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 6 of 47

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CONOCOPHILLIPS

COP|20825C104

Shares:201.3K

Value:$21.1M

% of Portfolio:0.1% ($21.1M/$37.3B)

ServiceNow, Inc.

NOW|81762P102

Shares:26.4K

Value:$21.0M

% of Portfolio:0.1% ($21.0M/$37.3B)

CATERPILLAR INC

CAT|149123101

Shares:63.5K

Value:$20.9M

% of Portfolio:0.1% ($20.9M/$37.3B)

92206C847

VGLT|92206C847

Shares:361.2K

Value:$20.8M

% of Portfolio:0.1% ($20.8M/$37.3B)

81369Y803

XLK|81369Y803

Shares:99.7K

Value:$20.6M

% of Portfolio:0.1% ($20.6M/$37.3B)

AMGEN INC

AMGN|031162100

Shares:66.1K

Value:$20.6M

% of Portfolio:0.1% ($20.6M/$37.3B)

Uber Technologies, Inc

UBER|90353T100

Shares:280.6K

Value:$20.4M

% of Portfolio:0.1% ($20.4M/$37.3B)

S&P Global Inc.

SPGI|78409V104

Shares:38.3K

Value:$19.5M

% of Portfolio:0.1% ($19.5M/$37.3B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:156.9K

Value:$19.1M

% of Portfolio:0.1% ($19.1M/$37.3B)

921910816

MGK|921910816

Shares:61.5K

Value:$19.0M

% of Portfolio:0.1% ($19.0M/$37.3B)

LOWES COMPANIES INC

LOW|548661107

Shares:79.7K

Value:$18.6M

% of Portfolio:0.0% ($18.6M/$37.3B)

ADOBE INC.

ADBE|00724F101

Shares:48.4K

Value:$18.6M

% of Portfolio:0.0% ($18.6M/$37.3B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:67.1K

Value:$18.1M

% of Portfolio:0.0% ($18.1M/$37.3B)

PFIZER INC

PFE|717081103

Shares:709.0K

Value:$18.0M

% of Portfolio:0.0% ($18.0M/$37.3B)

QUALCOMM INC/DE

QCOM|747525103

Shares:114.1K

Value:$17.5M

% of Portfolio:0.0% ($17.5M/$37.3B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:80.0K

Value:$17.4M

% of Portfolio:0.0% ($17.4M/$37.3B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:81.2K

Value:$17.2M

% of Portfolio:0.0% ($17.2M/$37.3B)

MCKESSON CORP

MCK|58155Q103

Shares:25.5K

Value:$17.1M

% of Portfolio:0.0% ($17.1M/$37.3B)

BlackRock, Inc.

BLK|09290D101

Shares:17.8K

Value:$16.9M

% of Portfolio:0.0% ($16.9M/$37.3B)

