ENVESTNET ASSET MANAGEMENT INC Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$310.2B

Holdings

4,343

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4,343 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	35,694,204	$20.1B	6.47%
2	IUSBISHARES TR	142,166,292	$6.6B	2.11%
3	VOOVANGUARD INDEX FDS	11,779,902	$6.1B	1.95%
4	QUALISHARES TR	31,853,469	$5.4B	1.75%
5	VEAVANGUARD TAX-MANAGED FDS	98,747,918	$5.0B	1.62%
6	AGGISHARES TR	48,489,412	$4.8B	1.55%
7	IVWISHARES TR	48,079,544	$4.5B	1.44%
8	BSVVANGUARD BD INDEX FDS	53,846,993	$4.2B	1.36%
9	MSFTMICROSOFT CORP	10,552,235	$4.0B	1.28%
10	IVEISHARES TR	18,643,646	$3.6B	1.15%
11	VTVVANGUARD INDEX FDS	20,213,786	$3.5B	1.13%
12	DYNFBLACKROCK ETF TRUST	68,717,930	$3.4B	1.08%
13	VUGVANGUARD INDEX FDS	8,048,032	$3.0B	0.96%
14	BNDXVANGUARD CHARLOTTE FDS	60,187,645	$2.9B	0.95%
15	AAPLAPPLE INC	12,566,629	$2.8B	0.90%
16	AQLTISHARES TR	36,560,015	$2.8B	0.89%
17	EFVISHARES TR	46,748,889	$2.8B	0.89%
18	MBBISHARES TR	26,613,643	$2.5B	0.80%
19	AMZNAMAZON COM INC	12,615,179	$2.4B	0.77%
20	MTUMISHARES TR	11,545,598	$2.3B	0.75%
21	NVDANVIDIA CORPORATION	20,994,899	$2.3B	0.73%
22	IEMGISHARES INC	39,355,640	$2.1B	0.68%
23	MUBISHARES TR	19,466,369	$2.1B	0.66%
24	IJHISHARES TR	34,056,217	$2.0B	0.64%
25	VWOVANGUARD INTL EQUITY INDEX F	43,805,548	$2.0B	0.64%
26	IWFISHARES TR	5,214,745	$1.9B	0.61%
27	IJRISHARES TR	17,810,343	$1.9B	0.60%
28	JPMJPMORGAN CHASE & CO.	7,077,702	$1.7B	0.56%
29	DFACDIMENSIONAL ETF TRUST	52,206,307	$1.7B	0.56%
30	AQLTISHARES TR	74,117,889	$1.7B	0.55%
31	EFGISHARES TR	16,812,733	$1.7B	0.54%
32	VTIVANGUARD INDEX FDS	6,033,670	$1.7B	0.53%
33	TLHISHARES TR	14,346,414	$1.5B	0.48%
34	BNDVANGUARD BD INDEX FDS	20,251,385	$1.5B	0.48%
35	METAMETA PLATFORMS INC	2,553,713	$1.5B	0.47%
36	VVISA INC	4,158,933	$1.5B	0.47%
37	QQQMINVESCO EXCH TRADED FD TR II	7,448,763	$1.4B	0.46%
38	SPYSPDR S&P 500 ETF TR	2,568,893	$1.4B	0.46%
39	IYWISHARES TR	10,121,577	$1.4B	0.46%
40	BIVVANGUARD BD INDEX FDS	18,092,410	$1.4B	0.45%
41	NDQINVESCO QQQ TR	2,931,694	$1.4B	0.44%
42	IWBISHARES TR	4,466,294	$1.4B	0.44%
43	EMXCISHARES INC	23,065,427	$1.3B	0.41%
44	DFUVDIMENSIONAL ETF TRUST	30,475,238	$1.3B	0.40%
45	IWDISHARES TR	6,542,115	$1.2B	0.40%
46	SCHGSCHWAB STRATEGIC TR	48,260,555	$1.2B	0.39%
47	IEFISHARES TR	12,398,140	$1.2B	0.38%
48	UNHUNITEDHEALTH GROUP INC	2,239,866	$1.2B	0.38%
49	DUHPDIMENSIONAL ETF TRUST	35,031,917	$1.2B	0.37%
50	XLFSELECT SECTOR SPDR TR	23,160,119	$1.2B	0.37%
