WEALTHFRONT CORP current holdings: USA Stocks
WEALTHFRONT CORP reported $0.25 billion in share positions in stocks (listed in the US), 102 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are META, AAPL, MSFT.
- META: Country of operation United States; Class CL A; Shares 234,504; Value $30,080,000.
- AAPL: Country of operation United States; Class COM; Shares 103,954; Value $11,752,000.
- MSFT: Country of operation United States; Class COM; Shares 198,796; Value $11,451,000.
- XOMXXXX: Country of operation —; Class COM; Shares 119,335; Value $10,416,000.
Form 13F-HR as filed (SEC CIK 1524566): quarter ended 2016-09-30, filed 2016-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| META FACEBOOK INC | United States | CL A | 234,504 | $30,080,000 | 11.81% | 2016-09-30 | 2016-11-14 | +475.96% |
| AAPL APPLE INC | United States | COM | 103,954 | $11,752,000 | 4.62% | 2016-09-30 | 2016-11-14 | |
| MSFT MICROSOFT CORP | United States | COM | 198,796 | $11,451,000 | 4.50% | 2016-09-30 | 2016-11-14 | +783.61% |
| XOMXXXX EXXON MOBIL COR | COM | 119,335 | $10,416,000 | 4.09% | 2016-09-30 | 2016-11-14 | ||
| AMZN AMAZON.COM INC | United States | COM | 11,251 | $9,421,000 | 3.70% | 2016-09-30 | 2016-11-14 | +489.13% |
| T AT&T INC | United States | COM | 211,811 | $8,602,000 | 3.38% | 2016-09-30 | 2016-11-14 | -20.18% |
| JNJ JOHNSON & JOHNS | United States | COM | 69,855 | $8,252,000 | 3.24% | 2016-09-30 | 2016-11-14 | +126.50% |
| PG PROCTER & GAMBL | United States | COM | 71,418 | $6,410,000 | 2.52% | 2016-09-30 | 2016-11-14 | +65.26% |
| BRKB BERKSHIRE HATHA | CL B NEW | 36,683 | $5,300,000 | 2.08% | 2016-09-30 | 2016-11-14 | ||
| VZ VERIZON COMMUNI | United States | COM | 97,719 | $5,079,000 | 1.99% | 2016-09-30 | 2016-11-14 | -11.54% |
| JPM JPMORGAN CHASE | United States | COM | 75,380 | $5,020,000 | 1.97% | 2016-09-30 | 2016-11-14 | +403.05% |
| CMCSA COMCAST CORP | United States | CL A | 65,881 | $4,371,000 | 1.72% | 2016-09-30 | 2016-11-14 | -30.52% |
| CVX CHEVRON CORPORA | United States | COM | 41,086 | $4,229,000 | 1.66% | 2016-09-30 | 2016-11-14 | +98.58% |
| PM PHILIP MORRIS I | United States | COM | 43,395 | $4,219,000 | 1.66% | 2016-09-30 | 2016-11-14 | +99.44% |
| V VISA INC | United States | COM CL A | 49,235 | $4,072,000 | 1.60% | 2016-09-30 | 2016-11-14 | +342.42% |
| PEP PEPSICO INC | United States | COM | 37,392 | $4,067,000 | 1.60% | 2016-09-30 | 2016-11-14 | +18.31% |
| BAC BANK OF AMERICA | United States | COM NEW | 259,043 | $4,054,000 | 1.59% | 2016-09-30 | 2016-11-14 | +251.18% |
| MO ALTRIA GROUP IN | United States | COM | 61,280 | $3,875,000 | 1.52% | 2016-09-30 | 2016-11-14 | +8.68% |
| UNH UNITEDHEALTH GR | United States | COM | 27,470 | $3,846,000 | 1.51% | 2016-09-30 | 2016-11-14 | +167.81% |
| INTC INTEL CORP | United States | COM | 100,166 | $3,781,000 | 1.48% | 2016-09-30 | 2016-11-14 | +207.10% |
| C CITIGROUP INC | United States | COM NEW | 77,647 | $3,667,000 | 1.44% | 2016-09-30 | 2016-11-14 | +176.94% |
