Wealthfront Advisers LLC New Holdings in Q4 2024

Wealthfront Advisers LLC

  • $34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
15.6M
New
$280.04 - $302.45 $4.38B - $4.73B
15.6M $4.53B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
107M
New
$18.41 - $40.87 $1.98B - $4.39B
107M $1.99B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
60.2M
New
$22.01 - $66.82 $1.33B - $4.02B
60.2M $1.37B
SCHP
Schwab Strategic Us Tips ETF

ETFs
22.2M
New
$25.74 - $53.78 $572M - $1.2B
22.2M $574M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.3M
New
$26.93 - $84.95 $385M - $1.22B
14.3M $391M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2M
New
$124.61 - $133.96 $250M - $268M
2M $258M
EMB
Ishares Tr

ETFs
2.85M
New
$88.94 - $93.46 $254M - $267M
2.85M $254M
VV
Vanguard Large Cap ETF

ETFs
786K
New
$260.27 - $280.65 $205M - $221M
786K $212M
META
Meta Platforms, Inc.

Communication Services
291K
New
$554.08 - $632.68 $161M - $184M
291K $172M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.44M
New
$100.18 - $109.1 $145M - $158M
1.44M $152M
XLE
Energy Sector Spdr

ETFs
1.23M
New
$83.32 - $97.27 $103M - $120M
1.23M $106M
SPY
Spdr S&P 500 ETF Trust

ETFs
175K
New
$567.81 - $607.81 $99.6M - $107M
175K $103M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.24M
New
$81.68 - $82.93 $101M - $103M
1.24M $101M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.26M
New
$42.33 - $43.3 $95.7M - $97.9M
2.26M $96.3M
SCHO
Schwab Short Term Us Treasury

ETFs
3.76M
New
$24.06 - $48.88 $90.4M - $184M
3.76M $90.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
173K
New
$481.22 - $538.17 $83.2M - $93M
173K $88.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.13M
New
$75.65 - $83.47 $85.2M - $94.1M
1.13M $85.8M
SHV
Ishares Tr

ETFs
736K
New
$109.92 - $110.57 $80.9M - $81.4M
736K $81M
LLY
Eli Lilly & CO

Healthcare
105K
New
$727.2 - $932.06 $76.1M - $97.5M
105K $80.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169K
New
$442.29 - $483.08 $74.6M - $81.5M
169K $76.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.97M
New
$25.09 - $25.69 $74.4M - $76.2M
2.97M $74.9M
JPM
Jpmorgan Chase & CO

Financial Services
289K
New
$205.18 - $250.29 $59.3M - $72.4M
289K $69.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.38M
New
$22.65 - $23.8 $53.9M - $56.7M
2.38M $54.1M
COST
Costco Wholesale Corp

Consumer Defensive
54.7K
New
$873.59 - $994.69 $47.8M - $54.4M
54.7K $50.1M
MA
Mastercard Inc

Financial Services
93.3K
New
$491.3 - $536.15 $45.8M - $50M
93.3K $49.1M
XOM
Exxon Mobil Corp

Energy
420K
New
$105.51 - $125.37 $44.4M - $52.7M
420K $45.2M
NUDM
Nuveen Esg International Devel

ETFs
1.47M
New
$30.06 - $33.38 $44.1M - $49M
1.47M $44.1M
HD
Home Depot, Inc.

Consumer Cyclical
109K
New
$385.02 - $431.37 $42.1M - $47.2M
109K $42.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.65M
New
$25.35 - $25.53 $41.9M - $42.2M
1.65M $42.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.12M
New
$36.54 - $37.53 $41M - $42.1M
1.12M $41.3M
UNH
Unitedhealth Group Inc

Healthcare
77.3K
New
$485.52 - $625.25 $37.5M - $48.3M
77.3K $39.1M
PLTR
Palantir Technologies Inc.

Technology
505K
New
$36.46 - $82.38 $18.4M - $41.6M
505K $38.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
118K
New
$311.11 - $335.64 $36.7M - $39.6M
118K $38M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.04M
New
$35.95 - $36.76 $37.5M - $38.3M
1.04M $37.6M
BAC
Bank Of America Corp

Financial Services
804K
New
$39.22 - $47.77 $31.5M - $38.4M
804K $35.3M
CRM
Salesforce, Inc.

Technology
101K
New
$270.87 - $367.87 $27.2M - $37M
101K $33.6M
ORCL
Oracle Corp

Technology
180K
New
$165.41 - $192.43 $29.7M - $34.6M
180K $29.9M
T
At&T Inc.

Communication Services
1.25M
New
$21.22 - $23.88 $26.6M - $29.9M
1.25M $28.6M
NOW
Service Now, Inc.

Technology
26.3K
New
$867.18 - $1148.42 $22.8M - $30.2M
26.3K $27.9M
ABBV
Abb Vie Inc.

Healthcare
149K
New
$164.99 - $203.87 $24.6M - $30.4M
149K $26.5M
MRK
Merck & Co., Inc.

Healthcare
245K
New
$96.31 - $114.76 $23.6M - $28.1M
245K $24.4M
INTU
Intuit Inc

Technology
38.7K
New
$602.01 - $706.25 $23.3M - $27.3M
38.7K $24.3M
IBM
International Business Machines Corp

Technology
105K
New
$204.9 - $238.04 $21.5M - $25M
105K $23.1M
JNJ
Johnson & Johnson

Healthcare
159K
New
$143.34 - $165.86 $22.8M - $26.4M
159K $23M
ISRG
Intuitive Surgical Inc

Healthcare
43.9K
New
$471.27 - $550.62 $20.7M - $24.2M
43.9K $22.9M
GE
General Electric CO

Industrials
135K
New
$159.95 - $194.23 $21.7M - $26.3M
135K $22.6M
AXP
American Express CO

Financial Services
69.2K
New
$267.35 - $305.57 $18.5M - $21.1M
69.2K $20.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
83.3K
New
$238.25 - $261.28 $19.8M - $21.8M
83.3K $20.2M
KO
Coca Cola CO

Consumer Defensive
322K
New
$61.74 - $71.71 $19.9M - $23.1M
322K $20M
Activity Summary
Buys All Purchases 672 New Holdings 494 Increased Positions 178 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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