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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.6B
$2.28 Million 0.01% of portfolio
8,296
Q3 2024 Added 2.47%
$0
$1.63 Million 0.01% of portfolio
37,715
Q3 2024 Added 5.3%
$25.1B
$2.42 Million 0.01% of portfolio
16,518
Q3 2024 Added 25.4%
$49.7B
$3.98 Million 0.01% of portfolio
38,823
Q3 2024 Added 4.08%
$0
$4.37 Million 0.01% of portfolio
45,527
Q3 2024 Added 24.99%
$14.7B
$3.78 Million 0.01% of portfolio
133,073
Q3 2024 Added 0.4%
$17.5B
$2.26 Million 0.01% of portfolio
8,891
Q3 2024 Reduced 1.77%
$0
$1.87 Million 0.01% of portfolio
26,527
Q3 2024 Added 10.03%
$46.4B
$3.09 Million 0.01% of portfolio
21,533
Q3 2024 Reduced 2.85%
$0
$2.29 Million 0.01% of portfolio
37,414
Q3 2024 Added 12.35%
$33.4B
$1.9 Million 0.01% of portfolio
29,133
Q3 2024 Added 0.52%
$27.9B
$2.01 Million 0.01% of portfolio
27,053
Q3 2024 Added 0.1%
$38.4B
$3.4 Million 0.01% of portfolio
18,389
Q3 2024 Reduced 12.21%
$72.7B
$4.24 Million 0.01% of portfolio
14,248
Q3 2024 Added 0.47%
$38.1B
$1.95 Million 0.01% of portfolio
13,140
Q3 2024 Reduced 13.42%
$14.8B
$3.71 Million 0.01% of portfolio
59,872
Q3 2024 Added 9.53%
$8.49B
$3.01 Million 0.01% of portfolio
105,263
Q3 2024 Added 2.33%
$19.5B
$2.73 Million 0.01% of portfolio
20,764
Q3 2024 Reduced 3.45%
$0
$2.71 Million 0.01% of portfolio
19,301
Q3 2024 Added 62.62%
$25.6B
$3.19 Million 0.01% of portfolio
16,631
Q3 2024 Reduced 4.13%
$30.7B
$4.53 Million 0.01% of portfolio
34,440
Q3 2024 Added 3.96%
$7.2B
$2.59 Million 0.01% of portfolio
106,014
Q3 2024 Reduced 1.71%
$47.2B
$3.78 Million 0.01% of portfolio
26,924
Q3 2024 Added 56.88%
$97.7B
$3.18 Million 0.01% of portfolio
25,449
Q3 2024 Reduced 4.07%
$23.7B
$2.3 Million 0.01% of portfolio
17,900
Q3 2024 Added 17.98%
$0
$2.4 Million 0.01% of portfolio
12,258
Q3 2024 Added 8.99%
$94.9B
$1.69 Million 0.01% of portfolio
12,907
Q3 2024 Added 30.03%
$29.8B
$3.75 Million 0.01% of portfolio
11,781
Q3 2024 Reduced 4.04%
$27.8B
$4.21 Million 0.01% of portfolio
21,944
Q3 2024 Reduced 6.06%
$78.6B
$3.83 Million 0.01% of portfolio
11,080
Q3 2024 Added 1.11%
$12.2B
$2.55 Million 0.01% of portfolio
22,739
Q3 2024 Reduced 2.77%
$38.5B
$1.69 Million 0.01% of portfolio
41,659
Q3 2024 Added 39.21%
$41B
$2.85 Million 0.01% of portfolio
32,026
Q3 2024 Reduced 4.53%
$18.9B
$999,000 0.0% of portfolio
33,734
Q3 2024 Reduced 1.85%
$7.51B
$202,000 0.0% of portfolio
2,889
Q3 2024 New
$46B
$281,000 0.0% of portfolio
1,899
Q3 2024 Added 4.05%
$15.8B
$240,000 0.0% of portfolio
3,878
Q3 2024 New
$11.7B
$818,000 0.0% of portfolio
104,129
Q3 2024 Added 20.21%
$6.01B
$184,000 0.0% of portfolio
14,454
Q3 2024 New
$2.91B
$318,000 0.0% of portfolio
15,658
Q3 2024 New
$0
$1.16 Million 0.0% of portfolio
21,811
Q3 2024 Added 55.02%
$789M
$283,000 0.0% of portfolio
161,857
Q3 2024 Reduced 0.07%
$0
$991,000 0.0% of portfolio
23,963
Q3 2024 Added 1.55%
$33.5B
$1.22 Million 0.0% of portfolio
16,246
Q3 2024 Reduced 63.4%
-
$0 0.0% of portfolio
-
Q3 2024 Added 17.5%
$370M
$83,000 0.0% of portfolio
60,969
Q3 2024 Added 101.12%
$16.5B
$405,000 0.0% of portfolio
4,799
Q3 2024 Reduced 77.26%
$9.1B
$1.49 Million 0.0% of portfolio
16,545
Q3 2024 Reduced 1.78%
$24.1B
$1.25 Million 0.0% of portfolio
9,208
Q3 2024 Added 21.17%

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
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