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Envestnet Portfolio Solutions

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

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

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1531 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Envestnet Portfolio Solutions has 1531 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Portfolio Solutions Dec. 31, 2023 positions
Download the Envestnet Portfolio Solutions December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.6	$2.8B	5.8M	477.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.1	$1.5B	15M	99.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$958M	2.2M	436.80	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.7	$881M	5.0M	175.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$870M	12M	70.35	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$656M	14M	46.07	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$641M	5.9M	108.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$627M	13M	47.90	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$489M	9.7M	50.58	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$458M	8.8M	52.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$429M	8.7M	49.37	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.8	$429M	6.1M	70.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$414M	2.8M	147.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.5	$364M	3.1M	116.29	View chart
Trust For Professional Man Activepassive Us (APUE)	1.4	$347M	12M	29.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$321M	4.2M	77.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$293M	3.8M	77.73	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.1	$267M	5.6M	47.86	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.1	$265M	6.9M	38.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$254M	1.1M	237.22	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$247M	2.6M	94.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$213M	2.9M	73.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$210M	5.1M	41.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$209M	2.2M	96.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$204M	1.0M	200.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$198M	1.9M	104.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$195M	2.0M	98.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.8	$191M	3.8M	50.47	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.7	$177M	5.9M	29.93	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.7	$168M	6.3M	26.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$166M	2.2M	76.38	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$165M	3.6M	46.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$164M	995k	164.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$161M	1.1M	149.50	View chart
Microsoft Corporation (MSFT)	0.7	$160M	427k	376.04	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.7	$160M	2.1M	74.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$154M	1.3M	122.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$152M	2.0M	75.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$151M	1.4M	110.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$131M	1.3M	104.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$126M	2.2M	57.96	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$125M	6.1M	20.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$124M	555k	223.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$124M	398k	310.88	View chart
Apple (AAPL)	0.5	$113M	587k	192.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$107M	224k	475.31	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.4	$98M	1.9M	52.34	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.4	$85M	927k	91.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$81M	752k	108.26	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$79M	753k	104.76	View chart
Amazon (AMZN)	0.3	$72M	470k	151.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$69M	884k	78.03	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$69M	753k	91.05	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$65M	1.2M	55.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$64M	719k	88.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$63M	241k	262.26	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$56M	1.4M	39.82	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$56M	2.4M	23.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$55M	325k	170.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$54M	495k	108.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$53M	376k	139.69	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$52M	638k	81.10	View chart
UnitedHealth (UNH)	0.2	$52M	98k	526.47	View chart
NVIDIA Corporation (NVDA)	0.2	$52M	104k	495.22	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.2	$51M	2.0M	25.04	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$50M	1.1M	47.74	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$50M	1.5M	34.01	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$50M	1.1M	46.63	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$49M	2.0M	25.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$49M	750k	65.06	View chart
Visa Com Cl A (V)	0.2	$45M	174k	260.35	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$45M	1.3M	35.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$44M	528k	82.96	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$42M	445k	94.73	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$42M	1.1M	39.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$41M	973k	42.59	View chart
