Financial-Engines-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 429
Total Value: 46622299324
Accession Number: 0001214659-25-007384
Form Type: 13F-HR
CIK: financial-engines-advisors
Manager Name: Financial-Engines-Advisors

Data Enrichment

61% identified

261 identified168 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

429 positions • $46.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 20 of 22

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922042775

VEU|922042775

Shares:4.6K

Value:$282.0K

% of Portfolio:0.0% ($282.0K/$46.6B)

464287671

IUSG|464287671

Shares:2.2K

Value:$280.0K

% of Portfolio:0.0% ($280.0K/$46.6B)

37954Y889

Shares:4.1K

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$46.6B)

74347G440

Shares:15.0K

Value:$274.0K

% of Portfolio:0.0% ($274.0K/$46.6B)

81369Y886

Shares:3.4K

Value:$266.0K

% of Portfolio:0.0% ($266.0K/$46.6B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.4K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$46.6B)

Arista Networks, Inc.

ANET|040413205

Shares:3.4K

Value:$262.5K

% of Portfolio:0.0% ($262.5K/$46.6B)

464288687

Shares:8.5K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$46.6B)

46641Q241

Shares:5.6K

Value:$258.0K

% of Portfolio:0.0% ($258.0K/$46.6B)

Grifols SA

GRFS|398438408

Shares:36.1K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$46.6B)

HUBBELL INC

HUBB|443510607

Shares:764

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$46.6B)

464287549

Shares:2.8K

Value:$253.0K

% of Portfolio:0.0% ($253.0K/$46.6B)

53656F607

Shares:5.1K

Value:$247.0K

% of Portfolio:0.0% ($247.0K/$46.6B)

464288885

EFG|464288885

Shares:2.4K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$46.6B)

BlackRock Enhanced Large Cap Core Fund, Inc.

CII|09256A109

Shares:13.2K

Value:$244.5K

% of Portfolio:0.0% ($244.5K/$46.6B)

53656F268

Shares:10.2K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$46.6B)

464287127

Shares:3.1K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$46.6B)

464287689

IWV|464287689

Shares:751

Value:$239.0K

% of Portfolio:0.0% ($239.0K/$46.6B)

922042866

VPL|922042866

Shares:3.2K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$46.6B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.4K

Value:$232.8K

% of Portfolio:0.0% ($232.8K/$46.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$282.0K	0.0% ($282.0K/$46.6B)	QoQ NEW(+$282.0K) YoY NEW(+$282.0K)
(IUSGcusip464287671)	2.2K	QoQ +29.40% (+501) YoY NEW(+2.2K)	All Managers (Combined)	$280.0K	0.0% ($280.0K/$46.6B)	QoQ +17.91% (+$42.5K) YoY NEW(+$280.0K)
(cusip37954Y889)✕	4.1K	QoQ +0.61% (-25) YoY -6.13% (-269)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$46.6B)	QoQ -4.05% (-$11.7K) YoY -0.35% (-$998)
(cusip74347G440)✕	15.0K	QoQ +7.35% (-1.0K) YoY NEW(+15.0K)	All Managers (Combined)	$274.0K	0.0% ($274.0K/$46.6B)	QoQ -13.80% (-$43.9K) YoY NEW(+$274.0K)
(cusip81369Y886)✕	3.4K	QoQ -0.85% (-29) YoY -11.28% (-429)	All Managers (Combined)	$266.0K	0.0% ($266.0K/$46.6B)	QoQ +3.33% (-$8.6K) YoY +6.60% (-$16.5K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.4K	QoQ -9.68% (-258) YoY NEW(+2.4K)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$46.6B)	QoQ -21.14% (-$71.1K) YoY NEW(+$265.0K)
Arista Networks, Inc.(ANETcusip040413205)	3.4K	QoQ +31.32% (-809) YoY NEW(+3.4K)	All Managers (Combined)	$262.5K	0.0% ($262.5K/$46.6B)	QoQ -8.05% (-$23.0K) YoY NEW(+$262.5K)
(cusip464288687)✕	8.5K	QoQ -0.83% (-72) YoY NEW(+8.5K)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$46.6B)	QoQ -3.07% (-$8.3K) YoY NEW(+$262.0K)
(cusip46641Q241)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$258.0K	0.0% ($258.0K/$46.6B)	QoQ NEW(+$258.0K) YoY NEW(+$258.0K)
Grifols SA(GRFScusip398438408)	36.1K	QoQ -25.05% (-12.1K) YoY NEW(+36.1K)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$46.6B)	QoQ -28.23% (-$101.1K) YoY NEW(+$257.0K)
HUBBELL INC(HUBBcusip443510607)	764	QoQ 0.00% (-0) YoY NEW(+764)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$46.6B)	QoQ -20.89% (-$66.9K) YoY NEW(+$253.1K)
(cusip464287549)✕	2.8K	QoQ -7.03% (-211) YoY NEW(+2.8K)	All Managers (Combined)	$253.0K	0.0% ($253.0K/$46.6B)	QoQ -17.33% (-$53.1K) YoY NEW(+$253.0K)
(cusip53656F607)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$247.0K	0.0% ($247.0K/$46.6B)	QoQ NEW(+$247.0K) YoY NEW(+$247.0K)
(EFGcusip464288885)	2.4K	QoQ -19.46% (-592) YoY +1.91% (-46)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$46.6B)	QoQ -16.79% (-$49.5K) YoY -1.76% (-$4.4K)
BlackRock Enhanced Large Cap Core Fund, Inc.(CIIcusip09256A109)	13.2K	QoQ 0.00% (-0) YoY NEW(+13.2K)	All Managers (Combined)	$244.5K	0.0% ($244.5K/$46.6B)	QoQ -8.12% (-$21.6K) YoY NEW(+$244.5K)
(cusip53656F268)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$46.6B)	QoQ NEW(+$243.0K) YoY NEW(+$243.0K)
(cusip464287127)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$46.6B)	QoQ NEW(+$241.0K) YoY NEW(+$241.0K)
(IWVcusip464287689)	751	QoQ 0.00% (-0) YoY +4.74% (+34)	All Managers (Combined)	$239.0K	0.0% ($239.0K/$46.6B)	QoQ -4.78% (-$12.0K) YoY +11.06% (+$23.8K)
(VPLcusip922042866)	3.2K	QoQ +0.15% (+5) YoY NEW(+3.2K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$46.6B)	QoQ +2.20% (+$5.0K) YoY NEW(+$234.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.4K	QoQ +27.17% (+300) YoY NEW(+1.4K)	All Managers (Combined)	$232.8K	0.0% ($232.8K/$46.6B)	QoQ +6.78% (+$14.8K) YoY NEW(+$232.8K)