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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78470P507
78470P507
Shares:
2476842(-1.4%)
Value:
$64.1B(+0.7%)
92206C664
VTWO|92206C664
Shares:
764513(+2.2%)
Value:
$61.7B(-7.8%)
Alphabet Inc.
GOOGL|02079K305
Shares:
396129(-15.4%)
Value:
$61.3B(-30.9%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
248627(-25.1%)
Value:
$61.0B(-23.3%)
46434V803
HEFA|46434V803
Shares:
1571536(+613.9%)
Value:
$57.0B(+645.6%)
46436E767
46436E767
Shares:
1188627(-21.1%)
Value:
$55.5B(-26.0%)
VISA INC.
V|92826C839
Shares:
152425(-16.4%)
Value:
$53.4B(-7.3%)
78468R663
78468R663
Shares:
575292(-8.5%)
Value:
$52.8B(-8.2%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
97600(-6.2%)
Value:
$51.1B(-2.8%)
464287804
IJR|464287804
Shares:
470643(-7.5%)
Value:
$49.2B(-16.1%)
HOME DEPOT, INC.
HD|437076102
Shares:
124903(-14.2%)
Value:
$45.8B(-19.2%)
464288570
464288570
Shares:
445608(-21.3%)
Value:
$45.6B(-26.9%)
808524300
SCHG|808524300
Shares:
1796120(-35.1%)
Value:
$45.0B(-41.7%)
464288281
464288281
Shares:
484249(+4.2%)
Value:
$43.9B(+6.0%)
46435G193
46435G193
Shares:
1899131(-25.0%)
Value:
$43.8B(-23.9%)
46435U549
46435U549
Shares:
919992(+6.2%)
Value:
$43.7B(+8.6%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
80936(-16.5%)
Value:
$43.1B(-1.9%)
464287242
464287242
Shares:
375799(-17.9%)
Value:
$40.8B(-16.4%)
78464A508
SPYV|78464A508
Shares:
793801(+2.4%)
Value:
$40.3B(+1.7%)
78464A664
78464A664
Shares:
1369502(+37.5%)
Value:
$37.3B(+43.1%)