Envestnet Portfolio Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
1,528
Total Value
26138226182
Accession Number
0001214659-25-006146
Form Type
13F-HR
CIK
0001998033
Manager Name
Envestnet Portfolio Solutions, Inc.
Data Enrichment
65% identified
990 identified538 unidentified

Holdings

1,528 positions
Manager:
SEC
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Page 11 of 77
Elevance Health, Inc.
ELV|036752103
Shares:
27237(-3.9%)
Value:
$11.8B(+13.3%)
46429B291
46429B291
Shares:
247777(+41.5%)
Value:
$11.8B(+43.7%)
381430503
GSLC|381430503
Shares:
106553(-22.2%)
Value:
$11.7B(-25.6%)
33734H106
33734H106
Shares:
260919(-1.0%)
Value:
$11.6B(+1.1%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
535081(+3.1%)
Value:
$11.6B(-4.7%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
129154(-14.8%)
Value:
$11.6B(-23.1%)
464288356
464288356
Shares:
204743(+12.3%)
Value:
$11.5B(+10.3%)
78468R861
78468R861
Shares:
593754(+3.5%)
Value:
$11.4B(+7.4%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
77295(-7.5%)
Value:
$11.2B(-17.5%)
78468R101
78468R101
Shares:
381428(+259.0%)
Value:
$11.2B(+261.9%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
153355(+17.6%)
Value:
$11.1B(+18.4%)
464288513
464288513
Shares:
141152(-12.1%)
Value:
$11.1B(-11.8%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
141000(-14.1%)
Value:
$11.0B(-9.1%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
71153(+9.4%)
Value:
$10.9B(+9.3%)
Salesforce, Inc.
CRM|79466L302
Shares:
40725(-35.2%)
Value:
$10.9B(-48.0%)
ADOBE INC.
ADBE|00724F101
Shares:
28289(-29.1%)
Value:
$10.8B(-38.9%)
14020V108
14020V108
Shares:
320778(-18.1%)
Value:
$10.7B(-21.7%)
46138G508
46138G508
Shares:
516563(-2.0%)
Value:
$10.7B(-3.8%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
175231(-27.4%)
Value:
$10.7B(-21.8%)
808524102
SCHB|808524102
Shares:
495864(-7.4%)
Value:
$10.7B(-12.2%)