Wealthfront Advisers LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wealthfront Advisers LLC

CIK Number: 0001763921

38.83B
Market Value
924
# of Holdings
17 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTI Vanguard Total ...
324.77
+0.92% 15.97M +2.21% 4.39B 174.87 11.78% Share
2 VEA Vanguard Develo...
60.07
+1.11% 60.37M +3.04% 3.07B 41.87 8.24% Share
3 DGRO iShares Core Di...
68.03
+1.04% 16.88M -2.61% 3.07B 56.78 8.24% Share
4 IEMG iShares Core MS...
64.81
+1.23% 39.37M +1.07% 2.13B 50.77 5.71% Share
5 SCHF Schwab Internat...
23.25
+1.15% 104.77M -2.44% 2.07B 16.62 5.56% Share
6 VWO Vanguard Emergi...
53.57
+1.23% 45.42M +1.89% 2.06B 41.53 5.52% Share
7 VIG Vanguard Divide...
216.56
+0.90% 7.6M +10.76% 1.47B 131.85 3.96% Share
8 ITOT iShares Core S&...
144.19
+0.91% 11M +12.81% 1.34B 110.3 3.60% Share
9 SCHB Schwab U.S. Bro...
25.43
+0.93% 58.43M -2.98% 1.26B 13.39 3.38% Share
10 VTEB Vanguard Tax-Ex...
50.02
+0.39% 22.92M -6.4% 1.14B 51.11 3.05% Share
11 LQD iShares iBoxx $...
112.20
+0.46% 9.74M +17.72% 1.06B 114.04 2.84% Share
12 VNQ Vanguard Real E...
93.26
+1.85% 8.56M +0.31% 775.15M 80.4 2.08% Share
13 SCHP Schwab U.S. TIP...
27.09
+0.22% 28.22M +26.93% 758.86M 26.1 2.04% Share
14 MUB iShares Nationa...
106.47
+0.36% 6.71M -11.41% 707.76M 103.93 1.90% Share
15 VXF Vanguard Extend...
210.82
+1.53% 3.14M -8.8% 541.57M 127.17 1.45% Share
16 CMF iShares Califor...
56.91
+0.29% 8.95M +31.12% 503.81M 57.04 1.35% Share
17 NVDA NVIDIA Corporat...
177.06
-0.15% 4.12M +4.72% 446.45M 27.42 1.20% Share
18 VOO Vanguard S&P 50...
604.58
+0.82% 762.68K +6.18% 391.95M 368.84 1.05% Share
19 SCHD Schwab U.S. Div...
27.73
+0.82% 13.92M -2.69% 389.33M 20.28 1.05% Share
20 VB Vanguard Small ...
258.07
+1.77% 1.45M -8.43% 322.61M 184.73 0.87% Share
21 AAPL Apple Inc.
230.03
+1.43% 1.44M +6.57% 320.75M 120.24 0.86% Share
22 MSFT Microsoft Corpo...
501.01
+0.13% 742.92K +9.37% 278.88M 211.77 0.75% Share
23 ESGU iShares ESG Awa...
143.75
+0.88% 2.17M +8.56% 264.99M 103.84 0.71% Share
24 VCIT Vanguard Interm...
84.49
+0.30% 2.88M -6.84% 235.17M 80.61 0.63% Share
25 EMB iShares J.P. Mo...
95.53
+0.37% 2.37M -16.82% 214.93M 102.95 0.58% Share
26 VV Vanguard Large ...
303.83
+0.80% 818.81K +4.16% 210.46M 162.48 0.56% Share
27 AMZN Amazon.com, Inc...
229.95
-0.16% 1.03M +4.89% 196.23M 122.84 0.53% Share
28 META Meta Platforms,...
750.90
-0.14% 306.42K +5.21% 176.61M 226.93 0.47% Share
