Envestnet Asset Management Inc
CIK Number: 0001407543
Main Sectors:
Top Industries:
Filing Date: Apr 29, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 646.33 | -0.05% | 35.69M | +6.44% | 20.06B | 397.45 | 6.47% | Share |
| 2 | IUSB | iShares Core To... | 46.10 | -0.07% | 142.17M | +0.75% | 6.55B | 48.22 | 2.11% | Share |
| 3 | VOO | Vanguard S&P 50... | 591.37 | -0.03% | 11.78M | -4.25% | 6.05B | 347.87 | 1.95% | Share |
| 4 | QUAL | iShares MSCI US... | 188.06 | -0.03% | 31.85M | +9.31% | 5.44B | 131.24 | 1.75% | Share |
| 5 | VEA | Vanguard Develo... | 58.80 | -0.12% | 98.75M | +0.67% | 5.02B | 47.32 | 1.62% | Share |
| 6 | AGG | iShares Core U.... | 98.84 | -0.1% | 48.49M | -6.02% | 4.8B | 105.42 | 1.55% | Share |
| 7 | IVW | iShares S&P 500... | 115.54 | +0.08% | 48.08M | +5.14% | 4.46B | 77.09 | 1.44% | Share |
| 8 | BSV | Vanguard Short-... | 78.59 | -0.03% | 53.85M | -4.06% | 4.22B | 78.36 | 1.36% | Share |
| 9 | MSFT | Microsoft Corpo... | 516.95 | -0.62% | 10.55M | +2.27% | 3.96B | 264.2 | 1.28% | Share |
| 10 | IVE | iShares S&P 500... | 201.40 | -0.12% | 18.64M | +38.76% | 3.55B | 171.73 | 1.15% | Share |
| 11 | VTV | Vanguard Value ... | 180.25 | -0.01% | 20.21M | +0.53% | 3.49B | 107.9 | 1.13% | Share |
| 12 | DYNF | BlackRock U.S. ... | 56.95 | +0.15% | 68.72M | +5.65% | 3.35B | 45.06 | 1.08% | Share |
| 13 | VUG | Vanguard Growth... | 462.05 | -0.01% | 8.05M | -1.83% | 2.98B | 159.3 | 0.96% | Share |
| 14 | BNDX | Vanguard Total ... | 49.17 | +0.06% | 60.19M | +0.02% | 2.94B | 53.57 | 0.95% | Share |
| 15 | AAPL | Apple Inc. | 230.94 | -0.28% | 12.57M | -3.73% | 2.79B | 145.26 | 0.90% | Share |
| 16 | IEFA | iShares Core MS... | 86.02 | -0.13% | 36.56M | -2.87% | 2.77B | 62.97 | 0.89% | Share |
| 17 | EFV | iShares MSCI EA... | 67.07 | -0.56% | 46.75M | -19.44% | 2.76B | 53.73 | 0.89% | Share |
| 18 | MBB | iShares MBS ETF | 93.43 | -0.16% | 26.61M | -7.5% | 2.5B | 95.39 | 0.80% | Share |
| 19 | AMZN | Amazon.com, Inc... | 231.50 | +0.20% | 12.62M | +1.79% | 2.4B | 130.94 | 0.77% | Share |
| 20 | MTUM | iShares MSCI US... | 244.72 | -0.06% | 11.55M | -8.43% | 2.33B | 171.85 | 0.75% | Share |
| 21 | NVDA | NVIDIA Corporat... | 182.01 | +0.86% | 20.99M | +2.37% | 2.28B | 24.49 | 0.73% | Share |
| 22 | IEMG | iShares Core MS... | 62.49 | +0.60% | 39.36M | +39.88% | 2.12B | 52.33 | 0.68% | Share |
| 23 | MUB | iShares Nationa... | 104.05 | -0.01% | 19.47M | -4.38% | 2.05B | 110.16 | 0.66% | Share |
| 24 | IJH | iShares Core S&... | 63.67 | +0.23% | 34.06M | +19.87% | 1.99B | 54.03 | 0.64% | Share |