Home Depot (HD)	0.2	$41M	119k	346.55	View chart
Meta Platforms Cl A (META)	0.2	$41M	116k	353.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$40M	228k	173.89	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$40M	606k	65.35	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$39M	977k	40.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$38M	230k	165.25	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$38M	108k	350.91	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$36M	795k	45.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$36M	375k	96.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$35M	627k	56.14	View chart
Mastercard Incorporated Cl A (MA)	0.1	$35M	83k	426.51	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$34M	386k	89.06	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$34M	815k	41.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$33M	92k	356.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$32M	227k	140.93	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$32M	495k	63.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$31M	144k	213.33	View chart
Chevron Corporation (CVX)	0.1	$30M	202k	149.16	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$30M	276k	107.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$29M	106k	277.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$29M	72k	409.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$29M	258k	111.63	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$28M	637k	43.26	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$27M	518k	52.00	View chart
Procter & Gamble Company (PG)	0.1	$27M	182k	146.54	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.1	$27M	586k	45.63	View chart
Abbvie (ABBV)	0.1	$27M	172k	154.97	View chart
Cisco Systems (CSCO)	0.1	$26M	517k	50.52	View chart
Union Pacific Corporation (UNP)	0.1	$26M	106k	245.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$26M	86k	303.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$25M	490k	51.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$24M	943k	25.64	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$24M	1.0M	23.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$24M	558k	42.18	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$23M	872k	26.02	View chart
Philip Morris International (PM)	0.1	$21M	228k	94.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$21M	275k	75.35	View chart
BlackRock (BLK)	0.1	$21M	25k	811.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$20M	195k	99.98	View chart
Comcast Corp Cl A (CMCSA)	0.1	$19M	444k	43.85	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$19M	595k	32.66	View chart
Verizon Communications (VZ)	0.1	$19M	513k	37.70	View chart
Broadcom (AVGO)	0.1	$19M	17k	1116.25	View chart
Netflix (NFLX)	0.1	$19M	40k	486.88	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$19M	248k	77.39	View chart
Abbott Laboratories (ABT)	0.1	$19M	174k	110.07	View chart
Honeywell International (HON)	0.1	$19M	90k	209.71	View chart
Pepsi (PEP)	0.1	$19M	110k	169.84	View chart
Thermo Fisher Scientific (TMO)	0.1	$19M	35k	530.79	View chart
ConocoPhillips (COP)	0.1	$18M	158k	116.07	View chart
Adobe Systems Incorporated (ADBE)	0.1	$18M	31k	596.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$18M	78k	232.64	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$18M	410k	43.73	View chart
Merck & Co (MRK)	0.1	$18M	164k	109.02	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$18M	80k	224.88	View chart
Servicenow (NOW)	0.1	$18M	25k	706.49	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$18M	799k	22.26	View chart
Johnson & Johnson (JNJ)	0.1	$18M	113k	156.74	View chart
Snap-on Incorporated (SNA)	0.1	$18M	61k	288.84	View chart
Amgen (AMGN)	0.1	$18M	61k	288.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$18M	264k	66.49	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$18M	313k	55.90	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$17M	240k	72.43	View chart
Duke Energy Corp Com New (DUK)	0.1	$17M	179k	97.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$17M	532k	32.06	View chart
Target Corporation (TGT)	0.1	$16M	115k	142.42	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$16M	250k	64.93	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$16M	209k	77.49	View chart
Eaton Corp SHS (ETN)	0.1	$16M	66k	240.82	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$16M	546k	29.02	View chart
Starbucks Corporation (SBUX)	0.1	$16M	164k	96.01	View chart
Eli Lilly & Co. (LLY)	0.1	$16M	27k	582.91	View chart
Intuit (INTU)	0.1	$16M	25k	625.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$15M	153k	100.27	View chart
Tesla Motors (TSLA)	0.1	$15M	62k	248.48	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$15M	245k	61.90	View chart
Prologis (PLD)	0.1	$15M	113k	133.30	View chart
Nextera Energy (NEE)	0.1	$15M	247k	60.74	View chart
American Tower Reit (AMT)	0.1	$15M	69k	215.88	View chart
Linde SHS (LIN)	0.1	$15M	36k	410.71	View chart
Medtronic SHS (MDT)	0.1	$15M	180k	82.38	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$15M	330k	44.60	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$15M	155k	93.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$15M	177k	82.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$14M	267k	53.82	View chart
Marathon Petroleum Corp (MPC)	0.1	$14M	96k	148.36	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$14M	205k	69.47	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$14M	475k	29.78	View chart
