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
$32.5B
$751,000 0.0% of portfolio
7,342
Q3 2024 Added 62.72%
$17.6B
$1.03 Million 0.0% of portfolio
7,396
Q3 2024 Reduced 45.75%
$1.25B
$76,000 0.0% of portfolio
37,886
Q3 2024 Added 21.41%
$14.3B
$440,000 0.0% of portfolio
20,493
Q3 2024 Added 1.25%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.16%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q3 2024 Added 8.65%
$405M
$70,000 0.0% of portfolio
41,556
Q3 2024 Added 49.91%
$41.1B
$1.48 Million 0.0% of portfolio
2,916
Q3 2024 Added 4.89%
$0
$1.08 Million 0.0% of portfolio
40,942
Q3 2024 Added 3.52%

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