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Institutional Investment Manager
WEALTHFRONT CORP
WEALTHFRONT CORP (CIK: 0001524566) incorporated in Delaware, registered under Finance Services, located at 261 Hamilton Ave, Palo Alto, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Original 13F HR (0001140361-16-086124) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
51 MCDONALDS CORP 25,767 2,972 0.08%
52 3M CO 16,185 2,852 0.08%
53 ORACLE CORP 71,679 2,816 0.08%
54 ABBVIE INC 43,858 2,766 0.07%
55 HONEYWELL INTL INC 23,056 2,688 0.07%
56 MEDTRONIC PLC 30,964 2,675 0.07%
57 TEXAS INSTRS INC 38,047 2,670 0.07%
58 PFIZER INC 78,205 2,649 0.07%
59 SCHLUMBERGER LTD 32,060 2,521 0.07%
60 WAL-MART STORES INC 32,543 2,347 0.06%
61 VANGUARD BD INDEX FDS 26,042 2,191 0.06%
62 COLGATE PALMOLIVE CO 27,137 2,012 0.05%
63 UNION PAC CORP 20,008 1,951 0.05%
64 MASTERCARD INCORPORATED 18,599 1,893 0.05%
65 CELGENE CORP 17,927 1,874 0.05%
66 ACCENTURE PLC IRELAND 14,590 1,782 0.05%
67 UNITED PARCEL SERVICE INC 16,180 1,769 0.05%
68 RAYTHEON CO 12,802 1,743 0.05%
69 DISNEY WALT CO 17,531 1,628 0.04%
70 METLIFE INC 35,708 1,587 0.04%
71 MORGAN STANLEY 47,803 1,533 0.04%
72 KINDER MORGAN INC DEL 66,100 1,529 0.04%
73 SOUTHERN CO 28,011 1,437 0.04%
74 LILLY ELI & CO 17,730 1,423 0.04%
75 ABBOTT LABS 32,150 1,360 0.04%
76 DU PONT E I DE NEMOURS & CO 19,413 1,300 0.03%
77 WALGREENS BOOTS ALLIANCE INC 15,775 1,272 0.03%
78 PAYPAL HLDGS INC 29,730 1,218 0.03%
79 NVIDIA CORPORATION 17,710 1,213 0.03%
80 GILEAD SCIENCES INC 15,324 1,212 0.03%
81 STARBUCKS CORP 22,281 1,206 0.03%
82 NIKE INC 22,755 1,198 0.03%
83 CATERPILLAR INC 13,349 1,185 0.03%
84 DOW CHEM CO 22,543 1,168 0.03%
85 BANK NEW YORK MELLON CORP 28,816 1,149 0.03%
86 OCCIDENTAL PETE CORP DEL 14,561 1,062 0.03%
87 US BANCORP DEL 24,576 1,054 0.03%
88 KRAFT HEINZ CO 11,378 1,018 0.03%
89 REYNOLDS AMERICAN INC 21,574 1,017 0.03%
90 MONDELEZ INTL INC 23,026 1,011 0.03%
91 ALLSTATE CORP 13,968 966 0.03%
92 CVS HEALTH CORP 10,439 929 0.02%
93 EXELON CORP 26,692 889 0.02%
94 AMERICAN EXPRESS CO 13,644 874 0.02%
95 HALLIBURTON CO 19,317 867 0.02%
96 SCHWAB CHARLES CORP 26,948 851 0.02%
97 DUKE ENERGY CORP NEW 10,594 848 0.02%
98 WELLS FARGO CO NEW 18,556 822 0.02%
99 APPLIED MATLS INC 26,776 807 0.02%
100 LOWES COS INC 11,057 798 0.02%
Page 2 of 3
Restatement filing (0001524566-19-000007) filed in 2019.04.30
#
Name
Shares
Value ($)
%
Options
Notes
351 WATERS CORP 1,375 218 0.01%
352 PVH CORPORATION 1,950 215 0.01%
353 WESTERN UN CO 10,348 215 0.01%
354 CITRIX SYS INC 2,508 214 0.01%
355 NISOURCE 8,847 213 0.01%
356 NETAPP INC 5,865 210 0.00%
357 MOTOROLA SOLUTIONS INC 2,747 210 0.00%
358 CITIZENS FINL GROUP INC 8,455 209 0.00%
359 KEYCORP NEW 17,087 208 0.00%
360 LUMEN TECHNOLOGIES INC 7,584 208 0.00%
361 CENTENE CORP DEL 3,113 208 0.00%
362 EXPEDITORS INTL WASH INC 3,971 205 0.00%
363 INVESCO LTD 6,499 203 0.00%
364 SNAP ON INC 1,335 203 0.00%
365 COACH INC 5,528 202 0.00%
366 INTERPUBLIC GROUP COS INC 9,047 202 0.00%
367 CENTERPOINT ENERGY INC 8,672 201 0.00%
368 MONSTER BEVERAGE CORP NEW 1,372 201 0.00%
369 D R HORTON INC 6,619 200 0.00%
370 HOST HOTELS & RESORTS INC 12,257 191 0.00%
371 HUNTINGTON BANCSHARES INC 15,336 151 0.00%
372 Xerox Corp 13,815 140 0.00%
373 AES CORP 10,705 138 0.00%
374 CHESAPEAKE ENERGY CORP 16,612 104 0.00%
375 ADVANCED MICRO DEVICES INC 12,422 86 0.00%
376 FRONTIER COMMUNICATIONS CORP 18,701 78 0.00%
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