M	75.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$169M		2.2M	78.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$169M		2.2M	75.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$162M	+2%	7.0M	23.17	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$162M	+43%	3.0M	53.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$161M		886k	181.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$161M	-13%	1.6M	98.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$148M		2.3M	64.74	View chart
NVIDIA Corporation (NVDA)	0.5	$142M		1.2M	121.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$135M		353k	383.93	View chart
Amazon (AMZN)	0.3	$107M	+4%	575k	186.33	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$96M	+5%	880k	109.33	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$95M	-11%	1.5M	62.74	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.3	$94M	+3%	3.7M	25.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$84M	+22%	2.0M	41.28	View chart
Meta Platforms Cl A (META)	0.3	$82M	+4%	143k	572.44	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.3	$79M	+24%	1.5M	51.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$78M	-11%	2.1M	37.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$77M	-6%	794k	97.42	View chart
JPMorgan Chase & Co. (JPM)	0.2	$75M		356k	210.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$73M		439k	165.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$71M	-4%	682k	104.18	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$68M	+14%	761k	89.36	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$68M	-14%	815k	82.94	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$67M	-11%	617k	108.79	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$67M	+71%	2.5M	26.59	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$67M		1.4M	49.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$65M		515k	126.18	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$64M		2.7M	23.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$63M		201k	314.39	View chart
UnitedHealth (UNH)	0.2	$63M	-3%	107k	584.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$60M	+3%	509k	116.96	View chart
Home Depot (HD)	0.2	$59M	+4%	146k	405.20	View chart
Visa Com Cl A (V)	0.2	$51M		184k	274.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$49M	-2%	107k	460.26	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$49M	+4%	1.0M	46.97	View chart
Broadcom (AVGO)	0.2	$47M	+934%	273k	172.50	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$47M	-5%	592k	78.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$47M	-3%	132k	353.48	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$46M	-2%	407k	112.98	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$45M	+25%	623k	72.04	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$45M		948k	46.91	View chart
Mastercard Incorporated Cl A (MA)	0.1	$43M		88k	493.80	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$42M		451k	93.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$42M	-3%	252k	167.19	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$41M	+19%	1.4M	29.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$41M		173k	237.21	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$41M		834k	48.59	View chart
Abbvie (ABBV)	0.1	$40M		202k	197.48	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$40M	-13%	432k	91.81	View chart
Chevron Corporation (CVX)	0.1	$38M	-4%	260k	147.27	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$38M		823k	46.47	View chart
Procter & Gamble Company (PG)	0.1	$38M	-4%	218k	173.20	View chart
Eli Lilly & Co. (LLY)	0.1	$37M	+16%	42k	885.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$37M	-3%	702k	52.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$37M	-5%	688k	53.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$36M	+113%	578k	62.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$36M		570k	63.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$36M		363k	98.12	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$36M	+94%	1.4M	26.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$35M		295k	117.22	View chart
Nextera Energy (NEE)	0.1	$34M	+2%	403k	84.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$34M	+2%	1.4M	23.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$32M	-7%	518k	62.32	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$32M	+4%	710k	45.51	View chart
Netflix (NFLX)	0.1	$32M	+4%	45k	709.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$31M	-3%	163k	189.80	View chart
Union Pacific Corporation (UNP)	0.1	$31M		124k	246.48	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$30M	+6%	275k	107.10	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$29M	+5%	662k	44.30	View chart
Cisco Systems (CSCO)	0.1	$29M	-3%	538k	53.22	View chart
