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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 (2017Q1)
Original 13F HR (0001140361-17-020490) filed in 2017.05.15
#
Name
Shares
Value ($)
%
Options
Notes
51 MCDONALDS CORP 30,513 3,955 0.07%
52 ORACLE CORP 87,416 3,900 0.07%
53 PFIZER INC 111,954 3,830 0.07%
54 MERCK & CO INC 59,412 3,775 0.07%
55 3M CO 18,918 3,620 0.07%
56 TEXAS INSTRS INC 43,713 3,522 0.06%
57 INTEL CORP 96,888 3,495 0.06%
58 HONEYWELL INTL INC 27,658 3,454 0.06%
59 AMGEN INC 20,944 3,436 0.06%
60 WELLS FARGO & CO NEW 60,358 3,360 0.06%
61 ABBVIE INC 51,235 3,338 0.06%
62 MASTERCARD INCORPORATED 26,206 2,947 0.05%
63 LOCKHEED MARTIN CORP 10,893 2,915 0.05%
64 SCHLUMBERGER LTD 34,077 2,661 0.05%
65 WAL-MART STORES INC 36,123 2,604 0.05%
66 MORGAN STANLEY 59,287 2,540 0.05%
67 METLIFE INC 48,022 2,537 0.05%
68 BOEING CO 14,302 2,529 0.05%
69 COSTCO WHSL CORP NEW 14,885 2,496 0.05%
70 QUALCOMM INC 42,096 2,414 0.04%
71 UNION PAC CORP 22,576 2,391 0.04%
72 COCA COLA CO 54,275 2,303 0.04%
73 POWERSHARES ETF TR II 77,368 2,248 0.04%
74 INTERNATIONAL BUSINESS MACHS 12,889 2,244 0.04%
75 TIME WARNER INC 22,918 2,239 0.04%
76 NVIDIA CORPORATION 20,539 2,237 0.04%
77 DU PONT E I DE NEMOURS & CO 27,696 2,225 0.04%
78 RAYTHEON CO 13,865 2,114 0.04%
79 STARBUCKS CORP 36,076 2,106 0.04%
80 DOW CHEM CO 32,816 2,085 0.04%
81 LILLY ELI & CO 24,497 2,060 0.04%
82 ACCENTURE PLC IRELAND 17,054 2,044 0.04%
83 ABBOTT LABS 41,866 1,859 0.03%
84 NIKE INC 32,937 1,836 0.03%
85 BANK NEW YORK MELLON CORP 36,842 1,740 0.03%
86 AMERICAN EXPRESS CO 21,730 1,719 0.03%
87 REYNOLDS AMERICAN INC 27,177 1,713 0.03%
88 COLGATE PALMOLIVE CO 23,287 1,704 0.03%
89 MEDTRONIC PLC 20,938 1,687 0.03%
90 US BANCORP DEL 32,403 1,669 0.03%
91 UNITED TECHNOLOGIES CORP 14,868 1,668 0.03%
92 ARISTA NETWORKS INC 12,585 1,665 0.03%
93 CATERPILLAR INC 17,568 1,630 0.03%
94 VANGUARD BD INDEX FDS 19,565 1,586 0.03%
95 UNITED PARCEL SERVICE INC 14,493 1,555 0.03%
96 PAYPAL HLDGS INC 35,629 1,533 0.03%
97 NEXTERA ENERGY INC 11,885 1,526 0.03%
98 CONOCOPHILLIPS 28,723 1,432 0.03%
99 LOWES COS INC 17,209 1,415 0.03%
100 KINDER MORGAN INC DEL 64,818 1,409 0.03%
Page 2 of 4
Restatement filing (0001524566-19-000014) filed in 2019.05.02
#
Name
Shares
Value ($)
%
Options
Notes
51 CELGENE CORP 33,116 4,121 0.07%
52 MCDONALDS CORP 30,513 3,955 0.07%
53 ORACLE CORP 87,416 3,900 0.07%
54 PFIZER INC 111,954 3,830 0.07%
55 MERCK & CO INC 59,412 3,775 0.07%
56 3M CO 18,918 3,620 0.06%
57 TEXAS INSTRS INC 43,713 3,522 0.06%
58 INTEL CORP 96,888 3,495 0.06%
59 HONEYWELL INTL INC 27,658 3,454 0.06%
60 AMGEN INC 20,944 3,436 0.06%
61 WELLS FARGO & CO NEW 60,358 3,360 0.06%
62 ABBVIE INC 51,235 3,338 0.06%
63 MASTERCARD INCORPORATED 26,206 2,947 0.05%
64 LOCKHEED MARTIN CORP 10,893 2,915 0.05%
65 SCHLUMBERGER LTD 34,077 2,661 0.05%
66 WAL-MART STORES INC 36,123 2,604 0.05%
67 MORGAN STANLEY 59,287 2,540 0.05%
68 METLIFE INC 48,022 2,537 0.05%
69 BOEING CO 14,302 2,529 0.04%
70 COSTCO WHSL CORP NEW 14,885 2,496 0.04%
71 QUALCOMM INC 42,096 2,414 0.04%
72 UNION PAC CORP 22,576 2,391 0.04%
73 COCA COLA CO 54,275 2,303 0.04%
74 POWERSHARES ETF TR II 77,368 2,248 0.04%
75 INTERNATIONAL BUSINESS MACHS 12,889 2,244 0.04%
76 TIME WARNER INC 22,918 2,239 0.04%
77 NVIDIA CORPORATION 20,539 2,237 0.04%
78 DU PONT E I DE NEMOURS & CO 27,696 2,225 0.04%
79 ALLERGAN PLC 9,148 2,186 0.04%
80 RAYTHEON CO 13,865 2,114 0.04%
81 STARBUCKS CORP 36,076 2,106 0.04%
82 DOW CHEM CO 32,816 2,085 0.04%
83 LILLY ELI & CO 24,497 2,060 0.04%
84 ACCENTURE PLC IRELAND 17,054 2,044 0.04%
85 GOLDMAN SACHS GROUP INC 8,458 1,943 0.03%
86 BROADCOM LTD 8,723 1,910 0.03%
87 ABBOTT LABS 41,866 1,859 0.03%
88 NIKE INC 32,937 1,836 0.03%
89 PRICELINE GRP INC 1,015 1,807 0.03%
90 BLACKROCK INC 4,701 1,803 0.03%
91 BANK NEW YORK MELLON CORP 36,842 1,740 0.03%
92 AMERICAN EXPRESS CO 21,730 1,719 0.03%
93 REYNOLDS AMERICAN INC 27,177 1,713 0.03%
94 COLGATE PALMOLIVE CO 23,287 1,704 0.03%
95 MEDTRONIC PLC 20,938 1,687 0.03%
96 US BANCORP DEL 32,403 1,669 0.03%
97 UNITED TECHNOLOGIES CORP 14,868 1,668 0.03%
98 ARISTA NETWORKS INC 12,585 1,665 0.03%
99 CATERPILLAR INC 17,568 1,630 0.03%
100 SPDR S&P 500 ETF TR 6,809 1,605 0.03%
Page 2 of 9