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
$38.4B
$47.2 Million 0.23% of portfolio
617,334
Q4 2022 Added 0.72%
$100B
$45.9 Million 0.22% of portfolio
644,795
Q4 2022 Reduced 31.53%
$0
$45 Million 0.22% of portfolio
293,686
Q4 2022 Added 4.41%
$6.44B
$46.2 Million 0.22% of portfolio
738,273
Q4 2022 Reduced 11.77%
$22.8B
$45.4 Million 0.22% of portfolio
512,724
Q4 2022 Added 2.38%
$17.4B
$44.8 Million 0.22% of portfolio
619,388
Q4 2022 Added 1.07%
$14.9B
$41.9 Million 0.2% of portfolio
1,250,217
Q4 2022 Added 19.02%
$17.8B
$40.3 Million 0.2% of portfolio
864,351
Q4 2022 Added 3.91%
$0
$41.7 Million 0.2% of portfolio
906,103
Q4 2022 Added 3.59%
$14.5B
$41.9 Million 0.2% of portfolio
138,556
Q4 2022 Added 8.35%
$0
$36.5 Million 0.18% of portfolio
190,649
Q4 2022 Added 2.72%
$25.4B
$36.7 Million 0.18% of portfolio
113,895
Q4 2022 Reduced 11.18%
$9.96B
$35 Million 0.17% of portfolio
160,483
Q4 2022 Reduced 9.45%
$8.92B
$35.7 Million 0.17% of portfolio
860,293
Q4 2022 Added 62.74%
$1.11T
$35.6 Million 0.17% of portfolio
288,969
Q4 2022 Reduced 15.17%
$43.6B
$33.5 Million 0.16% of portfolio
448,566
Q4 2022 Reduced 16.35%
$4.31B
$30.8 Million 0.15% of portfolio
633,621
Q4 2022 Added 31.58%
$101B
$30.7 Million 0.15% of portfolio
1,160,589
Q4 2022 Reduced 11.77%
$20.2B
$28.9 Million 0.14% of portfolio
456,424
Q4 2022 Added 3.15%
$24.9B
$28.9 Million 0.14% of portfolio
3,046,751
Q4 2022 Added 30.32%
$223B
$25.9 Million 0.13% of portfolio
143,455
Q4 2022 Added 2.42%
$19B
$27.5 Million 0.13% of portfolio
322,794
Q4 2022 Added 1.35%
$0
$25.4 Million 0.12% of portfolio
209,290
Q4 2022 Added 0.59%
$4.73B
$25.1 Million 0.12% of portfolio
511,667
Q4 2022 Added 2.79%
$251B
$22.7 Million 0.11% of portfolio
204,843
Q4 2022 Reduced 2.57%
$0
$21.7 Million 0.11% of portfolio
518,181
Q4 2022 Added 17.6%
$18.1B
$23.3 Million 0.11% of portfolio
475,832
Q4 2022 Added 56.04%
$0
$21.7 Million 0.11% of portfolio
433,323
Q4 2022 Added 23.43%
$29.5B
$20.5 Million 0.1% of portfolio
453,384
Q4 2022 Reduced 0.03%
$2.83B
$19.8 Million 0.1% of portfolio
326,133
Q4 2022 Added 1.92%
$0
$19.9 Million 0.1% of portfolio
241,600
Q4 2022 Added 17.7%
$4.59B
$19.3 Million 0.09% of portfolio
336,044
Q4 2022 Reduced 0.12%
$0
$18.6 Million 0.09% of portfolio
91,067
Q4 2022 Added 1.16%
$711B
$17.8 Million 0.09% of portfolio
48,691
Q4 2022 Reduced 1.72%
$148B
$18 Million 0.09% of portfolio
216,491
Q4 2022 Reduced 1.03%
$0
$18.8 Million 0.09% of portfolio
194,250
Q4 2022 Added 257.35%
$1.71B
$18.7 Million 0.09% of portfolio
175,839
Q4 2022 Added 2.09%
$0
$16.2 Million 0.08% of portfolio
362,421
Q4 2022 Added 75.49%
$141B
$16.8 Million 0.08% of portfolio
211,585
Q4 2022 Reduced 0.53%
$4.06B
$15.7 Million 0.08% of portfolio
218,798
Q4 2022 Added 1.96%
$8.07B
$16.8 Million 0.08% of portfolio
127,679
Q4 2022 Added 1.43%
$4.29B
$15.1 Million 0.07% of portfolio
431,973
Q4 2022 Added 2.41%
$39B
$14.4 Million 0.07% of portfolio
205,233
Q4 2022 Added 1.22%
$79.2B
$14 Million 0.07% of portfolio
178,012
Q4 2022 Added 1.01%
$238B
$14 Million 0.07% of portfolio
41,606
Q4 2022 Added 39.76%
$447M
$14.5 Million 0.07% of portfolio
384,050
Q4 2022 Added 2.13%
$4.52B
$13.7 Million 0.07% of portfolio
158,142
Q4 2022 Reduced 0.09%
$0
$13.6 Million 0.07% of portfolio
74,295
Q4 2022 Added 4.84%
$46.7B
$14.5 Million 0.07% of portfolio
106,583
Q4 2022 Added 1.21%

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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