| 25 | VWO | Vanguard Emergi... | 51.73 | +0.72% | 43.81M | +3.25% | 1.98B | 42.44 | 0.64% | Share |
| 26 | IWF | iShares Russell... | 449.11 | +0.02% | 5.21M | -3.13% | 1.88B | 173.05 | 0.61% | Share |
| 27 | IJR | iShares Core S&... | 114.60 | +0.14% | 17.81M | -1.94% | 1.86B | 98.38 | 0.60% | Share |
| 28 | JPM | JPMorgan Chase ... | 291.42 | +0.32% | 7.08M | -0.08% | 1.74B | 134.55 | 0.56% | Share |
| 29 | DFAC | Dimensional U.S... | 37.37 | +0.05% | 52.21M | -8.83% | 1.72B | 27.45 | 0.56% | Share |
| 30 | GOVT | iShares U.S. Tr... | 22.84 | -0.07% | 74.12M | +3.62% | 1.7B | 23.73 | 0.55% | Share |
| 31 | EFG | iShares MSCI EA... | 112.31 | +0.22% | 16.81M | -44.93% | 1.68B | 94.56 | 0.54% | Share |
| 32 | VTI | Vanguard Total ... | 316.54 | +0.02% | 6.03M | -5.83% | 1.66B | 143.62 | 0.53% | Share |
| 33 | TLH | iShares 10-20 Y... | 100.01 | -0.22% | 14.35M | +328.75% | 1.49B | 107.05 | 0.48% | Share |
| 34 | BND | Vanguard Total ... | 73.37 | -0.1% | 20.25M | -0.51% | 1.49B | 81.61 | 0.48% | Share |
| 35 | META | Meta Platforms,... | 767.37 | -2.27% | 2.55M | +7.47% | 1.47B | 324.73 | 0.47% | Share |
| 36 | V | Visa Inc. | 342.66 | -0.53% | 4.16M | +0.56% | 1.46B | 213.14 | 0.47% | Share |
| 37 | QQQM | Invesco NASDAQ ... | 237.54 | -0.05% | 7.45M | -2.68% | 1.44B | 194.7 | 0.46% | Share |
| 38 | SPY | SPDR S&P 500 ET... | 643.27 | -0.03% | 2.57M | -6% | 1.44B | 393.87 | 0.46% | Share |
| 39 | IYW | iShares U.S. Te... | 184.03 | +0.04% | 10.12M | -0.68% | 1.42B | 97.27 | 0.46% | Share |
| 40 | BIV | Vanguard Interm... | 77.17 | -0.08% | 18.09M | +7.35% | 1.39B | 82.06 | 0.45% | Share |
| 41 | QQQ | Invesco QQQ Tru... | 577.10 | -0.04% | 2.93M | -1.26% | 1.37B | 244.21 | 0.44% | Share |
| 42 | IWB | iShares Russell... | 353.15 | -0.03% | 4.47M | -4.61% | 1.37B | 234.99 | 0.44% | Share |
| 43 | EMXC | iShares MSCI Em... | 64.70 | +0.50% | 23.07M | -19.74% | 1.27B | 57.58 | 0.41% | Share |
| 44 | DFUV | Dimensional US ... | 43.38 | +0.13% | 30.48M | -10.04% | 1.26B | 36.51 | 0.40% | Share |
| 45 | IWD | iShares Russell... | 198.29 | 0.00% | 6.54M | -16.95% | 1.23B | 147.16 | 0.40% | Share |
| 46 | SCHG | Schwab U.S. Lar... | 30.71 | +0.02% | 48.26M | +13.59% | 1.21B | 19.47 | 0.39% | Share |
| 47 | IEF | iShares 7-10 Ye... | 95.14 | -0.1% | 12.4M | +1.47% | 1.18B | 102.37 | 0.38% | Share |
| 48 | UNH | UnitedHealth Gr... | 308.50 | +1.48% | 2.24M | +4.67% | 1.17B | 460.97 | 0.38% | Share |
| 49 | DUHP | Dimensional US ... | 36.76 | -0.15% | 35.03M | -8.37% | 1.16B | 29.23 | 0.37% | Share |
| 50 | XLF | Financial Selec... | 52.49 | +0.07% | 23.16M | +4.29% | 1.15B | 43.57 | 0.37% | Share |
