Wealthfront Advisers LLC Purchases in Q1 2025

Wealthfront Advisers LLC

  • $34.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHKP
Check Point Software Technologies LTD

Technology
961
New
$179.88 - $231.31 $173K - $222K
961 $219K
XLU
Utilities Sector Spdr

ETFs
1.83K
+ 7.77%
$74.7 - $80.27 $137K - $147K
25.4K $2M
LUV
Southwest Airlines CO

Industrials
6.53K
+ 20.78%
$28.18 - $34.84 $184K - $227K
37.9K $1.27M
LKQ
Lkq Corp

Consumer Cyclical
2.62K
+ 14.4%
$36.24 - $44.05 $94.8K - $115K
20.8K $884K
ASTS
Ast Space Mobile, Inc.

Communication Services
6.75K
+ 20.47%
$17.72 - $33.8 $120K - $228K
39.7K $903K
INVH
Invitation Homes Inc.

Real Estate
4.22K
+ 21.83%
$30.28 - $34.85 $128K - $147K
23.5K $819K
ATO
Atmos Energy Corp

Utilities
739
+ 12.93%
$136.51 - $154.58 $101K - $114K
6.46K $997K
PEAK
Healthpeak Properties, Inc.

Real Estate
10.5K
+ 3.89%
N/A
281K $5.34M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.72K
+ 12.06%
$161.03 - $235.53 $439K - $642K
25.3K $4.19M
LII
Lennox International Inc

Industrials
357
New
$553.05 - $666.93 $197K - $238K
357 $200K
XYL
Xylem Inc.

Industrials
924
+ 3.75%
$114.02 - $132.04 $105K - $122K
25.5K $3.05M
EFV
Msci Eafe Value ETF

ETFs
2.68K
+ 47.04%
$51.88 - $60.73 $139K - $163K
8.38K $494K
SYY
Sysco Corp

Consumer Defensive
3.78K
+ 5.99%
$70.0 - $77.13 $265K - $292K
66.9K $5.02M
EW
Edwards Lifesciences Corp

Healthcare
3.07K
+ 13.96%
$67.95 - $76.19 $208K - $234K
25K $1.81M
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.37K
+ 21.22%
$21.28 - $35.62 $50.3K - $84.2K
13.5K $481K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.76K
+ 15.27%
$247.97 - $296.33 $684K - $817K
20.8K $5.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.88K
+ 5.14%
$77.7 - $78.94 $146K - $149K
38.5K $3.04M
MLPA
Global X Mlp ETF

ETFs
1.82K
+ 8.98%
$49.83 - $54.53 $90.5K - $99.1K
22K $1.17M
ESS
Essex Property Trust, Inc.

Real Estate
634
+ 12.2%
N/A
5.83K $1.59M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.9K
+ 10.64%
$20.7 - $21.15 $205K - $209K
103K $2.13M
FLBR
Franklin Templeton ETF Tr

ETFs
10.3K
New
$14.0 - $16.96 $144K - $175K
10.3K $170K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
868
+ 69.33%
$196.12 - $229.48 $170K - $199K
2.12K $428K
PINS
Pinterest, Inc.

Communication Services
1.62K
+ 2.72%
$29.79 - $40.0 $48.1K - $64.6K
61.1K $1.89M
AMCR
Amcor PLC

Consumer Cyclical
15.9K
New
$9.33 - $10.39 $148K - $165K
15.9K $154K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.94K
+ 17.18%
$39.65 - $43.35 $117K - $128K
20.1K $844K
APH
Amphenol Corp

Technology
10.1K
+ 7.59%
$61.62 - $78.55 $625K - $796K
144K $9.43M
TAP
Molson Coors Beverage CO

Consumer Defensive
1.24K
+ 6.25%
$52.44 - $62.91 $65K - $78K
21.1K $1.28M
KIE
Spdr S&P Insurance ETF

ETFs
1.91K
+ 25.2%
$54.24 - $60.81 $104K - $116K
9.49K $574K
LYFT
Lyft, Inc.

Technology
12.3K
New
$11.27 - $15.12 $139K - $186K
12.3K $146K
PSA
Public Storage

Real Estate
481
+ 4.6%
$288.99 - $313.98 $139K - $151K
10.9K $3.27M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.66K
+ 11.47%
$48.65 - $53.06 $81K - $88.3K
16.2K $840K
BAC
Bank Of America Corp

Financial Services
46.1K
+ 5.74%
$39.61 - $47.74 $1.83M - $2.2M
850K $35.5M
SPOT
Spotify Technology S.A.

Communication Services
48
+ 4.27%
$457.79 - $648.32 $22K - $31.1K
1.17K $645K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2K
+ 20.3%
$58.32 - $65.09 $117K - $130K
11.9K $714K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.03K
+ 37.14%
$98.98 - $113.18 $102K - $117K
3.8K $430K
ARCC
Ares Capital Corp

Financial Services
5.92K
+ 38.59%
$21.28 - $23.81 $126K - $141K
21.3K $471K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.91K
+ 51.56%
$28.11 - $32.0 $110K - $125K
11.5K $353K
EFG
Msci Eafe Growth ETF

ETFs
1.02K
+ 14.19%
$96.1 - $106.37 $98K - $108K
8.21K $820K
EMQQ
Emqq Emerging Markets Internet

ETFs
1.46K
+ 7.91%
$33.17 - $40.71 $48.5K - $59.5K
19.9K $761K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
900
+ 5.5%
$78.97 - $85.82 $71.1K - $77.2K
17.3K $1.43M
NRG
Nrg Energy, Inc.

Utilities
1.04K
+ 22.05%
$84.82 - $113.33 $88.1K - $118K
5.75K $548K
FNDA
Schwab Fundamental U S Small C

ETFs
6.81K
+ 24.23%
$26.87 - $30.99 $183K - $211K
34.9K $956K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.21K
+ 41.88%
$122.39 - $146.44 $148K - $177K
4.1K $517K
LCID
Lucid Group, Inc.

Consumer Cyclical
86.3K
+ 58.66%
$2.03 - $3.48 $175K - $300K
233K $564K
HAL
Halliburton CO

Energy
20.3K
+ 9.38%
$24.15 - $29.9 $489K - $606K
236K $5.99M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.32K
+ 8.67%
$108.02 - $120.45 $251K - $280K
29.1K $3.2M
RUN
Sunrun Inc.

Technology
20K
New
$5.86 - $11.37 $117K - $228K
20K $117K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.84K
+ 18.58%
$53.35 - $58.68 $98K - $108K
11.7K $657K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.21K
+ 13.45%
$49.42 - $50.43 $109K - $112K
18.7K $932K
Activity Summary
Buys All Purchases 627 New Holdings 37 Increased Positions 590 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 0
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