Wealthfront Advisers LLC Reduced Holdings in Q2 2025

Wealthfront Advisers LLC

  • $38.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-3.59M
- 21.24%
$55.22 - $63.94 $198M - $229M
13.3M $850M
MUB
Ishares National Muni Bond ETF

ETFs
-1.32M
- 19.61%
$102.31 - $105.8 $135M - $139M
5.4M $564M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2M
- 8.74%
$48.13 - $49.85 $96.4M - $99.9M
20.9M $1.03B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.33M
- 40.93%
$30.29 - $30.83 $70.4M - $71.7M
3.36M $103M
IEMG
Ishares Inc

ETFs
-1.02M
- 2.59%
N/A
38.3M $2.06B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-485K
- 4.98%
$105.23 - $109.61 $51.1M - $53.2M
9.25M $1.01B
AAPL
Apple Inc.

Technology
-64.2K
- 4.45%
$172.42 - $223.89 $11.1M - $14.4M
1.38M $283M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-471K
- 3.38%
$24.32 - $27.87 $11.5M - $13.1M
13.5M $357M
UNH
Unitedhealth Group Inc

Healthcare
-18.9K
- 23.14%
$274.35 - $599.47 $5.17M - $11.3M
62.6K $19.5M
CMF
Ishares California Muni Bond E

ETFs
-304K
- 3.39%
$54.52 - $56.7 $16.6M - $17.2M
8.65M $482M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14K
- 6.62%
$483.48 - $539.8 $6.79M - $7.58M
198K $96.2M
VDE
Vanguard Energy ETF

ETFs
-25.5K
- 2.8%
$105.87 - $130.56 $2.7M - $3.32M
883K $105M
XLE
Energy Sector Spdr

ETFs
-20K
- 1.62%
$76.44 - $94.13 $1.53M - $1.88M
1.21M $103M
LLY
Eli Lilly & CO

Healthcare
-5.56K
- 4.99%
$713.71 - $898.95 $3.97M - $5M
106K $82.4M
XOM
Exxon Mobil Corp

Energy
-35.9K
- 7.6%
$99.93 - $119.04 $3.58M - $4.27M
436K $47M
SCHO
Schwab Short Term Us Treasury

ETFs
-331K
- 8.46%
$24.19 - $24.45 $8.02M - $8.1M
3.58M $87.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-72.2K
- 9.21%
$99.83 - $100.19 $7.21M - $7.24M
712K $71.3M
CVX
Chevron Corp

Energy
-19.6K
- 11.14%
$133.73 - $168.51 $2.62M - $3.3M
156K $22.4M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-331K
- 47.18%
$18.96 - $20.43 $6.27M - $6.76M
370K $7.57M
BMY
Bristol Myers Squibb CO

Healthcare
-15K
- 4.11%
$44.12 - $59.6 $664K - $897K
351K $16.2M
EMB
Ishares Tr

ETFs
-112K
- 4.74%
$86.54 - $92.62 $9.73M - $10.4M
2.26M $209M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7.07K
- 31.41%
$390.26 - $489.06 $2.76M - $3.46M
15.4K $6.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-63.3K
- 15.1%
$75.05 - $77.34 $4.75M - $4.89M
356K $27.5M
AMGN
Amgen Inc

Healthcare
-8.69K
- 13.15%
$262.28 - $309.85 $2.28M - $2.69M
57.4K $16M
MCD
Mcdonalds Corp

Consumer Cyclical
-10.1K
- 13.05%
$285.55 - $321.23 $2.89M - $3.25M
67.5K $19.7M
POOL
Pool Corp

Industrials
-13.4K
- 91.73%
$285.0 - $325.66 $3.81M - $4.35M
1.21K $351K
PG
Procter & Gamble CO

Consumer Defensive
-8.83K
- 3.9%
$157.66 - $172.39 $1.39M - $1.52M
218K $34.7M
ABBV
Abb Vie Inc.

Healthcare
-268
- 0.17%
$170.16 - $206.27 $45.6K - $55.3K
161K $29.8M
KEY
Keycorp

Financial Services
-276K
- 40.59%
$13.23 - $17.42 $3.65M - $4.81M
404K $7.04M
TPL
Texas Pacific Land Corp

Energy
-711
- 6.74%
$1036.28 - $1430.55 $737K - $1.02M
9.84K $10.4M
SLB
Schlumberger Limited

Energy
-46K
- 18.37%
$31.95 - $42.2 $1.47M - $1.94M
204K $6.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.01K
- 6.42%
$421.16 - $509.5 $1.27M - $1.54M
43.9K $19.6M
COP
Conocophillips

Energy
-1.05K
- 0.52%
$82.66 - $106.1 $87.1K - $112K
200K $18M
IP
International Paper CO

Consumer Cyclical
-22.4K
- 7.21%
$43.89 - $54.46 $985K - $1.22M
289K $13.5M
PFE
Pfizer Inc

Healthcare
-89.6K
- 12.63%
$21.59 - $24.84 $1.93M - $2.22M
619K $15M
TSN
Tyson Foods, Inc.

Consumer Defensive
-32.8K
- 24.5%
$54.33 - $63.56 $1.78M - $2.08M
101K $5.65M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-46.3K
- 34.56%
$61.25 - $63.4 $2.84M - $2.94M
87.7K $5.56M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5.12K
- 7.79%
$212.1 - $244.27 $1.09M - $1.25M
60.6K $13.3M
FITB
Fifth Third Bancorp

Financial Services
-79.5K
- 28.47%
$33.32 - $41.51 $2.65M - $3.3M
200K $8.21M
SBUX
Starbucks Corp

Consumer Cyclical
-21.6K
- 18.61%
$79.69 - $99.41 $1.72M - $2.15M
94.5K $8.66M
MKC
Mccormick & CO Inc

Consumer Defensive
-30.3K
- 51.82%
$71.11 - $82.25 $2.15M - $2.49M
28.1K $2.13M
LOW
Lowes Companies Inc

Consumer Cyclical
-7.2K
- 9.04%
$210.83 - $235.28 $1.52M - $1.69M
72.5K $16.1M
CMCSA
Comcast Corp

Communication Services
-57.5K
- 18.82%
$32.84 - $36.72 $1.89M - $2.11M
248K $8.85M
CE
Celanese Corp

Basic Materials
-40.2K
- 45.35%
$37.49 - $59.36 $1.51M - $2.38M
48.4K $2.68M
FANG
Diamondback Energy, Inc.

Energy
-3.77K
- 4.69%
$119.25 - $161.49 $449K - $608K
76.5K $10.5M
DVN
Devon Energy Corp

Energy
-19K
- 6.38%
$26.8 - $37.92 $510K - $721K
279K $8.88M
OKE
Oneok Inc

Energy
-9.05K
- 10.68%
$78.71 - $100.37 $712K - $908K
75.7K $6.18M
LNT
Alliant Energy Corp

Utilities
-29K
- 24.9%
$58.79 - $64.85 $1.7M - $1.88M
87.4K $5.28M
FISV
Fiserv Inc

Technology
-17.2K
- 30.59%
N/A
39K $4.88M
Activity Summary
Buys All Purchases 598 New Holdings 54 Increased Positions 544 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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