29 FLRN SPDR Bloomberg ...
30.77
+0.02% 5.68M +12.93% 175.08M 30.73 0.47% Share
30 SHV iShares Short T...
110.28
+0.02% 1.53M +108.44% 169.47M 110.29 0.45% Share
31 ESGV Vanguard ESG U....
117.23
+0.91% 1.5M +4.01% 147.2M 86.48 0.40% Share
32 VDE Vanguard Energy...
125.45
-0.02% 908.02K -7.02% 117.78M 60.09 0.32% Share
33 XLE Energy Select S...
89.10
-0.01% 1.23M -0.01% 115.36M 44.13 0.31% Share
34 BRK-B Berkshire Hatha...
496.91
+1.39% 212.04K +25.67% 112.93M 341.7 0.30% Share
35 SPY SPDR S&P 500 ET...
657.61
+0.83% 199.67K +13.87% 111.69M 505.89 0.30% Share
36 SHYG iShares 0-5 Yea...
43.23
+0.20% 2.38M +5.40% 101.3M 42.14 0.27% Share
37 GOOGL Alphabet Inc.
240.37
+0.50% 639.88K +7.98% 98.95M 106.78 0.27% Share
38 SCHO Schwab Short-Te...
24.39
+0.02% 3.92M +4.27% 95.32M 24.1 0.26% Share
39 TSLA Tesla, Inc.
368.81
+6.04% 359.45K +23.12% 93.15M 261.57 0.25% Share
40 SHY iShares 1-3 Yea...
82.94
+0.04% 1.12M -9.53% 92.66M 81.66 0.25% Share
41 LLY Eli Lilly and C...
755.95
+0.18% 111.27K +6.32% 91.9M 265.64 0.25% Share
42 ESGD iShares ESG Awa...
92.87
+1.10% 1.12M -0.49% 91.6M 73.08 0.25% Share
43 AVGO Broadcom Inc.
359.63
-2.69% 527.07K +10.59% 88.25M 83.25 0.24% Share
44 QQQ Invesco QQQ Tru...
584.09
+0.58% 186.75K +8.06% 87.57M 404.97 0.24% Share
45 ESGE iShares ESG Awa...
42.42
+1.27% 2.5M -1.51% 87.22M 33.99 0.23% Share
46 SJNK SPDR Bloomberg ...
25.53
+0.16% 3.27M +10.14% 82.21M 24.75 0.22% Share
47 GOOG Alphabet Inc.
240.78
+0.51% 511.51K +6.08% 79.91M 96.01 0.21% Share
48 GBIL Goldman Sachs A...
100.04
+0.02% 784.08K -42.92% 78.55M 99.97 0.21% Share
49 JPM JPMorgan Chase ...
305.50
+1.65% 317.99K +9.97% 78M 139.69 0.21% Share
50 BND Vanguard Total ...
74.66
+0.21% 979.92K +7.11% 71.98M 80.11 0.19% Share
51 NFLX Netflix, Inc.
1203.50
-3.54% 73.18K +1.99% 68.24M 363.28 0.18% Share
52 V Visa Inc.
343.48
+1.59% 184.08K +12.49% 64.51M 205.88 0.17% Share
53 SUSC iShares ESG USD...
23.69
+0.42% 2.61M +9.77% 60.27M 23.94 0.16% Share
54 XOM Exxon Mobil Cor...
112.14
-0.32% 472.09K +12.30% 56.15M 81.88 0.15% Share
55 COST Costco Wholesal...
964.32
+0.84% 59.23K +8.33% 56.02M 431.85 0.15% Share
56 MA Mastercard Inco...
588.73
+1.61% 97.23K +4.21% 53.29M 298.29 0.14% Share
57 ONEQ Fidelity Nasdaq...
86.84
+0.77% 705.03K +11.53% 47.99M 63.69 0.13% Share
58 USHY iShares Broad U...
37.69
+0.27% 1.28M +14.41% 47.24M 35.96 0.13% Share
59 FLTR VanEck Investme...
25.49
