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 HWC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,581,357 | 87,771 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,338,072 | 68,123 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,885,952 | 62,066 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,572,518 | 62,239 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,225,727 | 61,501 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,290,915 | 60,141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,594,846 | 70,253 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,884,866 | 60,315 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,997,111 | 65,098 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,737,949 | 56,348 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,391,785 | 37,626 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,096,593 | 28,572 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,015,887 | 27,909 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,885,592 | 59,632 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,047,615 | 44,698 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,577,438 | 35,584 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,716,673 | 32,918 | Shares | Sole | 2022-05-04 | |
| 2020-06-30 | $288,892 | 13,627 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $275,973 | 14,138 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||