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 OKE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $103,403,448 1,143,970
2025-12-31 $61,332,516 834,456
2025-09-30 $71,939,079 985,872
2025-06-30 $67,151,450 822,632
2025-03-31 $94,237,568 949,784
2024-12-31 $88,707,315 883,539
2024-09-30 $82,492,698 905,220
2024-06-30 $66,601,640 816,697
2024-03-31 $49,120,800 612,708
2023-12-31 $47,699,673 679,289
2023-09-30 $56,766,741 894,951
2023-06-30 $46,335,055 750,730
2023-03-31 $45,912,034 722,569
2022-12-31 $48,566,031 739,209
2022-09-30 $37,548,979 732,806
2022-06-30 $40,462,219 729,049
2022-03-31 $57,328,110 811,668
2021-12-31 $55,027,271 936,475
2021-09-30 $48,712,875 840,022
2021-06-30 $46,274,563 831,678
2021-03-31 $43,293,884 854,597
2020-12-31 $38,039,223 991,121
2020-09-30 $20,256,995 779,715
2020-06-30 $24,375,175 733,750
2020-03-31 $15,476,528 709,607