ENVESTNET ASSET MANAGEMENT INC

CIK
0001407543
City
CHICAGO
State / Country
IL

Top Portfolio Positions

2,080 positions · $111,259,745,178 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
10,429,019 $5,043,682,168 4.53%
NVDA
Nvidia Corp
Technology
20,740,532 $3,868,109,218 3.48%
AAPL
Apple Inc.
Technology
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
Consumer Cyclical
12,098,043 $2,792,470,285 2.51%
AVGO
Broadcom Inc.
Technology
6,430,562 $2,225,617,508 2.00%
JPM
Jpmorgan Chase & Co
Financial Services
6,778,558 $2,184,186,958 1.96%
GOOGL
Alphabet Inc.
Communication Services
6,693,651 $2,095,112,763 1.88%
META
Meta Platforms, Inc.
Communication Services
2,832,482 $1,869,693,043 1.68%
QQQ
Invesco Qqq Trust, Series 1
2,945,721 $1,809,585,867 1.63%
SPY
Spdr S&P 500 Etf Trust
2,472,999 $1,686,387,478 1.52%

Portfolio Trend

51 quarters · across all stocks

Holdings in JRS

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2025-12-31 $344,424 44,964
2025-09-30 $537,532 65,713
2025-06-30 $367,721 47,265
2025-03-31 $373,642 45,345
2024-12-31 $348,211 40,349
2024-09-30 $326,411 35,098
2024-06-30 $230,643 30,189
2024-03-31 $270,480 34,238
2023-12-31 $263,283 33,668
2023-09-30 $255,015 38,062
2023-06-30 $294,592 39,649
2023-03-31 $329,307 44,084
2022-12-31 $289,132 38,245
2022-09-30 $268,192 34,695
2022-06-30 $272,346 28,973
2022-03-31 $359,212 30,416
2020-06-30 $632,499 84,672
2020-03-31 $393,358 57,932