ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,730,908,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
11,645,986 | $4,310,994,637 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
23,044,839 | $4,019,019,921 | 3.22% | |
| AAPL |
Apple Inc.
Technology
|
13,323,726 | $3,381,428,421 | 2.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,100,276 | $2,728,394,482 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
7,398,279 | $2,289,841,333 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,190,378 | $2,115,121,592 | 1.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,317,233 | $2,104,143,521 | 1.69% | |
| 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 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,584,704 | $1,680,936,399 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,661 | 32,673 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $115,742 | 13,878 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $358,848 | 39,872 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $177,365 | 24,330 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $178,774 | 24,257 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $381,948 | 41,743 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $507,828 | 50,280 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $313,685 | 43,267 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $348,048 | 49,509 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $256,436 | 36,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $302,052 | 53,746 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $163,742 | 22,523 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $162,461 | 22,255 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $523,634 | 57,103 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $864,399 | 81,856 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,054,310 | 80,359 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,409,835 | 81,872 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,377,415 | 74,941 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,250,184 | 71,726 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,269,498 | 68,733 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,198,443 | 68,995 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $957,131 | 58,973 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $965,899 | 71,179 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,102,771 | 66,392 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,243,458 | 70,411 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||