ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 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 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.23% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.84% | |
| 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 | 1.69% | |
| 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 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,584,704 | $1,680,936,399 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HSBC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,697,956 | 469,123 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,455,200 | 348,992 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,822,577 | 222,916 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,621,616 | 92,476 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,813,495 | 83,815 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,551,616 | 193,118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,493,010 | 298,584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,767,074 | 431,427 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,882,192 | 505,137 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,237,082 | 647,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,290,865 | 615,582 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,540,966 | 568,929 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,028,060 | 352,419 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,486,203 | 432,805 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,238,144 | 469,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,010,753 | 214,593 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,253,157 | 182,734 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,284,013 | 75,755 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,603,805 | 61,331 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,367,951 | 47,416 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $998,860 | 34,278 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $717,836 | 27,705 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,840,892 | 94,019 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $514,076 | 22,035 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $13,189,880 | 470,899 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||