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 EXPD

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $158,135,946 1,104,070
2025-12-31 $154,758,060 1,038,575
2025-09-30 $121,817,315 993,697
2025-06-30 $106,389,257 931,197
2025-03-31 $121,723,904 1,012,257
2024-12-31 $95,748,037 864,386
2024-09-30 $109,574,722 833,902
2024-06-30 $99,007,138 793,390
2024-03-31 $91,322,654 751,194
2023-12-31 $89,798,239 705,961
2023-09-30 $75,375,415 657,554
2023-06-30 $58,297,930 481,284
2023-03-31 $279,699,073 2,539,948
2022-12-31 $40,736,016 391,994
2022-09-30 $30,533,182 345,750
2022-06-30 $31,828,389 326,579
2022-03-31 $32,757,220 317,538
2021-12-31 $42,490,296 316,407
2021-09-30 $32,339,029 271,460
2021-06-30 $33,683,702 266,064
2021-03-31 $26,560,769 246,641
2020-12-31 $57,000,754 599,314
2020-09-30 $52,427,554 579,182
2020-06-30 $42,664,447 561,079
2020-03-31 $31,717,753 475,386