Wealthfront Advisers LLC Portfolio Holdings
Wealthfront Advisers LLC
- $34.9 Billion
- Q1 2025
Wealthfront Advisers LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $34.9 Billion distributed in 934 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 $4.39B, Vanguard Ftse Developed Market with a value of $3.07B, Ishares Inc with a value of $2.11B, Schwab Strategic Tr Intl Eqty with a value of $2.07B, and Vanguard Ftse Emerging Mkts Et with a value of $2.06B.
Examining the 13F form we can see an increase of $923M in the current position value, from $34B to 34.9B.
Below you can find more details about Wealthfront Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$34.9 Billion
ETFs: $29 Billion
Technology: $1.71 Billion
Financial Services: $865 Million
Consumer Cyclical: $607 Million
Communication Services: $586 Million
Healthcare: $580 Million
Industrials: $454 Million
Consumer Defensive: $363 Million
Other: $777 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 934
- Current Value $34.9 Billion
- Prior Value $34 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 37 stocks
- Additional Purchases 590 stocks
- Sold out of 0 stocks
- Reduced holdings in 306 stocks