Notify me when ENVESTNET ASSET MANAGEMENT INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,439 | $337,094,825,788 | +$15,162,873,412 | -$27,833,719,309 | -$12,670,845,897 | IVV, DYNF, IVE, IUSB, IVW | 13F-HR | 10 Feb 2026, 10:14 |
| Q3 2025 | 4,505 | $347,536,024,768 | +$24,297,395,129 | -$38,638,320,288 | -$14,340,925,159 | IVV, DYNF, IUSB, MSFT, IVW | 13F-HR | 04 Nov 2025, 17:35 |
| Q2 2025 | 4,426 | $342,701,612,166 | +$25,677,943,389 | -$15,965,407,907 | +$9,712,535,482 | IVV, VOO, IUSB, QUAL, VEA | 13F-HR | 31 Jul 2025, 17:57 |
| Q1 2025 | 4,343 | $310,167,797,425 | +$19,556,704,786 | -$15,652,157,392 | +$3,904,547,394 | IVV, IUSB, VOO, QUAL, VEA | 13F-HR | 29 Apr 2025, 15:56 |
| Q4 2024 | 4,296 | $311,534,250,506 | +$19,664,612,234 | -$11,376,541,432 | +$8,288,070,802 | IVV, VOO, IUSB, QUAL, AGG | 13F-HR | 12 Feb 2025, 17:33 |
| Q3 2024 | 4,216 | $309,815,160,333 | +$20,001,843,394 | -$12,238,323,107 | +$7,763,520,287 | IVV, IUSB, VOO, QUAL, VEA | 13F-HR | 06 Nov 2024, 18:20 |
| Q2 2024 | 4,158 | $287,034,368,866 | +$27,505,267,903 | -$7,680,223,894 | +$19,825,044,009 | IVV, VOO, IUSB, QUAL, VEA | 13F-HR | 08 Aug 2024, 17:23 |
| Q1 2024 | 4,170 | $267,851,745,265 | +$26,901,655,570 | -$16,035,168,857 | +$10,866,486,713 | IVV, IUSB, VOO, VEA, QUAL | 13F-HR | 13 May 2024, 09:07 |
| Q4 2023 | 4,042 | $241,816,128,260 | +$14,442,172,879 | -$12,125,580,980 | +$2,316,591,899 | IVV, VOO, IUSB, VEA, AGG | 13F-HR | 13 Feb 2024, 16:19 |
| Q3 2023 | 4,002 | $218,553,665,488 | +$27,528,378,518 | -$25,647,416,992 | +$1,880,961,526 | IVV, VOO, IUSB, BSV, VEA | 13F-HR | 13 Nov 2023, 06:23 |
| Q2 2023 | 3,941 | $225,639,017,305 | +$12,596,305,078 | -$6,460,294,990 | +$6,136,010,088 | IVV, VOO, IUSB, BSV, AGG | 13F-HR | 04 Aug 2023, 15:02 |
| Q1 2023 | 3,965 | $169,702,859,681 | +$20,797,840,420 | -$14,127,042,067 | +$6,670,798,353 | IVV, IUSB, BSV, AGG, QUAL | 13F-HR | 11 May 2023, 11:36 |
| Q4 2022 | 3,945 | $193,171,661,228 | +$15,402,173,651 | -$9,520,636,576 | +$5,881,537,075 | IVV, BSV, VOO, IUSB, ESGU | 13F-HR | 07 Feb 2023, 09:48 |
| Q3 2022 | 3,895 | $175,151,818,000 | +$15,576,492,881 | -$7,668,378,973 | +$7,908,113,908 | IVV, BSV, ESGU, VOO, GOVT | 13F-HR | 10 Nov 2022, 16:31 |
| Q2 2022 | 3,911 | $178,893,466,000 | +$18,545,928,453 | -$11,166,526,251 | +$7,379,402,202 | IVV, ESGU, VOO, AGG, BSV | 13F-HR | 03 Aug 2022, 11:51 |
| Q1 2022 | 3,924 | $198,756,293,000 | +$17,769,239,938 | -$9,171,487,351 | +$8,597,752,587 | IVV, ESGU, VOO, AGG, VEA | 13F-HR | 04 May 2022, 12:14 |
