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 RTX

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $652,311,797 3,381,606
2025-12-31 $510,577,347 2,783,955
2025-09-30 $520,595,757 3,111,192
2025-06-30 $473,210,080 3,240,721
2025-03-31 $433,354,678 3,271,589
2024-12-31 $394,057,150 3,405,264
2024-09-30 $414,090,591 3,417,717
2024-06-30 $347,457,720 3,461,079
2024-03-31 $336,779,867 3,453,090
2023-12-31 $275,930,651 3,279,423
2023-09-30 $263,790,201 3,665,280
2023-06-30 $346,502,054 3,537,179
2023-03-31 $326,836,380 3,337,449
2022-12-31 $353,696,746 3,504,724
2022-09-30 $276,693,430 3,380,081
2022-06-30 $266,627,208 2,774,188
2022-03-31 $221,040,823 2,231,158
2021-12-31 $176,003,371 2,045,124
2021-09-30 $175,427,941 2,040,809
2021-06-30 $169,440,589 1,986,175
2021-03-31 $141,360,287 1,829,433
2020-12-31 $120,872,709 1,690,291
2020-09-30 $100,031,506 1,738,469
2020-06-30 $100,840,267 1,636,486