| KO COCA COLA COMPA | United States | COM | 80,920 | $3,425,000 | 1.35% | 2016-09-30 | 2016-11-14 | +105.20% |
| AMGN AMGEN INC | United States | COM | 20,023 | $3,340,000 | 1.31% | 2016-09-30 | 2016-11-14 | +153.97% |
| MRK MERCK & CO INC | United States | COM | 53,453 | $3,336,000 | 1.31% | 2016-09-30 | 2016-11-14 | +150.68% |
| HD HOME DEPOT INC | United States | COM | 25,087 | $3,228,000 | 1.27% | 2016-09-30 | 2016-11-14 | +123.84% |
| QCOM QUALCOMM INC | United States | COM | 46,483 | $3,184,000 | 1.25% | 2016-09-30 | 2016-11-14 | +168.76% |
| CSCO CISCO SYSTEMS I | United States | COM | 99,374 | $3,152,000 | 1.24% | 2016-09-30 | 2016-11-14 | +237.14% |
| MCD MCDONALDS CORP | United States | COM | 25,767 | $2,972,000 | 1.17% | 2016-09-30 | 2016-11-14 | +102.83% |
| MMM 3M COMPANY | United States | COM | 16,185 | $2,852,000 | 1.12% | 2016-09-30 | 2016-11-14 | +14.35% |
| ORCL ORACLE CORPORAT | United States | COM | 71,679 | $2,816,000 | 1.11% | 2016-09-30 | 2016-11-14 | +250.79% |
| ABBV ABBVIE INC | United States | COM | 43,858 | $2,766,000 | 1.09% | 2016-09-30 | 2016-11-14 | +317.46% |
| HONZZZZ HONEYWELL INTL | COM | 23,056 | $2,688,000 | 1.06% | 2016-09-30 | 2016-11-14 | ||
| MDT MEDTRONIC PLC | Ireland | SHS | 30,964 | $2,675,000 | 1.05% | 2016-09-30 | 2016-11-14 | +0.80% |
| TXN TEXAS INSTRUMEN | United States | COM | 38,047 | $2,670,000 | 1.05% | 2016-09-30 | 2016-11-14 | +301.38% |
| PFE PFIZER INC | United States | COM | 78,205 | $2,649,000 | 1.04% | 2016-09-30 | 2016-11-14 | -10.63% |
| SLB SCHLUMBERGER LT | COM | 32,060 | $2,521,000 | 0.99% | 2016-09-30 | 2016-11-14 | -36.58% | |
| WMT WAL-MART STORES | United States | COM | 32,543 | $2,347,000 | 0.92% | 2016-09-30 | 2016-11-14 | +344.26% |
| CL COLGATE PALMOLI | United States | COM | 27,137 | $2,012,000 | 0.79% | 2016-09-30 | 2016-11-14 | +16.62% |
| UNP UNION PACIFIC C | United States | COM | 20,008 | $1,951,000 | 0.77% | 2016-09-30 | 2016-11-14 | +181.09% |
| MA MASTERCARD INCO | United States | CL A | 18,599 | $1,893,000 | 0.74% | 2016-09-30 | 2016-11-14 | +453.78% |
| ACN ACCENTURE PLC I | SHS CLASS A | 14,590 | $1,782,000 | 0.70% | 2016-09-30 | 2016-11-14 | +44.98% | |
| UPS UNITED PARCEL S | United States | CL B | 16,180 | $1,769,000 | 0.69% | 2016-09-30 | 2016-11-14 | -14.11% |
| DIS WALT DISNEY CO | United States | COM DISNEY | 17,531 | $1,628,000 | 0.64% | 2016-09-30 | 2016-11-14 | +13.51% |
| MET METLIFE INC | United States | COM | 35,708 | $1,587,000 | 0.62% | 2016-09-30 | 2016-11-14 | +140.41% |
| MS MORGAN STANLEY | United States | COM NEW | 47,803 | $1,533,000 | 0.60% | 2016-09-30 | 2016-11-14 | +501.25% |
| KMI KINDER MORGAN I | United States | COM | 66,100 | $1,529,000 | 0.60% | 2016-09-30 | 2016-11-14 | +31.65% |
| SO SOUTHERN CO | United States | COM | 28,011 | $1,437,000 | 0.56% | 2016-09-30 | 2016-11-14 | +62.67% |