| 51 | AVGO | Broadcom Inc. | 305.69 | -0.21% | 6.86M | +3.37% | 1.15B | 70.42 | 0.37% | Share |
| 52 | BINC | Blackrock Etf T... | 52.88 | +0.02% | 21.8M | +0.58% | 1.14B | 52.49 | 0.37% | Share |
| 53 | OEF | iShares S&P 100... | 320.35 | -0.11% | 4.1M | +499.45% | 1.11B | 264.06 | 0.36% | Share |
| 54 | MA | Mastercard Inco... | 584.15 | +0.42% | 2.02M | -1.32% | 1.11B | 367.05 | 0.36% | Share |
| 55 | VB | Vanguard Small ... | 246.59 | +0.22% | 4.96M | -5.7% | 1.1B | 189.56 | 0.35% | Share |
| 56 | ABBV | AbbVie Inc. | 206.48 | -0.1% | 5.06M | +1.93% | 1.06B | 120.36 | 0.34% | Share |
| 57 | GOOGL | Alphabet Inc. | 203.47 | -0.21% | 6.79M | +1.41% | 1.05B | 96.51 | 0.34% | Share |
| 58 | XLK | Technology Sele... | 266.27 | +0.21% | 5.06M | -6.68% | 1.05B | 134.32 | 0.34% | Share |
| 59 | IAU | iShares Gold Tr... | 62.83 | -0.17% | 17.58M | +63.06% | 1.04B | 50.31 | 0.33% | Share |
| 60 | GOOG | Alphabet Inc. | 204.31 | -0.3% | 6.44M | +0.83% | 1.01B | 94.51 | 0.32% | Share |
| 61 | VMBS | Vanguard Mortga... | 46.22 | -0.13% | 20.86M | +5.04% | 966.04M | 51.08 | 0.31% | Share |
| 62 | XLV | Health Care Sel... | 135.88 | -0.24% | 6.47M | +9.34% | 945.41M | 125.9 | 0.30% | Share |
| 63 | HD | The Home Depot,... | 394.67 | -1.18% | 2.58M | -0.9% | 944.76M | 264.12 | 0.30% | Share |
| 64 | VCIT | Vanguard Interm... | 82.97 | -0.11% | 11.52M | +10.68% | 941.58M | 83.97 | 0.30% | Share |
| 65 | SPLG | SPDR Portfolio ... | 75.67 | -0.05% | 14.26M | +10.34% | 937.76M | 57.16 | 0.30% | Share |
| 66 | LLY | Eli Lilly and C... | 698.85 | -0.34% | 1.11M | +17.01% | 918.41M | 485.32 | 0.30% | Share |
| 67 | PM | Philip Morris I... | 166.51 | +0.19% | 5.72M | +3.29% | 907.91M | 88.96 | 0.29% | Share |
| 68 | AVEM | Avantis Emergin... | 71.67 | +0.61% | 15.03M | +0.77% | 904.4M | 58.82 | 0.29% | Share |
| 69 | VO | Vanguard Mid Ca... | 285.98 | +0.06% | 3.18M | +14.51% | 823.24M | 191.94 | 0.27% | Share |
| 70 | CVX | Chevron Corpora... | 155.48 | -0.68% | 4.77M | +2.23% | 798.19M | 142.44 | 0.26% | Share |
| 71 | IXUS | iShares Core MS... | 80.04 | +0.09% | 11.4M | +3.30% | 796.01M | 66.24 | 0.26% | Share |
| 72 | DFIV | Dimensional Int... | 45.33 | -0.34% | 20.03M | -2.12% | 788.22M | 34.86 | 0.25% | Share |
| 73 | VXUS | Vanguard Total ... | 71.55 | +0.13% | 12.63M | +1.53% | 784.46M | 59.5 | 0.25% | Share |
| 74 | JNJ | Johnson & Johns... | 176.30 | -0.19% | 4.71M | +3.71% | 781.31M | 152.31 | 0.25% | Share |
| 75 | DFIC | Dimensional Int... | 32.23 | -0.12% | 27.53M | -6.53% | 764.6M | 24.89 | 0.25% | Share |
