Wealthfront-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VCEB",
  "VSGX",
  "PINS",
  "JOBY",
  "ARES",
  "HOOD",
  "MPWR",
  "NVR",
  "TRU",
  "GDX",
  "POOL",
  null,
  "TROW",
  "NLY",
  "RJF",
  "AES",
  "MOS",
  "MCHI",
  "AAL",
  "AKAM",
  null,
  "EXAS",
  "LYFT",
  "HUM",
  null,
  null,
  "PCG",
  "AWR",
  null,
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "ZS",
  null,
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  "RIOT",
  "ALNY",
  "PXF",
  "VDE",
  null,
  "AXP",
  null,
  "GDXJ",
  null,
  "SCHH",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "MODG",
  "T",
  "BLK",
  "GLTR",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  null,
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "BRO",
  "KMX",
  null,
  "ARCC",
  "WRB",
  "GME",
  "BSX",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "LEN-B",
  "CMI",
  null,
  null,
  null,
  null,
  "DUK",
  "D",
  "MARA",
  "M",
  "ROKU",
  null,
  "ESS",
  "RKT",
  null,
  "EBAY",
  "QS",
  null,
  "PSEC",
  null,
  "EQH",
  null,
  "EOG",
  "EXPE",
  "EXPD",
  "FFIV",
  null,
  null,
  null,
  "U",
  "PNR",
  null,
  "FERG",
  null,
  "FCX",
  "FITB",
  "IBKR",
  null,
  "GD",
  null,
  null,
  "GILD",
  null,
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  null,
  null,
  "FUBO",
  null,
  "SIL",
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "HEI-A",
  null,
  "HUBB",
  "HUBS",
  null,
  "EMXC",
  null,
  null,
  "HWM",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  null,
  "RIVN",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "L",
  null,
  null,
  "MPC",
  null,
  "MMC",
  "TLRY",
  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  null,
  "FLS",
  "FTV",
  "GE",
  "GPC",
  null,
  null,
  null,
  null,
  "NTRS",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "HES",
  "HOLX",
  "HRL",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  null,
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  "VHT",
  "DOC",
  null,
  null,
  "REG",
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "PGR",
  "IEMG",
  null,
  null,
  "IVV",
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "MDB",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  "DGX",
  "PPG",
  "REGN",
  null,
  null,
  null,
  "ROK",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  "RITM",
  null,
  null,
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "ASTS",
  "RKLB",
  "MRNA",
  "SCHW",
  "MNST",
  null,
  null,
  null,
  null,
  "VWO",
  "LKQ",
  null,
  "JBL",
  null,
  null,
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  "EME",
  "VIG",
  null,
  "TRGP",
  null,
  null,
  "TXT",
  "TSCO",
  null,
  null,
  "ULTA",
  "IWO",
  "XLB",
  "PTON",
  "WY",
  "MTD",
  "IWN",
  "GPRO",
  "PATH",
  "GDDY",
  "IEF",
  "GL",
  null,
  "IT",
  "GPN",
  null,
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "ETR",
  "VTR",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "PVH",
  "RGLD",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "APTV",
  "ACGL",
  "AVY",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "ALLE",
  "AVB",
  "EL",
  "FI",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "NCLH",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  null,
  null,
  "IPG",
  "IFF",
  null,
  null,
  "INVH",
  null,
  "IDXX",
  null,
  null,
  null,
  "IEX",
  "AOS",
  "PEG",
  "FDS",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "TTWO",
  "CMS",
  null,
  "NWS",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  null,
  "PLUG",
  "IVZ",
  "HOG",
  null,
  "ESGD",
  "HII",
  "AMC",
  null,
  "KD",
  "TPL",
  null,
  null,
  null,
  "NWSA",
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VKTX",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WDC",
  "WFC",
  "WST",
  "WLK",
  "WELL",
  "WSM",
  "WTW",
  "WMB",
  null,
  null,
  "WPC",
  "WW",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "XYL",
  "ZBRA",
  null,
  null,
  "LNT",
  null,
  "DTE",
  "GRMN",
  "PTC",
  "FNF",
  "FOXA",
  "MTB",
  "GEN",
  "SCHD",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "LW",
  "JNPR",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "LBRDK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  null,
  "TER",
  "SO",
  null,
  "TTD",
  "ON",
  null,
  "SJM",
  "TRMB",
  "PPL",
  "OKTA",
  "OTIS",
  null,
  "PSX",
  "OPEN",
  "ROL",
  "CRM",
  "SWKS",
  "SNAP",
  "RVTY",
  "RPRX",
  "RBLX",
  "TDY",
  "RUN",
  "SUI",
  "SYY",
  "DIA",
  null,
  "PACB",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  "MTUM",
  "LYB",
  null,
  "UHS",
  "GEV",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "FDX",
  "AME",
  null,
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "BALL",
  "BAC",
  null,
  "BBWI",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BB",
  "BJ",
  "BBY",
  "BMRN",
  "TECH",
  "BA",
  null,
  "BLNK",
  "OWL",
  "BWA",
  "BMY",
  "BF-B",
  "BF-A",
  "BR",
  "CACI",
  "CHRW",
  "BXP",
  "BURL",
  "CPB",
  "CDNS",
  "CPT",
  "CVNA",
  "CPRI",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CE",
  "CBRE",
  "CDW",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CC",
  "CHGG",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMA",
  "COIN",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "CRBG",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CROX",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  "DFS",
  "DLR",
  "DOCU",
  "DPZ",
  "RSP",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 934
Total Value: 37251406117
Accession Number: 0001667731-25-000578
Form Type: 13F-HR
CIK: wealthfront-advisers
Manager Name: Wealthfront-Advisers

