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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 26.30% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: TLH (+$121M), DFIS (+$101M), OEF (+$92M), HEFA (+$49M), IEMG (+$45M), SPDW (+$38M), IAU (+$32M), IVE (+$31M), SPEU (+$25M), CERY (+$24M).
Started 91 new stock positions in APPF, MTH, WDFC, CASH, JAVA, XTEN, GFF, VTES, QGEN, DFIS.
Reduced shares in these 10 stocks: IEFA (-$499M), IVV (-$376M), EFG (-$258M), IUSB (-$243M), EFV (-$189M), APUE (-$149M), VOO (-$140M), IVW (-$128M), DYNF (-$125M), TLT (-$121M).
Sold out of its positions in AAON, LOWV, AGCO, ASX, BCI, ADUS, CWS, AVAV, APRT, APRW.
Envestnet Portfolio Solutions was a net seller of stock by $-4.0B.
Envestnet Portfolio Solutions has $26B in assets under management (AUM), dropping by -14.51%.
Central Index Key (CIK): 0001998033

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1528 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Envestnet Portfolio Solutions has 1528 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Portfolio Solutions March 31, 2025 positions
Download the Envestnet Portfolio Solutions March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.6	$2.2B	-14%	4.0M	561.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$1.7B		17M	98.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.1	$1.1B	-4%	5.1M	210.94	View chart
Trust For Professional Man Activepassive Us (APUE)	3.6	$944M	-13%	28M	33.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$936M	-13%	1.8M	513.91	View chart
Ishares Tr Core Total Usd (IUSB)	2.9	$745M	-24%	16M	46.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$684M	-42%	9.0M	75.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$661M	-6%	13M	50.83	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.0	$515M		6.3M	82.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.9	$497M		3.9M	125.97	View chart
Trust For Professional Man Activepassive Eq (APIE)	1.9	$487M	-15%	16M	30.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$482M	-5%	9.9M	48.82	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$479M	+10%	8.9M	53.97	View chart
Trust For Professional Man Activepassive Cr (APCB)	1.8	$474M	-10%	16M	29.54	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$456M	-10%	4.3M	105.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$437M	-20%	2.6M	170.89	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$425M	-30%	7.2M	58.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$415M	-23%	4.5M	92.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$362M		4.6M	78.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$353M		4.1M	85.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$349M	-26%	7.2M	48.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$322M	+10%	1.7M	190.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$261M		5.8M	45.26	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$217M	+126%	2.1M	103.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$216M	-2%	1.8M	117.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$207M	+2%	1.0M	199.49	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$195M	-36%	2.1M	93.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.7	$179M	+4%	2.3M	76.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$179M		3.9M	46.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$175M	-34%	635k	274.84	View chart
Microsoft Corporation (MSFT)	0.7	$171M	-17%	456k	375.39	View chart
Apple (AAPL)	0.6	$170M	-12%	765k	222.13	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$169M	+2%	2.4M	70.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$165M	-60%	1.7M	100.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$161M	-16%	934k	172.74	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$161M	+3%	7.5M	21.51	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$150M	+3%	1.3M	115.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$136M	-23%	244k	557.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$130M	-26%	928k	140.44	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$125M	-25%	2.4M	52.38	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$125M	-42%	2.3M	55.09	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$124M	-19%	717k	172.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$123M	-25%	1.7M	73.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$120M	+47%	3.3M	36.41	View chart
NVIDIA Corporation (NVDA)	0.4	$115M	-11%	1.1M	108.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$113M	-8%	305k	370.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$111M	+500%	409k	270.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$105M	-25%	1.7M	62.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$102M	-26%	506k	202.13	View chart
