Wealthfront Advisers LLC Reduced Holdings in Q1 2025

Wealthfront Advisers LLC

  • $34.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APA
Apa Corp

Energy
-87
- 0.08%
$18.54 - $25.45 $1.61K - $2.21K
104K $2.19M
VTV
Vanguard Value ETF

ETFs
-2.53K
- 4.07%
$167.73 - $179.21 $425K - $454K
59.6K $10.3M
ENFR
Alerian Energy Infrastructure

ETFs
-8.21K
- 28.15%
$30.27 - $34.12 $249K - $280K
21K $686K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1.67K
- 4.57%
$24.13 - $30.02 $40.3K - $50.2K
34.9K $880K
IVZ
Invesco Ltd.

Financial Services
-615
- 0.7%
$14.82 - $19.34 $9.11K - $11.9K
87K $1.32M
MGM
Mgm Resorts International

Consumer Cyclical
-3.77K
- 19.95%
$29.64 - $40.37 $112K - $152K
15.1K $448K
FILL
Ishares Inc Msci Global Energy

ETFs
-11.9K
- 26.82%
$22.61 - $24.93 $269K - $297K
32.5K $808K
LIT
Global X Fds Global X Lithium

ETFs
-3.23K
- 8.14%
$38.8 - $42.84 $125K - $138K
36.4K $1.41M
MCO
Moodys Corp

Financial Services
-240
- 2.13%
$437.8 - $527.48 $105K - $127K
11K $5.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-288
- 24.1%
$554.06 - $615.85 $160K - $177K
907 $509K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.12K
- 9.99%
$81.1 - $94.7 $90.4K - $106K
10.1K $815K
U
Unity Software Inc.

Technology
-5.48K
- 20.21%
$19.44 - $28.34 $107K - $155K
21.7K $424K
PEG
Public Service Enterprise Group Inc

Utilities
-1.31K
- 4.01%
$78.2 - $90.39 $103K - $119K
31.4K $2.59M
TLRY
Tilray Brands, Inc.

Healthcare
-18.4K
- 7.4%
$0.59 - $1.46 $10.9K - $26.9K
231K $152K
VCR
Vanguard Consumer Discretionar

ETFs
-128
- 4.77%
$318.51 - $391.75 $40.8K - $50.1K
2.56K $831K
FINX
Global X Fds Fintech ETF (De)

ETFs
-3.63K
- 19.4%
$27.43 - $33.5 $99.4K - $121K
15.1K $414K
IWM
Ishares Russell 2000 ETF

ETFs
-314
- 6.39%
$198.1 - $229.79 $62.2K - $72.2K
4.6K $917K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.52K
- 24.35%
$48.65 - $66.04 $73.9K - $100K
4.72K $251K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-17.3K
- 30.31%
$10.35 - $11.79 $180K - $204K
39.9K $445K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.45K
- 8.73%
$55.41 - $60.74 $136K - $149K
25.6K $1.45M
VFH
Vanguard Financial ETF

ETFs
-1.47K
- 13.29%
$114.07 - $127.34 $167K - $187K
9.56K $1.14M
RJF
Raymond James Financial Inc

Financial Services
-116
- 1.34%
$137.62 - $172.64 $16K - $20K
8.55K $1.19M
OXY
Occidental Petroleum Corp

Energy
-2.86K
- 0.86%
$45.45 - $52.7 $130K - $151K
328K $16.2M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.66K
- 22.14%
$37.35 - $43.35 $99.4K - $115K
9.36K $354K
HRL
Hormel Foods Corp

Consumer Defensive
-4.3K
- 17.85%
$28.29 - $31.52 $122K - $136K
19.8K $612K
EME
Emcor Group, Inc.

Industrials
-128
- 11.47%
$361.16 - $535.99 $46.2K - $68.6K
988 $365K
VOE
Vanguard Mid Cap Value Index F

ETFs
-765
- 5.74%
$156.61 - $168.02 $120K - $129K
12.6K $2.02M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-1.34K
- 31.61%
$81.05 - $95.73 $109K - $128K
2.9K $238K
VAW
Vanguard Materials ETF

ETFs
-742
- 19.63%
$185.71 - $202.46 $138K - $150K
3.04K $573K
CRBG
Corebridge Financial, Inc.

Financial Services
-9.42K
- 9.8%
$29.61 - $34.68 $279K - $327K
86.7K $2.74M
CDW
Cdw Corp

Technology
-354
- 6.5%
$160.26 - $206.13 $56.7K - $73K
5.1K $816K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-7.09K
- 36.11%
$14.93 - $16.85 $106K - $119K
12.5K $189K
FLS
Flowserve Corp

Industrials
-325
- 2.61%
$46.47 - $64.75 $15.1K - $21K
12.1K $591K
ITB
Ishares Tr

ETFs
-994
- 27.72%
$93.86 - $111.45 $93.3K - $111K
2.59K $246K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.51K
- 14.9%
$44.81 - $46.22 $113K - $116K
14.4K $646K
STX
Seagate Technology Holdings PLC

Technology
-636
- 1.33%
$84.92 - $108.42 $54K - $69K
47.1K $4M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.16K
- 12.43%
$94.84 - $105.31 $110K - $122K
8.15K $785K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-1.32K
- 6.87%
$55.12 - $62.6 $72.5K - $82.3K
17.8K $1.01M
DVY
Ishares Tr

ETFs
-1.25K
- 6.32%
$128.58 - $138.1 $161K - $173K
18.5K $2.49M
BSY
Bentley Systems Inc

Technology
-780
- 7.53%
$39.34 - $47.7 $30.7K - $37.2K
9.57K $376K
KMX
Carmax Inc

Consumer Cyclical
-596
- 3.83%
$69.25 - $89.19 $41.3K - $53.2K
14.9K $1.16M
CPRI
Capri Holdings LTD

Consumer Cyclical
-1.74K
- 3.35%
$19.02 - $25.84 $33.2K - $45K
50.3K $992K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-2.95K
- 23.39%
$47.39 - $54.26 $140K - $160K
9.67K $502K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-683
- 3.9%
$120.5 - $145.97 $82.3K - $99.7K
16.8K $2.22M
EQR
Equity Residential

Real Estate
-1.33K
- 4.51%
$66.98 - $75.02 $89.2K - $99.9K
28.2K $2.02M
DFAU
Dimensional ETF Tr

ETFs
-337
- 0.81%
$37.84 - $42.29 $12.8K - $14.3K
41.4K $1.59M
PATH
Ui Path, Inc.

Technology
-1.66K
- 5.04%
$9.97 - $15.19 $16.5K - $25.2K
31.3K $321K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-949
- 19.85%
$100.32 - $100.76 $95.2K - $95.6K
3.83K $385K
FXR
First Trust Industrials/Produc

ETFs
-681
- 7.7%
$68.3 - $79.81 $46.5K - $54.4K
8.16K $568K
Activity Summary
Buys All Purchases 627 New Holdings 37 Increased Positions 590 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthfront Advisers LLC Portfolio

Follow Wealthfront Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email