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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.14 Million 0.0% of portfolio
35,910
Q3 2024 Added 9.93%
$0
$939,000 0.0% of portfolio
34,284
Q3 2024 Reduced 9.92%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 89.63%
$43.7B
$590,000 0.0% of portfolio
55,945
Q3 2024 Added 10.14%
$8.31B
$290,000 0.0% of portfolio
4,481
Q3 2024 Added 8.5%
$0
$1.04 Million 0.0% of portfolio
15,503
Q2 2024 Added 2.35%
$0
$0 0.0% of portfolio
13,299
Q3 2024 Reduced 2.46%
$0
$204,000 0.0% of portfolio
5,042
Q3 2024 Reduced 18.57%
$0
$781,000 0.0% of portfolio
55,770
Q3 2024 Added 5.88%
$0
$99,000 0.0% of portfolio
10,715
Q4 2023 New
$0
$451,000 0.0% of portfolio
9,343
Q3 2024 Added 36.79%
$187B
$1.65 Million 0.0% of portfolio
7,473
Q3 2024 Added 32.45%
$2.89B
$452,000 0.0% of portfolio
3,360
Q3 2024 New
$8.88B
$1.22 Million 0.0% of portfolio
27,443
Q3 2024 Added 53.82%
$37B
$363,000 0.0% of portfolio
3,088
Q3 2024 Added 0.78%
$15B
$947,000 0.0% of portfolio
10,822
Q3 2024 Added 4.69%
$0
$286,000 0.0% of portfolio
4,127
Q3 2024 Reduced 5.86%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 42.24%
$195B
$448,000 0.0% of portfolio
2,380
Q3 2024 Reduced 1.41%
$4.03B
$569,000 0.0% of portfolio
7,177
Q3 2024 Reduced 1.12%
$119B
$1.43 Million 0.0% of portfolio
3,419
Q3 2024 Added 254.3%
$14.1B
$2.41 Million 0.0% of portfolio
14,709
Q3 2024 Reduced 4.86%
$4.01B
$420,000 0.0% of portfolio
19,538
Q3 2021 New
$119B
$256,000 0.0% of portfolio
669
Q3 2024 Reduced 4.84%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.63%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.22%
$0
$2.21 Million 0.0% of portfolio
58,919
Q3 2024 Reduced 10.13%
$158B
$1.15 Million 0.0% of portfolio
3,568
Q3 2024 Added 37.92%
$0
$595,000 0.0% of portfolio
12,628
Q3 2024 Reduced 8.33%
$0
$1.31 Million 0.0% of portfolio
18,589
Q3 2024 Reduced 7.41%
$0
$1.52 Million 0.0% of portfolio
22,729
Q3 2024 Reduced 3.51%
$15.2B
$1.19 Million 0.0% of portfolio
105,006
Q3 2024 Added 1.25%
$99.3B
$200,000 0.0% of portfolio
3,919
Q3 2024 New
$52.9B
$1.1 Million 0.0% of portfolio
5,796
Q3 2024 Reduced 0.03%
$224B
$384,000 0.0% of portfolio
2,343
Q3 2024 New
$617M
$71,000 0.0% of portfolio
12,097
Q3 2024 New
$246B
$275,000 0.0% of portfolio
532
Q3 2024 New
$228B
$863,000 0.0% of portfolio
2,444
Q3 2024 Added 12.37%
$159B
$354,000 0.0% of portfolio
16,128
Q3 2024 Reduced 37.6%
$368B
$207,000 0.0% of portfolio
5,224
Q3 2024 New
$20.6B
$1.54 Million 0.0% of portfolio
9,359
Q3 2024 Added 1.92%
$174B
$263,000 0.0% of portfolio
949
Q3 2024 New
$74B
$420,000 0.0% of portfolio
1,619
Q3 2024 Added 11.35%
$191B
$413,000 0.0% of portfolio
9,903
Q3 2024 Added 21.87%
$270B
$393,000 0.0% of portfolio
5,473
Q3 2024 Added 15.32%
$48.2M
$10,000 0.0% of portfolio
20,000
Q3 2024 New
$238B
$224,000 0.0% of portfolio
4,221
Q3 2024 Reduced 23.13%
$22B
$758,000 0.0% of portfolio
3,687
Q3 2024 Added 302.51%
$317B
$988,000 0.0% of portfolio
6,716
Q3 2024 Reduced 43.08%

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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