Financial Engines Advisors L.L.C. Portfolio Holdings

Financial Engines Advisors L.L.C.

  • $47.4 Billion
  • Q4 2024

Financial Engines Advisors L.L.C. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $47.4 Billion distributed in 442 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $4B, Spdr Ser Tr Spdr Portfolio Mor with a value of $3.94B, Schwab Strategic Tr Intl Eqty with a value of $3.19B, Vanguard Growth ETF with a value of $3.12B, and Ishares Trust Ishares 5 10 Yea with a value of $2.93B.

Examining the 13F form we can see an decrease of $1.33B in the current position value, from $48.7B to 47.4B.

Financial Engines Advisors L.L.C. is based out at Santa Clara, CA

Below you can find more details about Financial Engines Advisors L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $47.4 Billion
ETFs: $46.9 Billion
Technology: $144 Million
Communication Services: $60.1 Million
Financial Services: $55.4 Million
Consumer Cyclical: $54 Million
Industrials: $53.4 Million
Healthcare: $31.6 Million
Energy: $12.6 Million
Other: $15.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4 Billion 8.44% of portfolio
78,214,398
Q4 2024 Added 1.99%
$0
$3.94 Billion 8.31% of portfolio
182,794,417
Q4 2024 Added 3.76%
$0
$3.19 Billion 6.73% of portfolio
172,381,339
Q4 2024 Added 112.55%
$0
$3.12 Billion 6.58% of portfolio
7,597,192
Q4 2024 Reduced 5.94%
$0
$2.93 Billion 6.18% of portfolio
56,858,114
Q4 2024 Added 4.36%
$0
$2.28 Billion 4.81% of portfolio
66,743,946
Q4 2024 Added 7.84%
$0
$2.07 Billion 4.37% of portfolio
34,675,164
Q4 2024 Added 1.32%
$0
$1.77 Billion 3.73% of portfolio
20,126,715
Q4 2024 Reduced 2.38%
$0
$1.7 Billion 3.59% of portfolio
33,459,728
Q4 2024 Reduced 2.24%
$0
$1.67 Billion 3.52% of portfolio
9,013,079
Q4 2024 Reduced 3.49%
$0
$1.65 Billion 3.47% of portfolio
59,401,539
Q4 2024 Added 129.09%
$0
$1.44 Billion 3.05% of portfolio
55,360,772
Q4 2024 Added 184.25%
$0
$1.35 Billion 2.85% of portfolio
47,716,110
Q4 2024 Added 66.84%
$0
$1.22 Billion 2.58% of portfolio
46,711,404
Q4 2024 Added 8.35%
$0
$1.15 Billion 2.42% of portfolio
10,734,195
Q4 2024 Added 1.45%
$0
$1.13 Billion 2.39% of portfolio
53,827,142
Q4 2024 Added 1.72%
$0
$1.04 Billion 2.19% of portfolio
23,607,147
Q4 2024 Added 3.31%
$0
$994 Million 2.1% of portfolio
22,118,929
Q4 2024 Reduced 0.37%
$0
$984 Million 2.08% of portfolio
35,301,181
Q4 2024 Added 3.89%
$0
$965 Million 2.04% of portfolio
8,374,718
Q4 2024 Added 2.18%
$0
$716 Million 1.51% of portfolio
18,659,764
Q4 2024 Added 1.11%
$0
$706 Million 1.49% of portfolio
14,137,022
Q4 2024 Added 4.45%
$0
$516 Million 1.09% of portfolio
8,285,690
Q4 2024 Reduced 3.77%
$0
$498 Million 1.05% of portfolio
18,694,885
Q4 2024 Reduced 2.67%
$0
$482 Million 1.02% of portfolio
4,167,159
Q4 2024 Reduced 0.59%
$0
$346 Million 0.73% of portfolio
5,014,392
Q4 2024 Added 0.39%
$0
$305 Million 0.64% of portfolio
5,957,775
Q4 2024 Reduced 1.57%
$0
$298 Million 0.63% of portfolio
3,347,662
Q4 2024 Reduced 1.59%
$0
$243 Million 0.51% of portfolio
3,110,405
Q4 2024 Added 2.13%
$0
$238 Million 0.5% of portfolio
4,480,387
Q4 2024 Reduced 4.84%
$0
$132 Million 0.28% of portfolio
5,099,991
Q4 2024 Added 94.21%
$0
$123 Million 0.26% of portfolio
1,354,321
Q4 2024 Reduced 4.95%
$0
$119 Million 0.25% of portfolio
1,567,411
Q4 2024 Reduced 0.27%
$0
$116 Million 0.25% of portfolio
1,288,717
Q4 2024 Reduced 2.78%
$0
$121 Million 0.25% of portfolio
1,388,327
Q4 2024 Reduced 3.17%
$0
$112 Million 0.24% of portfolio
3,247,005
Q4 2024 Added 50.17%
$0
$114 Million 0.24% of portfolio
1,304,439
Q4 2024 Reduced 4.84%
$0
$115 Million 0.24% of portfolio
5,070,153
Q4 2024 Added 100.79%
$0
$108 Million 0.23% of portfolio
1,340,930
Q4 2024 Reduced 3.53%
$0
$99.6 Million 0.21% of portfolio
343,677
Q4 2024 Reduced 0.75%
$0
$91.5 Million 0.19% of portfolio
2,017,172
Q4 2024 Added 41.05%
$0
$86.3 Million 0.18% of portfolio
690,371
Q4 2024 Reduced 5.68%
$0
$77 Million 0.16% of portfolio
267,607
Q4 2024 Reduced 8.17%
$0
$68.3 Million 0.14% of portfolio
965,385
Q4 2024 Added 0.74%
$0
$67.3 Million 0.14% of portfolio
935,552
Q4 2024 Added 5.1%
$0
$62.1 Million 0.13% of portfolio
582,827
Q4 2024 Added 1.32%
$2.98T
$55.6 Million 0.12% of portfolio
131,808
Q4 2024 Added 71.31%
$0
$59.1 Million 0.12% of portfolio
309,790
Q4 2024 Added 9.9%
$0
$48.1 Million 0.1% of portfolio
995,260
Q4 2024 Reduced 2.15%

Summary

  • Portfolio
  • No. of Stocks 442
  • Current Value $47.4 Billion
  • Prior Value $48.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 81 stocks
  • Additional Purchases 257 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
Track This Portfolio

Track Financial Engines Advisors L.L.C. Portfolio

Follow Financial Engines Advisors L.L.C. 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 Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email