Envestnet Portfolio Solutions, Inc.
Top Portfolio Positions
785 positions ·
$3,103,436,315 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
369,712 | $240,438,502 | 7.75% | |
| NVDA |
Nvidia Corp
Technology
|
934,480 | $162,973,312 | 5.25% | |
| AAPL |
Apple Inc.
Technology
|
626,856 | $159,089,784 | 5.13% | |
| MSFT |
Microsoft Corp
Technology
|
320,661 | $118,699,082 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
455,333 | $94,832,203 | 3.06% | |
| AVGO |
Broadcom Inc.
Technology
|
207,929 | $64,356,104 | 2.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
112,373 | $64,291,964 | 2.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,902 | $57,771,379 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
182,397 | $53,653,901 | 1.73% | |
| IAU |
Ishares Gold Trust
|
547,969 | $48,308,947 | 1.56% |
Portfolio Trend
Holdings in FWRD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,489 | 25,523 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $642,750 | 25,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $654,025 | 25,508 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $357,376 | 14,563 | Shares | Sole | 2025-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||