92204A702

VGT|92204A702

Shares:31.1K

Value:$16.8M

% of Portfolio:0.0% ($16.8M/$37.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONOCOPHILLIPS(COPcusip20825C104)	201.3K	QoQ +4.89% (+9.4K) YoY +52.89% (+69.6K)	All Managers (Combined)	$21.1M	0.1% ($21.1M/$37.3B)	QoQ +11.08% (+$2.1M) YoY +26.15% (+$4.4M)
ServiceNow, Inc.(NOWcusip81762P102)	26.4K	QoQ +0.17% (-47) YoY +5.30% (+1.3K)	All Managers (Combined)	$21.0M	0.1% ($21.0M/$37.3B)	QoQ -24.76% (-$6.9M) YoY +9.97% (+$1.9M)
CATERPILLAR INC(CATcusip149123101)	63.5K	QoQ +3.89% (-2.4K) YoY +14.67% (+8.1K)	All Managers (Combined)	$20.9M	0.1% ($20.9M/$37.3B)	QoQ -5.54% (-$1.2M) YoY +3.20% (+$650.8K)
(VGLTcusip92206C847)	361.2K	QoQ +41.44% (+105.8K) YoY +17.81% (+54.6K)	All Managers (Combined)	$20.8M	0.1% ($20.8M/$37.3B)	QoQ +47.22% (+$6.7M) YoY +14.57% (+$2.6M)
(XLKcusip81369Y803)	99.7K	QoQ -9.05% (-9.9K) YoY +3.04% (+3.0K)	All Managers (Combined)	$20.6M	0.1% ($20.6M/$37.3B)	QoQ -19.24% (-$4.9M) YoY +2.16% (+$436.1K)
AMGEN INC(AMGNcusip031162100)	66.1K	QoQ +30.70% (+15.5K) YoY +30.51% (+15.4K)	All Managers (Combined)	$20.6M	0.1% ($20.6M/$37.3B)	QoQ +56.23% (+$7.4M) YoY +43.01% (+$6.2M)
Uber Technologies, Inc(UBERcusip90353T100)	280.6K	QoQ +23.18% (+52.8K) YoY +30.57% (+65.7K)	All Managers (Combined)	$20.4M	0.1% ($20.4M/$37.3B)	QoQ +48.79% (+$6.7M) YoY +23.56% (+$3.9M)
S&P Global Inc.(SPGIcusip78409V104)	38.3K	QoQ +12.68% (+4.3K) YoY +24.85% (+7.6K)	All Managers (Combined)	$19.5M	0.1% ($19.5M/$37.3B)	QoQ +14.96% (+$2.5M) YoY +49.11% (+$6.4M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	156.9K	QoQ +5.49% (+8.2K) YoY +13.71% (+18.9K)	All Managers (Combined)	$19.1M	0.1% ($19.1M/$37.3B)	QoQ +6.36% (+$1.1M) YoY +36.56% (+$5.1M)
(MGKcusip921910816)	61.5K	QoQ +5.66% (-3.3K) YoY +113.66% (+32.7K)	All Managers (Combined)	$19.0M	0.1% ($19.0M/$37.3B)	QoQ -4.96% (-$991.1K) YoY +130.26% (+$10.7M)
LOWES COMPANIES INC(LOWcusip548661107)	79.7K	QoQ +4.20% (-3.2K) YoY +20.03% (+13.3K)	All Managers (Combined)	$18.6M	0.0% ($18.6M/$37.3B)	QoQ -1.51% (-$286.7K) YoY +9.90% (+$1.7M)
ADOBE INC.(ADBEcusip00724F101)	48.4K	QoQ +8.02% (-3.6K) YoY +3.89% (-1.8K)	All Managers (Combined)	$18.6M	0.0% ($18.6M/$37.3B)	QoQ -6.83% (-$1.4M) YoY -21.03% (-$4.9M)
AMERICAN EXPRESS CO(AXPcusip025816109)	67.1K	QoQ -2.96% (-2.1K) YoY +14.06% (+8.3K)	All Managers (Combined)	$18.1M	0.0% ($18.1M/$37.3B)	QoQ -12.03% (-$2.5M) YoY +34.78% (+$4.7M)
PFIZER INC(PFEcusip717081103)	709.0K	QoQ +0.91% (-6.5K) YoY +17.42% (+105.2K)	All Managers (Combined)	$18.0M	0.0% ($18.0M/$37.3B)	QoQ -3.60% (-$672.4K) YoY +7.22% (+$1.2M)
QUALCOMM INC/DE(QCOMcusip747525103)	114.1K	QoQ +17.79% (+17.2K) YoY +27.39% (+24.5K)	All Managers (Combined)	$17.5M	0.0% ($17.5M/$37.3B)	QoQ +17.78% (+$2.6M) YoY +15.59% (+$2.4M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	80.0K	QoQ +49.48% (+26.5K) YoY +106.62% (+41.3K)	All Managers (Combined)	$17.4M	0.0% ($17.4M/$37.3B)	QoQ +77.34% (+$7.6M) YoY +127.55% (+$9.8M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	81.2K	QoQ +4.34% (-3.4K) YoY +15.85% (+11.1K)	All Managers (Combined)	$17.2M	0.0% ($17.2M/$37.3B)	QoQ -2.18% (-$383.8K) YoY +19.52% (+$2.8M)
MCKESSON CORP(MCKcusip58155Q103)	25.5K	QoQ +38.44% (+7.1K) YoY +73.05% (+10.8K)	All Managers (Combined)	$17.1M	0.0% ($17.1M/$37.3B)	QoQ +63.48% (+$6.7M) YoY +116.93% (+$9.2M)
BlackRock, Inc.(BLKcusip09290D101)	17.8K	QoQ +10.50% (+1.7K) YoY NEW(+17.8K)	All Managers (Combined)	$16.9M	0.0% ($16.9M/$37.3B)	QoQ +2.03% (+$336.5K) YoY NEW(+$16.9M)
(VGTcusip92204A702)	31.1K	QoQ +2.36% (-719) YoY +70.06% (+12.8K)	All Managers (Combined)	$16.8M	0.0% ($16.8M/$37.3B)	QoQ -10.70% (-$2.0M) YoY +75.91% (+$7.3M)