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Envestnet Portfolio Solutions, Inc.

All holdings · as of Dec 31, 2025

1,482 positions

CompanyClassValueShares% of portfolio
VEEVA SYSTEMS INC$5.28M23,6580.0%
SOUTHERN CO$5.27M60,4300.0%
Talen Energy Corp$5.24M13,9810.0%
LOCKHEED MARTIN CORP$5.23M10,8110.0%
DIMENSIONAL ETF TRUST$5.19M103,9720.0%
ASTRAZENECA PLC$5.18M56,3280.0%
DIMENSIONAL ETF TRUST$5.09M106,1780.0%
iShares MSCI UAE ETF$5.05M33,9670.0%
FAIR ISAAC CORP$5.05M2,9850.0%
United Parcel Service Inc$5.04M50,7850.0%
ASML HOLDING N V$5.03M4,7060.0%
SIMPLIFY EXCHANGE TRADED$4.93M221,5930.0%
BEST BUY CO INC$4.93M73,7230.0%
Baker Hughes Co$4.93M108,1640.0%
VANGUARD WORLD FD$4.88M6,4770.0%
Welltower, Inc.$4.88M26,2830.0%
CBRE Group Inc$4.85M30,1340.0%
REINSURANCE GROUP OF AMERICA INC$4.82M23,7100.0%
TRUIST FINANCIAL CORP$4.81M97,8380.0%
DIMENSIONAL ETF TRUST$4.73M67,9010.0%
SELECT SECTOR SPDR TR$4.70M110,1750.0%
LOWES COMPANIES INC$4.69M19,4330.0%
HUBBELL INC$4.60M10,3690.0%
J P MORGAN EXCHANGE TRADED$4.56M78,4970.0%
NUSHARES ETF TR$4.56M194,9790.0%
HARTFORD INSURANCE GROUP, INC.$4.52M32,8360.0%
HERSHEY CO$4.52M24,8470.0%
Equinix Inc$4.51M5,8920.0%
CAPITAL GROUP GBL GROWTH$4.51M130,2170.0%
SIMPLIFY EXCHANGE TRADED$4.51M89,5020.0%
SPDR SERIES TRUST$4.45M172,7330.0%
SELECT SECTOR SPDR TR$4.39M28,3680.0%
Intercontinental Exchange, Inc.$4.36M26,9340.0%
VANECK ETF TRUST$4.35M148,0210.0%
NATIONAL GRID PLC$4.34M56,1610.0%
INVESCO EXCH TRADED FD TR$4.34M51,4530.0%
ATI Inc$4.34M37,7780.0%
ISHARES TR$4.30M44,4000.0%
BRITISH AMERN TOB PLC$4.28M75,5610.0%
ADVISORS INNER CIRCLE FD$4.27M100,1090.0%
CAPITAL GROUP GROWTH ETF$4.23M95,1730.0%
CAPITAL GROUP CORE BALANCED$4.22M119,5200.0%
PIMCO EQUITY SER$4.21M100,2020.0%
TotalEnergies SE$4.19M64,1580.0%
J P MORGAN EXCHANGE TRADED$4.15M81,2120.0%
Chubb Ltd$4.15M13,2810.0%
ENBRIDGE INC$4.14M86,4430.0%
CVS HEALTH Corp$4.12M51,8950.0%
First Trust Exchange-Traded Fund VI$4.10M173,7720.0%
Maplebear Inc$4.06M90,2640.0%
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