Wealthfront Advisers LLC Portfolio Holdings
Wealthfront Advisers LLC
- $29.7 Billion
- Q2 2024
Wealthfront Advisers LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $29.7 Billion distributed in 871 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 $4B, Vanguard Ftse Developed Market with a value of $2.67B, Ishares Inc with a value of $1.98B, Schwab Strategic Tr Intl Eqty with a value of $1.92B, and Vanguard Ftse Emerging Mkts Et with a value of $1.78B.
Examining the 13F form we can see an increase of $1.13B in the current position value, from $28.5B to 29.7B.
Below you can find more details about Wealthfront Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$29.7 Billion
ETFs: $24.9 Billion
Technology: $1.61 Billion
Financial Services: $582 Million
Communication Services: $483 Million
Consumer Cyclical: $483 Million
Healthcare: $450 Million
Industrials: $368 Million
Consumer Defensive: $279 Million
Other: $552 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 871
- Current Value $29.7 Billion
- Prior Value $28.5 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 35 stocks
- Additional Purchases 492 stocks
- Sold out of 0 stocks
- Reduced holdings in 344 stocks