| 76 | ACN | Accenture plc | 249.17 | +0.87% | 2.43M | +9.56% | 757.03M | 258.92 | 0.24% | Share |
| 77 | HEFA | iShares Currenc... | 39.15 | +0.24% | 20.82M | +182.83% | 755.55M | 35.49 | 0.24% | Share |
| 78 | ABT | Abbott Laborato... | 130.34 | -1.07% | 5.64M | +18.16% | 747.78M | 104.99 | 0.24% | Share |
| 79 | IQLT | iShares MSCI In... | 43.13 | +0.01% | 18.57M | +6.09% | 737.21M | 34.67 | 0.24% | Share |
| 80 | IMTM | iShares MSCI In... | 47.02 | -0.08% | 17.95M | -8.05% | 716.74M | 34.17 | 0.23% | Share |
| 81 | BLV | Vanguard Long-T... | 68.72 | -0.27% | 9.5M | +4.28% | 668.92M | 93.33 | 0.22% | Share |
| 82 | XOM | Exxon Mobil Cor... | 106.70 | +0.20% | 5.53M | +9.97% | 658.08M | 103.62 | 0.21% | Share |
| 83 | BRK-B | Berkshire Hatha... | 478.53 | +0.28% | 1.23M | -4.47% | 652.75M | 256.45 | 0.21% | Share |
| 84 | TLT | iShares 20+ Yea... | 86.17 | -0.27% | 7.07M | -55.71% | 643.33M | 101.95 | 0.21% | Share |
| 85 | VCSH | Vanguard Short-... | 79.56 | -0.03% | 7.87M | -3.35% | 621.21M | 77.81 | 0.20% | Share |
| 86 | TSM | Taiwan Semicond... | 241.34 | +1.03% | 3.73M | -1.38% | 618.73M | 108.99 | 0.20% | Share |
| 87 | APUE | Activepassive U... | 39.22 | -0.03% | 17.97M | +6.87% | 610.57M | 33.67 | 0.20% | Share |
| 88 | DIHP | Dimensional Int... | 29.96 | +0.05% | 22.61M | -5.5% | 608.99M | 25.53 | 0.20% | Share |
| 89 | BIL | SPDR Bloomberg ... | 91.63 | +0.01% | 6.54M | +9.81% | 599.76M | 91.45 | 0.19% | Share |
| 90 | VEU | Vanguard FTSE A... | 69.56 | +0.04% | 9.82M | +5.49% | 595.42M | 54.9 | 0.19% | Share |
| 91 | DGRO | iShares Core Di... | 66.08 | -0.05% | 9.51M | -10.82% | 587.38M | 47.35 | 0.19% | Share |
| 92 | VYM | Vanguard High D... | 136.95 | -0.03% | 4.52M | -6.82% | 583.34M | 110.09 | 0.19% | Share |
| 93 | PG | The Procter & G... | 155.77 | +0.91% | 3.4M | +8.57% | 579.17M | 131.16 | 0.19% | Share |
| 94 | UNP | Union Pacific C... | 220.03 | -0.34% | 2.4M | +6.16% | 567.42M | 202.13 | 0.18% | Share |
| 95 | INTU | Intuit Inc. | 716.97 | +0.03% | 922.29K | -4.93% | 566.28M | 401.21 | 0.18% | Share |
| 96 | VZ | Verizon Communi... | 44.36 | +0.27% | 12.46M | +9.39% | 565.39M | 47.03 | 0.18% | Share |
| 97 | COST | Costco Wholesal... | 979.43 | +0.76% | 596.41K | +2.58% | 564.08M | 432.44 | 0.18% | Share |
| 98 | CSCO | Cisco Systems, ... | 66.93 | +1.10% | 9.12M | +8.19% | 562.76M | 49.28 | 0.18% | Share |
| 99 | NFLX | Netflix, Inc. | 1244.71 | +0.47% | 601.45K | -7.74% | 560.87M | 404.8 | 0.18% | Share |
| 100 | SUB | iShares Short-T... | 106.86 | -0.02% | 5.27M | -15.6% | 556.8M | 105.38 | 0.18% | Share |
