ENVESTNET ASSET MANAGEMENT INC

CIK
0001407543
City
CHICAGO
State / Country
IL

Top Portfolio Positions

2,080 positions · $111,259,745,178 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
10,429,019 $5,043,682,168 4.53%
NVDA
Nvidia Corp
Technology
20,740,532 $3,868,109,218 3.48%
AAPL
Apple Inc.
Technology
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
Consumer Cyclical
12,098,043 $2,792,470,285 2.51%
AVGO
Broadcom Inc.
Technology
6,430,562 $2,225,617,508 2.00%
JPM
Jpmorgan Chase & Co
Financial Services
6,778,558 $2,184,186,958 1.96%
GOOGL
Alphabet Inc.
Communication Services
6,693,651 $2,095,112,763 1.88%
META
Meta Platforms, Inc.
Communication Services
2,832,482 $1,869,693,043 1.68%
QQQ
Invesco Qqq Trust, Series 1
2,945,721 $1,809,585,867 1.63%
SPY
Spdr S&P 500 Etf Trust
2,472,999 $1,686,387,478 1.52%

Portfolio Trend

51 quarters · across all stocks

Holdings in CEG

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2025-12-31 $131,325,296 371,742
2025-09-30 $124,080,121 377,063
2025-06-30 $105,721,006 327,553
2025-03-31 $60,592,839 300,515
2024-12-31 $55,992,599 250,291
2024-09-30 $51,765,821 199,084
2024-06-30 $34,523,744 172,386
2024-03-31 $25,874,563 139,976
2023-12-31 $14,749,063 126,179
2023-09-30 $12,538,091 114,944
2023-06-30 $11,107,029 121,322
2023-03-31 $7,672,433 97,738
2022-12-31 $5,473,386 63,489
2022-09-30 $4,487,684 53,945
2022-06-30 $2,541,141 44,379
2022-03-31 $2,951,831 52,477