ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,498 positions ·
$124,055,126,593 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 1.70% | |
| 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 | 1.35% |
Portfolio Trend
Holdings in HLMN
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,962,112 | 1,077,177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,062,139 | 930,963 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,701,920 | 1,274,719 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,632,131 | 1,349,038 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,705,391 | 1,445,437 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,494,756 | 1,488,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,301,714 | 1,543,723 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,712,741 | 1,436,468 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,276,017 | 1,247,746 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,063,902 | 1,309,870 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,169,956 | 1,232,722 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,254,329 | 805,142 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,695,600 | 795,202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,414,569 | 473,588 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,939,182 | 389,812 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,487,803 | 403,681 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $468,547 | 39,440 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $227,717 | 21,183 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $263,462 | 22,084 | Shares | Sole | 2021-10-07 | |
| No 13F history on record for this holder in this stock. | ||||||