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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ENVESTNET ASSET MANAGEMENT INC INSTITUTION : ENVESTNET ASSET MANAGEMENT INC
ENVESTNET ASSET MANAGEMENT INC Portfolio (reported on 2020-02-11)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 5,282,056,000 16,340,974 5.57%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,949,306,000 66,938,393 3.11%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,697,551,000 9,119,509 2.84%
ISHARES TR    (US TREAS BD ETF) GOVT 2,536,256,000 97,773,931 2.67%
ISHARES TR    (CORE MSCI EAFE) IEFA 2,349,126,000 36,007,455 2.47%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,051,501,000 17,117,239 2.16%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,996,481,000 10,959,442 2.10%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,699,102,000 30,030,077 1.79%
ISHARES TR    (CORE US AGGBD ET) AGG 1,622,447,000 14,438,433 1.71%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,600,324,000 19,852,671 1.68%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,544,286,000 28,725,553 1.62%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,318,458,000 4,096,371 1.39%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 1,252,268,000 14,932,845 1.32%
ISHARES TR    (USA QUALITY FCTR) QUAL 1,227,149,000 12,149,990 1.29%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,162,618,000 7,105,597 1.22%
ISHARES TR    (MBS ETF) MBB 1,132,466,000 10,479,970 1.19%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,104,425,000 24,835,291 1.16%
ISHARES TR    (INTRM TR CRP ETF) CIU 944,988,000 16,298,514 0.99%
ISHARES TR    (RUS 1000 GRW ETF) IWF 913,536,000 5,192,904 0.96%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 912,104,000 10,457,505 0.96%
ISHARES TR    (MSCI EAFE ETF) EFA 874,001,000 12,586,425 0.92%
ISHARES TR    (CORE S&P TTL STK) ISI 860,945,000 11,844,059 0.90%
ISHARES TR    (S&P 500 GRWT ETF) IVW 836,838,000 4,321,617 0.88%
ISHARES TR    (MSCI MIN VOL ETF) USMV 834,336,000 12,718,533 0.88%
ISHARES TR    (RUS 1000 VAL ETF) IWD 768,077,000 5,627,759 0.81%
ISHARES TR    (S&P 500 VAL ETF) IVE 716,944,000 5,511,135 0.75%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 715,922,000 7,134,965 0.75%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 699,463,000 13,155,216 0.73%
ISHARES TR    (CORE S&P MCP ETF) IJH 680,534,000 3,306,453 0.71%
MICROSOFT CORP    (COM) MSFT 598,187,000 3,793,194 0.63%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 576,106,000 16,502,614 0.60%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 544,584,000 9,778,856 0.57%
ISHARES TR    (IBOXX HI YD ETF) HYG 544,166,000 6,187,922 0.57%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 514,486,000 10,238,533 0.54%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 510,912,000 4,055,182 0.53%
ISHARES TR    (GLOBAL TECH ETF) IXN 497,331,000 2,362,730 0.52%
APPLE INC    (COM) AAPL 473,373,000 1,612,032 0.49%
ISHARES TR    (USA SIZE FACTOR) SIZE 469,948,000 4,824,436 0.49%
ISHARES TR    (20 YR TR BD ETF) TLT 465,852,000 3,438,531 0.49%
ISHARES TR    (CORE S&P SCP ETF) IJR 412,907,000 4,924,358 0.43%
ISHARES TR    (RUS 1000 ETF) IWB 394,812,000 2,212,823 0.41%
ISHARES TR    (NATIONAL MUN ETF) MUB 378,041,000 3,318,768 0.39%
INVESCO QQQ TR    (UNIT SER 1) 376,913,000 1,772,789 0.39%
ISHARES TR    (RUS MID CAP ETF) IWR 362,547,000 6,080,965 0.38%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 356,919,000 4,404,781 0.37%
