Envestnet Portfolio Solutions, Inc.
Top Portfolio Positions
787 positions ·
$3,115,936,745 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 | 7.72% | |
| NVDA |
Nvidia Corp
Technology
|
934,480 | $162,973,312 | 5.23% | |
| AAPL |
Apple Inc.
Technology
|
626,856 | $159,089,784 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
320,661 | $118,699,082 | 3.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
455,333 | $94,832,203 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
207,929 | $64,356,104 | 2.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
112,373 | $64,291,964 | 2.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
200,902 | $57,771,379 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
182,397 | $53,653,901 | 1.72% | |
| IAU |
Ishares Gold Trust
|
547,969 | $48,308,947 | 1.55% |
Portfolio Trend
11 quarters · across all stocks
Holdings in IHG
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,137,613 | 8,524 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,455,900 | 10,338 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,362,356 | 11,235 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,390,077 | 12,052 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,368,888 | 12,491 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,693,040 | 13,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,315,051 | 11,902 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,213,657 | 11,455 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,162,471 | 11,002 | Shares | Sole | 2024-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||