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 7 of 47

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78468R663

Shares:182.6K

Value:$16.8M

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

Accenture plc

ACN|G1151C101

Shares:53.4K

Value:$16.7M

% of Portfolio:0.0% ($16.7M/$37.3B)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:311.1K

Value:$16.6M

% of Portfolio:0.0% ($16.6M/$37.3B)

RTX Corp

RTX|75513E101

Shares:124.6K

Value:$16.5M

% of Portfolio:0.0% ($16.5M/$37.3B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:57.3K

Value:$16.5M

% of Portfolio:0.0% ($16.5M/$37.3B)

PEPSICO INC

PEP|713448108

Shares:109.1K

Value:$16.4M

% of Portfolio:0.0% ($16.4M/$37.3B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:146.7K

Value:$16.2M

% of Portfolio:0.0% ($16.2M/$37.3B)

Duke Energy CORP

DUK|26441C204

Shares:133.0K

Value:$16.2M

% of Portfolio:0.0% ($16.2M/$37.3B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:327.6K

Value:$16.2M

% of Portfolio:0.0% ($16.2M/$37.3B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:110.8K

Value:$16.1M

% of Portfolio:0.0% ($16.1M/$37.3B)

T-Mobile US, Inc.

TMUS|872590104

Shares:60.2K

Value:$16.1M

% of Portfolio:0.0% ($16.1M/$37.3B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:65.7K

Value:$16.0M

% of Portfolio:0.0% ($16.0M/$37.3B)

92189F676

Shares:74.9K

Value:$15.8M

% of Portfolio:0.0% ($15.8M/$37.3B)

UNION PACIFIC CORP

UNP|907818108

Shares:65.4K

Value:$15.5M

% of Portfolio:0.0% ($15.5M/$37.3B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:212.0K

Value:$15.0M

% of Portfolio:0.0% ($15.0M/$37.3B)

MORGAN STANLEY

MS|617446448

Shares:127.8K

Value:$14.9M

% of Portfolio:0.0% ($14.9M/$37.3B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:82.4K

Value:$14.8M

% of Portfolio:0.0% ($14.8M/$37.3B)

CVS HEALTH Corp

CVS|126650100

Shares:216.4K

Value:$14.7M

% of Portfolio:0.0% ($14.7M/$37.3B)

921909768

VXUS|921909768

Shares:234.7K

Value:$14.6M

% of Portfolio:0.0% ($14.6M/$37.3B)