ISHARES TR    (JPMORGAN USD EMG) EMB 351,077,000 3,064,573 0.37%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 330,331,000 1,994,273 0.34%
ISHARES TR    (1 3 YR TREAS BD) SHY 312,741,000 3,695,390 0.32%
VISA INC    (COM CL A) V 306,388,000 1,630,591 0.32%
ISHARES TR    (RUSSELL 2000 ETF) IWM 298,949,000 1,804,486 0.31%
MASTERCARD INC    (CL A) MA 281,209,000 941,788 0.29%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 280,303,000 2,044,965 0.29%
JPMORGAN CHASE & CO    (COM) JPM 280,161,000 2,009,765 0.29%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 279,930,000 8,286,868 0.29%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 274,627,000 5,109,332 0.28%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 271,319,000 2,924,007 0.28%
ISHARES TR    (EAFE SML CP ETF) SCZ 264,849,000 4,252,555 0.27%
ISHARES TR    (USA MOMENTUM FCT) 264,503,000 2,106,586 0.27%
VANGUARD INDEX FDS    (MID CAP ETF) VO 262,719,000 1,474,459 0.27%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 253,748,000 1,742,057 0.26%
ISHARES TR    (FLTG RATE NT ETF) FLOT 251,251,000 4,934,225 0.26%
ISHARES TR    (CORE MSCI TOTAL) IXUS 250,252,000 4,042,846 0.26%
FACEBOOK INC    (CL A) FB 232,270,000 1,131,644 0.24%
AMAZON COM INC    (COM) AMZN 231,886,000 125,490 0.24%
ISHARES TR    (IBOXX INV CP ETF) LQD 225,828,000 1,764,832 0.23%
CISCO SYS INC    (COM) CSCO 225,584,000 4,703,585 0.23%
ISHARES TR    (EAFE VALUE ETF) EFV 223,829,000 4,482,850 0.23%
ISHARES TR    (SH TR CRPORT ETF) CSJ 220,532,000 4,112,101 0.23%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 218,676,000 1,996,310 0.23%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 216,749,000 2,486,219 0.22%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 215,810,000 2,895,228 0.22%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 214,076,000 1,942,261 0.22%
ISHARES TR    (EDGE MSCI USA VL) VLUE 213,915,000 2,383,984 0.22%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 213,476,000 1,791,055 0.22%
MEDTRONIC PLC    (SHS) MDT 204,694,000 1,804,263 0.21%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 201,727,000 2,208,771 0.21%
ALPHABET INC    (CAP STK CL A) GOOGL 201,136,000 150,170 0.21%
CHEVRON CORP NEW    (COM) CVX 199,760,000 1,657,620 0.21%
ISHARES TR    (PFD AND INCM SEC) PFF 198,382,000 5,277,533 0.20%
ALPHABET INC    (CAP STK CL C) GOOG 197,973,000 148,070 0.20%
JOHNSON & JOHNSON    (COM) JNJ 197,060,000 1,350,928 0.20%
ISHARES TR    (CORE DIV GRWTH) DGRO 196,841,000 4,678,890 0.20%
HOME DEPOT INC    (COM) HD 191,881,000 878,658 0.20%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 187,714,000 891,455 0.19%
VANGUARD GROUP    (DIV APP ETF) VIG 186,104,000 1,492,895 0.19%
UNITEDHEALTH GROUP INC    (COM) UNH 184,626,000 628,024 0.19%
ISHARES TR    (MSCI ACWI ETF) ACWI 183,719,000 2,318,215 0.19%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 182,245,000 1,694,199 0.19%
VERIZON COMMUNICATIONS INC    (COM) VZ 180,883,000 2,945,972 0.19%
DISNEY WALT CO    (COM DISNEY) DIS 178,887,000 1,236,861 0.18%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 178,718,000 1,410,448 0.18%
ISHARES TR    (SELECT DIVID ETF) DVY 178,300,000 1,687,492 0.18%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 176,408,000 1,882,487 0.18%
ISHARES TR    (RUS MD CP GR ETF) IWP 174,767,000 1,145,416 0.18%
ISHARES TR    (RUS 2000 GRW ETF) IWO 174,690,000 815,469 0.18%
