Envestnet Portfolio Solutions, Inc. Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$26.1B

Holdings

1,528

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,528 positions)

#StockSharesValue% PortfolioType
101
GQ9SPDR GOLD TR
97,027$28.0M0.11%
102
SCHVSCHWAB STRATEGIC TR
1,039,264$27.6M0.11%
103
CSCOCISCO SYS INC
435,455$26.9M0.10%
104
CERYSPDR SER TR
940,766$26.1M0.10%
105
COSTCOSTCO WHSL CORP NEW
27,111$25.6M0.10%
106
4I1PHILIP MORRIS INTL INC
158,149$25.1M0.10%
107
SECTNORTHERN LTS FD TR IV
490,489$25.0M0.10%
108
USMVISHARES TR
264,838$24.8M0.09%
109
SPEUSPDR INDEX SHS FDS
560,152$24.7M0.09%
110
AQLTISHARES TR
1,057,451$24.3M0.09%
111
NDQINVESCO QQQ TR
50,004$23.4M0.09%
112
DMXFISHARES TR
337,425$22.7M0.09%
113
SPSMSPDR SER TR
541,691$22.1M0.08%
114
AJGGALLAGHER ARTHUR J & CO
62,651$21.6M0.08%
115
JNJJOHNSON & JOHNSON
129,648$21.5M0.08%
116
SPABSPDR SER TR
841,252$21.5M0.08%
117
BLKBLACKROCK INC
22,615$21.4M0.08%
118
TSLATESLA INC
81,313$21.1M0.08%
119
VCITVANGUARD SCOTTSDALE FDS
255,537$20.9M0.08%
120
CGDGCAPITAL GROUP DIVIDEND VALUE
578,459$20.6M0.08%
121
KOCOCA COLA CO
284,584$20.4M0.08%
122
DUKDUKE ENERGY CORP NEW
165,858$20.2M0.08%
123
SPSBSPDR SER TR
671,775$20.2M0.08%
124
PLDPROLOGIS INC.
180,017$20.1M0.08%
125
IDEVISHARES TR
290,039$20.0M0.08%
126
UNPUNION PAC CORP
84,412$19.9M0.08%
127
JNKSPDR SER TR
209,133$19.9M0.08%
128
BACBANK AMERICA CORP
474,687$19.8M0.08%
129
GVIISHARES TR
185,444$19.7M0.08%
130
IEFISHARES TR
206,018$19.6M0.08%
131
BONDPIMCO ETF TR
210,351$19.5M0.07%
132
ESGEISHARES INC
544,239$19.0M0.07%
133
NEENEXTERA ENERGY INC
267,600$19.0M0.07%
134
SPMDSPDR SER TR
369,053$18.9M0.07%
135
SPLBSPDR SER TR
835,235$18.9M0.07%
136
ETNEATON CORP PLC
67,918$18.5M0.07%
137
ABTABBOTT LABS
135,902$18.0M0.07%
138
SGOVISHARES TR
178,702$18.0M0.07%
139
NOWSERVICENOW INC
22,199$17.7M0.07%
140
SNASNAP ON INC
52,151$17.6M0.07%
141
SCZISHARES TR
276,287$17.6M0.07%
142
WMTWALMART INC
198,886$17.5M0.07%
143
COWZPACER FDS TR
308,987$16.9M0.06%
144
AMGNAMGEN INC
53,169$16.6M0.06%
145
GSIEGOLDMAN SACHS ETF TR
461,380$16.4M0.06%
146
HYGVFLEXSHARES TR
406,863$16.4M0.06%
147
MDLZMONDELEZ INTL INC
240,837$16.3M0.06%
148
NUBDNUSHARES ETF TR
733,872$16.3M0.06%
149
TMOTHERMO FISHER SCIENTIFIC INC
32,518$16.2M0.06%
