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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91,000 0.0% of portfolio
10,715
Q4 2023 New
$0
$669,000 0.0% of portfolio
63,499
Q1 2025 Added 0.08%
$0
$1.11 Million 0.0% of portfolio
16,703
Q1 2025 Reduced 0.18%
$0
$0 0.0% of portfolio
14,228
Q1 2025 Added 8.55%
$0
$327,000 0.0% of portfolio
2,908
Q1 2025 Added 10.07%
$0
$423,000 0.0% of portfolio
2,443
Q1 2025 Added 13.31%
$0
$203,000 0.0% of portfolio
5,042
Q1 2025 Reduced 20.06%
$0
$1.61 Million 0.0% of portfolio
15,221
Q1 2025 Added 14.84%
$0
$1.23 Million 0.0% of portfolio
39,784
Q1 2025 Reduced 12.55%
$0
$1.43 Million 0.0% of portfolio
27,354
Q1 2025 Reduced 0.55%
$0
$1.97 Million 0.0% of portfolio
90,578
Q1 2025 Added 15.81%
$0
$393,000 0.0% of portfolio
1,481
Q1 2025 Reduced 0.47%
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$241,000 0.0% of portfolio
3,124
Q1 2025 New
$0
$784,000 0.0% of portfolio
5,844
Q1 2025 Added 7.62%
$0
$252,000 0.0% of portfolio
2,787
Q1 2025 Reduced 7.04%
$0
$280,000 0.0% of portfolio
2,205
Q1 2025 Added 29.4%
$0
$1.15 Million 0.0% of portfolio
58,350
Q1 2025 Added 30.91%
$0
$819,000 0.0% of portfolio
40,293
Q1 2025 Added 48.69%
$0
$420,000 0.0% of portfolio
10,602
Q1 2025 Added 0.21%
$0
$1.33 Million 0.0% of portfolio
21,511
Q1 2025 Reduced 2.65%
$0
$833,000 0.0% of portfolio
32,608
Q1 2025 Reduced 26.38%
$0
$598,000 0.0% of portfolio
23,683
Q1 2025 Reduced 35.22%
$0
$1.06 Million 0.0% of portfolio
39,699
Q1 2025 Reduced 6.07%
$0
$386,000 0.0% of portfolio
12,044
Q1 2025 Reduced 4.08%
Ishares Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.04%
$0
$538,000 0.0% of portfolio
23,546
Q1 2025 Added 40.15%
$0
$238,000 0.0% of portfolio
751
Q4 2024 Added 17.71%

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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