Novo-nordisk A S Adr (NVO)	0.1	$14M	136k	103.45	View chart
Us Bancorp Del Com New (USB)	0.1	$14M	324k	43.28	View chart
Danaher Corporation (DHR)	0.1	$14M	60k	231.34	View chart
Coca-Cola Company (KO)	0.1	$14M	236k	58.93	View chart
Lam Research Corporation (LRCX)	0.1	$14M	18k	783.26	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$14M	118k	117.13	View chart
Paychex (PAYX)	0.1	$14M	116k	119.11	View chart
Bank of America Corporation (BAC)	0.1	$14M	408k	33.67	View chart
Costco Wholesale Corporation (COST)	0.1	$14M	21k	660.08	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$13M	284k	46.55	View chart
Anthem (ELV)	0.1	$13M	28k	471.56	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$13M	134k	98.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$13M	77k	168.54	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$13M	32k	406.89	View chart
Analog Devices (ADI)	0.1	$13M	64k	198.56	View chart
Applied Materials (AMAT)	0.1	$13M	78k	162.07	View chart
Pfizer (PFE)	0.1	$13M	438k	28.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$13M	28k	453.25	View chart
Intuitive Surgical Com New (ISRG)	0.1	$12M	37k	337.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$12M	120k	103.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$12M	218k	55.67	View chart
salesforce (CRM)	0.1	$12M	46k	263.14	View chart
S&p Global (SPGI)	0.0	$12M	27k	440.52	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$12M	329k	35.91	View chart
Cme (CME)	0.0	$12M	56k	210.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$12M	74k	157.80	View chart
Zoetis Cl A (ZTS)	0.0	$12M	59k	197.37	View chart
Lowe's Companies (LOW)	0.0	$12M	52k	222.55	View chart
Ameriprise Financial (AMP)	0.0	$11M	30k	379.82	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$11M	43k	259.51	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$11M	217k	51.27	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$11M	96k	115.09	View chart
Phillips 66 (PSX)	0.0	$11M	82k	133.14	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$11M	96k	114.04	View chart
Wal-Mart Stores (WMT)	0.0	$11M	69k	157.65	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$11M	263k	40.56	View chart
Uber Technologies (UBER)	0.0	$11M	173k	61.57	View chart
Morgan Stanley Com New (MS)	0.0	$10M	111k	93.25	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$10M	14k	756.92	View chart
Oracle Corporation (ORCL)	0.0	$10M	96k	105.43	View chart
CVS Caremark Corporation (CVS)	0.0	$10M	128k	78.96	View chart
Caterpillar (CAT)	0.0	$10M	34k	295.67	View chart
Southern Company (SO)	0.0	$10M	143k	70.12	View chart
TJX Companies (TJX)	0.0	$10M	107k	93.81	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$10M	248k	40.25	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$10M	338k	29.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$9.9M	52k	191.17	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$9.9M	191k	51.67	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$9.8M	344k	28.56	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$9.8M	238k	40.95	View chart
Palo Alto Networks (PANW)	0.0	$9.3M	32k	294.88	View chart
At&t (T)	0.0	$9.2M	551k	16.78	View chart
3M Company (MMM)	0.0	$9.2M	84k	109.32	View chart
Texas Instruments Incorporated (TXN)	0.0	$9.1M	53k	170.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$9.1M	174k	51.99	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$9.0M	185k	48.72	View chart
Charles Schwab Corporation (SCHW)	0.0	$8.9M	130k	68.80	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$8.8M	182k	48.32	View chart
Unilever Spon Adr New (UL)	0.0	$8.7M	180k	48.48	View chart
Republic Services (RSG)	0.0	$8.5M	52k	164.91	View chart
Crown Castle Intl (CCI)	0.0	$8.5M	74k	115.19	View chart
Advanced Micro Devices (AMD)	0.0	$8.5M	58k	147.41	View chart
Qualcomm (QCOM)	0.0	$8.4M	58k	144.63	View chart
Waste Management (WM)	0.0	$8.4M	47k	179.10	View chart
Wells Fargo & Company (WFC)	0.0	$8.4M	170k	49.22	View chart
Intercontinental Exchange (ICE)	0.0	$8.4M	65k	128.43	View chart
United Parcel Service CL B (UPS)	0.0	$8.3M	53k	157.23	View chart
Nike CL B (NKE)	0.0	$8.2M	76k	108.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$8.2M	60k	136.38	View chart
IDEXX Laboratories (IDXX)	0.0	$8.1M	15k	555.03	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$8.0M	224k	35.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$7.9M	144k	54.98	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$7.8M	276k	28.30	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$7.8M	261k	29.84	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$7.8M	115k	67.35	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$7.8M	33k	237.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$7.8M	84k	92.45	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$7.7M	189k	40.87	View chart
Cbre Group Cl A (CBRE)	0.0	$7.7M	83k	93.09	View chart
McDonald's Corporation (MCD)	0.0	$7.6M	26k	296.50	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$7.5M	112k	67.38	View chart
Equinix (EQIX)	0.0	$7.5M	9.3k	805.36	View chart
McKesson Corporation (MCK)	0.0	$7.5M	16k	462.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$7.5M	71k	105.23	View chart
Kimberly-Clark Corporation (KMB)	0.0	$7.4M	61k	121.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$7.4M	106k	70.10	View chart

Past Filings by Envestnet Portfolio Solutions

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

Envestnet Portfolio Solutions 2023 Q4 filed Feb. 7, 2024

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