Envestnet Portfolio Solutions, Inc.

CIK
1998033
City
BERWYN
State / Country
PA

Top Portfolio Positions

785 positions · $3,103,436,315 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
369,712 $240,438,502 7.75%
NVDA
Nvidia Corp
Technology
934,480 $162,973,312 5.25%
AAPL
Apple Inc.
Technology
626,856 $159,089,784 5.13%
MSFT
Microsoft Corp
Technology
320,661 $118,699,082 3.82%
AMZN
Amazon Com Inc
Consumer Cyclical
455,333 $94,832,203 3.06%
AVGO
Broadcom Inc.
Technology
207,929 $64,356,104 2.07%
META
Meta Platforms, Inc.
Communication Services
112,373 $64,291,964 2.07%
GOOGL
Alphabet Inc.
Communication Services
200,902 $57,771,379 1.86%
JPM
Jpmorgan Chase & Co
Financial Services
182,397 $53,653,901 1.73%
IAU
Ishares Gold Trust
547,969 $48,308,947 1.56%

Holdings in BPRE

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Report Date Value (USD) Shares
2026-03-31 $2,141,161 128,908