ENVESTNET ASSET MANAGEMENT INC
Top Portfolio Positions
2,498 positions ·
$124,055,126,593 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 | 3.48% | |
| 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 | 1.70% | |
| 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 | 1.35% |
Portfolio Trend
Holdings in WB
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,370 | 15,128 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $163,100 | 15,959 | Shares | Sole | 2026-02-10 | |
| 2024-06-30 | $718,464 | 93,550 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $691,285 | 76,049 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,314,208 | 120,019 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,890,693 | 150,773 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $781,972 | 59,647 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,196,920 | 59,667 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,059,630 | 55,420 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $288,528 | 16,873 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $315,793 | 13,653 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $291,644 | 11,899 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $310,977 | 10,038 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $468,251 | 9,860 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $421,065 | 8,002 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $341,311 | 6,764 | Shares | Sole | 2021-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||