Costco Wholesale Corporation (COST)	0.1	$28M		32k	886.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$28M	+133%	528k	52.66	View chart
Thermo Fisher Scientific (TMO)	0.1	$28M		45k	618.56	View chart
Abbott Laboratories (ABT)	0.1	$27M	+3%	238k	114.01	View chart
Philip Morris International (PM)	0.1	$27M	-8%	223k	121.40	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.1	$27M	-7%	536k	50.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$27M		401k	67.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$27M	-4%	317k	83.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$26M	-6%	70k	375.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$26M		717k	36.41	View chart
Pepsi (PEP)	0.1	$26M	+5%	153k	170.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$26M	-80%	145k	179.16	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$25M	-7%	699k	36.17	View chart
Oracle Corporation (ORCL)	0.1	$24M	+2%	143k	170.40	View chart
Eaton Corp SHS (ETN)	0.1	$24M	+6%	73k	331.44	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$24M	+5%	798k	30.28	View chart
Tesla Motors (TSLA)	0.1	$24M	+13%	92k	261.63	View chart
Johnson & Johnson (JNJ)	0.1	$24M	+14%	149k	162.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$24M	+8%	260k	91.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$24M	+12%	98k	243.06	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$23M	-21%	240k	97.79	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$23M	-3%	83k	281.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$23M	+13%	285k	80.37	View chart
Servicenow (NOW)	0.1	$23M	-5%	25k	894.39	View chart
Prologis (PLD)	0.1	$22M	+9%	178k	126.28	View chart
Amgen (AMGN)	0.1	$22M		69k	322.21	View chart
Wal-Mart Stores (WMT)	0.1	$22M	+4%	276k	80.75	View chart
Coca-Cola Company (KO)	0.1	$22M		305k	71.86	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$22M	-11%	507k	42.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$21M		167k	128.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$21M	+2%	313k	67.70	View chart
Merck & Co (MRK)	0.1	$21M		185k	113.56	View chart
Danaher Corporation (DHR)	0.1	$21M	+2%	75k	278.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$21M	-51%	42k	488.07	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$21M		280k	73.67	View chart
Bank of America Corporation (BAC)	0.1	$20M		514k	39.68	View chart
Verizon Communications (VZ)	0.1	$20M		447k	44.91	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$20M	-10%	479k	41.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$20M	+190%	439k	45.32	View chart
Target Corporation (TGT)	0.1	$20M	+2%	127k	155.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$20M	-4%	171k	115.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$20M	-3%	40k	491.27	View chart
ConocoPhillips (COP)	0.1	$19M		183k	105.28	View chart
Snap-on Incorporated (SNA)	0.1	$19M	-3%	65k	289.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$19M	+11%	68k	276.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$19M	+3%	225k	83.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$18M		32k	584.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$18M		70k	263.83	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$18M	+21%	335k	54.68	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$18M		375k	48.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$18M		216k	83.75	View chart
Applied Materials (AMAT)	0.1	$18M	-9%	89k	202.05	View chart
Adobe Systems Incorporated (ADBE)	0.1	$18M		34k	517.78	View chart
Uber Technologies (UBER)	0.1	$18M	+11%	234k	75.16	View chart
Linde SHS (LIN)	0.1	$18M	+3%	37k	476.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$17M	+16%	416k	41.77	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$17M		322k	53.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$17M	+231%	520k	33.23	View chart
Intuit (INTU)	0.1	$17M		28k	621.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$17M		37k	465.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$17M	+50%	473k	36.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$17M	+2%	99k	173.67	View chart
Medtronic SHS (MDT)	0.1	$17M	+2%	188k	90.03	View chart
Analog Devices (ADI)	0.1	$17M		73k	230.17	View chart
Pfizer (PFE)	0.1	$17M		579k	28.94	View chart
Paychex (PAYX)	0.1	$17M	+7%	123k	134.19	View chart
American Tower Reit (AMT)	0.1	$16M	-15%	70k	232.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$16M	-6%	160k	100.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$16M	-3%	220k	72.63	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$16M	-5%	141k	112.94	View chart
Palo Alto Networks (PANW)	0.1	$16M	+12%	47k	341.80	View chart
Anthem (ELV)	0.1	$16M	-2%	31k	520.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$16M		192k	82.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$16M	-9%	311k	51.12	View chart
