Financial Engines Advisors L.L.C. Portfolio Holdings

Financial Engines Advisors L.L.C.

  • $48.7 Billion
  • Q3 2024

Financial Engines Advisors L.L.C. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $48.7 Billion distributed in 380 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $4.05B, Spdr Ser Tr Spdr Portfolio Mor with a value of $3.97B, Schwab Strategic Tr Intl Eqty with a value of $3.33B, Vanguard Growth ETF with a value of $3.1B, and Ishares Trust Ishares 5 10 Yea with a value of $2.93B.

Examining the 13F form we can see an increase of $3.87B in the current position value, from $44.9B to 48.7B.

Financial Engines Advisors L.L.C. is based out at Santa Clara, CA

Below you can find more details about Financial Engines Advisors L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $48.7 Billion
ETFs: $48.4 Billion
Technology: $94 Million
Industrials: $43.3 Million
Financial Services: $36.6 Million
Communication Services: $35.8 Million
Consumer Cyclical: $35.8 Million
Healthcare: $28.1 Million
Energy: $10.7 Million
Other: $9.15 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Million 0.0% of portfolio
83,438
Q3 2024 New
$37.6M
$13,000 0.0% of portfolio
19,100
Q2 2024 New
$0
$102,000 0.0% of portfolio
10,024
Q4 2023 New
$0
$467,000 0.0% of portfolio
46,600
Q3 2024 Reduced 13.65%
$0
$99,000 0.0% of portfolio
10,715
Q4 2023 New
$48.2M
$10,000 0.0% of portfolio
20,000
Q3 2024 New
$0
$249,000 0.0% of portfolio
20,850
Q3 2024 New
$0
$149,000 0.0% of portfolio
11,196
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 380
  • Current Value $48.7 Billion
  • Prior Value $44.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 49 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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