Wealthfront Advisers LLC Incresed Positions in Q1 2025

Wealthfront Advisers LLC

  • $34.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.78M
+ 3.04%
$47.4 - $52.99 $84.3M - $94.2M
60.4M $3.07B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.99M
+ 26.93%
$25.69 - $26.89 $154M - $161M
28.2M $759M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.47M
+ 17.72%
$105.1 - $109.61 $154M - $161M
9.74M $1.06B
VIG
Vanguard Dividend Appreciation

ETFs
738K
+ 10.76%
N/A
7.6M $1.38B
CMF
Ishares California Muni Bond E

ETFs
2.12M
+ 31.12%
$55.93 - $57.47 $119M - $122M
8.95M $504M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
844K
+ 1.89%
$42.5 - $46.71 $35.9M - $39.4M
45.4M $2.06B
SHV
Ishares Tr

ETFs
798K
+ 108.44%
$110.11 - $110.51 $87.9M - $88.2M
1.53M $169M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.25M
+ 12.81%
$120.29 - $134.6 $150M - $168M
11M $1.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43.3K
+ 25.67%
$442.66 - $534.52 $19.2M - $23.1M
212K $113M
IEMG
Ishares Inc

ETFs
415K
+ 1.07%
N/A
39.4M $2.11B
JNJ
Johnson & Johnson

Healthcare
93.1K
+ 58.59%
$142.06 - $167.7 $13.2M - $15.6M
252K $41.8M
VNQ
Vanguard Specialized Funds Van

ETFs
26.4K
+ 0.31%
$85.55 - $94.34 $2.26M - $2.49M
8.56M $775M
V
Visa Inc.

Financial Services
20.4K
+ 12.49%
$306.92 - $362.71 $6.27M - $7.42M
184K $64.5M
PM
Philip Morris International Inc.

Consumer Defensive
37.8K
+ 24.03%
$117.15 - $158.79 $4.43M - $6.01M
195K $31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
117K
+ 75.75%
$100.34 - $100.68 $11.8M - $11.8M
272K $27.4M
GLD
Spdr Gold Trust

ETFs
27.8K
+ 34.31%
$243.19 - $288.14 $6.77M - $8.02M
109K $31.4M
EXC
Exelon Corp

Utilities
238K
+ 364.61%
$37.3 - $46.08 $8.88M - $11M
304K $14M
LLY
Eli Lilly & CO

Healthcare
6.62K
+ 6.32%
$725.72 - $929.72 $4.8M - $6.15M
111K $91.9M
XOM
Exxon Mobil Corp

Energy
51.7K
+ 12.3%
$105.44 - $118.93 $5.45M - $6.15M
472K $56.1M
CVS
Cvs Health Corp

Healthcare
101K
+ 86.84%
$44.22 - $68.64 $4.45M - $6.9M
216K $14.7M
CCI
Crown Castle International Corp

Real Estate
79.9K
+ 143.32%
$84.33 - $106.39 $6.74M - $8.5M
136K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
24.3K
+ 13.87%
$551.42 - $612.93 $13.4M - $14.9M
200K $112M
JPM
Jpmorgan Chase & CO

Financial Services
28.8K
+ 9.97%
$225.19 - $279.95 $6.49M - $8.07M
318K $78M
GILD
Gilead Sciences, Inc.

Healthcare
47.3K
+ 28.37%
$89.14 - $117.41 $4.21M - $5.55M
214K $24M
T
At&T Inc.

Communication Services
55.7K
+ 4.44%
$21.56 - $28.28 $1.2M - $1.58M
1.31M $37M
GE
General Electric CO

Industrials
19K
+ 14.01%
$168.59 - $212.13 $3.2M - $4.02M
154K $30.9M
CVX
Chevron Corp

Energy
29.3K
+ 20.0%
$146.71 - $167.97 $4.3M - $4.92M
176K $29.4M
BMY
Bristol Myers Squibb CO

Healthcare
116K
+ 46.54%
$53.9 - $63.11 $6.26M - $7.33M
366K $22.3M
ES
Eversource Energy

Utilities
121K
+ 109.46%
$55.63 - $63.8 $6.73M - $7.72M
232K $14.4M
MOH
Molina Healthcare, Inc.

Healthcare
22.6K
+ 168.21%
$266.57 - $333.27 $6.02M - $7.52M
36K $11.9M
SBAC
Sba Communications Corp

Real Estate
35.5K
+ 664.75%
$192.76 - $224.91 $6.83M - $7.97M
40.8K $8.97M
ED
Consolidated Edison Inc

Utilities
50.6K
+ 52.64%
$88.0 - $110.59 $4.45M - $5.59M
147K $16.2M
AMT
American Tower Corp

Real Estate
26.5K
+ 49.48%
$173.46 - $217.6 $4.59M - $5.76M
80K $17.4M
AMGN
Amgen Inc

Healthcare
15.5K
+ 30.71%
$258.59 - $327.36 $4.01M - $5.08M
66.1K $20.6M
SJNK
Spdr Bloomberg Short Term High

ETFs
301K
+ 10.14%
$25.08 - $25.64 $7.54M - $7.71M
3.27M $82.2M
IBM
International Business Machines Corp

Technology
17.1K
+ 16.35%
$217.4 - $264.74 $3.73M - $4.54M
122K $30.3M
ABBV
Abb Vie Inc.

Healthcare
11.7K
+ 7.86%
$169.2 - $216.66 $1.98M - $2.54M
161K $33.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
171K
+ 8.56%
$120.24 - $134.3 $20.6M - $23M
2.17M $265M
UBER
Uber Technologies, Inc

Technology
52.8K
+ 23.19%
$63.17 - $81.49 $3.34M - $4.3M
281K $20.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
106K
+ 41.45%
$53.99 - $58.43 $5.71M - $6.18M
361K $20.8M
MCK
Mckesson Corp

Healthcare
7.07K
+ 38.45%
$566.21 - $672.99 $4M - $4.76M
25.5K $17.1M
AEP
American Electric Power CO Inc

Utilities
53.7K
+ 117.56%
$90.32 - $109.27 $4.85M - $5.87M
99.4K $10.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5.91K
+ 14.42%
$402.49 - $513.76 $2.38M - $3.04M
46.9K $22.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
65K
+ 7.11%
$71.17 - $73.66 $4.63M - $4.79M
980K $72M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
233K
+ 9.77%
$22.42 - $23.22 $5.21M - $5.4M
2.61M $60.3M
KO
Coca Cola CO

Consumer Defensive
41.6K
+ 12.92%
$60.81 - $72.32 $2.53M - $3.01M
363K $26M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
162K
+ 14.41%
$36.63 - $37.45 $5.92M - $6.05M
1.28M $47.2M
COST
Costco Wholesale Corp

Consumer Defensive
4.56K
+ 8.33%
$890.62 - $1076.86 $4.06M - $4.91M
59.2K $56M
CSCO
Cisco Systems, Inc.

Technology
82.9K
+ 28.84%
$58.74 - $64.87 $4.87M - $5.38M
370K $22.9M
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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