Amazon (AMZN)	0.4	$101M	-16%	531k	190.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$101M	NEW	3.9M	25.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$98M	+48%	1.7M	58.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$97M	+6%	2.5M	39.37	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.3	$89M	+5%	1.7M	50.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$83M	-59%	907k	91.03	View chart
Meta Platforms Cl A (META)	0.3	$77M	-13%	134k	576.36	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.3	$77M	-19%	3.1M	24.70	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$68M	-23%	1.1M	60.60	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$67M	-25%	833k	80.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$66M	-5%	215k	306.74	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$64M		2.5M	25.88	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$62M	+2%	765k	80.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$61M	-15%	396k	154.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$61M	-25%	249k	245.30	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$57M	+613%	1.6M	36.29	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$56M	-21%	1.2M	46.67	View chart
Visa Com Cl A (V)	0.2	$53M	-16%	152k	350.46	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$53M	-8%	575k	91.73	View chart
UnitedHealth (UNH)	0.2	$51M	-6%	98k	523.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$49M	-7%	471k	104.57	View chart
Home Depot (HD)	0.2	$46M	-14%	125k	366.49	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$46M	-21%	446k	102.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$45M	-35%	1.8M	25.04	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$44M	+4%	484k	90.59	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$44M	-24%	1.9M	23.06	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$44M	+6%	920k	47.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$43M	-16%	81k	532.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$41M	-17%	376k	108.69	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$40M	+2%	794k	50.82	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$37M	+37%	1.4M	27.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$37M	+32%	214k	173.23	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$37M	-23%	478k	76.90	View chart
Chevron Corporation (CVX)	0.1	$37M	-15%	220k	167.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$37M		628k	58.35	View chart
Eli Lilly & Co. (LLY)	0.1	$37M	-6%	44k	825.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$37M	-40%	299k	121.91	View chart
Broadcom (AVGO)	0.1	$36M	-23%	218k	167.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$35M	-8%	159k	221.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$34M	+31%	651k	52.37	View chart
Netflix (NFLX)	0.1	$34M	-15%	36k	932.54	View chart
Mastercard Incorporated Cl A (MA)	0.1	$33M	-23%	61k	548.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$33M	-2%	541k	60.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$33M	-17%	210k	156.23	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$33M	-19%	105k	312.04	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$32M	-9%	609k	52.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$31M	-8%	261k	118.93	View chart
Abbvie (ABBV)	0.1	$30M	-28%	143k	209.52	View chart
Procter & Gamble Company (PG)	0.1	$29M	-17%	172k	170.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$29M	-27%	152k	188.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$28M	+5%	82k	345.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$28M	-2%	97k	288.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$28M	+3%	1.0M	26.58	View chart
Cisco Systems (CSCO)	0.1	$27M	-17%	436k	61.71	View chart
Spdr Ser Tr Bloomberg Enhncd (CERY)	0.1	$26M	+1316%	941k	27.71	View chart
Costco Wholesale Corporation (COST)	0.1	$26M	-17%	27k	945.80	View chart
Philip Morris International (PM)	0.1	$25M	-29%	158k	158.73	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$25M	+10%	491k	51.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$25M	+24%	265k	93.66	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.1	$25M	NEW	560k	44.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$24M	-28%	1.1M	22.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$23M		50k	468.92	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$23M	-51%	337k	67.34	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$22M	-28%	542k	40.76	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$22M	-23%	63k	345.24	View chart
