Envestnet Portfolio Solutions, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified990 identified538 unidentified
Holdings
1,528 positions
Manager:
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Page 33 of 77
808524854
Shares:
66532(-4.1%)
Value:
$1.7B(-1.8%)
921935409
Shares:
12816
Value:
$1.6B
464286426
Shares:
21858(-5.9%)
Value:
$1.6B(-2.7%)
33739Q408
Shares:
27044(+10.0%)
Value:
$1.6B(+10.1%)
46434V407
Shares:
38052(-41.6%)
Value:
$1.6B(-41.7%)
81369Y886
Shares:
20392(-18.1%)
Value:
$1.6B(-14.7%)
25434V872
Shares:
38208(+2.5%)
Value:
$1.6B(+4.4%)
87283Q867
Shares:
49439(+20.3%)
Value:
$1.6B(+16.7%)
67092P607
Shares:
41558(+0.3%)
Value:
$1.6B(-8.2%)
46434V456
Shares:
39649(+90.4%)
Value:
$1.6B(+103.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
17.4K | YoY NEW(+17.4K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
(cusip808524854)✕ | 66.5K | All Managers (Combined) | $1.7M | ||
Azek Co Inc.(AZEKcusip05478C105) | 33.8K | All Managers (Combined) | $1.7M | ||
27.4K | All Managers (Combined) | $1.7M | |||
Welltower Inc.(WELLcusip95040Q104) | 10.8K | All Managers (Combined) | $1.6M | ||
Nasdaq, Inc.(NDAQcusip631103108) | 21.5K | All Managers (Combined) | $1.6M | ||
(cusip921935409)✕ | 12.8K | QoQ NEW(+12.8K) YoY NEW(+12.8K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
(cusip464286426)✕ | 21.9K | All Managers (Combined) | $1.6M | ||
(cusip33739Q408)✕ | 27.0K | All Managers (Combined) | $1.6M | ||
(cusip46434V407)✕ | 38.1K | All Managers (Combined) | $1.6M | ||
14.1K | All Managers (Combined) | $1.6M | |||
17.4K | All Managers (Combined) | $1.6M | |||
(cusip81369Y886)✕ | 20.4K | All Managers (Combined) | $1.6M | ||
(cusip25434V872)✕ | 38.2K | All Managers (Combined) | $1.6M | ||
6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
13.2K | All Managers (Combined) | $1.6M | |||
(cusip87283Q867)✕ | 49.4K | All Managers (Combined) | $1.6M | ||
(cusip67092P607)✕ | 41.6K | All Managers (Combined) | $1.6M | ||
Watsco Inc(WSOcusip942622200) | 3.1K | All Managers (Combined) | $1.6M | ||
(cusip46434V456)✕ | 39.6K | All Managers (Combined) | $1.6M |