Data Enrichment

76% identified

706 identified228 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

934 positions • $37.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 47

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Salesforce, Inc.

CRM|79466L302

Shares:106.2K

Value:$28.5M

% of Portfolio:0.1% ($28.5M/$37.3B)

389637109

Shares:422.6K

Value:$27.5M

% of Portfolio:0.1% ($27.5M/$37.3B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:381.5K

Value:$27.4M

% of Portfolio:0.1% ($27.4M/$37.3B)

46436E718

Shares:271.8K

Value:$27.4M

% of Portfolio:0.1% ($27.4M/$37.3B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:263.8K

Value:$27.1M

% of Portfolio:0.1% ($27.1M/$37.3B)

INTUIT INC.

INTU|461202103

Shares:43.2K

Value:$26.5M

% of Portfolio:0.1% ($26.5M/$37.3B)

COCA COLA CO

KO|191216100

Shares:363.3K

Value:$26.0M

% of Portfolio:0.1% ($26.0M/$37.3B)

ORACLE CORP

ORCL|68389X105

Shares:183.2K

Value:$25.6M

% of Portfolio:0.1% ($25.6M/$37.3B)

67092P888

Shares:832.3K

Value:$24.3M

% of Portfolio:0.1% ($24.3M/$37.3B)

MCDONALDS CORP

MCD|580135101

Shares:77.6K

Value:$24.2M

% of Portfolio:0.1% ($24.2M/$37.3B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:44.3K

Value:$24.2M

% of Portfolio:0.1% ($24.2M/$37.3B)

LINDE PLC

LIN|G54950103

Shares:51.9K

Value:$24.1M

% of Portfolio:0.1% ($24.1M/$37.3B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:213.9K

Value:$24.0M

% of Portfolio:0.1% ($24.0M/$37.3B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:83.7K

Value:$23.7M

% of Portfolio:0.1% ($23.7M/$37.3B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:517.3K

Value:$23.5M

% of Portfolio:0.1% ($23.5M/$37.3B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:370.3K

Value:$22.9M

% of Portfolio:0.1% ($22.9M/$37.3B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:46.9K

Value:$22.8M

% of Portfolio:0.1% ($22.8M/$37.3B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:365.8K

Value:$22.3M

% of Portfolio:0.1% ($22.3M/$37.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:44.7K

Value:$22.1M

% of Portfolio:0.1% ($22.1M/$37.3B)

