ENVESTNET ASSET MANAGEMENT INC

CIK
1407543
City
Berwyn
State / Country
PA

Top Portfolio Positions

2,492 positions · $124,037,348,063 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 1.71%
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 1.36%

Portfolio Trend

52 quarters · across all stocks

Holdings in INDB

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $2,847,826 37,865
2025-12-31 $2,724,495 37,281
2025-09-30 $2,832,511 40,950
2025-06-30 $1,948,583 30,984
2025-03-31 $1,397,282 22,303
2024-12-31 $1,371,226 21,362
2024-09-30 $1,110,697 18,784
2024-06-30 $792,601 15,627
2024-03-31 $777,230 14,941
2023-12-31 $781,230 11,871
2023-09-30 $767,816 15,641
2023-06-30 $413,453 9,289
2023-03-31 $576,143 8,780
2022-12-31 $796,174 9,430
2022-09-30 $790,465 10,606
2022-06-30 $1,021,628 12,862
2022-03-31 $927,344 11,352
2021-12-31 $842,612 10,335
2021-09-30 $651,158 8,551
2021-06-30 $608,983 8,066
2021-03-31 $580,153 6,891
2020-06-30 $515,117 7,678
2020-03-31 $603,533 9,376