| Q4 2021 | 3,864 | $202,199,474,000 | +$14,830,184,153 | -$4,732,339,315 | +$10,097,844,838 | IVV, ESGU, VOO, AGG, VEA | 13F-HR | 04 Feb 2022, 15:40 |
| Q3 2021 | 3,668 | $182,098,156,000 | +$13,894,703,736 | -$5,768,819,798 | +$8,125,883,938 | IVV, ESGU, VOO, VEA, AGG | 13F-HR | 07 Oct 2021, 10:15 |
| Q2 2021 | 3,632 | $176,113,265,000 | +$19,333,280,343 | -$5,174,461,553 | +$14,158,818,790 | IVV, VOO, ESGU, VEA, GOVT | 13F-HR | 04 Aug 2021, 17:03 |
| Q1 2021 | 3,492 | $153,931,217,000 | +$24,618,036,510 | -$8,234,333,690 | +$16,383,702,820 | IVV, VOO, ESGU, VEA, GOVT | 13F-HR | 04 May 2021, 15:39 |
| Q4 2020 | 3,266 | $132,469,627,000 | +$13,069,194,935 | -$3,797,746,420 | +$9,271,448,515 | IVV, VOO, ESGU, VEA, AGG | 13F-HR | 02 Feb 2021, 09:54 |
| Q3 2020 | 3,094 | $112,931,706,000 | +$9,412,537,377 | -$3,941,859,614 | +$5,470,677,763 | IVV, VOO, VEA, GOVT, AGG | 13F-HR | 09 Oct 2020, 15:48 |
| Q2 2020 | 3,061 | $102,223,658,000 | +$15,075,515,279 | -$9,534,921,241 | +$5,540,594,038 | IVV, VOO, VEA, GOVT, AGG | 13F-HR | 08 Jul 2020, 13:36 |
| Q1 2020 | 2,958 | $84,364,261,000 | +$10,532,577,356 | -$4,965,005,520 | +$5,567,571,836 | IVV, GOVT, VEA, IEFA, VOO | 13F-HR | 23 Apr 2020, 12:51 |
| Q4 2019 | 3,070 | $94,790,233,000 | +$9,594,494,812 | -$11,281,052,519 | -$1,686,557,707 | IVV, VEA, VOO, GOVT, IEFA | 13F-HR | 11 Feb 2020, 10:33 |
| Q3 2019 | 3,072 | $91,461,591,000 | +$15,115,079,499 | -$3,518,092,827 | +$11,596,986,672 | IVV, VEA, VOO, IEFA, GOVT | 13F-HR | 17 Oct 2019, 17:16 |
| Q2 2019 | 3,023 | $79,404,456,000 | +$7,152,541,295 | -$2,670,032,507 | +$4,482,508,788 | IVV, VEA, VOO, IEFA, VTV | 13F-HR | 01 Aug 2019, 17:52 |
| Q1 2019 | 2,951 | $72,891,456,000 | +$7,430,806,501 | -$5,613,709,542 | +$1,817,096,959 | IVV, VEA, VOO, IEFA, VTV | 13F-HR | 10 May 2019, 10:46 |
| Q4 2018 | 2,871 | $64,643,148,000 | +$26,316,963,191 | -$13,402,476,130 | +$12,914,487,061 | IVV, VEA, VOO, VTV, BSV | 13F-HR | 12 Feb 2019, 17:44 |
| Q3 2018 | 1,235 | $57,791,881,000 | +$18,360,406,814 | -$5,289,553,870 | +$13,070,852,944 | IVV, VUG, VEA, IWD, BND | 13F-HR | 14 Nov 2018, 17:15 |
| Q2 2018 | 2,853 | $43,789,028,000 | +$8,974,398,567 | -$825,276,159 | +$8,149,122,408 | IVV, VEA, BND, VOO, BSV | 13F-HR | 10 Aug 2018, 15:05 |
| Q1 2018 | 2,837 | $35,361,434,000 | +$1,981,991,607 | -$10,846,639,943 | -$8,864,648,336 | IVV, VEA, BND, VOO, BSV | 13F-HR | 09 May 2018, 09:43 |