150
ISRGINTUITIVE SURGICAL INC
32,400$16.0M0.06%
151
LINLINDE PLC
34,384$16.0M0.06%
152
MDTMEDTRONIC PLC
178,025$16.0M0.06%
153
DWDMORGAN STANLEY
136,225$15.9M0.06%
154
ORCLORACLE CORP
112,826$15.8M0.06%
155
NULGNUSHARES ETF TR
200,212$15.7M0.06%
156
XLFSELECT SECTOR SPDR TR
314,580$15.7M0.06%
157
HYLBDBX ETF TR
431,119$15.6M0.06%
158
DHRDANAHER CORPORATION
75,497$15.5M0.06%
159
PANWPALO ALTO NETWORKS INC
90,600$15.5M0.06%
160
GWXSPDR INDEX SHS FDS
477,749$15.3M0.06%
161
GCORGOLDMAN SACHS ETF TR
370,048$15.3M0.06%
162
VOVANGUARD INDEX FDS
58,628$15.2M0.06%
163
EBNDSPDR SER TR
750,137$15.1M0.06%
164
UBERUBER TECHNOLOGIES INC
206,034$15.0M0.06%
165
RDVYFIRST TR EXCHANGE TRADED FD
255,623$15.0M0.06%
166
PFFISHARES TR
480,847$14.8M0.06%
167
TOTLSSGA ACTIVE ETF TR
365,104$14.7M0.06%
168
EUSBISHARES TR
339,288$14.7M0.06%
169
RSGREPUBLIC SVCS INC
59,955$14.5M0.06%
170
KLMNINVESCO EXCH TRADED FD TR II
155,483$14.4M0.06%
171
INTUINTUIT
23,271$14.3M0.05%
172
KMIKINDER MORGAN INC DEL
494,460$14.1M0.05%
173
COPCONOCOPHILLIPS
133,454$14.0M0.05%
174
NULVNUSHARES ETF TR
342,677$13.9M0.05%
175
VNQVANGUARD INDEX FDS
151,085$13.7M0.05%
176
MOALTRIA GROUP INC
227,177$13.6M0.05%
177
CMCSACOMCAST CORP NEW
367,325$13.6M0.05%
178
LCTDBLACKROCK ETF TRUST
292,512$13.5M0.05%
179
TJXTJX COS INC NEW
109,312$13.3M0.05%
180
MGKVANGUARD WORLD FD
42,383$13.1M0.05%
181
EFAISHARES TR
158,793$13.0M0.05%
182
HONHONEYWELL INTL INC
60,991$12.9M0.05%
183
ADIANALOG DEVICES INC
63,994$12.9M0.05%
184
AMTAMERICAN TOWER CORP NEW
59,085$12.9M0.05%
185
CAFXPROFESIONALLY MANAGED PORTFO
518,027$12.8M0.05%
186
WMWASTE MGMT INC DEL
55,446$12.8M0.05%
187
JEPIJ P MORGAN EXCHANGE TRADED F
222,375$12.7M0.05%
188
ICVTISHARES TR
151,297$12.6M0.05%
189
PAYXPAYCHEX INC
81,828$12.6M0.05%
190
VYMVANGUARD WHITEHALL FDS
96,708$12.5M0.05%
191
SOSOUTHERN CO
135,455$12.5M0.05%
192
PEPPEPSICO INC
83,037$12.4M0.05%
193
CMECME GROUP INC
46,809$12.4M0.05%
194
HYDBISHARES TR
263,605$12.4M0.05%
195
BACVERIZON COMMUNICATIONS INC
271,441$12.3M0.05%
196
SPIBSPDR SER TR
363,367$12.1M0.05%
197
TIPISHARES TR
108,503$12.1M0.05%
198
SBUXSTARBUCKS CORP
122,589$12.0M0.05%
199
NUDMNUSHARES ETF TR
375,562$12.0M0.05%
200
TAT&T INC
422,800$12.0M0.05%
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