Financial Engines Advisors L.L.C. Sells in Q1 2025

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.01K
- 0.77%
$21.23 - $23.75 $42.7K - $47.8K
261K $5.62M
IGOV
Ishares 1 3 International Trea

ETFs
-12.9K
- 8.13%
$37.39 - $39.79 $481K - $512K
145K $5.73M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-6.09K
- 13.33%
$51.26 - $52.53 $312K - $320K
39.6K $2.04M
IBMP
Ishares Tr Ibonds December 202

ETFs
-12.9K
- 35.22%
$25.1 - $25.34 $323K - $326K
23.7K $598K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-7.39K
- 5.72%
$49.6 - $50.28 $366K - $371K
122K $6.12M
FUL
Fuller H B CO

Basic Materials
-2.95K
- 25.02%
$52.88 - $64.28 $156K - $190K
8.85K $496K
AMGN
Amgen Inc

Healthcare
-2.13K
- 29.56%
$258.59 - $327.36 $551K - $698K
5.08K $1.58M
VO
Vanguard Mid Cap ETF

ETFs
-564
- 2.08%
$251.87 - $277.95 $142K - $157K
26.6K $6.87M
IBMO
Ishares Tr Ibonds December 202

ETFs
-11.7K
- 26.38%
$25.45 - $25.6 $297K - $299K
32.6K $833K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.02K
- 22.51%
$106.22 - $111.09 $321K - $336K
10.4K $1.16M
AVUS
American Centy ETF Tr Avantis

ETFs
-199
- 0.38%
$90.7 - $101.57 $18K - $20.2K
51.7K $4.78M
MMM
3 M CO

Industrials
-2.49K
- 39.02%
$129.7 - $155.12 $323K - $386K
3.89K $571K
WMT
Walmart Inc.

Consumer Defensive
-2.39K
- 15.68%
$84.5 - $105.05 $202K - $251K
12.9K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
-3.85K
- 19.4%
$91.75 - $115.81 $353K - $446K
16K $1.57M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-11K
- 7.82%
$25.98 - $28.59 $286K - $315K
130K $3.57M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.2K
- 1.58%
$39.96 - $43.3 $407K - $441K
636K $26.2M
DVA
Davita Inc.

Healthcare
-1.85K
- 12.22%
$140.0 - $177.35 $259K - $328K
13.3K $2.03M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.29K
- 9.84%
$156.61 - $168.02 $202K - $217K
11.8K $1.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.13K
- 2.29%
$76.94 - $78.28 $471K - $479K
262K $20.5M
VIG
Vanguard Dividend Appreciation

ETFs
-1.14K
- 5.1%
N/A
21.2K $3.87M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.46K
- 46.5%
$120.24 - $134.3 $176K - $196K
1.68K $204K
BX
Blackstone Inc.

Financial Services
-672
- 21.57%
$136.53 - $186.74 $91.7K - $125K
2.44K $341K
MCD
Mcdonalds Corp

Consumer Cyclical
-760
- 39.11%
$279.74 - $321.29 $213K - $244K
1.18K $369K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-959
- 0.38%
$32.57 - $35.82 $31.2K - $34.4K
249K $8.27M
OVV
Ovintiv Inc.

Energy
-5.49K
- 27.53%
$37.84 - $45.91 $208K - $252K
14.4K $618K
CRS
Carpenter Technology Corp

Industrials
-1.75K
- 14.97%
$172.39 - $212.53 $301K - $371K
9.91K $1.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-395
- 2.02%
$120.29 - $134.6 $47.5K - $53.2K
19.1K $2.34M
FNDX
Schwab Fundamental U S Large C

ETFs
-7.31K
- 36.7%
$23.03 - $25.01 $168K - $183K
12.6K $297K
KO
Coca Cola CO

Consumer Defensive
-3.78K
- 36.66%
$60.81 - $72.32 $230K - $274K
6.54K $468K
ADBE
Adobe Inc.

Technology
-41
- 1.6%
$377.84 - $464.11 $15.5K - $19K
2.52K $965K
XLF
Financial Sector Spdr

ETFs
-3.7K
- 34.68%
$47.32 - $52.19 $175K - $193K
6.96K $346K
NKE
Nike, Inc.

Consumer Cyclical
-940
- 10.68%
$63.29 - $81.72 $59.5K - $76.8K
7.86K $499K
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 29.03%
$142.64 - $156.42 $150K - $165K
2.58K $386K
ACN
Accenture PLC

Technology
-183
- 7.38%
$300.91 - $398.25 $55.1K - $72.9K
2.3K $716K
VHT
Vanguard Health Care ETF

ETFs
-666
- 20.79%
$254.06 - $273.83 $169K - $182K
2.54K $671K
TRN
Trinity Industries Inc

Industrials
-424
- 2.33%
$28.06 - $39.45 $11.9K - $16.7K
17.8K $498K
HON
Honeywell International Inc

Industrials
-423
- 12.3%
$202.75 - $226.52 $85.8K - $95.8K
3.02K $638K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.17K
- 8.55%
$126.11 - $135.06 $147K - $157K
12.5K $1.61M
LMT
Lockheed Martin Corp

Industrials
-72
- 2.92%
$423.19 - $506.29 $30.5K - $36.5K
2.39K $1.07M
C
Citigroup Inc

Financial Services
-1.5K
- 26.7%
$67.23 - $84.63 $101K - $127K
4.13K $292K
GRFS
Grifols Sa

Healthcare
-12.1K
- 25.05%
$6.62 - $8.71 $79.8K - $105K
36.1K $256K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.63K
- 12.73%
$78.97 - $85.82 $128K - $139K
11.1K $923K
IWS
Ishares Russell Midcap Value E

ETFs
-313
- 1.88%
$122.59 - $135.24 $38.4K - $42.3K
16.3K $2.06M
DELL
Dell Technologies Inc.

Technology
-2
- 0.05%
$90.34 - $124.66 $181 - $249
3.89K $354K
MRK
Merck & Co., Inc.

Healthcare
-226
- 2.99%
$83.01 - $101.02 $18.8K - $22.8K
7.33K $658K
LOW
Lowes Companies Inc

Consumer Cyclical
-145
- 3.5%
$222.66 - $268.42 $32.3K - $38.9K
4K $933K
AVDE
American Centy ETF Tr Avantis

ETFs
-4.03K
- 10.91%
$60.63 - $68.55 $244K - $276K
32.9K $2.18M
PFE
Pfizer Inc

Healthcare
-2.68K
- 18.5%
$25.01 - $27.13 $67K - $72.7K
11.8K $299K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-374
- 5.3%
$108.02 - $120.45 $40.4K - $45K
6.69K $736K
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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