| 101 | SPMO | Invesco S&P 500... | 117.37 | +0.05% | 6.01M | +41.71% | 556.53M | 85.14 | 0.18% | Share |
| 102 | AVSC | Avantis U.S. Sm... | 54.94 | +0.51% | 11.47M | -6.87% | 555.38M | 48.35 | 0.18% | Share |
| 103 | CGDV | Capital Group D... | 41.16 | +0.18% | 15.21M | +36.56% | 542M | 31.51 | 0.17% | Share |
| 104 | ORCL | Oracle Corporat... | 248.86 | +0.23% | 3.79M | -4.88% | 529.38M | 98.98 | 0.17% | Share |
| 105 | RSP | Invesco S&P 500... | 185.79 | -0.04% | 3.05M | +26.74% | 527.89M | 147.08 | 0.17% | Share |
| 106 | EFA | iShares MSCI EA... | 92.09 | -0.11% | 6.24M | -15.99% | 509.95M | 72.34 | 0.16% | Share |
| 107 | XLC | Communication S... | 110.82 | -0.59% | 5.27M | +19.69% | 508.6M | 71.47 | 0.16% | Share |
| 108 | SCHD | Schwab U.S. Div... | 27.25 | -0.27% | 18.13M | -7.61% | 506.99M | 23.13 | 0.16% | Share |
| 109 | PGR | The Progressive... | 247.23 | +0.03% | 1.78M | -0.58% | 502.78M | 130.67 | 0.16% | Share |
| 110 | BLK | BlackRock, Inc. | 1135.38 | +0.03% | 530.82K | -4.99% | 502.41M | 1025.11 | 0.16% | Share |
| 111 | LQD | iShares iBoxx $... | 109.54 | -0.18% | 4.62M | +4.89% | 502.11M | 109.23 | 0.16% | Share |
| 112 | EWJ | iShares MSCI Ja... | 80.31 | +0.19% | 7.23M | -1.72% | 495.5M | 68.15 | 0.16% | Share |
| 113 | AJG | Arthur J. Galla... | 294.61 | +0.64% | 1.43M | -3.52% | 492.3M | 156.33 | 0.16% | Share |
| 114 | XLY | Consumer Discre... | 229.93 | +0.39% | 2.47M | -7.36% | 488.54M | 163.31 | 0.16% | Share |
| 115 | WMT | Walmart Inc. | 100.68 | +0.68% | 5.52M | -9.08% | 484.68M | 48.83 | 0.16% | Share |
| 116 | PH | Parker-Hannifin... | 736.47 | +0.89% | 795.23K | +17.57% | 483.38M | 405.23 | 0.16% | Share |
| 117 | ADP | Automatic Data ... | 302.67 | +0.29% | 1.57M | -3.65% | 479.98M | 204.38 | 0.15% | Share |
| 118 | EMB | iShares J.P. Mo... | 93.95 | +0.11% | 5.23M | +22.56% | 473.66M | 95.38 | 0.15% | Share |
| 119 | MDT | Medtronic plc | 92.80 | -0.24% | 5.27M | +20.09% | 473.48M | 90.3 | 0.15% | Share |
| 120 | VXF | Vanguard Extend... | 200.98 | +0.30% | 2.74M | -6.82% | 471.27M | 114.48 | 0.15% | Share |
| 121 | SPGI | S&P Global Inc. | 551.06 | -0.97% | 926.75K | -14.49% | 470.88M | 364.46 | 0.15% | Share |
| 122 | SPYG | SPDR Portfolio ... | 100.04 | +0.07% | 5.76M | -65.79% | 462.76M | 81.73 | 0.15% | Share |
| 123 | TJX | The TJX Compani... | 133.07 | +0.34% | 3.75M | -4.04% | 456.35M | 84.76 | 0.15% | Share |
| 124 | SPTL | SPDR Portfolio ... | 26.05 | -0.23% | 16.7M | +12.32% | 455.35M | 29.95 | 0.15% | Share |
| 125 | MRK | Merck & Co., In... | 84.22 | +0.01% | 5.04M | -21.9% | 452.82M | 95.99 | 0.15% | Share |