ISHARES TR    (RUS MDCP VAL ETF) IWS 174,541,000 1,841,734 0.18%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 172,487,000 868,080 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 170,195,000 751,412 0.17%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 168,310,000 2,972,097 0.17%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 164,930,000 1,038,731 0.17%
DBX ETF TR    (XTRACK USD HIGH) 162,777,000 3,231,634 0.17%
STARBUCKS CORP    (COM) SBUX 160,845,000 1,829,446 0.16%
NIKE INC    (CL B) NKE 160,298,000 1,582,251 0.16%
ADOBE INC    (COM) ADBE 158,564,000 480,773 0.16%
ABBVIE INC    (COM) ABBV 157,007,000 1,773,289 0.16%
AT&T INC    (COM) T 156,504,000 4,004,701 0.16%
PFIZER INC    (COM) PFE 153,557,000 3,919,274 0.16%
PROCTER & GAMBLE CO    (COM) PG 153,379,000 1,228,014 0.16%
ISHARES TR    (RUS 2000 VAL ETF) IWN 149,579,000 1,163,312 0.15%
ISHARES TR    (TIPS BD ETF) TIP 149,014,000 1,278,318 0.15%
MERCK & CO INC    (COM) MRK 146,318,000 1,608,771 0.15%
TEXAS INSTRS INC    (COM) TXN 143,945,000 1,122,029 0.15%
COMCAST CORP NEW    (CL A) CMCSA 143,872,000 3,199,290 0.15%
ISHARES TR    (MSCI EMG MKT ETF) EEM 140,892,000 3,140,004 0.14%
EXXON MOBIL CORP    (COM) XOM 138,833,000 1,989,582 0.14%
PEPSICO INC    (COM) PEP 138,180,000 1,011,048 0.14%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 138,135,000 1,506,869 0.14%
ISHARES TR    (INTL QLTY FACTOR) 135,590,000 4,199,143 0.14%
ZOETIS INC    (CL A) ZTS 135,332,000 1,022,532 0.14%
ISHARES TR    (S&P MC 400GR ETF) IJK 134,585,000 565,223 0.14%
AMGEN INC    (COM) AMGN 132,062,000 547,817 0.13%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 128,301,000 2,612,530 0.13%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 126,595,000 2,178,909 0.13%
ISHARES TR    (0-5YR HI YL CP) SHYG 126,021,000 2,714,211 0.13%
WELLS FARGO CO NEW    (COM) WFC 125,710,000 2,336,618 0.13%
INVESCO EXCHNG TRADED FD TR    (SR LN ETF) 125,512,000 5,500,090 0.13%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 125,136,000 1,228,508 0.13%
SPDR SERIES TRUST    (DJ REIT ETF) RWR 124,123,000 1,216,653 0.13%
ISHARES TR    (SP SMCP600VL ETF) IJS 120,392,000 748,709 0.12%
INTEL CORP    (COM) INTC 118,164,000 1,974,340 0.12%
BANK AMER CORP    (COM) BAC 115,663,000 3,284,020 0.12%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 115,130,000 636,322 0.12%
ISHARES TR    (CORE TOTAL USD) IUSB 114,982,000 2,206,521 0.12%
BLACKROCK INC    (COM) BLK 114,728,000 228,223 0.12%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 113,539,000 1,645,977 0.11%
WALMART INC    (COM) WMT 113,310,000 953,465 0.11%
ABBOTT LABS    (COM) ABT 113,071,000 1,301,762 0.11%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 111,181,000 2,080,868 0.11%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 109,632,000 947,394 0.11%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 109,372,000 3,097,491 0.11%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 109,342,000 1,736,141 0.11%
PHILIP MORRIS INTL INC    (COM) PM 109,309,000 1,284,627 0.11%
ISHARES TR    (S&P SML 600 GWT) IJT 107,654,000 556,927 0.11%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 107,564,000 3,661,131 0.11%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 106,113,000 1,818,874 0.11%
NEXTERA ENERGY INC    (COM) NEE 106,038,000 437,885 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 105,812,000 325,706 0.11%
UNION PACIFIC CORP    (COM) UNP 104,144,000 576,048 0.10%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 103,039,000 3,286,744 0.10%
SHERWIN WILLIAMS CO    (COM) SHW 99,036,000 169,716 0.10%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 97,949,000 978,124 0.10%
