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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, AGG, IWY, APUE, VOO, and represent 26.41% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: APUE (+$621M), APCB (+$305M), APIE (+$295M), IVW (+$223M), EFG (+$145M), NVDA (+$131M), RSP (+$116M), IEMG (+$99M), DYNF (+$51M), BNDX (+$49M).
Started 121 new stock positions in LH, DFGX, ICSH, CVLT, MOD, IPKW, WFG, GEV, NXT, AROC.
Reduced shares in these 10 stocks: AGG (-$144M), IVV (-$141M), EFV (-$87M), MUB (-$79M), IXC (-$43M), IWY (-$38M), HEFA (-$37M), ESGU (-$30M), LQD (-$27M), EMB (-$11M).
Sold out of its positions in ARKW, ARKF, DECT, ALRM, ALSN, AFG, AMWD, AIRC, BWXT, BBD.
Envestnet Portfolio Solutions was a net buyer of stock by $1.9B.
Envestnet Portfolio Solutions has $29B in assets under management (AUM), dropping by 7.72%.
Central Index Key (CIK): 0001998033

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1625 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Envestnet Portfolio Solutions has 1625 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.2	$2.6B	-5%	4.8M	547.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.3	$1.5B	-8%	16M	97.07	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.2	$1.2B	-3%	5.6M	214.52	View chart
Trust For Professional Man Activepassive Us (APUE)	4.0	$1.2B	+115%	35M	33.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$1.1B		2.1M	500.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.3	$943M		13M	72.64	View chart
Ishares Tr Core Total Usd (IUSB)	3.1	$890M		20M	45.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$670M		14M	49.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$590M	+60%	6.4M	92.54	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$562M	+21%	11M	53.53	View chart
Trust For Professional Man Activepassive Eq (APIE)	1.9	$533M	+123%	19M	28.46	View chart
Trust For Professional Man Activepassive Cr (APCB)	1.9	$532M	+134%	18M	29.29	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	1.9	$531M		7.1M	74.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$531M	+5%	3.1M	170.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$501M	+10%	10M	48.67	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.7	$501M	+2%	4.1M	120.74	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$482M	-13%	4.5M	106.55	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.6	$452M	+12%	9.6M	46.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$383M	+60%	3.7M	102.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$336M		4.4M	76.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$322M	+2%	4.0M	81.08	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$287M	-23%	5.4M	53.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$273M	-2%	1.0M	267.51	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$260M		2.8M	91.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$259M	+3%	1.4M	182.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$242M		5.5M	43.76	View chart
Microsoft Corporation (MSFT)	0.8	$228M	+2%	511k	446.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$209M	+2%	1.4M	150.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$201M	-3%	988k	202.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$189M	+18%	1.2M	160.41	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.7	$189M		4.6M	40.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$173M	+6%	1.9M	91.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$173M		3.8M	45.40	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$170M	+2%	1.5M	110.35	View chart
Apple (AAPL)	0.6	$164M	+7%	778k	210.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$163M		2.3M	72.05	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$161M		2.3M	70.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$159M		2.1M	74.89	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$158M	+9%	2.7M	59.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$152M		901k	168.79	View chart
NVIDIA Corporation (NVDA)	0.5	$146M	+880%	1.2M	123.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$145M		267k	544.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$139M		2.3M	60.30	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$137M	+7%	6.8M	19.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$133M		357k	374.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$125M	+1276%	758k	164.28	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$110M	+3%	2.1M	52.20	View chart
