ENVESTNET ASSET MANAGEMENT INC

CIK

1407543

City

Berwyn

State / Country

Stock

AVA — Avista Corp

Top Portfolio Positions

2,500 positions · $124,651,097,046 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	11,645,986	$4,310,994,637	3.46%
NVDA	Nvidia Corp Technology	23,044,839	$4,019,019,921	3.22%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,758,627	342,766	-5.7%	Shares	Sole	2026-05-04
2025-12-31	$14,006,399	363,425	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$13,727,563	363,067	+5.0%	Shares	Sole	2025-11-05
2025-06-30	$13,122,313	345,779	+4.4%	Shares	Sole	2025-08-01
2025-03-31	$13,865,920	331,166	+11.5%	Shares	Sole	2025-04-29
2024-12-31	$10,883,395	297,117	+11.8%	Shares	Sole	2025-02-13
2024-09-30	$10,296,301	265,711	+27.4%	Shares	Sole	2024-11-07
2024-06-30	$7,220,026	208,611	+20.0%	Shares	Sole	2024-08-08
2024-03-31	$6,088,191	173,849	+36.8%	Shares	Sole	2024-05-13
2023-12-31	$4,543,125	127,116	+131.9%	Shares	Sole	2024-02-13
2023-09-30	$1,774,652	54,824	+53.7%	Shares	Sole	2023-11-13
2023-06-30	$1,400,603	35,666	+23.2%	Shares	Sole	2023-08-04
2023-03-31	$1,229,012	28,952	-39.5%	Shares	Sole	2023-05-11
2022-12-31	$2,121,669	47,850	-14.7%	Shares	Sole	2023-02-07
2022-09-30	$2,077,393	56,070	-13.1%	Shares	Sole	2022-11-10
2022-06-30	$2,807,265	64,520	+1.6%	Shares	Sole	2022-08-03
2022-03-31	$2,868,514	63,533	-5.9%	Shares	Sole	2022-05-04
2021-12-31	$2,868,542	67,511	+16.3%	Shares	Sole	2022-02-04
2021-09-30	$2,271,815	58,073	+5.0%	Shares	Sole	2021-10-07
2021-06-30	$2,359,138	55,288	+5.1%	Shares	Sole	2021-08-04
2021-03-31	$2,511,936	52,606	+3.7%	Shares	Sole	2021-05-04
2020-12-31	$2,036,422	50,733	-0.1%	Shares	Sole	2021-02-02
2020-09-30	$1,733,296	50,800	+39.5%	Shares	Sole	2020-10-09
2020-06-30	$1,324,996	36,411	+9.5%	Shares	Sole	2020-07-08
2020-03-31	$1,413,302	33,262	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.