| LLY ELI LILLY & CO | United States | COM | 17,730 | $1,423,000 | 0.56% | 2016-09-30 | 2016-11-14 | +1375.99% |
| ABT ABBOTT LABORATO | United States | COM | 32,150 | $1,360,000 | 0.53% | 2016-09-30 | 2016-11-14 | +138.71% |
| PYPL PAYPAL HOLDINGS | United States | COM | 29,730 | $1,218,000 | 0.48% | 2016-09-30 | 2016-11-14 | +31.54% |
| NVDA NVIDIA CORP | United States | COM | 17,710 | $1,213,000 | 0.48% | 2016-09-30 | 2016-11-14 | +13187.13% |
| GILD GILEAD SCIENCES | United States | COM | 15,324 | $1,212,000 | 0.48% | 2016-09-30 | 2016-11-14 | +91.20% |
| SBUX STARBUCKS CORP | United States | COM | 22,281 | $1,206,000 | 0.47% | 2016-09-30 | 2016-11-14 | +76.27% |
| NKE NIKE INC | United States | CL B | 22,755 | $1,198,000 | 0.47% | 2016-09-30 | 2016-11-14 | -31.93% |
| CAT CATERPILLAR INC | United States | COM | 13,349 | $1,185,000 | 0.47% | 2016-09-30 | 2016-11-14 | +831.22% |
| BNY BANK NEW YORK M | United States | COM | 28,816 | $1,149,000 | 0.45% | 2016-09-30 | 2016-11-14 | +268.56% |
| OXY OCCIDENTAL PETE | United States | COM | 14,561 | $1,062,000 | 0.42% | 2016-09-30 | 2016-11-14 | — split 2020-03-09, ratio not on file |
| USB US BANCORP DEL | United States | COM NEW | 24,576 | $1,054,000 | 0.41% | 2016-09-30 | 2016-11-14 | +35.56% |
| KHC KRAFT HEINZ COM | United States | COM | 11,378 | $1,018,000 | 0.40% | 2016-09-30 | 2016-11-14 | -73.80% |
| MDLZ MONDELEZ INTERN | United States | CL A | 23,026 | $1,011,000 | 0.40% | 2016-09-30 | 2016-11-14 | +35.13% |
| ALL ALLSTATE CORP | United States | COM | 13,968 | $966,000 | 0.38% | 2016-09-30 | 2016-11-14 | +225.85% |
| CVS CVS HEALTH CORP | United States | COM | 10,439 | $929,000 | 0.36% | 2016-09-30 | 2016-11-14 | -2.12% |
| EXC EXELON CORPORAT | United States | COM | 26,692 | $889,000 | 0.35% | 2016-09-30 | 2016-11-14 | +71.23% |
| AXP AMERICAN EXPRES | United States | COM | 13,644 | $874,000 | 0.34% | 2016-09-30 | 2016-11-14 | +376.89% |
| HAL HALLIBURTON COM | United States | COM | 19,317 | $867,000 | 0.34% | 2016-09-30 | 2016-11-14 | -29.72% |
| SCHW CHARLES SCHWAB | United States | COM | 26,948 | $851,000 | 0.33% | 2016-09-30 | 2016-11-14 | +213.91% |
| DUK DUKE ENERGY COR | United States | COM NEW | 10,594 | $848,000 | 0.33% | 2016-09-30 | 2016-11-14 | +42.69% |
| WFC WELLS FARGO & C | United States | COM | 18,556 | $822,000 | 0.32% | 2016-09-30 | 2016-11-14 | +81.75% |
| AMAT APPLIED MATERIA | United States | COM | 26,776 | $807,000 | 0.32% | 2016-09-30 | 2016-11-14 | +1598.21% |
| LOW LOWES COMPANIES | United States | COM | 11,057 | $798,000 | 0.31% | 2016-09-30 | 2016-11-14 | +159.33% |
| HPE HEWLETT PACKARD | United States | COM | 34,816 | $792,000 | 0.31% | 2016-09-30 | 2016-11-14 | +365.04% |
| GM GENERAL MOTORS | United States | COM | 24,349 | $774,000 | 0.30% | 2016-09-30 | 2016-11-14 | +153.29% |
| BMY BRISTOL MYERS S | United States | COM | 13,895 | $749,000 | 0.29% | 2016-09-30 | 2016-11-14 | +16.58% |
| EMR EMERSON ELECTRI | United States | COM | 13,382 | $729,000 | 0.29% | 2016-09-30 | 2016-11-14 | +188.46% |