| Q4 2017 | 2,954 | $44,937,796,005 | +$3,419,411,576 | -$1,744,854,426 | +$1,674,557,150 | IVV, VEA, BND, VOO, AGG | 13F-HR | 20 Feb 2018, 16:09 |
| Q3 2017 | 2,898 | $41,788,892,005 | +$5,910,503,879 | -$1,411,316,041 | +$4,499,187,838 | IVV, VEA, BND, BSV, VOO | 13F-HR | 13 Nov 2017, 16:44 |
| Q2 2017 | 3,043 | $36,168,942,005 | +$5,420,590,845 | -$1,193,897,958 | +$4,226,692,887 | VEA, IVV, IVW, BSV, VOO | 13F-HR | 14 Aug 2017, 13:05 |
| Q1 2017 | 3,102 | $31,237,068,005 | +$4,056,408,497 | -$1,367,477,941 | +$2,688,930,556 | VEA, IVV, IVW, IVE, AGG | 13F-HR | 09 May 2017, 15:50 |
| Q4 2016 | 3,089 | $27,564,449,005 | +$4,012,648,519 | -$2,331,820,061 | +$1,680,828,458 | VEA, IVV, AGG, IVW, IVE | 13F-HR | 14 Feb 2017, 10:15 |
| Q3 2016 | 2,896 | $25,823,812,000 | +$3,845,639,961 | -$3,657,973,954 | +$187,666,007 | VEA, IVV, AGG, BSV, IEFA | 13F-HR | 14 Nov 2016, 15:34 |
| Q2 2016 | 3,063 | $25,076,336,000 | +$2,802,687,053 | -$1,341,838,663 | +$1,460,848,390 | VEA, AGG, NEAR, VUG, VTV | 13F-HR | 15 Aug 2016, 15:03 |
| Q1 2016 | 3,075 | $23,221,598,000 | +$2,871,366,531 | -$1,887,577,234 | +$983,789,297 | VEA, NEAR, AGG, VUG, IVV | 13F-HR | 16 May 2016, 10:42 |
| Q4 2015 | 2,971 | $22,019,922,000 | +$3,072,493,118 | -$1,649,553,400 | +$1,422,939,718 | VEA, NEAR, AGG, VUG, BSV | 13F-HR | 16 Feb 2016, 08:42 |
| Q3 2015 | 3,037 | $20,138,490,000 | +$2,776,227,438 | -$2,202,595,392 | +$573,632,046 | VEA, NEAR, AGG, IGSB, VUG | 13F-HR | 13 Nov 2015, 15:14 |
| Q2 2015 | 2,200 | $21,018,349,000 | +$3,329,948,272 | -$1,395,311,258 | +$1,934,637,014 | EFA, VEA, VUG, AGG, VTV | 13F-HR | 13 Aug 2015, 17:26 |
| Q1 2015 | 2,020 | $19,337,759,000 | +$9,931,334,559 | -$616,158,093 | +$9,315,176,466 | IVV, VEA, AGG, VUG, EFA | 13F-HR | 15 May 2015, 13:03 |
| Q4 2014 | 2,476 | $9,834,289,000 | +$1,538,360,532 | -$1,756,736,560 | -$218,376,028 | VEA, VTV, IVV, VUG, BSV | 13F-HR | 12 Feb 2015, 10:36 |
| Q3 2014 | 2,734 | $9,935,405,000 | +$1,492,620,285 | -$953,161,860 | +$539,458,425 | EFA, IVV, VEA, BSV, BND | 13F-HR | 13 Nov 2014, 14:16 |
| Q2 2014 | 2,701 | $9,611,445,000 | +$1,563,438,724 | -$1,258,925,267 | +$304,513,457 | EFA, IVV, VEA, BND, BSV | 13F-HR | 14 Aug 2014, 10:55 |
| Q1 2014 | 2,532 | $9,024,901,000 | +$1,337,445,889 | -$1,122,020,833 | +$215,425,056 | EFA, IVV, BND, BSV, VEA | 13F-HR | 12 May 2014, 11:44 |
| Q4 2013 | 2,438 | $8,724,873,000 | $0 | $0 | $0 | EFA, BSV, IVV, FLOT, VEA | 13F-HR | 12 Feb 2014, 15:45 |