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
$993,000 0.0% of portfolio
38,061
Q3 2024 Added 71.04%
$0
$310,000 0.0% of portfolio
2,461
Q3 2024 Reduced 41.6%
$0
$243,000 0.0% of portfolio
2,258
Q3 2024 Reduced 7.5%
$0
$2.11 Million 0.0% of portfolio
45,901
Q3 2024 Reduced 0.09%
$0
$540,000 0.0% of portfolio
3,999
Q3 2024 Added 94.88%
$0
$1.19 Million 0.0% of portfolio
18,929
Q3 2024 Reduced 26.95%
$0
$339,000 0.0% of portfolio
3,071
Q3 2024 New
$0
$652,000 0.0% of portfolio
5,460
Q3 2024 Added 2.84%
$0
$309,000 0.0% of portfolio
1,973
Q3 2024 Reduced 1.15%
$0
$564,000 0.0% of portfolio
9,239
Q3 2024 Reduced 3.87%
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$360,000 0.0% of portfolio
17,329
Q3 2024 Added 4.61%
Ishares Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.99%
$0
$568,000 0.0% of portfolio
5,935
Q3 2024 Added 15.15%
$0
$224,000 0.0% of portfolio
1,479
Q3 2024 New
$0
$285,000 0.0% of portfolio
2,800
Q3 2024 Reduced 7.38%
$0
$205,000 0.0% of portfolio
2,525
Q3 2024 New
$0
$208,000 0.0% of portfolio
638
Q3 2024 New
$0
$2.17 Million 0.0% of portfolio
16,426
Q3 2024 Added 0.48%
$0
$276,000 0.0% of portfolio
1,658
Q3 2024 Reduced 1.31%
$0
$2 Million 0.0% of portfolio
20,933
Q3 2024 Reduced 16.9%
$0
$204,000 0.0% of portfolio
1,548
Q3 2024 New
$0
$2.14 Million 0.0% of portfolio
17,055
Q3 2024 Added 6.55%
$0
$435,000 0.0% of portfolio
10,506
Q3 2024 Added 11.79%
$0
$294,000 0.0% of portfolio
5,597
Q3 2024 New
$0
$202,000 0.0% of portfolio
2,106
Q3 2024 Reduced 13.33%
$0
$1.31 Million 0.0% of portfolio
43,231
Q3 2024 New
$0
$222,000 0.0% of portfolio
3,144
Q3 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2024 Added 62.17%

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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