Amazon (AMZN)	0.4	$106M	+5%	548k	193.25	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.4	$101M	-3%	1.7M	59.41	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.3	$88M	+43%	3.6M	24.61	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$86M	+3%	838k	102.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$82M	+39%	2.3M	35.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$79M	+4%	435k	182.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$78M	-32%	2.2M	35.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$76M	+20%	953k	80.13	View chart
JPMorgan Chase & Co. (JPM)	0.3	$73M		362k	202.26	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$73M		698k	103.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$72M		711k	100.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$71M	+2%	849k	83.76	View chart
Meta Platforms Cl A (META)	0.2	$69M	+6%	137k	504.22	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$63M		1.3M	46.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$63M	+20%	1.7M	37.67	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$63M	+23%	1.2M	50.89	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$61M	-32%	509k	119.32	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$60M		2.7M	22.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$60M		202k	297.54	View chart
UnitedHealth (UNH)	0.2	$57M		112k	509.26	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$55M	-3%	668k	81.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$52M	+17%	491k	106.66	View chart
Visa Com Cl A (V)	0.2	$49M		186k	262.47	View chart
Home Depot (HD)	0.2	$48M		140k	344.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$48M	+4%	262k	183.42	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$47M	+2%	627k	74.76	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$46M	+4%	497k	91.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$45M	+2%	111k	406.80	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$45M	-37%	418k	107.12	View chart
Chevron Corporation (CVX)	0.1	$43M	+4%	274k	156.42	View chart
Broadcom (AVGO)	0.1	$42M	+48%	26k	1605.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$42M	+3%	88k	479.11	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$42M	+2%	993k	42.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$41M		136k	303.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$40M	-21%	454k	88.48	View chart
Mastercard Incorporated Cl A (MA)	0.1	$39M		88k	441.16	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$39M	+2%	954k	40.57	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$39M	-6%	828k	46.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$38M	+5%	173k	218.04	View chart
Procter & Gamble Company (PG)	0.1	$38M		228k	164.92	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$37M	+8%	728k	51.26	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$37M	+30%	1.5M	25.43	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$36M	+1596%	811k	44.36	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$36M	-2%	729k	48.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$35M		370k	93.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$35M	+4%	299k	115.12	View chart
Abbvie (ABBV)	0.1	$34M	+3%	199k	171.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$34M		580k	58.64	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$34M		497k	67.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$33M	-9%	562k	58.52	View chart
Eli Lilly & Co. (LLY)	0.1	$33M	+7%	36k	905.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$32M	+26%	1.2M	27.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$32M	+4%	302k	106.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$32M	+17%	1.4M	22.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$30M	+3%	170k	174.47	View chart
Netflix (NFLX)	0.1	$29M	-5%	43k	674.88	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$29M	+15%	304k	94.27	View chart
Union Pacific Corporation (UNP)	0.1	$29M		127k	226.26	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$28M	+14%	680k	41.53	View chart
Nextera Energy (NEE)	0.1	$28M	+22%	392k	70.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$27M		75k	364.51	View chart
Costco Wholesale Corporation (COST)	0.1	$27M	-2%	32k	849.99	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$27M	-2%	257k	103.73	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$27M		627k	42.55	View chart
Cisco Systems (CSCO)	0.1	$27M	-4%	558k	47.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$26M	+148%	333k	78.33	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.1	$26M	+3%	578k	44.95	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$26M	+6%	401k	64.00	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$26M	+2%	759k	33.65	View chart
