Wealthfront Advisers LLC Portfolio Holdings
Wealthfront Advisers LLC
- $28.5 Billion
- Q1 2024
Wealthfront Advisers LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $28.5 Billion distributed in 866 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $3.96B, Vanguard Ftse Developed Market with a value of $2.76B, Ishares Inc with a value of $1.85B, Schwab Strategic Tr Intl Eqty with a value of $1.78B, and Vanguard Ftse Emerging Mkts Et with a value of $1.73B.
Examining the 13F form we can see an increase of $2.54B in the current position value, from $26B to 28.5B.
Below you can find more details about Wealthfront Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$28.5 Billion
ETFs: $24 Billion
Technology: $1.39 Billion
Financial Services: $553 Million
Consumer Cyclical: $470 Million
Healthcare: $469 Million
Communication Services: $438 Million
Industrials: $382 Million
Consumer Defensive: $295 Million
Other: $523 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 866
- Current Value $28.5 Billion
- Prior Value $26 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 25 stocks
- Additional Purchases 538 stocks
- Sold out of 0 stocks
- Reduced holdings in 303 stocks