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 EVTC

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $5,389,329 185,264
2025-09-30 $9,625,171 284,937
2025-06-30 $11,497,138 318,922
2025-03-31 $12,212,089 332,121
2024-12-31 $11,383,919 329,682
2024-09-30 $12,069,991 356,152
2024-06-30 $14,777,763 444,444
2024-03-31 $16,380,027 410,527
2023-12-31 $18,172,201 443,874
2023-09-30 $15,206,694 409,002
2023-06-30 $8,703,297 236,310
2023-03-31 $7,939,890 235,256
2022-12-31 $6,721,472 207,581
2022-09-30 $7,114,537 226,939
2022-06-30 $8,456,620 229,301
2022-03-31 $9,466,535 231,286
2021-12-31 $9,372,949 187,534
2021-09-30 $6,499,738 142,164
2021-06-30 $5,774,109 132,282
2021-03-31 $4,069,634 109,340
2020-12-31 $2,386,527 60,695