Wealthfront Advisers LLC Reduced Holdings in Q3 2025

Wealthfront Advisers LLC

  • $41.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMF
Ishares California Muni Bond E

ETFs
-4.69M
- 54.23%
$55.16 - $57.13 $259M - $268M
3.96M $226M
IEMG
Ishares Inc

ETFs
-712K
- 1.86%
N/A
37.6M $2.02B
MUB
Ishares National Muni Bond ETF

ETFs
-357K
- 6.61%
$103.24 - $106.68 $36.8M - $38.1M
5.04M $537M
CHTR
Charter Communications, Inc.

Communication Services
-17.5K
- 79.11%
$256.57 - $418.22 $4.5M - $7.33M
4.63K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
-3.85K
- 6.22%
$915.95 - $994.57 $3.53M - $3.83M
58.1K $53.7M
ISRG
Intuitive Surgical Inc

Healthcare
-6.09K
- 13.19%
$433.66 - $544.47 $2.64M - $3.32M
40.1K $17.9M
MOH
Molina Healthcare, Inc.

Healthcare
-9.69K
- 20.16%
$152.31 - $306.29 $1.48M - $2.97M
38.4K $7.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-72.9K
- 8.3%
$82.38 - $83.0 $6.01M - $6.05M
806K $66.8M
ACN
Accenture PLC

Technology
-11K
- 18.08%
$232.56 - $304.78 $2.57M - $3.36M
50K $12.3M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-223K
- 4.32%
$25.39 - $25.57 $5.65M - $5.69M
4.94M $126M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6.55K
- 14.9%
$366.54 - $479.53 $2.4M - $3.14M
37.4K $14.6M
TGT
Target Corp

Consumer Defensive
-43.5K
- 56.04%
$86.56 - $107.43 $3.77M - $4.68M
34.2K $3.06M
INTU
Intuit Inc

Technology
-40
- 0.09%
$646.03 - $807.39 $25.8K - $32.3K
42.5K $29M
BALL
Ball Corp

Consumer Cyclical
-77.5K
- 79.34%
$48.47 - $59.71 $3.76M - $4.63M
20.2K $1.02M
EMB
Ishares Tr

ETFs
-108K
- 4.77%
$91.52 - $95.59 $9.87M - $10.3M
2.15M $205M
SBAC
Sba Communications Corp

Real Estate
-11.7K
- 22.27%
$191.35 - $239.35 $2.24M - $2.8M
40.8K $7.9M
DE
Deere & CO

Industrials
-5.52K
- 16.19%
$457.26 - $524.37 $2.52M - $2.89M
28.6K $13.1M
KHC
Kraft Heinz CO

Consumer Defensive
-161K
- 37.35%
$25.63 - $28.94 $4.12M - $4.65M
270K $7.02M
KO
Coca Cola CO

Consumer Defensive
-34.8K
- 8.83%
$65.67 - $71.67 $2.29M - $2.5M
360K $23.9M
NOW
Service Now, Inc.

Technology
-724
- 2.4%
$850.86 - $1044.69 $616K - $756K
29.4K $27.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-17.1K
- 39.52%
$138.59 - $171.12 $2.37M - $2.92M
26.1K $3.68M
CCI
Crown Castle International Corp

Real Estate
-22.6K
- 12.58%
$92.96 - $113.91 $2.1M - $2.57M
157K $15.1M
V
Visa Inc.

Financial Services
-1.85K
- 0.96%
$332.09 - $358.86 $615K - $665K
192K $65.5M
TTD
Trade Desk, Inc.

Technology
-32.4K
- 49.14%
$43.93 - $89.76 $1.42M - $2.91M
33.5K $1.64M
GIS
General Mills Inc

Consumer Defensive
-50.9K
- 15.28%
$48.44 - $53.83 $2.47M - $2.74M
282K $14.2M
LBRDK
Liberty Broadband Corp

Communication Services
-3.09K
- 3.95%
$58.3 - $100.8 $180K - $311K
75.1K $4.77M
PEAK
Healthpeak Properties, Inc.

Real Estate
-152K
- 70.18%
N/A
64.6K $1.22M
PGR
Progressive Corp

Financial Services
-4.47K
- 5.32%
$238.61 - $264.3 $1.07M - $1.18M
79.6K $19.7M
ABT
Abbott Laboratories

Healthcare
-17.5K
- 9.69%
$120.51 - $136.62 $2.11M - $2.4M
163K $21.9M
IBM
International Business Machines Corp

Technology
-3.51K
- 2.71%
$234.77 - $292.47 $824K - $1.03M
126K $35.5M
UDR
Udr, Inc.

Real Estate
-63.1K
- 86.4%
$36.71 - $41.37 $2.32M - $2.61M
9.93K $370K
AMT
American Tower Corp

Real Estate
-277
- 0.31%
$192.32 - $232.35 $53.3K - $64.4K
88.7K $17.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-29.8K
- 28.16%
$85.01 - $90.35 $2.54M - $2.7M
76.1K $6.8M
SJNK
Spdr Bloomberg Short Term High

ETFs
-113K
- 3.25%
$25.28 - $25.63 $2.86M - $2.9M
3.37M $86.2M
HON
Honeywell International Inc

Industrials
-3.68K
- 4.93%
$207.7 - $240.4 $765K - $886K
71.1K $15M
ES
Eversource Energy

Utilities
-56.4K
- 24.35%
$62.86 - $71.14 $3.55M - $4.01M
175K $12.5M
SBUX
Starbucks Corp

Consumer Cyclical
-18.8K
- 19.9%
$81.9 - $96.86 $1.54M - $1.82M
75.7K $6.4M
TDG
Trans Digm Group Inc

Industrials
-591
- 8.58%
$1271.04 - $1620.83 $751K - $958K
6.3K $8.3M
DHR
Danaher Corp

Healthcare
-11K
- 21.17%
$181.46 - $212.2 $1.99M - $2.33M
40.8K $8.1M
CMCSA
Comcast Corp

Communication Services
-33.6K
- 13.53%
$31.41 - $36.33 $1.05M - $1.22M
215K $6.74M
CE
Celanese Corp

Basic Materials
-32K
- 66.21%
$39.94 - $62.39 $1.28M - $2M
16.4K $688K
SPGI
S&P Global Inc.

Financial Services
-659
- 1.62%
$484.94 - $564.15 $320K - $372K
40.1K $19.5M
FDX
Fedex Corp

Industrials
-9.66K
- 26.74%
$217.1 - $243.2 $2.1M - $2.35M
26.5K $6.24M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-18.2K
- 17.43%
$48.34 - $67.22 $878K - $1.22M
86K $4.22M
PSA
Public Storage

Real Estate
-5.96K
- 39.42%
$271.94 - $298.09 $1.62M - $1.78M
9.16K $2.65M
DIS
Walt Disney CO

Communication Services
-3.1K
- 2.16%
$112.25 - $124.0 $348K - $385K
141K $16.1M
TW
Tradeweb Markets Inc.

Financial Services
-2.87K
- 7.28%
$110.5 - $146.12 $317K - $419K
36.5K $4.05M
TPL
Texas Pacific Land Corp

Energy
-517
- 5.26%
$854.83 - $1075.97 $442K - $556K
9.32K $8.7M
ROP
Roper Technologies Inc

Industrials
-1.59K
- 12.29%
$495.03 - $573.0 $786K - $910K
11.3K $5.65M
Activity Summary
Buys All Purchases 652 New Holdings 65 Increased Positions 587 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 0 Puts 0
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