-0.04% 1.83M +10.66% 46.75M 25.3 0.13% Share
60 WMT Walmart Inc.
102.63
+2.21% 515.38K +4.58% 45.25M 45.79 0.12% Share
61 UNH UnitedHealth Gr...
353.64
+1.98% 81.51K +5.49% 42.69M 409.06 0.11% Share
62 PLTR Palantir Techno...
164.36
-1.43% 505.52K +0.19% 42.67M 26.81 0.11% Share
63 NUDM Nuveen ESG Inte...
37.50
+1.19% 1.33M -9.52% 42.29M 29.27 0.11% Share
64 JNJ Johnson & Johns...
178.50
+1.54% 252.07K +58.59% 41.8M 160.94 0.11% Share
65 HD The Home Depot,...
423.33
+2.44% 109.72K +0.27% 40.21M 253.7 0.11% Share
66 IWB iShares Russell...
361.81
+0.84% 126.61K +7.32% 38.84M 278 0.10% Share
67 PG The Procter & G...
158.63
+0.81% 226.57K +4.45% 38.61M 129.05 0.10% Share
68 HYLB Xtrackers USD H...
37.02
+0.23% 1.06M +2.03% 38.48M 34.83 0.10% Share
69 T AT&T Inc.
29.48
+0.98% 1.31M +4.44% 37.04M 19.2 0.10% Share
70 VTIP Vanguard Short-...
50.70
-0.02% 718.12K -5.23% 35.83M 48.29 0.10% Share
71 BAC Bank of America...
50.73
+1.19% 849.87K +5.74% 35.47M 34.6 0.10% Share
72 VUG Vanguard Growth...
469.69
+0.53% 91.09K +6.09% 33.78M 327.65 0.09% Share
73 ABBV AbbVie Inc.
220.19
+4.04% 160.82K +7.86% 33.7M 134.15 0.09% Share
74 IBIT iShares Bitcoin...
65.03
+0.77% 708.01K +36.71% 33.14M 41.25 0.09% Share
75 BIV Vanguard Interm...
78.56
+0.14% 418.95K +10.78% 32.08M 78.33 0.09% Share
76 GLD SPDR Gold Share...
334.70
-0.17% 108.93K +34.31% 31.39M 214.67 0.08% Share
77 PM Philip Morris I...
167.91
+1.57% 195.3K +24.03% 31M 105.9 0.08% Share
78 GE GE Aerospace
281.46
-0.69% 154.39K +14.01% 30.9M 90.88 0.08% Share
79 IBM International B...
256.95
+0.03% 122.03K +16.35% 30.34M 163.47 0.08% Share
80 CVX Chevron Corpora...
158.25
+0.29% 175.91K +20.00% 29.43M 131.61 0.08% Share
81 CRM Salesforce, Inc...
246.23
+1.51% 106.22K +5.67% 28.51M 215.04 0.08% Share
82 GBTC Grayscale Bitco...
89.88
+0.74% 422.63K -4.46% 27.54M 56.09 0.07% Share
83 WFC Wells Fargo & C...
81.22
+1.15% 381.49K +8.70% 27.39M 49.24 0.07% Share
84 SGOV iShares 0-3 Mon...
100.50
+0.02% 271.81K +75.75% 27.36M 100.47 0.07% Share
85 AMD Advanced Micro ...
155.67
-2.43% 263.8K +6.75% 27.1M 90.97 0.07% Share
86 INTU Intuit Inc.
660.52
+0.65% 43.23K +11.83% 26.54M 429.59 0.07% Share
87 KO The Coca-Cola C...
67.59
-0.34% 363.27K +12.92% 26.02M 58.71 0.07% Share
88 ORCL Oracle Corporat...
307.79
-6.26% 183.22K +2.02% 25.62M 82.57 0.07% Share
89 NUEM Nuveen ESG Emer...
35.17
+0.83% 832.25K -14.65% 24.34M 27.79 0.07% Share
90 MCD McDonald's Corp...
308.37
