Wealthfront Advisers LLC Portfolio Holdings

Wealthfront Advisers LLC

  • $32.2 Billion
  • Q3 2024

Wealthfront Advisers LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $32.2 Billion distributed in 909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $4.29B, Vanguard Ftse Developed Market with a value of $2.92B, Schwab Strategic Tr Intl Eqty with a value of $2.08B, Ishares Inc with a value of $2.03B, and Vanguard Ftse Emerging Mkts Et with a value of $2.02B.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $29.7B to 32.2B.

Below you can find more details about Wealthfront Advisers LLC portfolio as well as his latest detailed transactions.

Portfolio value $32.2 Billion
ETFs: $27 Billion
Technology: $1.64 Billion
Financial Services: $679 Million
Consumer Cyclical: $528 Million
Communication Services: $496 Million
Healthcare: $490 Million
Industrials: $408 Million
Consumer Defensive: $305 Million
Other: $600 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$364B
$463 Million 1.44% of portfolio
3,812,975
Q3 2024 Added 0.68%
$3.68T
$288 Million 0.89% of portfolio
1,236,533
Q3 2024 Added 1.47%
$3.1T
$275 Million 0.86% of portfolio
640,324
Q3 2024 Reduced 1.32%
$2.07T
$170 Million 0.53% of portfolio
914,670
Q3 2024 Added 2.5%
$1.27T
$159 Million 0.49% of portfolio
277,961
Q3 2024 Added 0.24%
$716B
$92 Million 0.29% of portfolio
103,845
Q3 2024 Reduced 1.3%
$1T
$89.2 Million 0.28% of portfolio
537,750
Q3 2024 Reduced 2.65%
$66.1B
$77.8 Million 0.24% of portfolio
451,202
Q3 2024 Added 925.44%
$1.08T
$75.2 Million 0.23% of portfolio
449,914
Q3 2024 Reduced 4.27%
$614B
$71.7 Million 0.22% of portfolio
155,742
Q3 2024 Added 6.28%
$1.08T
$62.7 Million 0.19% of portfolio
239,582
Q3 2024 Added 11.17%
$706B
$57.4 Million 0.18% of portfolio
272,416
Q3 2024 Added 0.56%
$411B
$47 Million 0.15% of portfolio
53,049
Q3 2024 Added 2.65%
$393B
$48.1 Million 0.15% of portfolio
67,864
Q3 2024 Reduced 0.97%
$501B
$48.8 Million 0.15% of portfolio
416,368
Q3 2024 Reduced 4.2%
$489B
$43 Million 0.13% of portfolio
87,038
Q3 2024 Added 0.07%
$562B
$41.1 Million 0.13% of portfolio
70,328
Q3 2024 Added 11.73%
$409B
$42.4 Million 0.13% of portfolio
104,607
Q3 2024 Added 3.58%
$237B
$37.3 Million 0.12% of portfolio
462,495
Q3 2024 Added 2.09%
$222B
$38.9 Million 0.12% of portfolio
236,931
Q3 2024 Added 1.33%
$405B
$34.5 Million 0.11% of portfolio
199,549
Q3 2024 Added 0.34%
$370B
$29.6 Million 0.09% of portfolio
745,785
Q3 2024 Reduced 7.61%
$297B
$27.5 Million 0.09% of portfolio
139,489
Q3 2024 Added 4.01%
$514B
$27.7 Million 0.09% of portfolio
162,517
Q3 2024 Added 3.05%
$326B
$25.4 Million 0.08% of portfolio
92,922
Q3 2024 Added 3.61%
$54.3B
$25.5 Million 0.08% of portfolio
505,310
Q3 2024 Reduced 4.84%
$247B
$26 Million 0.08% of portfolio
229,139
Q3 2024 Reduced 4.91%
$163B
$25.3 Million 0.08% of portfolio
1,149,789
Q3 2024 Added 0.68%
$147B
$22.6 Million 0.07% of portfolio
112,013
Q3 2024 Reduced 5.24%
$192B
$21.1 Million 0.07% of portfolio
95,578
Q3 2024 Added 2.08%
$183B
$23.8 Million 0.07% of portfolio
38,263
Q3 2024 Added 1.38%
$201B
$22.4 Million 0.07% of portfolio
57,360
Q3 2024 Reduced 1.21%
$400B
$23.4 Million 0.07% of portfolio
144,327
Q3 2024 Added 18.18%
$194B
$23.9 Million 0.07% of portfolio
126,851
Q3 2024 Added 2.3%
$232B
$22.6 Million 0.07% of portfolio
43,720
Q3 2024 Added 0.53%
$207B
$22.5 Million 0.07% of portfolio
25,162
Q3 2024 Added 5.35%
$214B
$19.8 Million 0.06% of portfolio
64,956
Q3 2024 Reduced 0.58%
$150B
$20 Million 0.06% of portfolio
78,973
Q3 2024 Added 4.95%
$116B
$18.2 Million 0.06% of portfolio
39,200
Q3 2024 Reduced 1.23%
$202B
$17.9 Million 0.06% of portfolio
147,213
Q3 2024 Added 3.89%
$177B
$19.6 Million 0.06% of portfolio
437,494
Q3 2024 Reduced 0.26%
$151B
$20.7 Million 0.06% of portfolio
244,588
Q3 2024 Added 0.52%
$199B
$19.2 Million 0.06% of portfolio
38,700
Q3 2024 Added 5.0%
$191B
$20.2 Million 0.06% of portfolio
41,139
Q3 2024 Added 1.9%
$163B
$19.2 Million 0.06% of portfolio
70,861
Q3 2024 Added 5.69%
$272B
$18.8 Million 0.06% of portfolio
262,159
Q3 2024 Added 8.0%
$47.4B
$15.9 Million 0.05% of portfolio
307,656
Q3 2024 Reduced 0.67%
$140B
$15.1 Million 0.05% of portfolio
520,417
Q3 2024 Added 14.4%
$152B
$14.6 Million 0.05% of portfolio
70,532
Q3 2024 Reduced 3.66%

Summary

  • Portfolio
  • No. of Stocks 909
  • Current Value $32.2 Billion
  • Prior Value $29.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 50 stocks
  • Additional Purchases 535 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 324 stocks
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