Johnson & Johnson (JNJ)	0.1	$22M	-11%	130k	165.84	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$22M		841k	25.54	View chart
Blackrock (BLK)	0.1	$21M	-20%	23k	946.49	View chart
Tesla Motors (TSLA)	0.1	$21M	-21%	81k	259.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$21M	+18%	256k	81.76	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$21M	+3%	579k	35.64	View chart
Coca-Cola Company (KO)	0.1	$20M	-8%	285k	71.62	View chart
Duke Energy Corp Com New (DUK)	0.1	$20M	-13%	166k	121.97	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$20M	-9%	672k	30.10	View chart
Prologis (PLD)	0.1	$20M	+2%	180k	111.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$20M	+369%	290k	68.89	View chart
Union Pacific Corporation (UNP)	0.1	$20M	-20%	84k	236.24	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$20M	-56%	209k	95.30	View chart
Bank of America Corporation (BAC)	0.1	$20M	-9%	475k	41.73	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$20M		185k	106.02	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$20M	-46%	206k	95.37	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$20M	+59%	210k	92.47	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$19M	-23%	544k	34.95	View chart
Nextera Energy (NEE)	0.1	$19M	-26%	268k	70.89	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$19M	+2%	369k	51.18	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$19M	NEW	835k	22.57	View chart
Eaton Corp SHS (ETN)	0.1	$19M	-8%	68k	271.83	View chart
Abbott Laboratories (ABT)	0.1	$18M	-41%	136k	132.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$18M		179k	100.67	View chart
Servicenow (NOW)	0.1	$18M	-10%	22k	796.14	View chart
Snap-on Incorporated (SNA)	0.1	$18M	-19%	52k	337.01	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$18M	-3%	276k	63.53	View chart
Wal-Mart Stores (WMT)	0.1	$18M	-30%	199k	87.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$17M	+7%	309k	54.76	View chart
Amgen (AMGN)	0.1	$17M	-20%	53k	311.55	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$16M	-35%	461k	35.65	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$16M	-11%	407k	40.38	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$16M	-23%	241k	67.85	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$16M	+3%	734k	22.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$16M	-21%	33k	497.60	View chart
Intuitive Surgical Com New (ISRG)	0.1	$16M	-15%	32k	495.27	View chart
Linde SHS (LIN)	0.1	$16M	-4%	34k	465.64	View chart
Medtronic SHS (MDT)	0.1	$16M	-6%	178k	89.86	View chart
Morgan Stanley Com New (MS)	0.1	$16M	+7%	136k	116.67	View chart
Oracle Corporation (ORCL)	0.1	$16M	-19%	113k	139.81	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$16M		200k	78.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$16M	-51%	315k	49.81	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$16M	+5%	431k	36.15	View chart
Danaher Corporation (DHR)	0.1	$16M	-10%	76k	205.00	View chart
Palo Alto Networks (PANW)	0.1	$16M	+9%	91k	170.64	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$15M	+5%	478k	31.96	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$15M	-30%	370k	41.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$15M	-11%	59k	258.62	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$15M		750k	20.07	View chart
Uber Technologies (UBER)	0.1	$15M	-10%	206k	72.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$15M	+7%	256k	58.54	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$15M	-3%	481k	30.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$15M	+8%	365k	40.29	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$15M	-25%	339k	43.32	View chart
Republic Services (RSG)	0.1	$15M	-3%	60k	242.16	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$14M	+44%	156k	92.53	View chart
Intuit (INTU)	0.1	$14M	-15%	23k	614.00	View chart
Kinder Morgan (KMI)	0.1	$14M	-16%	495k	28.53	View chart
ConocoPhillips (COP)	0.1	$14M	-17%	134k	105.02	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$14M		343k	40.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$14M	-5%	151k	90.54	View chart
Altria (MO)	0.1	$14M	+98%	227k	60.02	View chart
Comcast Corp Cl A (CMCSA)	0.1	$14M	-9%	367k	36.90	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$14M	-24%	293k	46.19	View chart
TJX Companies (TJX)	0.1	$13M	-14%	109k	121.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$13M		42k	308.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$13M	-24%	159k	81.73	View chart
Honeywell International (HON)	0.0	$13M	-14%	61k	211.75	View chart
Analog Devices (ADI)	0.0	$13M	-10%	64k	201.67	View chart
