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 EXTR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,330,387 88,222
2025-12-31 $960,471 57,686
2025-09-30 $470,468 22,783
2025-06-30 $396,695 22,100
2025-03-31 $267,444 20,215
2024-12-31 $360,629 21,543
2024-09-30 $254,502 16,933
2024-06-30 $219,638 16,330
2024-03-31 $289,042 25,047
2023-12-31 $1,048,821 59,457
2023-09-30 $2,281,211 94,226
2023-06-30 $681,832 26,174
2023-03-31 $444,406 23,243
2022-12-31 $500,979 27,361
2022-09-30 $337,323 25,809
2022-06-30 $319,559 35,825
2022-03-31 $315,274 25,821
2021-12-31 $423,334 26,964
2021-09-30 $239,699 24,335
2021-06-30 $264,558 23,706
2021-03-31 $197,470 22,568
2020-12-31 $128,650 18,672
2020-09-30 $65,855 16,382
2020-06-30 $64,041 14,756
2020-03-31 $45,744 14,804