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
$36.7B
$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%
$5.21B
$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%
$13.9B
$12.4 Million 0.06% of portfolio
289,669
Q4 2022 Added 2.01%
$4.9B
$12.7 Million 0.06% of portfolio
104,302
Q4 2022 Added 2.56%
$20.6B
$12.8 Million 0.06% of portfolio
51,558
Q4 2022 Added 1.1%
$26.3B
$12.7 Million 0.06% of portfolio
83,199
Q4 2022 Added 3.13%
$1.47B
$12.1 Million 0.06% of portfolio
254,058
Q4 2022 Added 3.8%
$3.08B
$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%
$27.1B
$11.8 Million 0.06% of portfolio
93,535
Q4 2022 Reduced 6.8%
$9.66B
$11.7 Million 0.06% of portfolio
206,305
Q4 2022 Added 0.06%
$229B
$12.7 Million 0.06% of portfolio
6,299
Q4 2022 Reduced 5.55%
$3.19B
$11.6 Million 0.06% of portfolio
301,281
Q4 2022 Added 3.57%
$1.8B
$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%
$5.33B
$10.8 Million 0.05% of portfolio
174,549
Q4 2022 Added 4.05%
$23.6B
$10.7 Million 0.05% of portfolio
96,557
Q4 2022 Added 0.19%
$18.7B
$9.37 Million 0.05% of portfolio
90,122
Q4 2022 Added 0.81%
$3.02B
$9.56 Million 0.05% of portfolio
60,725
Q4 2022 Added 3.47%
$83.6B
$10.8 Million 0.05% of portfolio
90,101
Q4 2022 Added 9.6%
$8.17B
$11 Million 0.05% of portfolio
79,250
Q4 2022 Added 0.42%
$42.1B
$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%
$4.04B
$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%
$19.6B
$8.56 Million 0.04% of portfolio
81,640
Q4 2022 Reduced 17.96%
$3.26B
$8.42 Million 0.04% of portfolio
203,761
Q4 2022 Added 10.11%
$49B
$8.06 Million 0.04% of portfolio
54,094
Q4 2022 Added 4.4%
$1.14T
$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%
$5.06B
$5.32 Million 0.03% of portfolio
192,899
Q4 2022 Added 62.41%
$164M
$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%
$7.3B
$5.68 Million 0.03% of portfolio
134,176
Q4 2022 Added 103.09%
$15.4B
$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%
$182B
$6.28 Million 0.03% of portfolio
138,829
Q4 2022 Reduced 15.7%
$16B
$7.2 Million 0.03% of portfolio
35,598
Q4 2022 Added 8.42%
$575B
$3.9 Million 0.02% of portfolio
18,749
Q4 2022 Reduced 1.36%
$220B
$4.42 Million 0.02% of portfolio
16,792
Q4 2022 Added 36.91%
$280B
$3.09 Million 0.02% of portfolio
64,930
Q4 2022 Reduced 4.51%
$4.87B
$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
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