Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
M/I Homes
MHO
$4.02B
| $2.42M | ﹤0.01% |
18,216
-20,881
| -53% | -$2.78M |
|
2577
Cantaloupe
CTLP
$795M
| $2.42M | ﹤0.01% |
254,181
-17,087
| -6% | -$162K |
|
2578
iShares MSCI France ETF
EWQ
$394M
| $2.42M | ﹤0.01% |
67,357
-24,513
| -27% | -$880K |
|
2579
BridgeBio Pharma
BBIO
$9.84B
| $2.41M | ﹤0.01% |
88,000
+18,322
| +26% | +$503K |
|
2580
WisdomTree International LargeCap Dividend Fund
DOL
$674M
| $2.41M | ﹤0.01% |
48,827
-105,681
| -68% | -$5.22M |
|
2581
StoneCo
STNE
$5.04B
| $2.41M | ﹤0.01% |
302,052
-207
| -0.1% | -$1.65K |
|
2582
Fomento Económico Mexicano
FMX
$31.6B
| $2.41M | ﹤0.01% |
28,135
+4,096
| +17% | +$350K |
|
2583
Forge Global Holdings
FRGE
$225M
| $2.4M | ﹤0.01% |
172,230
+1,046
| +0.6% | +$14.6K |
|
2584
Zymeworks
ZYME
$1.2B
| $2.4M | ﹤0.01% |
164,058
-13,352
| -8% | -$195K |
|
2585
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.11B
| $2.4M | ﹤0.01% |
33,203
-54,089
| -62% | -$3.9M |
|
2586
Global X SuperDividend ETF
SDIV
$988M
| $2.39M | ﹤0.01% |
116,123
-97,163
| -46% | -$2M |
|
2587
Utz Brands
UTZ
$1.08B
| $2.39M | ﹤0.01% |
152,620
+20,164
| +15% | +$316K |
|
2588
Fulton Financial
FULT
$3.47B
| $2.39M | ﹤0.01% |
123,937
+23,445
| +23% | +$452K |
|
2589
ARK Web x.0 ETF
ARKW
$2.92B
| $2.39M | ﹤0.01% |
22,121
+22,088
| +66,933% | +$2.39M |
|
|
KTF
2590
DWS Municipal Income Trust
KTF
$364M
| $2.39M | ﹤0.01% |
252,711
-18,669
| -7% | -$176K |
|
2591
Winnebago Industries
WGO
$939M
| $2.39M | ﹤0.01% |
49,976
+20,036
| +67% | +$957K |
|
2592
abrdn Physical Platinum Shares ETF
PPLT
$1.67B
| $2.39M | ﹤0.01% |
28,743
+1,785
| +7% | +$148K |
|
|
RFM
2593
RiverNorth Flexible Municipal Income Fund
RFM
$87.2M
| $2.38M | ﹤0.01% |
160,257
+19,486
| +14% | +$290K |
|
2594
VanEck Long Muni ETF
MLN
$563M
| $2.38M | ﹤0.01% |
133,118
-14,066
| -10% | -$252K |
|
2595
Mercury Insurance
MCY
$4.35B
| $2.38M | ﹤0.01% |
35,788
+19,743
| +123% | +$1.31M |
|
2596
Erie Indemnity
ERIE
$16.8B
| $2.38M | ﹤0.01% |
5,762
+1,911
| +50% | +$788K |
|
2597
Hartford Multifactor US Equity ETF
ROUS
$577M
| $2.37M | ﹤0.01% |
46,623
+6,031
| +15% | +$307K |
|
2598
Freshworks
FRSH
$3.66B
| $2.37M | ﹤0.01% |
146,276
+31,405
| +27% | +$508K |
|
2599
Peloton Interactive
PTON
$3.24B
| $2.36M | ﹤0.01% |
271,712
-192,419
| -41% | -$1.67M |
|
2600
Archer Aviation
ACHR
$5.88B
| $2.36M | ﹤0.01% |
242,374
+114,616
| +90% | +$1.12M |
|