ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

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

52 quarters · across all stocks

Holdings in DTE

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $27,978,173 191,343
2025-12-31 $16,119,791 124,979
2025-09-30 $23,768,018 168,055
2025-06-30 $23,030,422 173,867
2025-03-31 $22,503,857 162,753
2024-12-31 $18,966,081 157,069
2024-09-30 $19,402,751 151,100
2024-06-30 $15,880,757 143,057
2024-03-31 $14,850,139 132,425
2023-12-31 $8,456,059 76,692
2023-09-30 $7,193,332 72,455
2023-06-30 $6,765,239 61,491
2023-03-31 $6,553,668 59,829
2022-12-31 $8,278,813 70,440
2022-09-30 $10,568,262 91,858
2022-06-30 $18,506,514 146,008
2022-03-31 $24,318,839 183,941
2021-12-31 $15,531,712 129,929
2021-09-30 $18,080,375 161,851
2021-06-30 $15,522,774 140,735
2021-03-31 $13,957,713 123,181
2020-12-31 $10,856,331 105,067
2020-09-30 $10,013,474 102,276
2020-06-30 $4,116,748 44,997
2020-03-31 $3,637,147 45,000