Envestnet Portfolio Solutions, Inc. Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$26.1M

Holdings

1,528

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,528 positions)

StockValue
IWOISHARES TR
$4K
ARESARES MANAGEMENT CORPORATION
$4K
MCHPMICROCHIP TECHNOLOGY INC.
$4K
TRVTRAVELERS COMPANIES INC
$4K
BDXBECTON DICKINSON & CO
$4K
VCRBVANGUARD MALVERN FDS
$4K
JEPQJ P MORGAN EXCHANGE TRADED F
$4K
CGMSCAPITAL GRP FIXED INCM ETF T
$4K
VTEBVANGUARD MUN BD FDS
$4K
XLCSELECT SECTOR SPDR TR
$4K
TTENTOTALENERGIES SE
$4K
CTRACOTERRA ENERGY INC
$4K
DFIVDIMENSIONAL ETF TRUST
$4K
VDEVANGUARD WORLD FD
$4K
XYZBLOCK INC
$4K
CITCINTAS CORP
$4K
TTTRANE TECHNOLOGIES PLC
$4K
SHOPSHOPIFY INC
$4K
GEHCGE HEALTHCARE TECHNOLOGIES I
$4K
CATCATERPILLAR INC
$4K
ITWILLINOIS TOOL WKS INC
$4K
BKBANK NEW YORK MELLON CORP
$4K
BIDDBLACKROCK ETF TRUST
$4K
TRVCCITIGROUP INC
$4K
GBILGOLDMAN SACHS ETF TR
$4K
ECLECOLAB INC
$4K
DFASDIMENSIONAL ETF TRUST
$4K
APHAMPHENOL CORP NEW
$4K
CARRCARRIER GLOBAL CORPORATION
$4K
VONVVANGUARD SCOTTSDALE FDS
$4K
SYKSTRYKER CORPORATION
$4K
FLCBFRANKLIN TEMPLETON ETF TR
$4K
DFSDDIMENSIONAL ETF TRUST
$4K
FIXDFIRST TR EXCHNG TRADED FD VI
$4K
AIRRFIRST TR EXCHANGE TRADED FD
$4K
MNSTMONSTER BEVERAGE CORP NEW
$4K
HYGWISHARES TR
$4K
BABOEING CO
$4K
AEPAMERICAN ELEC PWR CO INC
$4K
LSAFTWO RDS SHARED TR
$4K
SCHZSCHWAB STRATEGIC TR
$4K
SPOTSPOTIFY TECHNOLOGY S A
$4K
FTLSFIRST TR EXCH TRADED FD III
$4K
SDVYFIRST TR EXCHANGE-TRADED FD
$4K
KNGFIRST TR EXCHANGE-TRADED FD
$4K
VCRVANGUARD WORLD FD
$4K
VONEVANGUARD SCOTTSDALE FDS
$4K
MRVLMARVELL TECHNOLOGY INC
$3K
FDXFEDEX CORP
$3K
LWLAMB WESTON HLDGS INC
$3K
AQLTISHARES TR
$3K
TFCTRUIST FINL CORP
$3K
SPYMSPDR SER TR
$3K
VAWVANGUARD WORLD FD
$3K
DOXAMDOCS LTD
$3K
MCOMOODYS CORP
$3K
DOWDOW INC
$3K
NGGNATIONAL GRID PLC
$3K
HYLSFIRST TR EXCHANGE-TRADED FD
$3K
FICOFAIR ISAAC CORP
$3K
ASMLASML HOLDING N V
$3K
DSTLETF SER SOLUTIONS
$3K
CTVACORTEVA INC
$3K
CGCBCAPITAL GRP FIXED INCM ETF T
$3K
FISVFISERV INC
$3K
TLNTALEN ENERGY CORP
$3K
JPSTJ P MORGAN EXCHANGE TRADED F
$3K
GDGENERAL DYNAMICS CORP
$3K
FITBFIFTH THIRD BANCORP
$3K
XELXCEL ENERGY INC
$3K
ETRENTERGY CORP NEW
$3K
NUSANUSHARES ETF TR
$3K
OREALTY INCOME CORP
$3K
HSYHERSHEY CO
$3K
FLXRTCW ETF TRUST
$3K
VLUEISHARES TR
$3K
MPWRMONOLITHIC PWR SYS INC
$3K
BUFDFIRST TR EXCHNG TRADED FD VI
$3K
EXASEXACT SCIENCES CORP
$3K
SESEA LTD
$3K
MOSMOSAIC CO NEW
$3K
VRSKVERISK ANALYTICS INC
$3K
WDAYWORKDAY INC
$3K
HWMHOWMET AEROSPACE INC
$3K
IWNISHARES TR
$3K
SGOLETFS GOLD TR
$3K
USIGISHARES TR
$3K
JPIEJ P MORGAN EXCHANGE TRADED F
$3K
EWJISHARES INC
$3K
SUBISHARES TR
$3K
DEODIAGEO PLC
$3K
ABGCENCORA INC
$3K
XMHQINVESCO EXCHANGE TRADED FD T
$3K
ADSKAUTODESK INC
$3K
GTIPGOLDMAN SACHS ETF TR
$3K
LLOEWS CORP
$3K
PNRPENTAIR PLC
$3K
AXPAMERICAN EXPRESS CO
$3K
VGSRMANAGER DIRECTED PORTFOLIOS
$3K
BALIBLACKROCK ETF TRUST
$3K
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