Personal Capital Advisors Corp Portfolio Holdings

Personal Capital Advisors Corp

  • $20.6 Billion
  • Q4 2022

Personal Capital Advisors Corp has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $20.6 Billion distributed in 489 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $2.3B, Ishares Russell 2000 ETF with a value of $1.16B, Vanguard Bd Index Fd Inc Short with a value of $990M, Vanguard Ftse Emerging Mkts Et with a value of $989M, and Vanguard Specialized Funds Van with a value of $717M.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $18.5B to 20.6B.

Below you can find more details about Personal Capital Advisors Corp portfolio as well as his latest detailed transactions.

Portfolio value $20.6 Billion
ETFs: $12.9 Billion
Consumer Defensive: $930 Million
Utilities: $881 Million
Technology: $872 Million
Financial Services: $801 Million
Healthcare: $788 Million
Industrials: $787 Million
Basic Materials: $786 Million
Other: $1.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$89.5 Million 0.43% of portfolio
195,968
Q4 2022 Added 2.69%
$28.5B
$89.6 Million 0.43% of portfolio
882,255
Q4 2022 Added 1.86%
$84.2B
$87.6 Million 0.43% of portfolio
397,825
Q4 2022 Added 1.86%
$98.4B
$85.5 Million 0.41% of portfolio
491,548
Q4 2022 Added 2.37%
$39B
$84.2 Million 0.41% of portfolio
2,068,317
Q4 2022 Added 2.37%
$77.1B
$84.1 Million 0.41% of portfolio
1,392,170
Q4 2022 Added 2.51%
$95.4B
$82.6 Million 0.4% of portfolio
1,156,505
Q4 2022 Added 2.59%
$88.3B
$82.9 Million 0.4% of portfolio
805,157
Q4 2022 Added 3.08%
$1.72B
$82.2 Million 0.4% of portfolio
59,249
Q4 2022 Added 1.22%
$29.2B
$81.9 Million 0.4% of portfolio
882,354
Q4 2022 Reduced 0.91%
$73.6B
$77.1 Million 0.37% of portfolio
250,108
Q4 2022 Added 1.71%
$97.5B
$76.9 Million 0.37% of portfolio
657,457
Q4 2022 Added 19.07%
$211B
$73.7 Million 0.36% of portfolio
847,959
Q4 2022 Added 3.28%
$0
$71.2 Million 0.35% of portfolio
840,339
Q4 2022 Added 4.88%
$101B
$72.6 Million 0.35% of portfolio
305,753
Q4 2022 Added 4.11%
$29.6B
$69.1 Million 0.34% of portfolio
446,822
Q4 2022 Added 2.23%
$44.3B
$68.3 Million 0.33% of portfolio
2,313,507
Q4 2022 Reduced 0.13%
$22B
$67.8 Million 0.33% of portfolio
809,092
Q4 2022 Reduced 0.19%
$54.3B
$66.2 Million 0.32% of portfolio
521,715
Q4 2022 Added 0.77%
$313B
$64.9 Million 0.32% of portfolio
401,477
Q4 2022 Added 9.16%
$142B
$65.3 Million 0.32% of portfolio
2,639,073
Q4 2022 Reduced 5.53%
$8.71B
$66 Million 0.32% of portfolio
2,293,446
Q4 2022 Added 1.15%
$39B
$65.9 Million 0.32% of portfolio
499,989
Q4 2022 Added 2.2%
$10.5B
$64.1 Million 0.31% of portfolio
842,988
Q4 2022 Added 2.74%
$92.1B
$63.9 Million 0.31% of portfolio
407,360
Q4 2022 Reduced 1.12%
$64B
$61.8 Million 0.3% of portfolio
3,414,209
Q4 2022 Added 1.43%
$69.9B
$62 Million 0.3% of portfolio
425,647
Q4 2022 Added 3.65%
$76.2B
$60.3 Million 0.29% of portfolio
647,077
Q4 2022 Added 1.48%
$12.7B
$60.3 Million 0.29% of portfolio
278,145
Q4 2022 Reduced 19.24%
$14.9B
$58 Million 0.28% of portfolio
410,261
Q4 2022 Added 1.43%
$59.4B
$56.7 Million 0.28% of portfolio
131,142
Q4 2022 Added 2.43%
$1.27T
$58.3 Million 0.28% of portfolio
484,360
Q4 2022 Reduced 26.17%
$181B
$57.4 Million 0.28% of portfolio
1,455,922
Q4 2022 Reduced 15.39%
$34.4B
$54.7 Million 0.27% of portfolio
1,160,176
Q4 2022 Added 16.65%
$165B
$56.6 Million 0.27% of portfolio
3,074,303
Q4 2022 Added 4.81%
$13.8B
$54.4 Million 0.26% of portfolio
787,677
Q4 2022 Added 2.65%
$47.5B
$53.5 Million 0.26% of portfolio
256,896
Q4 2022 Added 1.49%
$342B
$54.3 Million 0.26% of portfolio
409,528
Q4 2022 Reduced 16.53%
$14.7B
$52.5 Million 0.26% of portfolio
833,829
Q4 2022 Added 3.18%
$206B
$53.8 Million 0.26% of portfolio
156,544
Q4 2022 Added 2.79%
$25.4B
$54.3 Million 0.26% of portfolio
1,856,163
Q4 2022 Added 2.47%
$10.4B
$53.6 Million 0.26% of portfolio
1,123,224
Q4 2022 Added 2.78%
$191B
$51.8 Million 0.25% of portfolio
1,480,086
Q4 2022 Reduced 9.46%
$22B
$50.9 Million 0.25% of portfolio
2,070,590
Q4 2022 Added 1.23%
$0
$50.8 Million 0.25% of portfolio
298,358
Q4 2022 Added 3.52%
$32B
$50.3 Million 0.24% of portfolio
998,506
Q4 2022 Added 0.3%
$73.2B
$48.8 Million 0.24% of portfolio
998,428
Q4 2022 Added 5.54%
$12.7B
$48.9 Million 0.24% of portfolio
600,794
Q4 2022 Reduced 3.66%
$45.6B
$50.3 Million 0.24% of portfolio
285,090
Q4 2022 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $20.6 Billion
  • Prior Value $18.5 Billion
  • Filing
  • Period Q4 2022
  • Filing Date February 14, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 55 stocks
  • Additional Purchases 238 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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