EP

Envestnet Portfolio Solutions, Inc.

13F
Envestnet Portfolio Solutions, Inc.
Last update 2025-04-21 1527 Stocks (89 new)
Value $26.13 Bil Turnover 3 %
Countries:
Top Holdings: IVV(8.59%)AGG(6.38%)IWY(4.14%)APUE(3.61%)VOO(3.58%)
Summary Stock Picks Current Portfolio
Envestnet Portfolio Solutions,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
3,994,075
2,244,223.0
-14.35%
8.590
-1.29%
0.390
+16.68%
+7.37%
623,772.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
16,866,256
1,668,410.0
+1.11%
6.380
+0.07%
1.350
+0.07%
+3.61%
128,257.8
 
IWY
iShares Russell Top 200 Growth ETF
5,124,012
1,080,859.0
-4.49%
4.140
-0.19%
9.180
+22.77%
+5.79%
14,044.9
 
APUE
ActivePassive U.S. Equity ETF
27,793,536
944,424.4
-13.65%
3.610
-0.51%
58.150
+16.77%
+6.68%
1,886.5
 
VOO
Vanguard S&P 500 ETF
1,821,789
936,235.6
-13.02%
3.580
-0.48%
0.140
+16.76%
+7.46%
616,819.8
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
16,172,047
745,207.9
-24.58%
2.850
-0.78%
2.250
+0.39%
+3.69%
32,811.1
 
IEFA
iShares Core MSCI EAFE ETF
9,044,309
684,202.0
-42.16%
2.620
-1.52%
0.540
+14.34%
+21.05%
143,058.9
 
VEA
Vanguard FTSE Developed Markets ETF
12,998,087
660,692.8
-6.02%
2.530
-0.13%
0.450
+15.17%
+21.17%
151,853.0
 
IWX
iShares Russell Top 200 Value ETF
6,271,190
515,366.4
+1.68%
1.970
+0.03%
20.230
+7.96%
+8.90%
2,799.8
 
IWS
iShares Russell Mid-Cap Value ETF
3,944,685
496,912.0
+1.56%
1.900
+0.03%
3.750
+11.95%
+5.11%
14,453.5
 

Envestnet Portfolio Solutions, Inc.'s Historical Top Holdings Breakdowns

Envestnet Portfolio Solutions, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.52%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Reduce -42.16%
9,044,309
-6,592,390
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.29%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -14.35%
3,994,075
-669,137
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-0.82%
●
96.1 ($101.94) 106.32
$111.41
9.29%
Reduce -60.98%
1,652,600
-2,582,250
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-0.78%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Reduce -24.58%
16,172,047
-5,270,469
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.55%
●
51.88 ($56.57) 60.73
$63.95
13.05%
Reduce -30.81%
7,215,183
-3,213,550
APUE
ActivePassive U.S. Equity ETF
2025-03-31
Reduce
Reduce
-0.51%
●
33.42 ($35.81) 37.34
$38.15
6.53%
Reduce -13.65%
27,793,536
-4,393,239
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.48%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -13.02%
1,821,789
-272,744
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.46%
●
92.45 ($100.81) 106.69
$110.80
9.91%
Reduce -23.59%
4,474,738
-1,381,218
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.46%
●
97.25 ($101.36) 104.79
$100.29
-1.06%
Add 126.61%
2,089,464
1,167,427
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Reduce
Reduce
-0.43%
●
48.08 ($51.4) 53.73
$55.06
7.12%
Reduce -26.29%
7,163,492
-2,554,574

Envestnet Portfolio Solutions, Inc. Total Holding History ($B)

To

Envestnet Portfolio Solutions, Inc.'s Asset Allocation

To

Envestnet Portfolio Solutions, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Envestnet Portfolio Solutions, Inc.'s Hypothetical Growth since 2025-03-31

Envestnet Portfolio Solutions, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Envestnet Portfolio Solutions, Inc.'s Holdings Heat Map

Size field:

Envestnet Portfolio Solutions, Inc.'s Holdings Bubble Chart

Envestnet Portfolio Solutions, Inc. News

  • 1

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