ABBOTT LABORATORIES

ABT|002824100

Shares:161.8K

Value:$21.5M

% of Portfolio:0.1% ($21.5M/$37.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	106.2K	QoQ +5.66% (-5.7K) YoY +8.03% (-7.9K)	All Managers (Combined)	$28.5M	0.1% ($28.5M/$37.3B)	QoQ -15.18% (-$5.1M) YoY -3.73% (-$1.1M)
(cusip389637109)✕	422.6K	QoQ -4.45% (-19.7K) YoY NEW(+422.6K)	All Managers (Combined)	$27.5M	0.1% ($27.5M/$37.3B)	QoQ -15.88% (-$5.2M) YoY NEW(+$27.5M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	381.5K	QoQ +8.69% (+30.5K) YoY +33.30% (+95.3K)	All Managers (Combined)	$27.4M	0.1% ($27.4M/$37.3B)	QoQ +11.09% (+$2.7M) YoY +65.11% (+$10.8M)
(cusip46436E718)✕	271.8K	QoQ +75.75% (+117.2K) YoY +656.05% (+235.9K)	All Managers (Combined)	$27.4M	0.1% ($27.4M/$37.3B)	QoQ +76.36% (+$11.8M) YoY +655.75% (+$23.7M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	263.8K	QoQ +6.75% (-16.7K) YoY +14.11% (-32.6K)	All Managers (Combined)	$27.1M	0.1% ($27.1M/$37.3B)	QoQ -9.19% (-$2.7M) YoY -35.04% (-$14.6M)
INTUIT INC.(INTUcusip461202103)	43.2K	QoQ +11.83% (+4.6K) YoY +9.66% (+3.8K)	All Managers (Combined)	$26.5M	0.1% ($26.5M/$37.3B)	QoQ +9.24% (+$2.2M) YoY +3.59% (+$920.6K)
COCA COLA CO(KOcusip191216100)	363.3K	QoQ +12.92% (+41.6K) YoY +54.25% (+127.8K)	All Managers (Combined)	$26.0M	0.1% ($26.0M/$37.3B)	QoQ +29.89% (+$6.0M) YoY +80.57% (+$11.6M)
ORACLE CORP(ORCLcusip68389X105)	183.2K	QoQ +2.02% (-3.6K) YoY +17.89% (+27.8K)	All Managers (Combined)	$25.6M	0.1% ($25.6M/$37.3B)	QoQ -14.40% (-$4.3M) YoY +31.22% (+$6.1M)
(cusip67092P888)✕	832.3K	QoQ -14.65% (-142.9K) YoY -1.06% (-9.0K)	All Managers (Combined)	$24.3M	0.1% ($24.3M/$37.3B)	QoQ -13.97% (-$4.0M) YoY +5.22% (-$1.2M)
MCDONALDS CORP(MCDcusip580135101)	77.6K	QoQ +10.87% (+7.6K) YoY +12.02% (+8.3K)	All Managers (Combined)	$24.2M	0.1% ($24.2M/$37.3B)	QoQ +19.47% (+$4.0M) YoY +24.11% (+$4.7M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	44.3K	QoQ +7.53% (+3.1K) YoY +33.61% (+11.2K)	All Managers (Combined)	$24.2M	0.1% ($24.2M/$37.3B)	QoQ +2.58% (+$610.8K) YoY +74.75% (+$10.4M)
LINDE PLC(LINcusipG54950103)	51.9K	QoQ +13.27% (+6.1K) YoY +18.59% (+8.1K)	All Managers (Combined)	$24.1M	0.1% ($24.1M/$37.3B)	QoQ +25.98% (+$5.0M) YoY +18.93% (+$3.8M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	213.9K	QoQ +28.36% (+47.3K) YoY +27.99% (+46.8K)	All Managers (Combined)	$24.0M	0.1% ($24.0M/$37.3B)	QoQ +55.71% (+$8.6M) YoY +95.79% (+$11.7M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	83.7K	QoQ +2.60% (+2.1K) YoY +15.91% (+11.5K)	All Managers (Combined)	$23.7M	0.1% ($23.7M/$37.3B)	QoQ +21.18% (+$4.1M) YoY +58.61% (+$8.7M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	517.3K	QoQ +5.15% (+25.4K) YoY +7.02% (+33.9K)	All Managers (Combined)	$23.5M	0.1% ($23.5M/$37.3B)	QoQ +19.28% (+$3.8M) YoY +15.69% (+$3.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	370.3K	QoQ +28.83% (+82.9K) YoY +36.75% (+99.5K)	All Managers (Combined)	$22.9M	0.1% ($22.9M/$37.3B)	QoQ +34.29% (+$5.8M) YoY +69.08% (+$9.3M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	46.9K	QoQ +14.41% (+5.9K) YoY +16.17% (+6.5K)	All Managers (Combined)	$22.8M	0.1% ($22.8M/$37.3B)	QoQ +37.74% (+$6.2M) YoY +34.74% (+$5.9M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	365.8K	QoQ +46.54% (+116.2K) YoY +357.61% (+285.9K)	All Managers (Combined)	$22.3M	0.1% ($22.3M/$37.3B)	QoQ +58.02% (+$8.2M) YoY +414.66% (+$18.0M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	44.7K	QoQ +1.75% (-770) YoY +12.24% (+4.9K)	All Managers (Combined)	$22.1M	0.1% ($22.1M/$37.3B)	QoQ -3.44% (-$790.8K) YoY +39.29% (+$6.2M)
ABBOTT LABORATORIES(ABTcusip002824100)	161.8K	QoQ +16.54% (+23.0K) YoY +42.06% (+47.9K)	All Managers (Combined)	$21.5M	0.1% ($21.5M/$37.3B)	QoQ +36.67% (+$5.8M) YoY +65.80% (+$8.5M)