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
TAP
Molson Coors Beverage CO

Consumer Defensive
1.24K
+ 6.25%
$52.44 - $62.91 $65K - $78K
21.1K $1.28M
PSA
Public Storage

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

ETFs
1.66K
+ 11.47%
$48.65 - $53.06 $81K - $88.3K
16.2K $840K
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
NRG
Nrg Energy, Inc.

Utilities
1.04K
+ 22.05%
$84.82 - $113.33 $88.1K - $118K
5.75K $548K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
900
+ 5.5%
$78.97 - $85.82 $71.1K - $77.2K
17.3K $1.43M
FNDA
Schwab Fundamental U S Small C

ETFs
6.81K
+ 24.23%
$26.87 - $30.99 $183K - $211K
34.9K $956K
HAL
Halliburton CO

Energy
20.3K
+ 9.38%
$24.15 - $29.9 $489K - $606K
236K $5.99M
LCID
Lucid Group, Inc.

Consumer Cyclical
86.3K
+ 58.66%
$2.03 - $3.48 $175K - $300K
233K $564K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.21K
+ 41.88%
$122.39 - $146.44 $148K - $177K
4.1K $517K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.32K
+ 8.67%
$108.02 - $120.45 $251K - $280K
29.1K $3.2M
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
FUBO
Fubo Tv Inc.

Communication Services
21.6K
+ 73.88%
$1.41 - $5.46 $30.4K - $118K
50.7K $148K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.18K
+ 6.59%
$72.7 - $84.32 $158K - $184K
35.3K $2.63M
DFAI
Dimensional ETF Tr

ETFs
1.47K
+ 4.88%
$28.88 - $32.4 $42.3K - $47.5K
31.5K $983K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1.57K
+ 42.63%
$74.36 - $83.68 $117K - $131K
5.25K $390K
CC
Chemours CO

Basic Materials
15.8K
+ 48.0%
$13.41 - $19.99 $212K - $316K
48.8K $659K
FFIV
F5, Inc.

Technology
278
+ 15.54%
$251.75 - $310.6 $70K - $86.3K
2.07K $550K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
644
+ 32.51%
$314.47 - $431.35 $203K - $278K
2.63K $962K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.62K
+ 43.17%
$19.47 - $20.36 $89.9K - $94K
15.3K $307K
TYL
Tyler Technologies Inc

Technology
142
+ 7.88%
$553.41 - $646.74 $78.6K - $91.8K
1.94K $1.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
635
+ 10.46%
$87.68 - $94.52 $55.7K - $60K
6.7K $627K
PKI
Perkinelmer Inc

Healthcare
731
+ 8.85%
N/A
8.99K $1.09M
AVTR
Avantor, Inc.

Basic Materials
9.02K
+ 73.19%
$15.5 - $22.57 $140K - $204K
21.3K $346K
VPU
Vanguard Utilities ETF

ETFs
256
+ 4.37%
$161.24 - $173.33 $41.3K - $44.4K
6.11K $1.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
436
+ 36.18%
$182.82 - $196.21 $79.7K - $85.5K
1.64K $308K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.8K
+ 4.36%
$54.25 - $57.64 $97.4K - $104K
42.9K $2.37M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
836
+ 43.16%
$96.18 - $109.82 $80.4K - $91.8K
2.77K $283K
PTC
Ptc Inc.

Technology
786
+ 57.16%
$153.3 - $193.48 $120K - $152K
2.16K $334K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.87K
+ 3.65%
$39.4 - $42.61 $73.5K - $79.5K
53K $2.14M
TRMB
Trimble Inc.

Technology
3.52K
+ 11.28%
$65.52 - $77.49 $231K - $273K
34.7K $2.28M
PANW
Palo Alto Networks Inc

Technology
3.89K
+ 7.48%
$167.82 - $208.28 $652K - $810K
55.9K $9.54M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.72K
+ 12.7%
$39.61 - $42.65 $68.1K - $73.3K
15.3K $622K
OMC
Omnicom Group Inc.

Communication Services
1.81K
+ 7.29%
$79.43 - $88.34 $144K - $160K
26.7K $2.21M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.55K
+ 13.69%
$38.22 - $41.19 $59.3K - $63.9K
12.9K $521K
VBR
Vanguard Small Cap Value ETF

ETFs
2.22K
+ 7.65%
$183.02 - $207.75 $407K - $462K
31.3K $5.82M
IR
Ingersoll Rand Inc.

Industrials
4.3K
+ 16.32%
$79.44 - $94.23 $342K - $405K
30.7K $2.45M
KEYS
Keysight Technologies, Inc.

Technology
1.18K
+ 11.79%
$148.16 - $185.11 $174K - $218K
11.1K $1.67M
WSM
Williams Sonoma Inc

Consumer Cyclical
633
+ 52.84%
$158.1 - $217.71 $100K - $138K
1.83K $289K
PNR
Pentair PLC

Industrials
1.14K
+ 44.34%
$84.0 - $105.35 $96.1K - $121K
3.72K $325K
SNOW
Snowflake Inc.

Technology
960
+ 10.63%
$146.16 - $192.78 $140K - $185K
9.99K $1.46M
JOBY
Joby Aviation, Inc.

Industrials
21.6K
+ 63.52%
$5.99 - $10.27 $129K - $222K
55.6K $334K
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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