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Sean P. Skuja

@Envestnet Portfolio Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$30.783BTotal holdings1676
Assets growth rate7.41%Assets growth rate (2-Q avg)7.57%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1676 positions.

Assets under management

The assets under management (AUM) of Envestnet Portfolio Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 30.783B in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LCTUBlackrock Etf Trust
Recent Activity
Decreased -11.09%
0.31%
$94.847M
1.512M shares@ $62.75 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -11.31%
0.26%
$77.498M
2.063M shares@ $37.56 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -6.43%
0.26%
$77.39M
794,393 shares@ $97.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.78%
0.25%
$75.019M
355,778 shares@ $210.86 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -4.1%
0.24%
$71.036M
681,856 shares@ $104.19 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -14.51%
0.22%
$67.579M
814,797 shares@ $82.95 avg price
DSIIshares Tr
Recent Activity
Decreased -11.56%
0.22%
$67.15M
617,245 shares@ $108.79 avg price
IWBIshares Tr
Recent Activity
Decreased -0.48%
0.21%
$63.046M
200,533 shares@ $314.39 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.83%
0.21%
$62.741M
107,308 shares@ $584.68 avg price
VVisa Inc
Recent Activity
Decreased -0.97%
0.17%
$50.548M
183,843 shares@ $274.96 avg price