Philip Morris International (PM)	0.1	$25M		243k	101.33	View chart
Thermo Fisher Scientific (TMO)	0.1	$24M	-3%	44k	553.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$24M	+44%	725k	33.53	View chart
Pepsi (PEP)	0.1	$24M	+4%	145k	164.93	View chart
Abbott Laboratories (ABT)	0.1	$24M	+7%	230k	103.91	View chart
BlackRock (BLK)	0.1	$24M	+7%	30k	787.32	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$23M		571k	40.79	View chart
Applied Materials (AMAT)	0.1	$23M	+3%	98k	235.99	View chart
Merck & Co (MRK)	0.1	$23M	-10%	185k	123.80	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$23M	+18%	757k	29.70	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$22M		86k	259.31	View chart
Amgen (AMGN)	0.1	$22M	+9%	71k	312.45	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$22M	+118%	537k	40.40	View chart
Eaton Corp SHS (ETN)	0.1	$22M	-13%	69k	313.55	View chart
ConocoPhillips (COP)	0.1	$21M	+3%	184k	114.38	View chart
Servicenow (NOW)	0.1	$21M	+5%	27k	786.67	View chart
Bank of America Corporation (BAC)	0.1	$20M	+4%	511k	39.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$20M	-32%	241k	83.96	View chart
Oracle Corporation (ORCL)	0.1	$20M	+10%	140k	141.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$20M	+3%	164k	118.60	View chart
Coca-Cola Company (KO)	0.1	$20M	+2%	306k	63.65	View chart
Johnson & Johnson (JNJ)	0.1	$19M	+3%	130k	146.16	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$19M		307k	61.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$19M	-2%	34k	555.53	View chart
Verizon Communications (VZ)	0.1	$19M	-16%	455k	41.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$19M	+8%	253k	74.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$19M	+19%	87k	215.01	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$18M		281k	65.44	View chart
Target Corporation (TGT)	0.1	$18M	+5%	124k	148.04	View chart
Danaher Corporation (DHR)	0.1	$18M	+2%	74k	249.85	View chart
Lam Research Corporation (LRCX)	0.1	$18M	-7%	17k	1064.87	View chart
Prologis (PLD)	0.1	$18M	+36%	163k	112.31	View chart
Intuitive Surgical Com New (ISRG)	0.1	$18M	-3%	41k	444.85	View chart
Marathon Petroleum Corp (MPC)	0.1	$18M	+9%	105k	173.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$18M		179k	100.23	View chart
Intuit (INTU)	0.1	$18M	+2%	27k	657.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$18M	-13%	218k	81.65	View chart
Wal-Mart Stores (WMT)	0.1	$18M	-2%	263k	67.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$18M	+3%	38k	468.72	View chart
Snap-on Incorporated (SNA)	0.1	$18M	+5%	67k	261.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$18M	+3%	219k	79.93	View chart
Novo-nordisk A S Adr (NVO)	0.1	$18M	-8%	123k	142.74	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$18M		697k	25.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$17M	+5%	172k	100.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$17M	+14%	341k	50.11	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$17M	-10%	166k	102.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$17M	-3%	70k	242.10	View chart
Anthem (ELV)	0.1	$17M		31k	541.86	View chart
Analog Devices (ADI)	0.1	$17M	+3%	74k	228.26	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$17M	+11%	328k	51.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$17M	+39%	96k	173.81	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$17M	-2%	372k	44.78	View chart
Honeywell International (HON)	0.1	$16M	+6%	76k	213.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$16M	+4%	61k	264.30	View chart
Pfizer (PFE)	0.1	$16M	+3%	575k	27.98	View chart
Tesla Motors (TSLA)	0.1	$16M	+6%	81k	197.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$16M		150k	106.95	View chart
American Tower Reit (AMT)	0.1	$16M	-4%	82k	194.38	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$16M	-2%	195k	81.16	View chart
Linde SHS (LIN)	0.1	$16M	-6%	36k	438.81	View chart
salesforce (CRM)	0.1	$16M	+8%	61k	257.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$16M	+3%	271k	57.61	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$15M	-5%	228k	67.56	View chart
Uber Technologies (UBER)	0.1	$15M	+9%	210k	72.68	View chart
Lockheed Martin Corporation (LMT)	0.1	$15M	+7%	32k	467.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$15M	-19%	192k	77.14	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$15M	-15%	671k	21.82	View chart
TJX Companies (TJX)	0.1	$15M	+4%	132k	110.10	View chart