| MRSH MARSH & MCLENNA | United States | COM | 10,786 | $725,000 | 0.28% | 2016-09-30 | 2016-11-14 | +153.41% |
| AIG AMERICAN INTERN | United States | COM NEW | 12,203 | $724,000 | 0.28% | 2016-09-30 | 2016-11-14 | +26.85% |
| COP CONOCOPHILLIPS | United States | COM | 16,435 | $714,000 | 0.28% | 2016-09-30 | 2016-11-14 | +188.57% |
| GIS GENERAL MILLS I | United States | COM | 10,307 | $658,000 | 0.26% | 2016-09-30 | 2016-11-14 | -47.06% |
| ZTS ZOETIS INC | United States | CL A | 11,696 | $608,000 | 0.24% | 2016-09-30 | 2016-11-14 | +35.17% |
| BAX BAXTER INTERNAT | United States | COM | 11,275 | $537,000 | 0.21% | 2016-09-30 | 2016-11-14 | -50.67% |
| BSX BOSTON SCIENTIF | United States | COM | 22,215 | $529,000 | 0.21% | 2016-09-30 | 2016-11-14 | +84.37% |
| GLW CORNING INC | United States | COM | 21,849 | $517,000 | 0.20% | 2016-09-30 | 2016-11-14 | +571.08% |
| WMB WILLIAMS COMPAN | United States | COM | 16,792 | $516,000 | 0.20% | 2016-09-30 | 2016-11-14 | +123.33% |
| CAG CONAGRA FOODS I | United States | COM | 10,263 | $483,000 | 0.19% | 2016-09-30 | 2016-11-14 | -61.46% |
| DVN DEVON ENERGY CO | United States | COM | 10,930 | $482,000 | 0.19% | 2016-09-30 | 2016-11-14 | +5.64% |
| MPC MARATHON PETE C | United States | COM | 11,459 | $465,000 | 0.18% | 2016-09-30 | 2016-11-14 | +865.83% |
| CSX CSX CORPORATION | United States | COM | 14,658 | $447,000 | 0.18% | 2016-09-30 | 2016-11-14 | +361.46% |
| EBAY EBAY INC | United States | COM | 13,254 | $436,000 | 0.17% | 2016-09-30 | 2016-11-14 | +219.79% |
| MU MICRON TECHNOLO | United States | COM | 24,066 | $428,000 | 0.17% | 2016-09-30 | 2016-11-14 | +5890.33% |
| LUV SOUTHWEST AIRLI | United States | COM | 10,771 | $419,000 | 0.16% | 2016-09-30 | 2016-11-14 | +8.20% |
| XEL XCEL ENERGY INC | United States | COM | 10,033 | $413,000 | 0.16% | 2016-09-30 | 2016-11-14 | +71.83% |
| PGR PROGRESSIVE COR | United States | COM | 12,467 | $393,000 | 0.15% | 2016-09-30 | 2016-11-14 | +568.32% |
| HPQ HP INC | United States | COM | 24,833 | $386,000 | 0.15% | 2016-09-30 | 2016-11-14 | +97.88% |
| FITB FIFTH THIRD BAN | United States | COM | 16,767 | $343,000 | 0.13% | 2016-09-30 | 2016-11-14 | +149.12% |
| WY WEYERHAEUSER CO | United States | COM | 10,078 | $322,000 | 0.13% | 2016-09-30 | 2016-11-14 | -38.79% |
| FCX FREEPORT MCMORA | United States | CL B | 25,930 | $282,000 | 0.11% | 2016-09-30 | 2016-11-14 | +551.84% |
| RF REGIONS FINANCI | United States | COM | 25,676 | $253,000 | 0.10% | 2016-09-30 | 2016-11-14 | +172.44% |
| WU WESTERN UNION C | United States | COM | 10,348 | $215,000 | 0.08% | 2016-09-30 | 2016-11-14 | -71.33% |
| KEY KEYCORP NEW | United States | COM | 17,087 | $208,000 | 0.08% | 2016-09-30 | 2016-11-14 | +65.32% |
| HST HOST HOTELS & R | United States | COM | 12,257 | $191,000 | 0.08% | 2016-09-30 | 2016-11-14 | +44.12% |
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