Wealthfront Advisers LLC Reduced Holdings in Q4 2024

Wealthfront Advisers LLC

  • $34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.1M
- 81.1%
$55.1 - $61.74 $60.4M - $67.7M
255K $14.1M
ELV
Elevance Health, Inc.

Healthcare
-145K
- 95.82%
$365.96 - $514.62 $53M - $74.5M
6.31K $2.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-407K
- 98.45%
$126.68 - $134.74 $51.6M - $54.8M
6.43K $819K
GWW
W.W. Grainger, Inc.

Industrials
-46.8K
- 84.16%
$1023.06 - $1220.93 $47.8M - $57.1M
8.8K $9.28M
MLM
Martin Marietta Materials Inc

Basic Materials
-91.8K
- 95.52%
$516.5 - $619.58 $47.4M - $56.9M
4.31K $2.22M
MTD
Mettler Toledo International Inc

Healthcare
-34.4K
- 97.66%
$1160.67 - $1498.12 $40M - $51.6M
826 $1.01M
WM
Waste Management Inc

Industrials
-203K
- 79.61%
$201.79 - $228.46 $41M - $46.4M
52.1K $10.5M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-560K
- 99.49%
$70.63 - $78.23 $39.6M - $43.8M
2.85K $202K
VT
Vanguard Total World Stk Index

ETFs
-313K
- 86.02%
$117.09 - $123.07 $36.7M - $38.5M
50.9K $5.97M
FDS
Factset Research Systems Inc

Financial Services
-74.5K
- 97.4%
$449.69 - $495.72 $33.5M - $36.9M
1.98K $952K
VEU
Vanguard Ftse All World Ex Us

ETFs
-582K
- 91.22%
$57.29 - $63.1 $33.4M - $36.7M
56K $3.22M
ADSK
Autodesk, Inc.

Technology
-135K
- 91.81%
N/A
12K $2.95M
GS
Goldman Sachs Group Inc

Financial Services
-55.6K
- 57.43%
$486.1 - $608.57 $27M - $33.8M
41.2K $23.6M
DFAE
Dimensional ETF Tr

ETFs
-1.2M
- 97.15%
$25.36 - $28.15 $30.5M - $33.9M
35.3K $894K
CAT
Caterpillar Inc

Industrials
-77.5K
- 55.9%
$360.37 - $416.88 $27.9M - $32.3M
61.1K $22.2M
ADP
Automatic Data Processing Inc

Industrials
-95.9K
- 68.7%
$280.08 - $307.97 $26.9M - $29.5M
43.7K $12.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5.54K
- 79.91%
$4100.99 - $5300.34 $22.7M - $29.4M
1.39K $6.92M
VFH
Vanguard Financial ETF

ETFs
-208K
- 94.96%
$108.87 - $126.2 $22.6M - $26.2M
11K $1.3M
RIOT
Riot Blockchain, Inc.

Technology
-2.21M
- 97.94%
$7.08 - $14.97 $15.7M - $33.1M
46.6K $475K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-18.3K
- 69.68%
$1146.59 - $1270.6 $21M - $23.3M
7.97K $9.45M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-249K
- 93.82%
$79.93 - $88.06 $19.9M - $21.9M
16.4K $1.31M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-98.1K
- 93.76%
$146.47 - $191.01 $14.4M - $18.7M
6.53K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-80.6K
- 7.57%
$180.88 - $232.93 $14.6M - $18.8M
983K $216M
MCHP
Microchip Technology Inc

Technology
-272K
- 95.77%
$55.51 - $79.05 $15.1M - $21.5M
12K $688K
BK
Bank Of New York Mellon Corp

Financial Services
-202K
- 72.65%
$70.82 - $81.87 $14.3M - $16.5M
75.9K $5.83M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-203K
- 97.95%
$75.1 - $82.99 $15.2M - $16.8M
4.24K $320K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-78.2K
- 86.92%
$185.87 - $204.12 $14.5M - $16M
11.8K $2.22M
AXON
Axon Enterprise, Inc.

Industrials
-23.9K
- 95.52%
$399.22 - $689.78 $9.55M - $16.5M
1.12K $666K
KLAC
Kla Corp

Technology
-22.1K
- 66.66%
$614.46 - $829.55 $13.6M - $18.4M
11.1K $6.98M
WSM
Williams Sonoma Inc

Consumer Cyclical
-75K
- 98.43%
$129.13 - $198.21 $9.69M - $14.9M
1.2K $221K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-219K
- 96.27%
$63.27 - $70.31 $13.8M - $15.4M
8.48K $538K
APO
Apollo Global Management, Inc.

Financial Services
-82.6K
- 71.33%
$131.36 - $178.61 $10.9M - $14.8M
33.2K $5.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-168K
- 82.14%
$77.86 - $79.27 $13.1M - $13.3M
36.6K $2.86M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-31.2K
- 43.18%
$396.64 - $516.74 $12.4M - $16.1M
41K $16.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-157K
- 80.72%
$77.02 - $78.58 $12.1M - $12.4M
37.6K $2.91M
SSNC
Ss&C Technologies Holdings Inc

Technology
-159K
- 83.02%
$69.93 - $77.36 $11.1M - $12.3M
32.5K $2.46M
CSGP
Costar Group, Inc.

Real Estate
-168K
- 82.68%
$69.7 - $81.97 $11.7M - $13.8M
35.2K $2.52M
AEP
American Electric Power CO Inc

Utilities
-123K
- 72.92%
$90.91 - $102.21 $11.2M - $12.6M
45.7K $4.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-21.1K
- 48.41%
$501.29 - $612.85 $10.6M - $13M
22.5K $11.7M
PSX
Phillips 66

Energy
-96.5K
- 68.02%
$110.35 - $138.93 $10.6M - $13.4M
45.4K $5.17M
TXT
Textron Inc

Industrials
-139K
- 79.54%
$75.82 - $90.32 $10.6M - $12.6M
35.9K $2.74M
VGIT
Vanguard Intermediate Term Tre

ETFs
-173K
- 86.06%
$57.78 - $60.4 $10M - $10.5M
28.1K $1.63M
VTR
Ventas, Inc.

Real Estate
-168K
- 77.8%
$57.73 - $66.48 $9.72M - $11.2M
48.1K $2.83M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-279K
- 96.37%
$34.13 - $37.35 $9.51M - $10.4M
10.5K $358K
KRE
Spdr S&P Regional Banking ETF

ETFs
-145K
- 94.44%
$54.6 - $68.9 $7.92M - $10M
8.55K $515K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-111K
- 94.12%
$61.21 - $76.19 $6.8M - $8.46M
6.94K $519K
PEAK
Healthpeak Properties, Inc.

Real Estate
-421K
- 60.85%
N/A
271K $5.14M
BIIB
Biogen Inc.

Healthcare
-52K
- 96.59%
$146.47 - $191.55 $7.62M - $9.96M
1.84K $280K
RMD
Resmed Inc

Healthcare
-34.7K
- 81.2%
$228.69 - $256.07 $7.94M - $8.89M
8.04K $1.84M
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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