ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,498 positions ·
$124,054,892,684 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 | 3.48% | |
| 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 | 1.70% | |
| 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 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,605,139 | 270,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $42,982,424 | 331,169 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,457,123 | 433,452 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,123,134 | 453,070 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $44,328,387 | 464,123 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $44,712,876 | 460,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,426,612 | 60,162 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,320,617 | 63,454 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,149,835 | 62,959 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,935,140 | 39,773 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,497,727 | 41,457 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,195,709 | 35,386 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,776,845 | 31,162 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,978,928 | 32,880 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,900,884 | 33,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,077,247 | 31,998 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,753,451 | 31,817 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,519,966 | 32,677 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,421,137 | 34,304 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,566,421 | 34,774 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,302,252 | 37,054 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,092,573 | 27,523 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,807,439 | 30,944 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,582,693 | 29,834 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,592,035 | 31,676 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||