Wealthfront Advisers LLC Reduced Holdings in Q4 2024

Wealthfront Advisers LLC

  • $34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUI
Sun Communities Inc

Real Estate
-63.8K
- 88.29%
$119.89 - $139.05 $7.65M - $8.87M
8.46K $1.04M
BXP
Boston Properties Inc

Real Estate
-100K
- 67.02%
$73.33 - $89.72 $7.33M - $8.97M
49.2K $3.66M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-35.6K
- 96.6%
$201.32 - $217.44 $7.16M - $7.74M
1.25K $259K
GPC
Genuine Parts CO

Consumer Cyclical
-62.3K
- 93.91%
$113.11 - $143.63 $7.04M - $8.94M
4.04K $471K
NEM
Newmont Corp

Basic Materials
-191K
- 65.45%
$37.0 - $58.68 $7.05M - $11.2M
101K $3.75M
EQR
Equity Residential

Real Estate
-97.1K
- 76.69%
$69.12 - $77.48 $6.71M - $7.52M
29.5K $2.12M
MLPA
Global X Mlp ETF

ETFs
-137K
- 87.15%
$47.44 - $52.61 $6.51M - $7.22M
20.2K $999K
PKG
Packaging Corp Of America

Consumer Cyclical
-29.1K
- 70.58%
$211.98 - $248.85 $6.17M - $7.24M
12.1K $2.73M
XLB
Select Sector Spdr Fd Material

ETFs
-76.6K
- 91.4%
$83.8 - $97.58 $6.42M - $7.48M
7.21K $606K
BX
Blackstone Inc.

Financial Services
-35.9K
- 33.09%
$148.45 - $199.05 $5.33M - $7.14M
72.5K $12.5M
HPQ
Hp Inc

Technology
-184K
- 79.89%
$32.46 - $39.3 $5.97M - $7.23M
46.3K $1.51M
GNR
Spdr S&P Global Natural Resour

ETFs
-120K
- 73.27%
$48.67 - $58.43 $5.83M - $6.99M
43.7K $2.17M
CMI
Cummins Inc

Industrials
-17K
- 61.52%
$324.93 - $383.42 $5.52M - $6.51M
10.6K $3.7M
SHOP
Shopify Inc.

Technology
-55K
- 76.68%
$78.14 - $119.49 $4.3M - $6.57M
16.7K $1.78M
PKI
Perkinelmer Inc

Healthcare
-46.9K
- 85.02%
N/A
8.26K $999K
ANSS
Ansys Inc

Technology
-15.1K
- 56.95%
$313.05 - $361.45 $4.73M - $5.46M
11.4K $3.85M
CF
Cf Industries Holdings, Inc.

Basic Materials
-57.8K
- 68.56%
$81.39 - $94.14 $4.7M - $5.44M
26.5K $2.26M
POOL
Pool Corp

Industrials
-14.1K
- 53.66%
$339.32 - $390.03 $4.8M - $5.52M
12.2K $4.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-51.7K
- 89.49%
$88.59 - $94.57 $4.58M - $4.89M
6.07K $538K
ABNB
Airbnb, Inc.

Consumer Cyclical
-34.8K
- 68.94%
$125.36 - $147.37 $4.37M - $5.14M
15.7K $2.06M
IWL
Ishares Tr Russell 200 ETF

ETFs
-31.5K
- 58.86%
$138.92 - $149.97 $4.38M - $4.73M
22K $3.19M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-50.8K
- 93.63%
$83.95 - $99.75 $4.26M - $5.06M
3.45K $308K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-155K
- 86.16%
$28.6 - $29.27 $4.43M - $4.53M
24.9K $713K
TDIV
First Trust Nasdaq Technology

ETFs
-54.6K
- 60.14%
$78.03 - $82.13 $4.26M - $4.49M
36.2K $2.84M
LYV
Live Nation Entertainment, Inc.

Communication Services
-32.9K
- 82.88%
$109.06 - $140.54 $3.59M - $4.62M
6.8K $879K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-110K
- 79.09%
$37.12 - $41.23 $4.08M - $4.53M
29K $1.08M
DFAU
Dimensional ETF Tr

ETFs
-95.2K
- 69.52%
$39.27 - $42.38 $3.74M - $4.04M
41.7K $1.69M
STZ
Constellation Brands, Inc.

Consumer Defensive
-17.2K
- 85.79%
$219.66 - $257.62 $3.78M - $4.44M
2.85K $630K
ATO
Atmos Energy Corp

Utilities
-27.2K
- 82.65%
$136.41 - $151.43 $3.71M - $4.12M
5.72K $796K
EWBC
East West Bancorp Inc

Financial Services
-37.3K
- 94.69%
$80.04 - $111.23 $2.99M - $4.15M
2.09K $200K
JNPR
Juniper Networks Inc

Technology
-94.4K
- 90.45%
$35.08 - $39.26 $3.31M - $3.7M
9.96K $373K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-9.11K
- 54.31%
$260.53 - $404.79 $2.37M - $3.69M
7.67K $2.93M
PODD
Insulet Corp

Healthcare
-13K
- 68.76%
$227.79 - $275.7 $2.95M - $3.58M
5.89K $1.54M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-17.4K
- 57.56%
$192.71 - $203.05 $3.35M - $3.53M
12.8K $2.48M
AWR
American States Water CO

Utilities
-42.9K
- 93.71%
$77.72 - $87.27 $3.34M - $3.75M
2.88K $223K
IR
Ingersoll Rand Inc.

Industrials
-36.8K
- 58.25%
$90.46 - $105.35 $3.33M - $3.87M
26.4K $2.38M
HII
Huntington Ingalls Industries, Inc.

Industrials
-17.2K
- 85.31%
$184.96 - $264.65 $3.19M - $4.56M
2.97K $561K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-30.3K
- 91.62%
$101.77 - $113.02 $3.09M - $3.43M
2.77K $292K
EBND
Spdr Bloomberg Emerging Market

ETFs
-162K
- 93.82%
$19.53 - $21.1 $3.17M - $3.43M
10.7K $208K
NFLX
Netflix Inc

Communication Services
-3.55K
- 4.71%
$687.65 - $936.56 $2.44M - $3.32M
71.8K $64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-53.3K
- 25.76%
$53.94 - $58.15 $2.87M - $3.1M
154K $8.66M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-69.4K
- 70.84%
$36.5 - $53.22 $2.53M - $3.7M
28.6K $1.23M
SWKS
Skyworks Solutions, Inc.

Technology
-33.8K
- 79.68%
$83.18 - $99.15 $2.81M - $3.35M
8.62K $764K
ILMN
Illumina, Inc.

Healthcare
-22.2K
- 64.53%
$128.99 - $155.15 $2.87M - $3.45M
12.2K $1.63M
HUM
Humana Inc

Healthcare
-11.3K
- 36.07%
$233.89 - $304.18 $2.65M - $3.45M
20.1K $5.09M
FNDF
Schwab Fundamental Intl Large

ETFs
-83.8K
- 89.77%
$32.92 - $37.15 $2.76M - $3.11M
9.54K $316K
DLR
Digital Realty Trust, Inc.

Real Estate
-15.1K
- 24.1%
$156.46 - $195.69 $2.37M - $2.96M
47.7K $8.46M
PTC
Ptc Inc.

Technology
-14.3K
- 91.24%
$175.97 - $201.89 $2.52M - $2.89M
1.38K $252K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-5.89K
- 52.65%
$408.59 - $476.19 $2.41M - $2.8M
5.3K $2.22M
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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