American Tower Reit (AMT)	0.0	$13M	-12%	59k	217.60	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.0	$13M	+17%	518k	24.79	View chart
Waste Management (WM)	0.0	$13M	-2%	55k	231.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$13M		222k	57.14	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$13M	-17%	151k	83.61	View chart
Paychex (PAYX)	0.0	$13M	-31%	82k	154.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$13M	-36%	97k	128.96	View chart
Southern Company (SO)	0.0	$13M	-5%	136k	91.95	View chart
Pepsi (PEP)	0.0	$13M	-24%	83k	149.94	View chart
Cme (CME)	0.0	$12M	-30%	47k	265.29	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$12M	-19%	264k	47.09	View chart
Verizon Communications (VZ)	0.0	$12M	-29%	271k	45.36	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$12M	+62%	363k	33.24	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$12M	-3%	109k	111.09	View chart
Starbucks Corporation (SBUX)	0.0	$12M	-21%	123k	98.09	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$12M	+2%	376k	31.85	View chart
At&t (T)	0.0	$12M	+16%	423k	28.28	View chart
Anthem (ELV)	0.0	$12M	-3%	27k	434.97	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$12M	+41%	248k	47.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$12M	-22%	107k	110.08	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$12M		261k	44.59	View chart
Regions Financial Corporation (RF)	0.0	$12M	+3%	535k	21.73	View chart
Merck & Co (MRK)	0.0	$12M	-14%	129k	89.76	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$12M	+12%	205k	56.28	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$11M	+3%	594k	19.19	View chart
Applied Materials (AMAT)	0.0	$11M	-7%	77k	145.12	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$11M	+259%	381k	29.24	View chart
Lam Research Corp Com New (LRCX)	0.0	$11M	+17%	153k	72.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$11M	-12%	141k	78.89	View chart
Charles Schwab Corporation (SCHW)	0.0	$11M	-14%	141k	78.28	View chart
Qualcomm (QCOM)	0.0	$11M	+9%	71k	153.61	View chart
salesforce (CRM)	0.0	$11M	-35%	41k	268.36	View chart
Adobe Systems Incorporated (ADBE)	0.0	$11M	-29%	28k	383.53	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$11M	-18%	321k	33.40	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$11M	-2%	517k	20.70	View chart
Bristol Myers Squibb (BMY)	0.0	$11M	-27%	175k	60.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$11M	-7%	496k	21.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$11M	-27%	144k	73.69	View chart
Synopsys (SNPS)	0.0	$11M	+84%	25k	428.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$11M		88k	119.73	View chart
Lowe's Companies (LOW)	0.0	$10M	-22%	44k	233.23	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$10M	-16%	385k	26.82	View chart
Advanced Micro Devices (AMD)	0.0	$10M	+10%	100k	102.74	View chart
Booking Holdings (BKNG)	0.0	$10M	+148%	2.2k	4607.54	View chart
L3harris Technologies (LHX)	0.0	$10M	+28%	48k	209.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$10M	-40%	161k	61.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$9.9M		354k	27.96	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.0	$9.9M	NEW	200k	49.53	View chart
S&p Global (SPGI)	0.0	$9.8M	-26%	19k	508.11	View chart
Allstate Corporation (ALL)	0.0	$9.8M	-10%	47k	207.07	View chart
Lockheed Martin Corporation (LMT)	0.0	$9.7M	-22%	22k	446.71	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$9.7M	-7%	235k	41.13	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$9.7M	+2%	206k	46.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$9.6M	-33%	137k	69.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$9.5M		208k	45.65	View chart
McDonald's Corporation (MCD)	0.0	$9.4M	-20%	30k	312.37	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$9.4M	+16%	390k	24.16	View chart
CoStar (CSGP)	0.0	$9.4M	+168%	118k	79.23	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$9.4M	-41%	56k	166.00	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$9.3M	+2%	190k	49.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$9.1M	NEW	288k	31.69	View chart
Ameriprise Financial (AMP)	0.0	$9.1M	-36%	19k	484.12	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$9.1M		235k	38.81	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$9.1M	+11%	201k	45.20	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$9.0M	-50%	109k	82.73	View chart
Vanguard World Financials Etf (VFH)	0.0	$9.0M	-2%	75k	119.47	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.0	$8.8M	-17%	263k	33.44	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 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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