Wealthfront Advisers LLC Reduced Holdings in Q4 2024

Wealthfront Advisers LLC

  • $120 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-54.9M
- 99.33%
$47.57 - $52.44 $2.61B - $2.88B
373K $17.8M
IEMG
Ishares Inc

ETFs
-37.8M
- 99.81%
N/A
73.7K $3.95M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-36.2M
- 85.78%
$44.04 - $49.49 $1.59B - $1.79B
5.99M $264M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31.4M
- 99.4%
$49.79 - $51.14 $1.56B - $1.6B
189K $9.47M
MUB
Ishares National Muni Bond ETF

ETFs
-9.74M
- 99.99%
$105.78 - $108.7 $1.03B - $1.06B
1.2K $127K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8.32M
- 99.88%
$124.26 - $134.12 $1.03B - $1.12B
10.2K $1.31M
VNQ
Vanguard Specialized Funds Van

ETFs
-8M
- 98.67%
$87.85 - $98.6 $703M - $789M
108K $9.64M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.24M
- 99.82%
$106.56 - $113.11 $665M - $706M
11.1K $1.19M
DGRO
Ishares Core Dividend Growth E

ETFs
-10.1M
- 99.58%
$60.73 - $64.94 $616M - $659M
43.2K $2.65M
VXF
Vanguard Extended Market ETF

ETFs
-3.26M
- 99.97%
$179.17 - $207.15 $584M - $676M
885 $168K
VB
Vanguard Small Cap ETF

ETFs
-1.46M
- 98.18%
$233.76 - $261.58 $341M - $382M
27.1K $6.52M
MSFT
Microsoft Corp

Technology
-568K
- 88.68%
$406.35 - $454.46 $231M - $258M
72.5K $30.5M
AAPL
Apple Inc.

Technology
-1.01M
- 81.36%
$221.69 - $259.02 $223M - $261M
231K $57.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.39M
- 99.99%
$30.67 - $30.84 $104M - $105M
463 $14K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.76M
- 96.82%
$33.39 - $37.66 $92.2M - $104M
90.6K $3.03M
GOOG
Alphabet Inc.

Communication Services
-438K
- 97.43%
$163.08 - $198.16 $71.5M - $86.9M
11.6K $2.2M
AVGO
Broadcom Inc.

Technology
-427K
- 94.63%
$159.67 - $250.0 $68.2M - $107M
24.2K $5.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-206K
- 85.8%
$213.65 - $479.86 $43.9M - $98.6M
34K $13.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-550K
- 99.83%
$70.54 - $79.61 $38.8M - $43.8M
959 $72K
AMD
Advanced Micro Devices Inc

Technology
-226K
- 95.21%
$118.88 - $172.8 $26.8M - $39M
11.3K $1.37M
V
Visa Inc.

Financial Services
-130K
- 86.47%
$273.87 - $320.91 $35.5M - $41.6M
20.3K $6.41M
WMT
Walmart Inc.

Consumer Defensive
-426K
- 92.08%
$79.1 - $95.7 $33.7M - $40.8M
36.6K $3.31M
GBIL
Goldman Sachs Access Treasury

ETFs
-294K
- 67.37%
$99.85 - $100.22 $29.3M - $29.4M
142K $14.2M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-919K
- 96.84%
$29.02 - $32.11 $26.7M - $29.5M
30K $870K
PG
Procter & Gamble CO

Consumer Defensive
-161K
- 80.58%
$161.05 - $179.7 $25.9M - $28.9M
38.7K $6.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-502K
- 99.38%
$47.29 - $84.74 $23.7M - $42.6M
3.12K $232K
XLK
Technology Sector Spdr

ETFs
-91.8K
- 87.24%
$220.26 - $241.44 $20.2M - $22.2M
13.4K $3.12M
NEE
Nextera Energy Inc

Utilities
-224K
- 91.74%
$69.77 - $85.43 $15.7M - $19.2M
20.2K $1.45M
AMAT
Applied Materials Inc

Technology
-89.2K
- 79.67%
$161.44 - $213.89 $14.4M - $19.1M
22.8K $3.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-53.2K
- 81.9%
$288.47 - $316.54 $15.3M - $16.8M
11.8K $3.41M
WFC
Wells Fargo & Company

Financial Services
-290K
- 95.1%
$54.98 - $77.35 $16M - $22.5M
15K $1.05M
PM
Philip Morris International Inc.

Consumer Defensive
-127K
- 86.2%
$118.38 - $133.06 $15M - $16.9M
20.3K $2.45M
OXY
Occidental Petroleum Corp

Energy
-298K
- 96.73%
$45.36 - $55.91 $13.5M - $16.6M
10.1K $497K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-159K
- 98.36%
$91.29 - $91.8 $14.5M - $14.6M
2.65K $242K
CVX
Chevron Corp

Energy
-92.3K
- 77.5%
$141.15 - $162.53 $13M - $15M
26.8K $3.88M
ABT
Abbott Laboratories

Healthcare
-117K
- 95.24%
$111.93 - $119.39 $13.1M - $14M
5.85K $661K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-567K
- 96.86%
$20.55 - $23.26 $11.7M - $13.2M
18.4K $387K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-224K
- 98.4%
$46.33 - $48.6 $10.4M - $10.9M
3.64K $169K
HON
Honeywell International Inc

Industrials
-54K
- 76.58%
$202.84 - $236.0 $11M - $12.7M
16.5K $3.73M
QCOM
Qualcomm Inc

Technology
-49.8K
- 49.02%
$150.4 - $178.04 $7.48M - $8.86M
51.7K $7.95M
CPRT
Copart Inc

Consumer Cyclical
-171K
- 98.3%
$51.36 - $63.8 $8.81M - $10.9M
2.97K $170K
PLD
Prologis, Inc.

Real Estate
-66.3K
- 74.04%
$101.4 - $126.96 $6.72M - $8.41M
23.2K $2.46M
MU
Micron Technology Inc

Technology
-81.3K
- 93.89%
$84.16 - $113.41 $6.85M - $9.23M
5.3K $445K
ED
Consolidated Edison Inc

Utilities
-80K
- 94.99%
$88.87 - $107.38 $7.11M - $8.59M
4.22K $376K
USB
Us Bancorp \De\

Financial Services
-183K
- 96.84%
$43.98 - $53.66 $8.03M - $9.8M
5.96K $285K
PRU
Prudential Financial Inc

Financial Services
-65.9K
- 84.56%
$114.59 - $129.52 $7.55M - $8.53M
12K $1.43M
D
Dominion Energy, Inc

Utilities
-126K
- 87.61%
$52.63 - $60.92 $6.63M - $7.68M
17.8K $960K
K
Kellogg CO

Consumer Defensive
-87.9K
- 82.21%
$80.34 - $81.29 $7.06M - $7.14M
19K $1.54M
BA
Boeing CO

Industrials
-47.1K
- 92.58%
$138.14 - $180.72 $6.5M - $8.5M
3.77K $667K
Activity Summary
Buys All Purchases 735 New Holdings 492 Increased Positions 243 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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