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
$86.2B
$1.55 Million 0.01% of portfolio
9,143
Q4 2022 Added 11.0%
$0
$1.4 Million 0.01% of portfolio
52,335
Q4 2022 Added 438.26%
$0
$1.08 Million 0.01% of portfolio
16,435
Q4 2022 Reduced 1.55%
$2.1B
$1.22 Million 0.01% of portfolio
130,094
Q4 2022 New
$0
$2.4 Million 0.01% of portfolio
17,128
Q4 2022 Added 3.44%
$0
$2.06 Million 0.01% of portfolio
106,744
Q4 2022 Added 40.45%
$177B
$1.24 Million 0.01% of portfolio
7,504
Q4 2022 Added 3.93%
$201B
$2.03 Million 0.01% of portfolio
3,679
Q4 2022 Added 2.68%
$0
$1.62 Million 0.01% of portfolio
35,858
Q4 2022 Added 1.23%
$176B
$1.7 Million 0.01% of portfolio
15,475
Q4 2022 Added 10.24%
$0
$1.19 Million 0.01% of portfolio
4,915
Q4 2022 Added 2.76%
$9.09B
$2.22 Million 0.01% of portfolio
15,006
Q4 2022 Reduced 0.56%
$27.4B
$1.03 Million 0.01% of portfolio
716
Q4 2022 Reduced 8.56%
$0
$2.32 Million 0.01% of portfolio
14,583
Q4 2022 Added 16.69%
$0
$1.69 Million 0.01% of portfolio
32,756
Q4 2022 Reduced 4.96%
$142B
$3.08 Million 0.01% of portfolio
6,337
Q4 2022 Reduced 5.15%
$518B
$2.93 Million 0.01% of portfolio
35,865
Q4 2022 Reduced 2.31%
$0
$3.05 Million 0.01% of portfolio
14,319
Q4 2022 Added 16.85%
$0
$2.63 Million 0.01% of portfolio
19,763
Q4 2022 Reduced 8.9%
$0
$1.33 Million 0.01% of portfolio
10,656
Q4 2022 Reduced 2.0%
$0
$3.01 Million 0.01% of portfolio
14,033
Q4 2022 Added 27.46%
$0
$2.98 Million 0.01% of portfolio
9,341
Q4 2022 Added 12.04%
$66.5B
$2.22 Million 0.01% of portfolio
3,977
Q4 2022 Added 2.39%
$200B
$1.59 Million 0.01% of portfolio
11,286
Q4 2022 Reduced 5.92%
$0
$1.19 Million 0.01% of portfolio
21,297
Q4 2022 Added 0.4%
$225B
$1.76 Million 0.01% of portfolio
11,906
Q4 2022 Reduced 3.59%
$96.9B
$1.55 Million 0.01% of portfolio
3,026
Q4 2022 Added 2.75%
$180B
$2 Million 0.01% of portfolio
5,142
Q4 2022 Added 11.27%
$922M
$1.51 Million 0.01% of portfolio
34,172
Q2 2022 Reduced 3.69%
$85.6B
$1.1 Million 0.01% of portfolio
6,846
Q4 2022 Added 175.83%
$172B
$1.03 Million 0.01% of portfolio
3,883
Q4 2022 Reduced 2.34%
$53.1B
$1.59 Million 0.01% of portfolio
8,490
Q4 2022 Reduced 0.19%
$210B
$1.48 Million 0.01% of portfolio
6,190
Q4 2022 Reduced 4.11%
$0
$1.06 Million 0.01% of portfolio
25,437
Q3 2022 Reduced 7.29%
$16B
$2.27 Million 0.01% of portfolio
6,543
Q4 2022 Reduced 0.03%
$223B
$1.87 Million 0.01% of portfolio
28,911
Q4 2022 Added 4.91%
$0
$856,000 0.0% of portfolio
10,820
Q4 2022 Added 0.19%
$132M
$90,000 0.0% of portfolio
11,202
Q2 2022 New
$38.7B
$551,000 0.0% of portfolio
37,515
Q3 2022 New
$296B
$281,000 0.0% of portfolio
2,014
Q4 2022 Added 1.92%
$978M
$230,000 0.0% of portfolio
11,355
Q4 2022 New
$57.6B
$277,000 0.0% of portfolio
6,200
Q4 2022 Added 33.08%
$41B
$324,000 0.0% of portfolio
10,170
Q4 2022 Added 44.91%
$986B
$278,000 0.0% of portfolio
3,735
Q4 2022 Reduced 19.76%
$48.7B
$260,000 0.0% of portfolio
2,265
Q4 2022 Added 8.58%
$44B
$254,000 0.0% of portfolio
4,337
Q4 2022 Reduced 6.71%
$38.6B
$221,000 0.0% of portfolio
958
Q4 2022 New
$100B
$569,000 0.0% of portfolio
1,718
Q4 2022 Reduced 0.12%
$149B
$881,000 0.0% of portfolio
4,259
Q4 2022 Reduced 0.79%

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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