TJX Companies (TJX)	0.1	$16M		134k	117.54	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$16M	+2%	686k	22.70	View chart
S&p Global (SPGI)	0.1	$16M		30k	516.63	View chart
Starbucks Corporation (SBUX)	0.1	$16M	-7%	159k	97.49	View chart
salesforce (CRM)	0.1	$15M	-7%	56k	273.71	View chart
Lowe's Companies (LOW)	0.1	$15M		57k	270.85	View chart
Cme (CME)	0.0	$15M	+9%	69k	220.65	View chart
Kinder Morgan (KMI)	0.0	$15M	+60%	683k	22.09	View chart
Advanced Micro Devices (AMD)	0.0	$15M	+19%	92k	164.08	View chart
Novo-nordisk A S Adr (NVO)	0.0	$15M		123k	119.07	View chart
Ameriprise Financial (AMP)	0.0	$15M		31k	469.81	View chart
Honeywell International (HON)	0.0	$15M	-7%	70k	206.71	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.0	$15M	+27%	680k	21.27	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$14M	+4%	388k	36.92	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$14M		45k	321.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$14M	-7%	177k	80.30	View chart
Us Bancorp Del Com New (USB)	0.0	$14M		311k	45.73	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$14M	+23%	412k	34.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$14M	+10%	243k	57.83	View chart
Regions Financial Corporation (RF)	0.0	$14M	+45%	594k	23.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$14M	+42%	157k	87.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$14M	+6%	90k	154.02	View chart
Equinix (EQIX)	0.0	$14M	+14%	15k	887.64	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$14M		323k	41.72	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$14M	+14%	296k	45.49	View chart
Zoetis Cl A (ZTS)	0.0	$13M	+3%	69k	195.38	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$13M	+9%	322k	41.40	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$13M	+3%	180k	73.42	View chart
Morgan Stanley Com New (MS)	0.0	$13M	+16%	126k	104.24	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$13M		288k	45.24	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$13M	-4%	218k	59.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$13M	+1188%	512k	25.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$13M	+2%	56k	225.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$13M	-4%	188k	66.52	View chart
Southern Company (SO)	0.0	$12M	-8%	138k	90.18	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$12M	-62%	112k	110.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$12M	-5%	135k	90.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$12M	+4%	355k	34.28	View chart
Republic Services (RSG)	0.0	$12M		60k	200.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$12M	+26%	400k	29.89	View chart
McDonald's Corporation (MCD)	0.0	$12M	+5%	39k	304.51	View chart
Intercontinental Exchange (ICE)	0.0	$12M	-3%	73k	160.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$12M	-2%	94k	123.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$12M	NEW	421k	27.46	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$12M		342k	33.65	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$12M	-16%	82k	140.44	View chart
Waste Management (WM)	0.0	$11M	+3%	55k	207.60	View chart
Ge Aerospace Com New (GE)	0.0	$11M		60k	188.58	View chart
International Business Machines (IBM)	0.0	$11M		50k	221.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$11M	+5%	53k	206.57	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$11M	+2%	140k	77.91	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$11M	+7%	115k	94.61	View chart
Bristol Myers Squibb (BMY)	0.0	$11M		210k	51.74	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$11M	+54%	150k	71.54	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$11M	+2%	127k	83.67	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$11M	+282%	173k	60.93	View chart
Goldman Sachs (GS)	0.0	$11M	+42%	21k	495.11	View chart
Marsh & McLennan Companies (MMC)	0.0	$10M		46k	223.09	View chart
Qualcomm (QCOM)	0.0	$10M	+9%	60k	170.05	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$10M	-3%	51k	200.37	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$10M	+6%	12k	833.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$10M	+16%	169k	59.51	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$10M	+12%	527k	18.95	View chart
Discover Financial Services (DFS)	0.0	$9.9M	+3%	71k	140.29	View chart
Schlumberger Com Stk (SLB)	0.0	$9.9M	+7%	236k	41.95	View chart
Illinois Tool Works (ITW)	0.0	$9.8M	-2%	38k	262.07	View chart
Unilever Spon Adr New (UL)	0.0	$9.8M		151k	64.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$9.8M	-5%	81k	121.16	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$9.8M	-5%	237k	41.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$9.6M	+443%	82k	117.62	View chart

Past Filings by Envestnet Portfolio Solutions

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z