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
$35.3B
$13.9 Million 0.07% of portfolio
146,091
Q4 2022 Added 1.19%
$0
$15 Million 0.07% of portfolio
39,198
Q4 2022 Added 26.24%
$5.23B
$12.3 Million 0.06% of portfolio
253,820
Q4 2022 Added 3.64%
$126B
$13.3 Million 0.06% of portfolio
55,853
Q4 2022 Added 2.18%
$14B
$12.4 Million 0.06% of portfolio
289,669
Q4 2022 Added 2.01%
$5.87B
$12.7 Million 0.06% of portfolio
104,302
Q4 2022 Added 2.56%
$16.9B
$12.8 Million 0.06% of portfolio
51,558
Q4 2022 Added 1.1%
$24.9B
$12.7 Million 0.06% of portfolio
83,199
Q4 2022 Added 3.13%
$1.53B
$12.1 Million 0.06% of portfolio
254,058
Q4 2022 Added 3.8%
$3.3B
$12.7 Million 0.06% of portfolio
213,472
Q4 2022 Added 3.93%
$0
$12.9 Million 0.06% of portfolio
112,494
Q4 2022 Reduced 98.01%
$29.6B
$11.8 Million 0.06% of portfolio
93,535
Q4 2022 Reduced 6.8%
$13.8B
$11.7 Million 0.06% of portfolio
206,305
Q4 2022 Added 0.06%
$203B
$12.7 Million 0.06% of portfolio
6,299
Q4 2022 Reduced 5.55%
$3.7B
$11.6 Million 0.06% of portfolio
301,281
Q4 2022 Added 3.57%
$2.55B
$12.4 Million 0.06% of portfolio
306,817
Q4 2022 Added 3.31%
$0
$11.6 Million 0.06% of portfolio
110,282
Q4 2022 Reduced 97.52%
$0
$12.6 Million 0.06% of portfolio
254,548
Q4 2022 Added 9.43%
$5.3B
$10.8 Million 0.05% of portfolio
174,549
Q4 2022 Added 4.05%
$23.2B
$10.7 Million 0.05% of portfolio
96,557
Q4 2022 Added 0.19%
$20B
$9.37 Million 0.05% of portfolio
90,122
Q4 2022 Added 0.81%
$4.01B
$9.56 Million 0.05% of portfolio
60,725
Q4 2022 Added 3.47%
$72B
$10.8 Million 0.05% of portfolio
90,101
Q4 2022 Added 9.6%
$7.54B
$11 Million 0.05% of portfolio
79,250
Q4 2022 Added 0.42%
$47.4B
$9.43 Million 0.05% of portfolio
20,269
Q4 2022 Added 1.25%
$48.7B
$9.48 Million 0.05% of portfolio
154,490
Q4 2022 Reduced 14.8%
$7.31B
$10.3 Million 0.05% of portfolio
137,172
Q4 2022 Reduced 1.04%
$0
$9.59 Million 0.05% of portfolio
133,448
Q4 2022 Added 382.09%
$23.2B
$8.56 Million 0.04% of portfolio
81,640
Q4 2022 Reduced 17.96%
$3.49B
$8.42 Million 0.04% of portfolio
203,761
Q4 2022 Added 10.11%
$60.1B
$8.06 Million 0.04% of portfolio
54,094
Q4 2022 Added 4.4%
$1.01T
$8.37 Million 0.04% of portfolio
94,889
Q4 2022 Reduced 1.41%
$0
$7.97 Million 0.04% of portfolio
20,745
Q4 2022 Added 5.87%
$0
$8.05 Million 0.04% of portfolio
85,099
Q4 2022 Added 27.02%
$0
$5.39 Million 0.03% of portfolio
115,464
Q4 2022 Added 182.14%
$0
$5.21 Million 0.03% of portfolio
19,567
Q4 2022 Added 13.62%
$7.94B
$5.32 Million 0.03% of portfolio
192,899
Q4 2022 Added 62.41%
$766M
$5.88 Million 0.03% of portfolio
363,576
Q4 2022 Added 12.86%
$0
$5.66 Million 0.03% of portfolio
16,099
Q4 2022 Reduced 16.99%
$8.5B
$5.68 Million 0.03% of portfolio
134,176
Q4 2022 Added 103.09%
$23.5B
$6.29 Million 0.03% of portfolio
31,979
Q4 2022 Reduced 0.04%
$0
$6.48 Million 0.03% of portfolio
35,320
Q4 2022 Added 0.91%
$137B
$6.28 Million 0.03% of portfolio
138,829
Q4 2022 Reduced 15.7%
$22.6B
$7.2 Million 0.03% of portfolio
35,598
Q4 2022 Added 8.42%
$512B
$3.9 Million 0.02% of portfolio
18,749
Q4 2022 Reduced 1.36%
$218B
$4.42 Million 0.02% of portfolio
16,792
Q4 2022 Added 36.91%
$241B
$3.09 Million 0.02% of portfolio
64,930
Q4 2022 Reduced 4.51%
$9.91B
$4.18 Million 0.02% of portfolio
38,410
Q3 2022 New
$0
$3.34 Million 0.02% of portfolio
21,995
Q4 2022 Added 1.99%

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
Track This Portfolio

Track Personal Capital Advisors Corp Portfolio

Follow Personal Capital Advisors Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Capital Advisors Corp, based on Form 13F filings with the SEC.

News

Stay updated on Personal Capital Advisors Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email