Financial Engines Advisors L.L.C. Purchases in Q4 2024

Financial Engines Advisors L.L.C.

  • $47.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
2.4K
New
$83.95 - $97.9 $202K - $235K
2.4K $221K
MSTR
Microstrategy Inc

Technology
765
New
$162.69 - $473.83 $124K - $362K
765 $221K
SLB
Schlumberger Limited

Energy
5.7K
New
$36.83 - $45.59 $210K - $260K
5.7K $218K
AXP
American Express CO

Financial Services
737
New
$267.35 - $305.57 $197K - $225K
737 $218K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
New
$172.07 - $207.36 $190K - $229K
1.1K $218K
MET
Metlife Inc

Financial Services
2.64K
New
$78.15 - $88.25 $206K - $233K
2.64K $216K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.82K
New
$75.95 - $88.05 $214K - $248K
2.82K $214K
COIN
Coinbase Global, Inc.

Technology
856
New
$163.17 - $343.62 $140K - $294K
856 $212K
KMB
Kimberly Clark Corp

Consumer Defensive
1.61K
New
$130.37 - $146.09 $210K - $235K
1.61K $211K
APH
Amphenol Corp

Technology
2.94K
New
$62.07 - $75.35 $182K - $221K
2.94K $204K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.36K
New
N/A
2.36K $202K
SHEN
Shenandoah Telecommunications CO

Communication Services
15.1K
New
$12.42 - $15.58 $187K - $235K
15.1K $189K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
9.77K
+ 56.37%
$19.7 - $20.82 $192K - $203K
27.1K $536K
DVY
Ishares Tr

ETFs
1.43K
+ 35.78%
$129.55 - $143.41 $185K - $205K
5.43K $712K
IWN
Ishares Russell2000 Val ETF

ETFs
1.07K
+ 64.35%
$162.69 - $181.35 $174K - $194K
2.73K $447K
DGRO
Ishares Core Dividend Growth E

ETFs
3.17K
+ 16.74%
$60.73 - $64.94 $192K - $206K
22.1K $1.36M
FNDX
Schwab Fundamental U S Large C

ETFs
15.5K
+ 352.48%
$23.49 - $71.77 $364K - $1.11M
19.9K $471K
XLF
Financial Sector Spdr

ETFs
2.66K
+ 33.24%
$44.89 - $51.34 $119K - $136K
10.7K $514K
GLD
Spdr Gold Trust

ETFs
604
+ 34.4%
$236.59 - $257.5 $143K - $156K
2.36K $571K
ECL
Ecolab Inc.

Basic Materials
689
+ 87.88%
$234.32 - $261.43 $161K - $180K
1.47K $345K
JWN
Nordstrom Inc

Consumer Cyclical
3.7K
+ 11.08%
$21.42 - $24.9 $79.3K - $92.1K
37.1K $895K
EEM
Ishares Msci Emerging Markets

ETFs
7.88K
+ 17.17%
$41.82 - $47.36 $330K - $373K
53.8K $2.25M
MA
Mastercard Inc

Financial Services
144
+ 8.07%
$491.3 - $536.15 $70.7K - $77.2K
1.93K $1.02M
ERIC
Ericsson Lm Telephone CO

Technology
16.3K
New
$7.36 - $8.59 $120K - $140K
16.3K $131K
PARA
Paramount Global

Communication Services
12.2K
New
$10.27 - $11.57 $125K - $141K
12.2K $126K
OVV
Ovintiv Inc.

Energy
1.95K
+ 10.81%
$37.74 - $46.71 $73.4K - $90.9K
19.9K $807K
VIG
Vanguard Dividend Appreciation

ETFs
580
+ 2.66%
N/A
22.4K $4.07M
IGM
Ishares Expanded Tech Sector E

ETFs
892
+ 42.36%
$94.19 - $106.95 $84K - $95.4K
3K $306K
VLY
Valley National Bancorp

Financial Services
11.5K
New
$8.7 - $10.78 $99.9K - $124K
11.5K $104K
XLV
Select Sector Spdr Fund Health

ETFs
922
+ 51.71%
$136.28 - $154.74 $126K - $143K
2.71K $372K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
681
+ 27.67%
$124.61 - $133.96 $84.9K - $91.2K
3.14K $404K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
366
+ 44.8%
$238.25 - $261.28 $87.2K - $95.6K
1.18K $286K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.76K
+ 53.31%
$56.61 - $61.63 $99.8K - $109K
5.07K $287K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 7.93%
$65.67 - $69.79 $80.8K - $85.8K
16.7K $1.12M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.98K
+ 38.29%
$11.1 - $12.03 $88.6K - $96K
28.8K $325K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
505
+ 7.7%
$111.85 - $120.71 $56.5K - $61K
7.06K $813K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.19K
+ 23.65%
$55.45 - $61.08 $121K - $133K
11.4K $633K
SPMD
Spdr Portfolio

ETFs
1.24K
+ 5.82%
$54.13 - $59.56 $67.2K - $73.9K
22.6K $1.23M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
781
+ 23.09%
$88.59 - $94.57 $69.2K - $73.9K
4.16K $369K
MPC
Marathon Petroleum Corp

Energy
676
+ 45.86%
$131.65 - $174.84 $89K - $118K
2.15K $299K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.68K
+ 27.95%
$24.94 - $26.14 $66.9K - $70.2K
12.3K $307K
TIP
Ishares Tr Tips Bd ETF

ETFs
995
+ 8.0%
$106.33 - $110.69 $106K - $110K
13.4K $1.43M
EFG
Msci Eafe Growth ETF

ETFs
783
+ 34.68%
$96.83 - $106.88 $75.8K - $83.7K
3.04K $294K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 25.09%
$40.15 - $42.9 $50.8K - $54.3K
6.31K $254K
XLI
Industrial Sector Spdr

ETFs
526
+ 9.78%
$131.76 - $143.99 $69.3K - $75.7K
5.9K $777K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.08K
+ 4.57%
$134.53 - $150.65 $146K - $163K
24.8K $3.36M
IWY
Ishares Tr Russell 200 Growth

ETFs
29
+ 1.09%
$216.72 - $244.71 $6.28K - $7.1K
2.7K $634K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.82K
+ 4.49%
$26.55 - $26.67 $48.2K - $48.5K
42.3K $1.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
251
+ 14.87%
$176.42 - $186.91 $44.3K - $46.9K
1.94K $345K
Activity Summary
Buys All Purchases 338 New Holdings 81 Increased Positions 257 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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