Financial-Engines-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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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

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DANAHER CORP /DE/

DHR|235851102

Shares:1.1K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$46.6B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:876

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$46.6B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.0K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$46.6B)

464287119

Shares:2.7K

Value:$222.0K

% of Portfolio:0.0% ($222.0K/$46.6B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.6K

Value:$221.0K

% of Portfolio:0.0% ($221.0K/$46.6B)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:600

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$46.6B)

CONOCOPHILLIPS

COP|20825C104

Shares:2.1K

Value:$218.0K

% of Portfolio:0.0% ($218.0K/$46.6B)

46429B663

Shares:1.8K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$46.6B)

ASTEC INDUSTRIES INC

ASTE|046224101

Shares:6.2K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$46.6B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:772

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$46.6B)

464289420

Shares:2.5K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$46.6B)

92189F643

Shares:2.4K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$46.6B)

EVERSOURCE ENERGY

ES|30040W108

Shares:3.3K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$46.6B)

921932828

Shares:2.1K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$46.6B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.0K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$46.6B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:1.4K

Value:$206.0K

% of Portfolio:0.0% ($206.0K/$46.6B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:1.9K

Value:$205.1K

% of Portfolio:0.0% ($205.1K/$46.6B)

46435G425

ESGU|46435G425

Shares:1.7K

Value:$205.0K

% of Portfolio:0.0% ($205.0K/$46.6B)

46137V613

PRF|46137V613

Shares:5.0K

Value:$204.0K

% of Portfolio:0.0% ($204.0K/$46.6B)

EMCOR Group, Inc.

EME|29084Q100

Shares:543

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$46.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	1.1K	QoQ -2.63% (-30) YoY +19.54% (-181)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$46.6B)	QoQ -13.12% (-$34.2K) YoY -2.05% (-$4.8K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	876	QoQ -10.24% (-100) YoY NEW(+876)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$46.6B)	QoQ -18.97% (-$52.9K) YoY NEW(+$226.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.0K	QoQ -17.40% (-418) YoY NEW(+2.0K)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$46.6B)	QoQ +0.10% (-$239) YoY NEW(+$222.0K)
(cusip464287119)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$222.0K	0.0% ($222.0K/$46.6B)	QoQ NEW(+$222.0K) YoY NEW(+$222.0K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.6K	QoQ -3.35% (-54) YoY NEW(+1.6K)	All Managers (Combined)	$221.0K	0.0% ($221.0K/$46.6B)	QoQ +4.68% (-$9.9K) YoY NEW(+$221.0K)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$46.6B)	QoQ -9.19% (-$22.3K) YoY -3.14% (-$7.1K)
CONOCOPHILLIPS(COPcusip20825C104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$218.0K	0.0% ($218.0K/$46.6B)	QoQ NEW(+$218.0K) YoY NEW(+$218.0K)
(cusip46429B663)✕	1.8K	QoQ NEW(+1.8K) YoY -88.59% (-13.7K)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$46.6B)	QoQ NEW(+$214.0K) YoY -87.45% (-$1.5M)
ASTEC INDUSTRIES INC(ASTEcusip046224101)	6.2K	QoQ +1.78% (+108) YoY +17.80% (-933)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$46.6B)	QoQ +4.36% (+$8.9K) YoY -7.14% (-$16.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	772	QoQ +4.74% (-35) YoY -13.74% (-123)	All Managers (Combined)	$208.0K	0.0% ($208.0K/$46.6B)	QoQ -4.90% (-$10.7K) YoY +2.06% (-$4.2K)
(cusip464289420)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$46.6B)	QoQ NEW(+$207.0K) YoY NEW(+$207.0K)
(cusip92189F643)✕	2.4K	QoQ 0.00% (-0) YoY NEW(+2.4K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$46.6B)	QoQ -5.24% (-$11.5K) YoY NEW(+$207.0K)
EVERSOURCE ENERGY(EScusip30040W108)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$46.6B)	QoQ NEW(+$207.0K) YoY NEW(+$207.0K)
(cusip921932828)✕	2.1K	QoQ -18.98% (-503) YoY NEW(+2.1K)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$46.6B)	QoQ -26.33% (-$74.0K) YoY NEW(+$206.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.0K	QoQ -6.43% (-138) YoY NEW(+2.0K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$46.6B)	QoQ -20.49% (-$53.1K) YoY NEW(+$206.0K)
Keysight Technologies, Inc.(KEYScusip49338L103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$206.0K	0.0% ($206.0K/$46.6B)	QoQ NEW(+$206.0K) YoY NEW(+$206.0K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$205.1K	0.0% ($205.1K/$46.6B)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
(ESGUcusip46435G425)	1.7K	QoQ -46.49% (-1.5K) YoY -34.61% (-890)	All Managers (Combined)	$205.0K	0.0% ($205.0K/$46.6B)	QoQ -49.35% (-$199.8K) YoY -30.64% (-$90.6K)
(PRFcusip46137V613)	5.0K	QoQ -20.05% (-1.3K) YoY -9.31% (-518)	All Managers (Combined)	$204.0K	0.0% ($204.0K/$46.6B)	QoQ -19.81% (-$50.4K) YoY -4.62% (-$9.9K)
EMCOR Group, Inc.(EMEcusip29084Q100)	543	QoQ -3.38% (-19) YoY NEW(+543)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$46.6B)	QoQ -21.20% (-$54.1K) YoY NEW(+$201.0K)