SOUTHERN CO

SO|842587107

Shares:158.5K

Value:$14.6M

% of Portfolio:0.0% ($14.6M/$37.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	182.6K	QoQ +18.26% (+28.2K) YoY +15.41% (+24.4K)	All Managers (Combined)	$16.8M	0.0% ($16.8M/$37.3B)	QoQ +18.65% (+$2.6M) YoY +15.32% (+$2.2M)
Accenture plc(ACNcusipG1151C101)	53.4K	QoQ -1.48% (-806) YoY -4.07% (-2.3K)	All Managers (Combined)	$16.7M	0.0% ($16.7M/$37.3B)	QoQ -12.61% (-$2.4M) YoY -13.64% (-$2.6M)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	311.1K	QoQ +4.60% (+13.7K) YoY +91.43% (+148.6K)	All Managers (Combined)	$16.6M	0.0% ($16.6M/$37.3B)	QoQ +3.69% (+$590.8K) YoY +161.74% (+$10.3M)
RTX Corp(RTXcusip75513E101)	124.6K	QoQ +19.11% (+20.0K) YoY +71.88% (+52.1K)	All Managers (Combined)	$16.5M	0.0% ($16.5M/$37.3B)	QoQ +36.34% (+$4.4M) YoY +133.45% (+$9.4M)
MICROSTRATEGY Inc(MSTRcusip594972408)	57.3K	QoQ +13.85% (+7.0K) YoY +7998.86% (+56.6K)	All Managers (Combined)	$16.5M	0.0% ($16.5M/$37.3B)	QoQ +13.32% (+$1.9M) YoY +1269.66% (+$15.3M)
PEPSICO INC(PEPcusip713448108)	109.1K	QoQ -0.96% (-1.1K) YoY +8.83% (-8.9K)	All Managers (Combined)	$16.4M	0.0% ($16.4M/$37.3B)	QoQ -2.34% (-$392.2K) YoY -6.75% (-$1.2M)
CONSOLIDATED EDISON INC(EDcusip209115104)	146.7K	QoQ +52.63% (+50.6K) YoY +91.98% (+70.3K)	All Managers (Combined)	$16.2M	0.0% ($16.2M/$37.3B)	QoQ +89.17% (+$7.6M) YoY +133.80% (+$9.3M)
Duke Energy CORP(DUKcusip26441C204)	133.0K	QoQ +28.98% (+29.9K) YoY +107.65% (+68.9K)	All Managers (Combined)	$16.2M	0.0% ($16.2M/$37.3B)	QoQ +46.02% (+$5.1M) YoY +161.88% (+$10.0M)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	327.6K	QoQ -0.86% (-2.9K) YoY +3.31% (-10.5K)	All Managers (Combined)	$16.2M	0.0% ($16.2M/$37.3B)	QoQ -0.96% (-$157.6K) YoY -21.52% (-$4.4M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	110.8K	QoQ -1.30% (-1.5K) YoY -2.75% (-3.1K)	All Managers (Combined)	$16.1M	0.0% ($16.1M/$37.3B)	QoQ -11.93% (-$2.2M) YoY -31.57% (-$7.4M)
T-Mobile US, Inc.(TMUScusip872590104)	60.2K	QoQ +2.24% (+1.3K) YoY +25.69% (+12.3K)	All Managers (Combined)	$16.1M	0.0% ($16.1M/$37.3B)	QoQ +23.54% (+$3.1M) YoY +105.39% (+$8.2M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	65.7K	QoQ +10.03% (+6.0K) YoY +18.63% (+10.3K)	All Managers (Combined)	$16.0M	0.0% ($16.0M/$37.3B)	QoQ +26.41% (+$3.4M) YoY +40.55% (+$4.6M)
(cusip92189F676)✕	74.9K	QoQ -10.09% (-8.4K) YoY +21.80% (+13.4K)	All Managers (Combined)	$15.8M	0.0% ($15.8M/$37.3B)	QoQ -21.49% (-$4.3M) YoY +14.48% (+$2.0M)
UNION PACIFIC CORP(UNPcusip907818108)	65.4K	QoQ +18.63% (+10.3K) YoY +22.35% (+12.0K)	All Managers (Combined)	$15.5M	0.0% ($15.5M/$37.3B)	QoQ +22.90% (+$2.9M) YoY +17.53% (+$2.3M)
NEXTERA ENERGY INC(NEEcusip65339F101)	212.0K	QoQ +4.81% (+9.7K) YoY +46.98% (+67.8K)	All Managers (Combined)	$15.0M	0.0% ($15.0M/$37.3B)	QoQ +3.64% (+$528.2K) YoY +63.04% (+$5.8M)
MORGAN STANLEY(MScusip617446448)	127.8K	QoQ +3.73% (-4.6K) YoY +33.24% (+31.9K)	All Managers (Combined)	$14.9M	0.0% ($14.9M/$37.3B)	QoQ -3.72% (-$577.8K) YoY +65.09% (+$5.9M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	82.4K	QoQ +8.61% (+6.5K) YoY +30.88% (+19.5K)	All Managers (Combined)	$14.8M	0.0% ($14.8M/$37.3B)	QoQ +4.09% (+$582.1K) YoY +35.01% (+$3.8M)
CVS HEALTH Corp(CVScusip126650100)	216.4K	QoQ +86.84% (+100.6K) YoY +202.97% (+145.0K)	All Managers (Combined)	$14.7M	0.0% ($14.7M/$37.3B)	QoQ +181.98% (+$9.5M) YoY +157.35% (+$9.0M)
(VXUScusip921909768)	234.7K	QoQ +27.74% (+51.0K) YoY +103.53% (+119.4K)	All Managers (Combined)	$14.6M	0.0% ($14.6M/$37.3B)	QoQ +34.61% (+$3.7M) YoY +109.60% (+$7.6M)
SOUTHERN CO(SOcusip842587107)	158.5K	QoQ +18.69% (+25.0K) YoY +80.67% (+70.8K)	All Managers (Combined)	$14.6M	0.0% ($14.6M/$37.3B)	QoQ +32.57% (+$3.6M) YoY +131.57% (+$8.3M)