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 DSU

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $667,207 65,541
2025-09-30 $781,642 73,601
2025-06-30 $706,242 66,879
2025-03-31 $627,183 60,075
2024-12-31 $628,932 58,451
2024-09-30 $479,915 43,510
2024-06-30 $441,263 40,707
2024-03-31 $473,246 42,789
2023-12-31 $777,915 72,096
2023-09-30 $344,948 33,588
2023-06-30 $373,576 38,159
2023-03-31 $400,551 42,119
2022-12-31 $304,069 33,051
2022-09-30 $293,245 32,875
2021-09-30 $1,021,301 88,501
2021-06-30 $935,373 81,692
2021-03-31 $848,188 77,108
2020-12-31 $774,700 74,134
2020-09-30 $686,357 69,050
2020-06-30 $691,353 74,100
2020-03-31 $429,361 50,812