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
$17.7B
$1.37 Million 0.0% of portfolio
5,039
Q3 2024 Reduced 0.98%
$0
$560,000 0.0% of portfolio
5,378
Q3 2024 Added 155.24%
$0
$402,000 0.0% of portfolio
10,770
Q3 2024 Reduced 6.09%
$0
$208,000 0.0% of portfolio
6,449
Q3 2024 Reduced 38.3%
$31.7B
$1.52 Million 0.0% of portfolio
5,178
Q3 2024 Added 0.72%
$134B
$1.15 Million 0.0% of portfolio
14,409
Q3 2024 Reduced 3.57%
$12.4B
$1.14 Million 0.0% of portfolio
19,755
Q3 2024 Reduced 15.21%
$6.24B
$742,000 0.0% of portfolio
26,578
Q3 2024 Reduced 16.63%
$15.2B
$840,000 0.0% of portfolio
24,276
Q3 2024 Added 11.24%
$0
$307,000 0.0% of portfolio
8,750
Q3 2024 Reduced 30.09%
$22.9B
$542,000 0.0% of portfolio
6,030
Q3 2024 Reduced 3.66%
$0
$773,000 0.0% of portfolio
16,115
Q3 2024 Reduced 21.07%
$11.9B
$234,000 0.0% of portfolio
11,415
Q3 2024 New
$23.4B
$362,000 0.0% of portfolio
3,983
Q3 2024 Reduced 1.85%
$0
$206,000 0.0% of portfolio
8,479
Q3 2024 New
$0
$846,000 0.0% of portfolio
21,639
Q3 2024 Reduced 6.03%
$0
$866,000 0.0% of portfolio
38,177
Q3 2024 Reduced 2.02%
$11.3B
$580,000 0.0% of portfolio
21,797
Q3 2024 Reduced 3.99%
$30.9B
$1.58 Million 0.0% of portfolio
10,073
Q3 2024 Added 47.5%
$4.97B
$1.43 Million 0.0% of portfolio
37,232
Q3 2024 Reduced 2.21%
$22.3B
$1.08 Million 0.0% of portfolio
4,005
Q3 2024 Added 22.18%
$16.9B
$253,000 0.0% of portfolio
1,388
Q3 2024 New
Grayscale Ethereum Tr Eth
-
$0 0.0% of portfolio
-
Q3 2024 New
Grayscale Ethereum Mini Tr E
-
$0 0.0% of portfolio
-
Q3 2024 New
Grayscale Bitcoin Mini Tr Bt
-
$0 0.0% of portfolio
-
Q3 2024 New
$162M
$19,000 0.0% of portfolio
14,624
Q3 2024 Reduced 0.37%
$2.66B
$200,000 0.0% of portfolio
13,282
Q3 2024 Added 2.35%
$40.1B
$1.19 Million 0.0% of portfolio
16,313
Q3 2024 Added 4.82%
$0
$883,000 0.0% of portfolio
12,738
Q3 2024 Added 72.51%
$0
$332,000 0.0% of portfolio
10,567
Q3 2024 Reduced 6.28%
$0
$1.36 Million 0.0% of portfolio
32,965
Q3 2024 Added 0.82%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.24%
$0
$579,000 0.0% of portfolio
13,958
Q3 2024 Reduced 7.67%
$315M
$34,000 0.0% of portfolio
24,485
Q3 2024 Added 21.98%
$0
$204,000 0.0% of portfolio
4,233
Q3 2024 Reduced 3.99%
$2.99B
$78,000 0.0% of portfolio
16,810
Q3 2024 Added 2.45%
$17.9B
$219,000 0.0% of portfolio
2,242
Q3 2024 New
$0
$428,000 0.0% of portfolio
14,098
Q3 2024 Added 16.03%
$0
$303,000 0.0% of portfolio
10,633
Q3 2024 Added 6.43%
$14.3B
$490,000 0.0% of portfolio
11,588
Q3 2024 Added 16.7%
$1.33B
$150,000 0.0% of portfolio
66,674
Q3 2024 Added 67.54%
$7.48B
$201,000 0.0% of portfolio
3,060
Q3 2024 New
$7.95B
$646,000 0.0% of portfolio
12,507
Q3 2024 Reduced 1.72%
$29.6B
$883,000 0.0% of portfolio
6,671
Q3 2024 Reduced 15.58%
$8.3B
$903,000 0.0% of portfolio
39,397
Q3 2024 Reduced 6.73%
$7.33B
$1.56 Million 0.0% of portfolio
77,545
Q3 2024 Reduced 2.33%
$12.3B
$441,000 0.0% of portfolio
5,941
Q3 2024 Reduced 73.42%
$0
$215,000 0.0% of portfolio
13,365
Q3 2024 Reduced 35.11%
$0
$502,000 0.0% of portfolio
17,935
Q3 2024 Added 7.39%

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