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
$0
$2.3 Billion 11.16% of portfolio
71,324,888
Q4 2022 Added 0.56%
$0
$1.16 Billion 5.61% of portfolio
6,625,963
Q4 2022 Added 5.72%
$0
$990 Million 4.81% of portfolio
13,148,563
Q4 2022 Reduced 4.31%
$0
$989 Million 4.8% of portfolio
25,381,697
Q4 2022 Added 6.19%
$0
$717 Million 3.48% of portfolio
8,694,759
Q4 2022 Added 11.85%
$0
$647 Million 3.14% of portfolio
11,066,438
Q4 2022 New
$0
$493 Million 2.39% of portfolio
11,928,974
Q4 2022 Added 12.34%
$0
$478 Million 2.32% of portfolio
9,741,579
Q4 2022 New
$41.8B
$471 Million 2.29% of portfolio
13,620,204
Q4 2022 Reduced 3.36%
$0
$436 Million 2.12% of portfolio
8,421,623
Q4 2022 Added 8.14%
$0
$426 Million 2.07% of portfolio
10,519,302
Q4 2022 Added 5.05%
$0
$413 Million 2.0% of portfolio
6,279,217
Q4 2022 Added 2.2%
$0
$378 Million 1.84% of portfolio
3,676,746
Q4 2022 Added 5.0%
$0
$330 Million 1.6% of portfolio
8,071,815
Q4 2022 Added 1.97%
$0
$318 Million 1.54% of portfolio
1,661,091
Q4 2022 Added 5.4%
$0
$300 Million 1.46% of portfolio
3,533,749
Q4 2022 Added 140.13%
$0
$240 Million 1.16% of portfolio
2,472,558
Q4 2022 Added 1.81%
$0
$235 Million 1.14% of portfolio
15,910,585
Q4 2022 Added 6.45%
$0
$221 Million 1.08% of portfolio
4,669,562
Q4 2022 Added 2.68%
$0
$214 Million 1.04% of portfolio
8,825,793
Q4 2022 Reduced 2.2%
$3.24T
$200 Million 0.97% of portfolio
835,356
Q4 2022 Reduced 0.26%
$0
$170 Million 0.82% of portfolio
5,644,157
Q4 2022 Added 5.42%
$590B
$150 Million 0.73% of portfolio
485,968
Q4 2022 Added 1.4%
$1.19T
$150 Million 0.73% of portfolio
1,691,186
Q4 2022 Reduced 4.53%
$699B
$144 Million 0.7% of portfolio
1,071,509
Q4 2022 Added 8.42%
$505B
$135 Million 0.66% of portfolio
388,568
Q4 2022 Added 2.07%
$0
$130 Million 0.63% of portfolio
615,437
Q4 2022 Reduced 1.69%
$0
$123 Million 0.6% of portfolio
1,152,660
Q4 2022 Reduced 5.98%
$398B
$122 Million 0.59% of portfolio
806,277
Q4 2022 Added 1.77%
$2.29T
$120 Million 0.58% of portfolio
1,428,693
Q4 2022 Added 2.32%
$150B
$111 Million 0.54% of portfolio
2,168,961
Q4 2022 Added 2.17%
$245B
$112 Million 0.54% of portfolio
787,796
Q4 2022 Added 1.85%
$0
$109 Million 0.53% of portfolio
1,764,904
Q4 2022 Added 10,834.29%
$474B
$110 Million 0.53% of portfolio
206,714
Q4 2022 Added 1.58%
$443B
$106 Million 0.52% of portfolio
964,518
Q4 2022 Reduced 1.15%
$380B
$104 Million 0.51% of portfolio
590,273
Q4 2022 Added 1.47%
$101B
$105 Million 0.51% of portfolio
1,063,425
Q4 2022 Added 1.96%
$141B
$103 Million 0.5% of portfolio
390,429
Q4 2022 Added 0.34%
$142B
$101 Million 0.49% of portfolio
1,207,048
Q4 2022 Reduced 1.51%
$280B
$98.3 Million 0.48% of portfolio
547,707
Q4 2022 Added 1.11%
$406B
$99.9 Million 0.48% of portfolio
338,614
Q4 2022 Reduced 8.81%
$153B
$97.7 Million 0.47% of portfolio
456,041
Q4 2022 Added 1.96%
$38.5B
$96.4 Million 0.47% of portfolio
1,405,123
Q4 2022 Added 2.18%
$200B
$93.2 Million 0.45% of portfolio
849,034
Q4 2022 Added 2.34%
$0
$92.5 Million 0.45% of portfolio
4,499,062
Q4 2022 Added 20.64%
$352B
$92.6 Million 0.45% of portfolio
2,796,793
Q4 2022 Added 1.47%
$348B
$91 Million 0.44% of portfolio
622,700
Q4 2022 Added 29.94%
$270B
$90.7 Million 0.44% of portfolio
1,425,797
Q4 2022 Added 1.76%
$402B
$91 Million 0.44% of portfolio
287,999
Q4 2022 Added 2.55%

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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