ENVESTNET ASSET MANAGEMENT INC
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
Holdings in CX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,305,716 | 551,199 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,851,346 | 683,320 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,987,992 | 888,542 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,307,215 | 765,832 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,335,206 | 772,764 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,042,752 | 716,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,089,867 | 670,470 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,769,017 | 433,336 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,820,735 | 424,055 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,988,584 | 514,656 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,345,095 | 514,630 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,265,196 | 319,943 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $983,460 | 177,841 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $741,793 | 183,159 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $426,187 | 124,253 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $431,035 | 109,958 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $614,227 | 116,111 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,305,624 | 192,570 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,805,291 | 530,724 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,205,838 | 500,695 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,841,167 | 264,156 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $668,589 | 129,321 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $278,122 | 73,190 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $263,963 | 91,654 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $275,366 | 129,890 | Shares | Sole | 2020-04-23 | |
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