Financial Engines Advisors L.L.C. Reduced Holdings in Q1 2025

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
-418
- 17.41%
$89.14 - $117.41 $37.3K - $49.1K
1.98K $222K
GD
General Dynamics Corp

Industrials
-46
- 2.84%
$241.94 - $272.58 $11.1K - $12.5K
1.57K $428K
PM
Philip Morris International Inc.

Consumer Defensive
-552
- 22.8%
$117.15 - $158.79 $64.7K - $87.7K
1.87K $296K
XLB
Select Sector Spdr Fd Material

ETFs
-135
- 1.51%
$83.19 - $90.99 $11.2K - $12.3K
8.81K $757K
CL
Colgate Palmolive CO

Consumer Defensive
-54
- 1.23%
$85.68 - $97.5 $4.63K - $5.27K
4.34K $406K
XLU
Utilities Sector Spdr

ETFs
-29
- 0.85%
$74.7 - $80.27 $2.17K - $2.33K
3.37K $265K
DNP
Dnp Select Income Fund Inc

Financial Services
-4.21K
- 9.04%
$8.93 - $9.92 $37.6K - $41.8K
42.4K $419K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-547
- 2.27%
$66.9 - $71.57 $36.6K - $39.1K
23.5K $1.66M
KMB
Kimberly Clark Corp

Consumer Defensive
-54
- 3.35%
$124.46 - $147.4 $6.72K - $7.96K
1.56K $221K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-375
- 2.28%
$39.65 - $43.35 $14.9K - $16.3K
16.1K $676K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-49
- 1.18%
$87.68 - $94.52 $4.3K - $4.63K
4.12K $385K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20
- 0.37%
$128.74 - $138.67 $2.57K - $2.77K
5.39K $731K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.76K
- 6.15%
$32.9 - $37.45 $57.8K - $65.8K
26.8K $968K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-141
- 15.53%
$1187.71 - $1432.58 $167K - $202K
767 $1.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.79K
- 0.83%
$25.35 - $27.46 $96.1K - $104K
452K $11.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-175
- 4.75%
$106.31 - $123.73 $18.6K - $21.7K
3.51K $434K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-82
- 1.61%
$56.12 - $68.15 $4.6K - $5.59K
5.03K $341K
IDEV
Ishares Core Msci Intl Develop

ETFs
-81
- 0.83%
$63.77 - $71.36 $5.17K - $5.78K
9.66K $665K
YUM
Yum Brands Inc

Consumer Cyclical
-299
- 8.15%
$123.25 - $162.53 $36.9K - $48.6K
3.37K $529K
VSAT
Viasat Inc

Technology
-28.6K
- 16.1%
$7.51 - $11.81 $215K - $338K
149K $1.55M
IAU
Ishares Gold Trust

ETFs
-1.12K
- 9.24%
$49.74 - $58.96 $55.6K - $65.9K
11K $647K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.71K
- 2.75%
$27.47 - $30.62 $47K - $52.4K
60.5K $1.79M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-18.9K
- 2.02%
$71.17 - $73.66 $1.35M - $1.39M
917K $67.3M
INTC
Intel Corp

Technology
-680
- 2.61%
$19.1 - $27.39 $13K - $18.6K
25.3K $575K
PLTR
Palantir Technologies Inc.

Technology
-8.25K
- 9.42%
$64.98 - $124.62 $536K - $1.03M
79.4K $6.7M
DFAI
Dimensional ETF Tr

ETFs
-1.2K
- 2.21%
$28.88 - $32.4 $34.7K - $39K
53.2K $1.66M
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.3%
$225.19 - $279.95 $11K - $13.7K
16.5K $4.05M
VZ
Verizon Communications Inc

Communication Services
-3.12K
- 7.33%
$37.81 - $46.49 $118K - $145K
39.5K $1.79M
AWK
American Water Works Company, Inc.

Utilities
-74
- 1.74%
$121.01 - $149.31 $8.95K - $11K
4.17K $615K
EEM
Ishares Msci Emerging Markets

ETFs
-314
- 0.58%
$40.81 - $45.34 $12.8K - $14.2K
53.5K $2.34M
CVS
Cvs Health Corp

Healthcare
-1.33K
- 16.3%
$44.22 - $68.64 $58.9K - $91.4K
6.83K $462K
GE
General Electric CO

Industrials
-572
- 8.84%
$168.59 - $212.13 $96.4K - $121K
5.9K $1.18M
IBM
International Business Machines Corp

Technology
-689
- 6.62%
$217.4 - $264.74 $150K - $182K
9.71K $2.41M
FNF
Fidelity National Financial, Inc.

Financial Services
-28
- 0.17%
$54.25 - $65.27 $1.52K - $1.83K
16.1K $1.05M
ALL
Allstate Corp

Financial Services
-8
- 0.08%
$180.99 - $210.18 $1.45K - $1.68K
10.6K $2.19M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.75K
- 11.1%
$208.48 - $244.03 $782K - $916K
30K $7.33M
V
Visa Inc.

Financial Services
-130
- 2.18%
$306.92 - $362.71 $39.9K - $47.2K
5.83K $2.04M
AMT
American Tower Corp

Real Estate
-61
- 1.05%
$173.46 - $217.6 $10.6K - $13.3K
5.76K $1.25M
DISV
Dimensional ETF Tr Dimensional

ETFs
-11.6K
- 5.59%
$26.09 - $30.21 $302K - $350K
196K $5.7M
WTW
Willis Towers Watson PLC

Financial Services
-629
- 4.01%
$306.61 - $340.78 $193K - $214K
15.1K $5.09M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-15.4K
- 2.65%
$25.69 - $26.89 $394K - $413K
564K $15.2M
CVX
Chevron Corp

Energy
-45
- 0.48%
$146.71 - $167.97 $6.6K - $7.56K
9.4K $1.57M
VTV
Vanguard Value ETF

ETFs
-2.32K
- 1.24%
$167.73 - $179.21 $389K - $416K
185K $32M
EFV
Msci Eafe Value ETF

ETFs
-1.63K
- 2.61%
$51.88 - $60.73 $84.8K - $99.2K
60.9K $3.59M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.08K
- 0.54%
$25.1 - $27.85 $27.2K - $30.2K
198K $5.34M
SPOT
Spotify Technology S.A.

Communication Services
-267
- 3.38%
$457.79 - $648.32 $122K - $173K
7.63K $4.19M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.57K
- 0.95%
$75.32 - $84.77 $118K - $133K
163K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-582
- 4.11%
$442.66 - $534.52 $258K - $311K
13.6K $7.24M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-14.7K
- 1.47%
$47.08 - $50.67 $690K - $743K
981K $49.3M
Activity Summary
Buys All Purchases 146 New Holdings 22 Increased Positions 124 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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