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 JJSF

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $900,427 11,359
2025-12-31 $982,954 10,877
2025-09-30 $2,464,516 25,648
2025-06-30 $2,784,215 24,550
2025-03-31 $3,505,727 26,615
2024-12-31 $3,751,663 24,184
2024-09-30 $4,217,112 24,501
2024-06-30 $3,955,333 24,360
2024-03-31 $2,965,359 20,513
2023-12-31 $3,734,409 22,343
2023-09-30 $3,440,250 21,022
2023-06-30 $2,854,280 18,024
2023-03-31 $2,488,910 16,792
2022-12-31 $1,757,295 11,738
2022-09-30 $2,320,620 17,924
2022-06-30 $2,466,535 17,661
2022-03-31 $2,819,718 18,180
2021-12-31 $2,967,910 18,789
2021-09-30 $3,062,207 20,038
2021-06-30 $3,404,832 19,522
2021-03-31 $3,125,996 19,907
2020-12-31 $5,906,390 38,015
2020-09-30 $4,831,471 37,054
2020-06-30 $4,271,822 33,602
2020-03-31 $3,519,890 29,090