Wealthfront Advisers LLC Portfolio Holdings
Wealthfront Advisers LLC
- $120 Billion
- Q4 2024
Wealthfront Advisers LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 903 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Take Two Interactive Software Inc with a value of $26.2B, Vanguard S&P 500 Growth ETF with a value of $11.7B, Healthequity, Inc. with a value of $10.3B, United Therapeutics Corp with a value of $6.46B, and Heico Corp with a value of $5.29B.
Examining the 13F form we can see an increase of $87.9B in the current position value, from $32.2B to 120B.
Below you can find more details about Wealthfront Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$120 Billion
ETFs: $57.6 Billion
Communication Services: $27.6 Billion
Healthcare: $19.1 Billion
Industrials: $7.25 Billion
Consumer Cyclical: $3.87 Billion
Real Estate: $1.54 Billion
Technology: $1.28 Billion
Consumer Defensive: $548 Million
Other: $1.25 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 903
- Current Value $120 Billion
- Prior Value $32.2 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 492 stocks
- Additional Purchases 243 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks