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.
11,675,095 $3,173,991,326 2.85%
AMZN
Amazon Com Inc
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 NFG

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $19,687,474 245,909
2025-09-30 $21,071,629 228,122
2025-06-30 $18,428,236 217,545
2025-03-31 $12,786,096 161,461
2024-12-31 $7,898,169 130,161
2024-09-30 $7,621,465 125,746
2024-06-30 $6,594,597 121,694
2024-03-31 $6,607,989 123,008
2023-12-31 $5,443,796 108,507
2023-09-30 $4,295,552 82,750
2023-06-30 $790,327 15,388
2023-03-31 $818,060 14,168
2022-12-31 $2,942,753 46,489
2022-09-30 $2,711,954 44,061
2022-06-30 $2,901,246 43,925
2022-03-31 $2,659,720 38,715
2021-12-31 $3,630,129 56,774
2021-09-30 $1,708,633 32,533
2021-06-30 $1,779,896 34,065
2021-03-31 $1,459,008 29,186
2020-12-31 $294,202 7,153
2020-09-30 $263,307 6,487
2020-06-30 $317,242 7,566
2020-03-31 $336,840 9,033