UNITED TECHNOLOGIES CORP    (COM) UTX 97,733,000 652,597 0.10%
COCA COLA CO    (COM) KO 97,638,000 1,764,010 0.10%
ISHARES TR    (S&P MC 400VL ETF) IJJ 96,757,000 566,727 0.10%
ISHARES TR    (INTRM GOV CR ETF) GVI 96,572,000 857,198 0.10%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 96,431,000 867,964 0.10%
TJX COS INC NEW    (COM) TJX 92,416,000 1,513,535 0.09%
SALESFORCE COM INC    (COM) CRM 92,048,000 565,960 0.09%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 91,833,000 375,060 0.09%
ORACLE CORP    (COM) ORCL 91,225,000 1,721,879 0.09%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 90,594,000 2,943,287 0.09%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 89,883,000 1,390,952 0.09%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 89,667,000 980,716 0.09%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 89,447,000 605,025 0.09%
LOWES COS INC    (COM) LOW 88,086,000 735,521 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 87,831,000 2,437,711 0.09%
CHUBB LIMITED    (COM) CB 87,824,000 564,206 0.09%
HONEYWELL INTL INC    (COM) HON 87,750,000 495,766 0.09%
TRUIST FINL CORP    (COM) 87,219,000 1,558,068 0.09%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 87,185,000 1,047,010 0.09%
TARGET CORP    (COM) TGT 86,543,000 675,006 0.09%
AMERICAN TOWER CORP NEW    (COM) AMT 85,155,000 370,527 0.08%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 84,753,000 497,084 0.08%
GILEAD SCIENCES INC    (COM) GILD 83,609,000 1,286,690 0.08%
PAYPAL HLDGS INC    (COM) PYPL 82,216,000 760,059 0.08%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 80,974,000 1,398,026 0.08%
DANAHER CORPORATION    (COM) DHR 80,579,000 525,010 0.08%
FISERV INC    (COM) FISV 79,700,000 689,267 0.08%
VANECK VECTORS ETF TR    (JP MORGAN MKTS) 79,665,000 2,342,406 0.08%
SAP SE    (SPON ADR) SAP 79,146,000 590,683 0.08%
ISHARES TR    (CORE MSCI EURO) IEUR 78,922,000 1,582,546 0.08%
UNITED PARCEL SERVICE INC    (CL B) UPS 78,870,000 673,757 0.08%
CROWN CASTLE INTL CORP NEW    (COM) CCI 77,629,000 546,109 0.08%
CITIGROUP INC    (COM NEW) C 77,299,000 967,568 0.08%
ISHARES TR    (3 7 YR TREAS BD) IEI 77,242,000 614,254 0.08%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 77,140,000 1,389,906 0.08%
SPDR GOLD TRUST    (GOLD SHS) GLD 76,506,000 535,381 0.08%
INVESCO ACTIVELY MANAGD ETF    (OPTIMUM YIELD) 76,257,000 4,604,870 0.08%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 75,774,000 986,516 0.07%
ISHARES TR    (USD INV GRDE ETF) CFT 75,514,000 1,295,263 0.07%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 74,480,000 388,445 0.07%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 74,191,000 2,028,746 0.07%
DOLLAR GEN CORP NEW    (COM) DG 73,140,000 468,906 0.07%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 72,834,000 246,109 0.07%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 71,711,000 251,529 0.07%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000VAL) VONV 71,550,000 596,997 0.07%
CVS HEALTH CORP    (COM) CVS 71,289,000 959,606 0.07%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 71,076,000 1,351,259 0.07%
ISHARES TR    (CORE S&P US GWT) IWZ 70,969,000 1,049,213 0.07%
ISHARES TR    (MULTIFACTOR USA) 70,808,000 1,650,152 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Next >Full Portfolio View
Total Value As 2019-12-31: 94,790,233,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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