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
Holdings in CCD
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,688 | 19,236 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $383,761 | 18,397 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $369,841 | 17,578 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $385,937 | 19,139 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $407,469 | 19,139 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $465,173 | 19,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,074,851 | 42,317 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $959,063 | 42,739 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $803,958 | 40,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $746,326 | 40,039 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $871,404 | 40,083 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $830,572 | 38,994 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $797,183 | 38,906 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $781,430 | 39,013 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $806,336 | 37,609 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $976,828 | 38,083 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,616,350 | 51,329 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,527,342 | 50,225 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,539,361 | 49,386 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,639,934 | 51,280 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,003,725 | 35,631 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $410,604 | 17,946 | Shares | Sole | 2020-10-09 | |
| No 13F history on record for this holder in this stock. | ||||||