Financial Engines Advisors L.L.C. Portfolio Holdings

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 2025

Financial Engines Advisors L.L.C. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $46.5 Billion distributed in 429 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Mor with a value of $4.05B, Spdr Portfolio S&P 500 Value E with a value of $4.02B, Schwab Strategic Tr Intl Eqty with a value of $3.37B, Ishares Trust Ishares 5 10 Yea with a value of $3.02B, and Vanguard Growth ETF with a value of $2.71B.

Examining the 13F form we can see an decrease of $901M in the current position value, from $47.4B to 46.5B.

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 $46.5 Billion
ETFs: $46 Billion
Technology: $124 Million
Financial Services: $56.2 Million
Communication Services: $53 Million
Industrials: $50.2 Million
Consumer Cyclical: $42.6 Million
Healthcare: $33.8 Million
Energy: $12.1 Million
Other: $15.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$802M
$1.55 Million 0.0% of portfolio
149,189
Q1 2025 Reduced 16.1%
$663M
$189,000 0.0% of portfolio
15,055
Q4 2024 New
$616M
$106,000 0.0% of portfolio
12,200
Q1 2025 New
$906M
$212,000 0.0% of portfolio
6,173
Q1 2025 Added 1.78%

Summary

  • Portfolio
  • No. of Stocks 429
  • Current Value $46.5 Billion
  • Prior Value $47.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 262 stocks
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