ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,492 positions · $124,037,348,063 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
11,645,986 $4,310,994,637 3.48%
NVDA
Nvidia Corp
Technology
23,044,839 $4,019,019,921 3.24%
AAPL
Apple Inc.
Technology
13,323,726 $3,381,428,421 2.73%
AMZN
Amazon Com Inc
Consumer Cyclical
13,100,276 $2,728,394,482 2.20%
AVGO
Broadcom Inc.
Technology
7,398,279 $2,289,841,333 1.85%
JPM
Jpmorgan Chase & Co
Financial Services
7,190,378 $2,115,121,592 1.71%
GOOGL
Alphabet Inc.
Communication Services
7,317,233 $2,104,143,521 1.70%
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 1.40%
SPY
Spdr S&P 500 Etf Trust
2,584,704 $1,680,936,399 1.36%

Portfolio Trend

52 quarters · across all stocks

Holdings in BAC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $437,704,166 8,978,547
2025-12-31 $460,588,260 8,374,332
2025-09-30 $438,501,277 8,499,734
2025-06-30 $400,037,601 8,453,880
2025-03-31 $325,495,084 7,800,026
2024-12-31 $336,162,079 7,648,739
2024-09-30 $290,979,153 7,333,144
2024-06-30 $344,172,005 8,654,061
2024-03-31 $323,395,449 8,528,361
2023-12-31 $231,081,519 6,863,128
2023-09-30 $245,439,166 8,964,177
2023-06-30 $239,137,347 8,335,216
2023-03-31 $240,216,633 8,399,183
2022-12-31 $244,501,511 7,382,292
2022-09-30 $224,331,398 7,428,192
2022-06-30 $222,935,004 7,161,420
2022-03-31 $296,376,457 7,190,113
2021-12-31 $306,535,343 6,889,983
2021-09-30 $299,992,664 7,066,965
2021-06-30 $283,380,551 6,873,164
2021-03-31 $252,978,395 6,538,599
2020-12-31 $150,927,705 4,979,469
2020-09-30 $93,101,177 3,864,723
2020-06-30 $89,001,961 3,747,451
2020-03-31 $73,093,658 3,442,942