| 126 | SCHW | The Charles Sch... | 96.21 | +0.10% | 5.78M | +6.47% | 452.54M | 61.71 | 0.15% | Share |
| 127 | VIG | Vanguard Divide... | 209.50 | +0.01% | 2.31M | +1.53% | 448.28M | 166.41 | 0.14% | Share |
| 128 | NOW | ServiceNow, Inc... | 891.96 | +2.85% | 563.05K | -4.59% | 448.27M | 478.17 | 0.14% | Share |
| 129 | IEI | iShares 3-7 Yea... | 118.71 | -0.04% | 3.75M | +1.70% | 442.74M | 119.85 | 0.14% | Share |
| 130 | AMGN | Amgen Inc. | 292.57 | -1.32% | 1.42M | +12.04% | 442.28M | 254.75 | 0.14% | Share |
| 131 | SCHV | Schwab U.S. Lar... | 28.27 | -0.02% | 16.49M | +3.53% | 438.28M | 23.9 | 0.14% | Share |
| 132 | JEPI | JPMorgan Equity... | 56.74 | +0.10% | 7.61M | +11.33% | 434.91M | 56.21 | 0.14% | Share |
| 133 | RTX | RTX Corporation | 155.51 | +0.92% | 3.27M | -3.93% | 433.35M | 77.99 | 0.14% | Share |
| 134 | USMV | iShares MSCI US... | 93.45 | -0.07% | 4.61M | +2.51% | 431.32M | 72.69 | 0.14% | Share |
| 135 | CRM | Salesforce, Inc... | 244.30 | +0.77% | 1.59M | +6.42% | 426.54M | 215.82 | 0.14% | Share |
| 136 | VTEB | Vanguard Tax-Ex... | 48.90 | +0.04% | 8.59M | -15.8% | 426.45M | 51.35 | 0.14% | Share |
| 137 | IUSV | iShares Core S&... | 97.53 | -0.14% | 4.6M | +4.27% | 424.48M | 79.24 | 0.14% | Share |
| 138 | HYG | iShares iBoxx $... | 80.40 | -0.07% | 5.38M | -3.04% | 424.24M | 76.3 | 0.14% | Share |
| 139 | NEE | NextEra Energy,... | 75.76 | +0.46% | 5.93M | +2.99% | 420.07M | 63.32 | 0.14% | Share |
| 140 | FI | Fiserv, Inc. | 137.09 | +0.29% | 1.9M | +5.61% | 418.76M | 128.44 | 0.14% | Share |
| 141 | COWZ | Pacer US Cash C... | 56.82 | -0.04% | 7.45M | -1.89% | 407.87M | 51.71 | 0.13% | Share |
| 142 | LIN | Linde plc | 478.43 | -0.34% | 873.88K | +17.35% | 406.92M | 380.24 | 0.13% | Share |
| 143 | KO | The Coca-Cola C... | 69.17 | -1.08% | 5.67M | +12.78% | 406.29M | 57.85 | 0.13% | Share |
| 144 | MCD | McDonald's Corp... | 308.98 | +0.02% | 1.3M | +5.18% | 405.69M | 246.1 | 0.13% | Share |
| 145 | XLP | Consumer Staple... | 81.92 | -0.12% | 4.89M | +1.65% | 399.71M | 71.5 | 0.13% | Share |
| 146 | TMO | Thermo Fisher S... | 487.52 | -0.3% | 800.3K | -1.71% | 398.23M | 415.47 | 0.13% | Share |
| 147 | PLD | Prologis, Inc. | 105.48 | -1.04% | 3.47M | +31.94% | 387.5M | 108.41 | 0.12% | Share |
| 148 | SBUX | Starbucks Corpo... | 92.54 | +2.14% | 3.82M | +11.87% | 374.84M | 88.36 | 0.12% | Share |
| 149 | APH | Amphenol Corpor... | 111.11 | +1.75% | 5.67M | +13.15% | 372.11M | 47.29 | 0.12% | Share |
| 150 | QCOM | QUALCOMM Incorp... | 158.93 | +0.68% | 2.42M | +0.70% | 371.03M | 125.39 | 0.12% | Share |