Medtronic SHS (MDT)	0.1	$14M		183k	78.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$14M	+2%	45k	314.21	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$14M	+22%	275k	51.30	View chart
Palo Alto Networks (PANW)	0.0	$14M	+11%	42k	339.01	View chart
Comcast Corp Cl A (CMCSA)	0.0	$14M	-27%	357k	39.16	View chart
Paychex (PAYX)	0.0	$14M		114k	118.56	View chart
Ameriprise Financial (AMP)	0.0	$14M	-2%	32k	427.19	View chart
S&p Global (SPGI)	0.0	$13M	+4%	30k	446.00	View chart
Starbucks Corporation (SBUX)	0.0	$13M		171k	77.85	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$13M	+4%	373k	35.46	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$13M	-3%	98k	133.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$13M	+23%	143k	87.46	View chart
Cme (CME)	0.0	$13M	+3%	64k	196.60	View chart
Lowe's Companies (LOW)	0.0	$13M	-10%	57k	220.46	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$13M	+4%	228k	54.75	View chart
Advanced Micro Devices (AMD)	0.0	$12M	+10%	77k	162.21	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$12M	-7%	197k	62.87	View chart
Us Bancorp Del Com New (USB)	0.0	$12M	-8%	312k	39.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$12M	+5%	54k	226.23	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$12M	-3%	285k	43.05	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$12M	-8%	84k	145.75	View chart
Microchip Technology (MCHP)	0.0	$12M	+7%	132k	91.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$12M	+13%	221k	54.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$12M	+7%	175k	68.53	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$12M	-2%	317k	37.79	View chart
Southern Company (SO)	0.0	$12M		151k	77.57	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$12M	-8%	11k	1022.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$12M	+6%	293k	39.72	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$12M		227k	51.24	View chart
Zoetis Cl A (ZTS)	0.0	$12M		66k	173.36	View chart
Republic Services (RSG)	0.0	$11M	+2%	59k	194.34	View chart
Waste Management (WM)	0.0	$11M		53k	213.34	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$11M	+461%	214k	52.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$11M		97k	113.46	View chart
Qualcomm (QCOM)	0.0	$11M	-8%	55k	199.18	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$11M	+9%	340k	32.25	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$11M	+8%	136k	77.99	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.0	$11M	+21%	534k	19.89	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$11M	+22%	334k	31.74	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$11M		339k	31.13	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$11M	+3%	259k	40.75	View chart
Morgan Stanley Com New (MS)	0.0	$11M	-13%	108k	97.19	View chart
Intercontinental Exchange (ICE)	0.0	$10M	-4%	76k	136.89	View chart
Phillips 66 (PSX)	0.0	$10M	-9%	74k	141.17	View chart
Schlumberger Com Stk (SLB)	0.0	$10M	+34%	220k	47.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$10M	+10%	313k	33.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$10M	+67%	110k	91.15	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$10M	-2%	250k	40.14	View chart
Equinix (EQIX)	0.0	$10M	+22%	13k	756.61	View chart
IDEXX Laboratories (IDXX)	0.0	$9.9M	-2%	20k	487.19	View chart
Texas Instruments Incorporated (TXN)	0.0	$9.8M		51k	194.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$9.8M	+9%	107k	91.08	View chart
Kimberly-Clark Corporation (KMB)	0.0	$9.8M	+4%	71k	138.20	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$9.7M	+8%	124k	78.63	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$9.7M	+6%	53k	182.40	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$9.6M	-2%	83k	115.47	View chart
Marsh & McLennan Companies (MMC)	0.0	$9.5M		45k	210.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$9.5M	-2%	16k	576.58	View chart
McDonald's Corporation (MCD)	0.0	$9.3M	+5%	37k	254.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$9.3M	+7%	121k	77.28	View chart
Ge Aerospace Com New (GE)	0.0	$9.3M		59k	158.97	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$9.2M	-15%	174k	52.95	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$9.2M	-4%	67k	138.20	View chart
The Trade Desk Com Cl A (TTD)	0.0	$9.2M	+5%	94k	97.67	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$9.2M	+3%	435k	21.04	View chart
Illinois Tool Works (ITW)	0.0	$9.1M	+4%	39k	236.96	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 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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