Wealthfront Advisers LLC Purchases in Q2 2025

Wealthfront Advisers LLC

  • $38.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
23.9K
+ 18.66%
$99.83 - $140.86 $2.38M - $3.36M
152K $21.4M
SJNK
Spdr Bloomberg Short Term High

ETFs
212K
+ 6.49%
$24.12 - $25.48 $5.12M - $5.41M
3.48M $88.7M
GLD
Spdr Gold Trust

ETFs
14.2K
+ 12.99%
$273.71 - $316.29 $3.87M - $4.48M
123K $37.5M
DIS
Walt Disney CO

Communication Services
24.6K
+ 20.68%
$81.72 - $124.01 $2.01M - $3.05M
144K $17.8M
HRL
Hormel Foods Corp

Consumer Defensive
200K
+ 1011.15%
$29.11 - $31.44 $5.83M - $6.3M
220K $6.66M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
62.2K
+ 26.49%
$55.54 - $69.09 $3.45M - $4.3M
297K $20.5M
WFC
Wells Fargo & Company

Financial Services
34K
+ 8.92%
$60.98 - $80.12 $2.07M - $2.73M
416K $33.3M
KHC
Kraft Heinz CO

Consumer Defensive
259K
+ 150.85%
$25.61 - $30.81 $6.63M - $7.97M
430K $11.1M
APH
Amphenol Corp

Technology
11.1K
+ 7.73%
$59.09 - $98.75 $656K - $1.1M
155K $15.3M
RKT
Rocket Companies, Inc.

Financial Services
389K
+ 234.44%
$11.11 - $15.4 $4.32M - $5.99M
555K $7.87M
VST
Vistra Corp.

Utilities
4.02K
+ 6.13%
$98.07 - $195.04 $395K - $785K
69.6K $13.5M
NUDM
Nuveen Esg International Devel

ETFs
16.7K
+ 1.25%
$28.66 - $35.49 $477K - $591K
1.34M $47.7M
MCHP
Microchip Technology Inc

Technology
68.6K
+ 340.14%
$35.34 - $71.6 $2.42M - $4.91M
88.8K $6.25M
COST
Costco Wholesale Corp

Consumer Defensive
2.67K
+ 4.51%
$908.13 - $1056.85 $2.43M - $2.82M
61.9K $61.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.7K
+ 17.23%
$321.63 - $509.31 $1.19M - $1.88M
25.1K $12.8M
DASH
Door Dash, Inc.

Communication Services
3.08K
+ 4.4%
$163.16 - $246.51 $502K - $759K
73.1K $18M
CEG
Constellation Energy Corp

Utilities
3.59K
+ 10.78%
$170.96 - $322.76 $614K - $1.16M
36.9K $11.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
89.2K
+ 212.57%
$41.79 - $54.16 $3.73M - $4.83M
131K $6.92M
SCHW
Schwab Charles Corp

Financial Services
30.8K
+ 22.43%
$69.06 - $91.24 $2.13M - $2.81M
168K $15.4M
FDX
Fedex Corp

Industrials
20.6K
+ 132.81%
$198.07 - $245.17 $4.08M - $5.05M
36.1K $8.21M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.47K
+ 4.1%
$177.93 - $313.14 $262K - $461K
37.4K $11.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
50.4K
+ 315.23%
$50.06 - $80.8 $2.52M - $4.07M
66.4K $5.37M
V
Visa Inc.

Financial Services
9.74K
+ 5.29%
$308.27 - $373.31 $3M - $3.64M
194K $68.8M
CCI
Crown Castle International Corp

Real Estate
43.6K
+ 32.1%
$94.83 - $107.06 $4.13M - $4.66M
179K $18.4M
BALL
Ball Corp

Consumer Cyclical
74K
+ 311.89%
$44.94 - $56.99 $3.32M - $4.21M
97.7K $5.48M
CAT
Caterpillar Inc

Industrials
1.2K
+ 1.88%
$273.94 - $388.21 $328K - $465K
64.7K $25.1M
AWK
American Water Works Company, Inc.

Utilities
31.3K
+ 75.6%
$133.82 - $151.96 $4.19M - $4.76M
72.8K $10.1M
KLAC
Kla Corp

Technology
1.06K
+ 7.59%
$576.53 - $902.94 $608K - $953K
15K $13.4M
MA
Mastercard Inc

Financial Services
4.62K
+ 4.76%
$479.92 - $590.74 $2.22M - $2.73M
102K $57.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
37.5K
+ 565.99%
$67.22 - $100.51 $2.52M - $3.77M
44.1K $4.37M
HYLB
Xtrackers Usd High Yield Corp

ETFs
82.3K
+ 7.73%
$34.72 - $36.92 $2.86M - $3.04M
1.15M $42.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
58.6K
+ 27.27%
$45.88 - $54.4 $2.69M - $3.19M
273K $14.9M
AXON
Axon Enterprise, Inc.

Industrials
2.27K
+ 37.38%
$497.13 - $827.94 $1.13M - $1.88M
8.36K $6.92M
GILD
Gilead Sciences, Inc.

Healthcare
34.9K
+ 16.33%
$96.91 - $113.0 $3.39M - $3.95M
249K $27.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.97K
+ 25.97%
$171.4 - $227.1 $1.71M - $2.26M
48.3K $11M
HSY
Hershey CO

Consumer Defensive
21.7K
+ 77.07%
$151.29 - $173.13 $3.28M - $3.75M
49.8K $8.27M
VT
Vanguard Total World Stk Index

ETFs
17.9K
+ 19.67%
$103.16 - $128.52 $1.85M - $2.31M
109K $14M
PEP
Pepsico Inc

Consumer Defensive
40.3K
+ 36.95%
$128.02 - $151.37 $5.16M - $6.1M
149K $19.7M
SBAC
Sba Communications Corp

Real Estate
11.7K
+ 28.79%
$208.57 - $243.4 $2.45M - $2.86M
52.5K $12.3M
CVNA
Carvana Co.

Consumer Cyclical
2.85K
+ 15.56%
$162.57 - $345.64 $463K - $984K
21.2K $7.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
49.4K
+ 64.04%
$63.54 - $68.5 $3.14M - $3.38M
127K $8.53M
C
Citigroup Inc

Financial Services
8.99K
+ 5.09%
$58.13 - $85.12 $522K - $765K
186K $15.8M
GPC
Genuine Parts CO

Consumer Cyclical
26.5K
+ 434.8%
$105.54 - $129.09 $2.8M - $3.42M
32.6K $3.95M
PWR
Quanta Services, Inc.

Industrials
1.13K
+ 5.1%
$239.47 - $381.26 $271K - $432K
23.3K $8.82M
ABT
Abbott Laboratories

Healthcare
19.2K
+ 11.89%
$123.95 - $138.08 $2.38M - $2.66M
181K $24.6M
UPS
United Parcel Service Inc

Industrials
34.9K
+ 72.08%
$91.92 - $110.2 $3.2M - $3.84M
83.2K $8.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
245
+ 17.61%
$4164.15 - $5789.24 $1.02M - $1.42M
1.64K $9.47M
CME
Cme Group Inc.

Financial Services
8.92K
+ 17.2%
$252.37 - $290.71 $2.25M - $2.59M
60.8K $16.8M
NET
Cloudflare, Inc.

Technology
3.56K
+ 12.96%
$97.08 - $195.83 $345K - $696K
31K $6.07M
Activity Summary
Buys All Purchases 598 New Holdings 54 Increased Positions 544 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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