Financial Engines Advisors L.L.C. Purchases in Q2 2025

Financial Engines Advisors L.L.C.

  • $49.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.15K
+ 6.79%
$21.57 - $21.99 $133K - $135K
96.7K $2.12M
AVRE
American Centy ETF Tr Avantis
2.99K
+ 22.77%
$38.75 - $44.92 $116K - $134K
16.1K $711K
FNDX
Schwab Fundamental U S Large C

ETFs
5.13K
+ 40.7%
$20.84 - $24.54 $107K - $126K
17.7K $435K
XLB
Select Sector Spdr Fd Material

ETFs
1.38K
+ 15.68%
$74.27 - $88.92 $103K - $123K
10.2K $895K
CRM
Salesforce, Inc.

Technology
419
+ 8.64%
$236.26 - $291.15 $99K - $122K
5.27K $1.44M
SUB
Ishares Short Term National Mu

ETFs
1.12K
+ 7.33%
$104.77 - $106.34 $117K - $119K
16.3K $1.74M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
11.4K
New
$10.78 - $11.57 $123K - $132K
11.4K $129K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.07K
+ 19.48%
$35.9 - $43.76 $74.1K - $90.4K
12.7K $547K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
135
+ 0.97%
$50.08 - $63.14 $6.76K - $8.52K
14.1K $890K
INTC
Intel Corp

Technology
5.41K
+ 21.33%
$18.13 - $22.69 $98K - $123K
30.8K $688K
MRK
Merck & Co., Inc.

Healthcare
2.33K
+ 31.72%
$73.47 - $87.12 $171K - $203K
9.66K $764K
SHV
Ishares Tr

ETFs
1.01K
+ 0.69%
$110.06 - $110.46 $111K - $111K
148K $16.3M
NEE
Nextera Energy Inc

Utilities
1.77K
+ 13.03%
$64.11 - $75.0 $113K - $132K
15.3K $1.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.11%
$187.5 - $246.51 $563 - $740
2.7K $665K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.12K
+ 2.75%
$97.29 - $105.63 $401K - $435K
154K $15.7M
SJT
San Juan Basin Royalty Trust

Energy
15.5K
New
$4.81 - $6.85 $74.7K - $106K
15.5K $92K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.8K
+ 21.69%
$53.66 - $58.71 $96.7K - $106K
10.1K $567K
GILD
Gilead Sciences, Inc.

Healthcare
806
+ 40.65%
$96.91 - $113.0 $78.1K - $91.1K
2.79K $309K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
90
+ 1.35%
$97.68 - $121.38 $8.79K - $10.9K
6.78K $822K
RSP
Invesco S&P 500 Equal Weight E

ETFs
356
+ 14.57%
$152.93 - $181.74 $54.4K - $64.7K
2.8K $508K
PFE
Pfizer Inc

Healthcare
3.77K
+ 31.9%
$21.59 - $24.84 $81.3K - $93.5K
15.6K $377K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.37K
+ 9.17%
$16.69 - $23.43 $22.9K - $32.2K
16.4K $351K
C
Citigroup Inc

Financial Services
188
+ 4.56%
$58.13 - $85.12 $10.9K - $16K
4.31K $367K
CTAS
Cintas Corp

Industrials
48
+ 1.33%
$190.11 - $227.66 $9.13K - $10.9K
3.67K $817K
NKE
Nike, Inc.

Consumer Cyclical
201
+ 2.56%
$53.27 - $72.04 $10.7K - $14.5K
8.06K $572K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
829
+ 35.19%
N/A
3.19K $273K
UPS
United Parcel Service Inc

Industrials
907
+ 37.68%
$91.92 - $110.2 $83.4K - $100K
3.31K $334K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.02%
$103.59 - $128.6 $104 - $129
5.44K $699K
PG
Procter & Gamble CO

Consumer Defensive
1.18K
+ 10.35%
$157.66 - $172.39 $186K - $204K
12.6K $2.01M
ADBE
Adobe Inc.

Technology
139
+ 5.52%
$340.0 - $420.68 $47.3K - $58.5K
2.66K $1.03M
CARR
Carrier Global Corp

Industrials
161
+ 3.54%
$55.55 - $75.83 $8.94K - $12.2K
4.7K $344K
XITK
Spdr Ser Tr Factset Innovative

ETFs
3
+ 0.15%
$140.43 - $189.36 $421 - $568
1.96K $370K
AEP
American Electric Power CO Inc

Utilities
635
+ 33.81%
$98.59 - $109.11 $62.6K - $69.3K
2.51K $260K
IEMG
Ishares Inc

ETFs
906
+ 0.4%
N/A
228K $12.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.05%
$141.87 - $164.49 $851 - $987
11.8K $1.94M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.73K
+ 5.96%
$38.81 - $44.28 $145K - $165K
66.2K $2.81M
FUL
Fuller H B CO

Basic Materials
118
+ 1.33%
$48.43 - $61.99 $5.71K - $7.31K
8.97K $539K
GD
General Dynamics Corp

Industrials
42
+ 2.67%
$247.68 - $291.66 $10.4K - $12.2K
1.61K $470K
CATH
Global X Fds Global X S&P 500

ETFs
27
+ 0.66%
$59.85 - $75.45 $1.62K - $2.04K
4.14K $312K
VZ
Verizon Communications Inc

Communication Services
2.7K
+ 6.83%
$41.67 - $45.62 $112K - $123K
42.2K $1.83M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
165
+ 1.62%
$21.13 - $26.64 $3.49K - $4.4K
10.4K $276K
KR
Kroger CO

Consumer Defensive
289
+ 9.79%
$64.62 - $74.0 $18.7K - $21.4K
3.24K $232K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.45K
+ 11.95%
$10.29 - $11.24 $35.4K - $38.7K
32.3K $352K
XLU
Utilities Sector Spdr

ETFs
252
+ 7.47%
$73.09 - $82.77 $18.4K - $20.9K
3.62K $295K
DDM
Proshares Ultra Dow30

ETFs
12
+ 0.28%
$73.05 - $98.03 $877 - $1.18K
4.27K $418K
MUB
Ishares National Muni Bond ETF

ETFs
5.56K
+ 0.97%
$102.31 - $105.8 $569K - $588K
580K $60.6M
GGG
Graco Inc

Industrials
33
+ 0.4%
$74.02 - $87.26 $2.44K - $2.88K
8.35K $717K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
355
+ 7.41%
N/A
5.14K $333K
DHR
Danaher Corp

Healthcare
139
+ 12.56%
$174.64 - $205.16 $24.3K - $28.5K
1.25K $246K
Activity Summary
Buys All Purchases 345 New Holdings 104 Increased Positions 241 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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