$5.24 Billion is the total value of Financial Engines Advisors L.L.C.'s 157 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INDEX FUNDSftse xus;etf | $11,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
| WY | WEYERHAEUSER CO | $4,000 | 0.0% | 117 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $9,000 | +28.6% | 70 | 0.0% | 0.00% | – | |
| GOOGL | ALPHABET INCcap stk cl a | $8,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| AWK | AMERICAN WATER WORKS COMPANY INC | $9,000 | 0.0% | 102 | 0.0% | 0.00% | – | |
| AAPL | APPLE INC | $5,000 | +25.0% | 22 | 0.0% | 0.00% | – | |
| IXJ | ISHARES TRUSTglbl healthcare | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| SPSB | SPDR SERIES TRUSTptf st corp bond | $4,000 | 0.0% | 148 | 0.0% | 0.00% | – | |
| CRM | SALESFORCE.COM INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORPORATION | 42 | Q3 2023 | 2.1% |
| VIASAT INC | 42 | Q3 2023 | 1.8% |
| Bank of New York Mellon Corp/The | 41 | Q3 2023 | 12.0% |
| Old Dominion Freight Lines Inc | 41 | Q3 2023 | 5.6% |
| OLIN CORP | 41 | Q3 2023 | 2.1% |
| CARPENTER TECHNOLOGY CORP | 41 | Q3 2023 | 1.6% |
| TRINITY INDUSTRIES INC | 41 | Q3 2023 | 1.1% |
| SONOCO PRODUCTS CO | 41 | Q3 2023 | 1.1% |
| Kinder Morgan Inc P | 40 | Q3 2023 | 8.7% |
| ALASKA AIR GROUP INC | 40 | Q2 2023 | 5.1% |
View Financial Engines Advisors L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
View Financial Engines Advisors L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.