+0.79% 77.62K +10.87% 24.25M 234.74 0.07% Share
91 GS The Goldman Sac...
784.43
+1.93% 44.33K +7.53% 24.22M 337.07 0.07% Share
92 LIN Linde plc
483.59
+2.30% 51.85K +13.28% 24.15M 373.55 0.06% Share
93 GILD Gilead Sciences...
117.86
+2.26% 213.91K +28.37% 23.97M 83.64 0.06% Share
94 PGR The Progressive...
248.78
+0.96% 83.65K +2.60% 23.67M 126.01 0.06% Share
95 VZ Verizon Communi...
44.15
+1.51% 517.28K +5.16% 23.46M 45.73 0.06% Share
96 CSCO Cisco Systems, ...
67.69
-0.65% 370.32K +28.84% 22.85M 52.65 0.06% Share
97 VRTX Vertex Pharmace...
397.37
+2.27% 46.93K +14.42% 22.75M 304.59 0.06% Share
98 BMY Bristol-Myers S...
47.54
+0.83% 365.78K +46.54% 22.31M 57.79 0.06% Share
99 ISRG Intuitive Surgi...
455.85
+1.30% 44.69K +1.75% 22.13M 307.4 0.06% Share
100 ABT Abbott Laborato...
132.65
+2.54% 161.77K +16.55% 21.46M 106.22 0.06% Share
101 COP ConocoPhillips
94.13
-0.2% 201.29K +4.89% 21.14M 81.5 0.06% Share
102 NOW ServiceNow, Inc...
938.41
+1.61% 26.36K +0.18% 20.99M 523.03 0.06% Share
103 CAT Caterpillar Inc...
431.35
+1.99% 63.5K +3.89% 20.94M 214.84 0.06% Share
104 VGLT Vanguard Long-T...
57.41
+0.53% 361.2K +41.45% 20.81M 61.28 0.06% Share
105 XLK Technology Sele...
270.91
+0.28% 99.72K -9.06% 20.59M 167.98 0.06% Share
106 AMGN Amgen Inc.
282.73
+1.52% 66.06K +30.71% 20.58M 251.78 0.06% Share
107 UBER Uber Technologi...
94.66
+0.48% 280.62K +23.19% 20.45M 49.01 0.05% Share
108 SPGI S&P Global Inc.
550.79
+2.02% 38.34K +12.69% 19.48M 383.42 0.05% Share
109 TJX The TJX Compani...
140.80
+0.67% 156.87K +5.50% 19.11M 74.92 0.05% Share
110 MGK Vanguard Mega C...
392.52
+0.48% 61.46K +5.66% 18.98M 277.62 0.05% Share
111 LOW Lowe's Companie...
272.34
+2.17% 79.66K +4.21% 18.58M 177.83 0.05% Share
112 ADBE Adobe Inc.
350.55
+0.11% 48.4K +8.02% 18.56M 361.97 0.05% Share
113 AXP American Expres...
329.46
+1.89% 67.15K -2.97% 18.07M 158.09 0.05% Share
114 PFE Pfizer Inc.
24.85
+1.14% 709.02K +0.92% 17.97M 29.69 0.05% Share
115 QCOM QUALCOMM Incorp...
161.51
+1.61% 114.06K +17.79% 17.52M 116.37 0.05% Share
116 AMT American Tower ...
196.54
+1.43% 79.98K +49.48% 17.4M 214.65 0.05% Share
117 HON Honeywell Inter...
215.31
+1.71% 81.19K +4.35% 17.19M 177.65 0.05% Share
118 MCK McKesson Corpor...
719.32
+1.85% 25.47K +38.45% 17.14M 412.06 0.05% Share
119 BLK BlackRock, Inc.
1134.42
+2.86% 17.84K +10.51% 16.89M 1017.63 0.05% Share
120 VGT Vanguard Inform...
718.69
+0.53% 31.06K +2.37% 16.85M 480.44 0.05% Share