51	AVGOBROADCOM INC	6,862,206	$1.1B	0.37%
52	BINCBLACKROCK ETF TRUST II	21,797,646	$1.1B	0.37%
53	OEFISHARES TR	4,102,712	$1.1B	0.36%
54	MAMASTERCARD INCORPORATED	2,022,845	$1.1B	0.36%
55	VBVANGUARD INDEX FDS	4,960,666	$1.1B	0.35%
56	ABBVABBVIE INC	5,059,568	$1.1B	0.34%
57	GOOGLALPHABET INC	6,794,160	$1.1B	0.34%
58	XLKSELECT SECTOR SPDR TR	5,062,911	$1.0B	0.34%
59	IAU*ISHARES GOLD TR	17,575,718	$1.0B	0.33%
60	GOOGALPHABET INC	6,439,153	$1.0B	0.32%
61	VMBSVANGUARD SCOTTSDALE FDS	20,860,251	$966.0M	0.31%
62	XLVSELECT SECTOR SPDR TR	6,474,961	$945.4M	0.30%
63	HDHOME DEPOT INC	2,577,862	$944.8M	0.30%
64	VCITVANGUARD SCOTTSDALE FDS	11,516,340	$941.6M	0.30%
65	SPYMSPDR SER TR	14,260,404	$937.8M	0.30%
66	LLYELI LILLY & CO	1,112,001	$918.4M	0.30%
67	4I1PHILIP MORRIS INTL INC	5,719,832	$907.9M	0.29%
68	AVEMAMERICAN CENTY ETF TR	15,030,769	$904.4M	0.29%
69	VOVANGUARD INDEX FDS	3,183,217	$823.2M	0.27%
70	CVXCHEVRON CORP NEW	4,771,285	$798.2M	0.26%
71	IXUSISHARES TR	11,402,466	$796.0M	0.26%
72	DFIVDIMENSIONAL ETF TRUST	20,025,999	$788.2M	0.25%
73	VXUSVANGUARD STAR FDS	12,632,241	$784.5M	0.25%
74	JNJJOHNSON & JOHNSON	4,711,203	$781.3M	0.25%
75	DFICDIMENSIONAL ETF TRUST	27,533,206	$764.6M	0.25%
76	ACNACCENTURE PLC IRELAND	2,426,071	$757.0M	0.24%
77	HEFAISHARES TR	20,819,921	$755.6M	0.24%
78	ABTABBOTT LABS	5,637,231	$747.8M	0.24%
79	IQLTISHARES TR	18,574,254	$737.2M	0.24%
80	IMTMISHARES TR	17,945,369	$716.7M	0.23%
81	BLVVANGUARD BD INDEX FDS	9,499,048	$668.9M	0.22%
82	XOMEXXON MOBIL CORP	5,533,331	$658.1M	0.21%
83	BRK/BBERKSHIRE HATHAWAY INC DEL	1,225,641	$652.8M	0.21%
84	TLTISHARES TR	7,067,239	$643.3M	0.21%
85	VCSHVANGUARD SCOTTSDALE FDS	7,869,332	$621.2M	0.20%
86	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,727,316	$618.7M	0.20%
87	APUETRUST FOR PROFESSIONAL MANAG	17,968,633	$610.6M	0.20%
88	DIHPDIMENSIONAL ETF TRUST	22,605,493	$609.0M	0.20%
89	BILSPDR SER TR	6,538,272	$599.8M	0.19%
90	VEUVANGUARD INTL EQUITY INDEX F	9,815,725	$595.4M	0.19%
91	DGROISHARES TR	9,507,635	$587.4M	0.19%
92	VYMVANGUARD WHITEHALL FDS	4,523,391	$583.3M	0.19%
93	PGPROCTER AND GAMBLE CO	3,398,486	$579.2M	0.19%
94	UNPUNION PAC CORP	2,401,864	$567.4M	0.18%
95	INTUINTUIT	922,292	$566.3M	0.18%
96	BACVERIZON COMMUNICATIONS INC	12,464,550	$565.4M	0.18%
97	COSTCOSTCO WHSL CORP NEW	596,414	$564.1M	0.18%
98	CSCOCISCO SYS INC	9,119,411	$562.8M	0.18%
99	NFLXNETFLIX INC	601,454	$560.9M	0.18%
100	SUBISHARES TR	5,272,771	$556.8M	0.18%

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