ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,503 positions ·
$124,608,059,289 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 | 3.23% | |
| 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 PHI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,462 | 14,233 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $305,229 | 14,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $252,711 | 13,514 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,307 | 12,652 | Shares | Sole | 2025-08-01 | |
| 2022-12-31 | $227,316 | 9,970 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $564,240 | 22,302 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $979,645 | 32,204 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,001,595 | 28,503 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $804,557 | 22,524 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $328,663 | 10,091 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $283,403 | 10,784 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $267,616 | 10,230 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $491,802 | 17,621 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $406,128 | 15,014 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $584,765 | 23,956 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $492,350 | 23,947 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||