121 BIL SPDR Bloomberg ...
91.57
+0.01% 182.64K +18.27% 16.75M 91.67 0.04% Share
122 ACN Accenture plc
244.04
+0.38% 53.44K -1.49% 16.68M 257.24 0.04% Share
123 IP International P...
46.50
+0.07% 311.07K +4.60% 16.6M 41.7 0.04% Share
124 RTX RTX Corporation
157.67
+1.72% 124.65K +19.12% 16.51M 99.5 0.04% Share
125 MSTR MicroStrategy I...
326.02
-0.13% 57.26K +13.86% 16.51M 228.42 0.04% Share
126 PEP PepsiCo, Inc.
144.23
+1.10% 109.09K -0.96% 16.36M 144.69 0.04% Share
127 ED Consolidated Ed...
97.71
+0.65% 146.68K +52.64% 16.22M 91.65 0.04% Share
128 DUK Duke Energy Cor...
122.12
+0.63% 132.97K +28.99% 16.22M 106.16 0.04% Share
129 OXY Occidental Petr...
46.01
-0.65% 327.63K -0.86% 16.17M 21.42 0.04% Share
130 AMAT Applied Materia...
170.15
+4.12% 110.79K -1.31% 16.08M 121.51 0.04% Share
131 TMUS T-Mobile US, In...
241.39
+0.42% 60.23K +2.25% 16.06M 152.47 0.04% Share
132 MMC Marsh & McLenna...
203.41
+2.33% 65.72K +10.03% 16.04M 147.88 0.04% Share
133 SMH VanEck Semicond...
303.93
+1.03% 74.9K -10.09% 15.84M 201.83 0.04% Share
134 UNP Union Pacific C...
216.04
+0.40% 65.42K +18.64% 15.46M 205.15 0.04% Share
135 NEE NextEra Energy,...
71.40
+0.51% 211.99K +4.81% 15.03M 67 0.04% Share
136 MS Morgan Stanley
156.49
+1.54% 127.84K +3.74% 14.92M 80.51 0.04% Share
137 TXN Texas Instrumen...
184.35
+0.18% 82.43K +8.61% 14.81M 147.45 0.04% Share
138 CVS CVS Health Corp...
74.67
+0.95% 216.37K +86.84% 14.66M 67.85 0.04% Share
139 VXUS Vanguard Total ...
73.33
+1.13% 234.72K +27.75% 14.58M 59.05 0.04% Share
140 SO The Southern Co...
92.14
+0.63% 158.5K +18.69% 14.57M 72.12 0.04% Share
141 MRK Merck & Co., In...
85.16
+1.34% 161.18K -34.18% 14.47M 87.88 0.04% Share
142 MO Altria Group, I...
66.36
+0.20% 240.09K +16.03% 14.41M 49.22 0.04% Share
143 ES Eversource Ener...
65.05
+1.62% 231.62K +109.46% 14.39M 64.52 0.04% Share
144 DE Deere & Company
476.65
+1.12% 30.6K +29.06% 14.36M 370.96 0.04% Share
145 BSX Boston Scientif...
104.36
-0.83% 141.19K +23.73% 14.24M 60.06 0.04% Share
146 ETR Entergy Corpora...
89.86
+1.61% 165.62K +1.41% 14.16M 66.11 0.04% Share
147 CCI Crown Castle In...
95.56
+1.63% 135.72K +143.32% 14.15M 107.51 0.04% Share
148 PCY Invesco Emergin...
21.61
+0.65% 701.15K -24.74% 14.14M 21.29 0.04% Share
149 ADP Automatic Data ...
298.03
+1.93% 45.84K +4.91% 14M 221.46 0.04% Share
150 EXC Exelon Corporat...
43.51
+0.44% 303.5K +364.61% 13.99M 44.24 0.04% Share