Financial Engines Advisors L.L.C.
Top Portfolio Positions
210 positions ·
$582,478,644 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
182,422 | $46,296,879 | 7.95% | |
| NVDA |
Nvidia Corp
Technology
|
215,496 | $37,582,502 | 6.45% | |
| IBIT |
iShares Bitcoin Trust ETF
|
977,599 | $37,559,353 | 6.45% | |
| MSFT |
Microsoft Corp
Technology
|
96,042 | $35,551,867 | 6.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
104,836 | $30,146,640 | 5.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,264 | $28,434,195 | 4.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
41,518 | $27,000,816 | 4.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
119,632 | $24,915,756 | 4.28% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
151,008 | $17,914,079 | 3.08% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
88,893 | $17,369,692 | 2.98% |
Portfolio Trend
Holdings in OTTR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,801,969 | 31,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,471,977 | 30,590 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,458,280 | 29,990 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,216,954 | 28,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,838,945 | 22,881 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,670,777 | 22,627 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,813,468 | 23,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,951,505 | 22,280 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||