ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
11,645,986 | $4,310,994,637 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.23% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,190,378 | $2,115,121,592 | 1.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,317,233 | $2,104,143,521 | 1.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,172,380 | $1,815,013,769 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,008,527 | $1,736,461,613 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,584,704 | $1,680,936,399 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATEC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,599,871 | 147,047 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,733,317 | 82,382 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,770,855 | 121,792 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,185,033 | 377,030 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,958,797 | 390,414 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,540,358 | 385,660 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,319,893 | 417,247 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,230,849 | 404,866 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,279,074 | 382,819 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,423,266 | 358,919 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,115,043 | 394,375 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,105,408 | 395,184 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,907,439 | 378,682 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,630,385 | 374,930 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,274,406 | 374,646 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,448,608 | 374,405 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,295,951 | 373,561 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,283,826 | 374,788 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $316,379 | 25,954 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $366,914 | 23,950 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $392,902 | 24,883 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $361,301 | 24,883 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $165,223 | 24,883 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $116,950 | 24,883 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $85,846 | 24,883 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||