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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Fidelity Enhanced Large Cap Core ETF
FELC
$5.23B
| $1.89M | ﹤0.01% |
54,656
+51,359
| +1,558% | +$1.77M |
|
2852
Urban Edge Properties
UE
$2.58B
| $1.88M | ﹤0.01% |
100,990
+5,846
| +6% | +$109K |
|
2853
Columbia EM Core ex-China ETF
XCEM
$1.25B
| $1.88M | ﹤0.01% |
55,107
+10,557
| +24% | +$361K |
|
2854
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$676M
| $1.87M | ﹤0.01% |
45,612
-70,212
| -61% | -$2.88M |
|
2855
Sable Offshore Corp
SOC
$2.44B
| $1.87M | ﹤0.01% |
85,062
+49,363
| +138% | +$1.08M |
|
2856
Banner Corp
BANR
$2.26B
| $1.87M | ﹤0.01% |
29,095
+3,482
| +14% | +$223K |
|
2857
LGI Homes
LGIH
$1.33B
| $1.86M | ﹤0.01% |
36,122
+1,694
| +5% | +$87.3K |
|
2858
Vital Farms
VITL
$2B
| $1.86M | ﹤0.01% |
48,250
+22,656
| +89% | +$873K |
|
2859
Sonic Automotive
SAH
$2.66B
| $1.86M | ﹤0.01% |
23,209
+534
| +2% | +$42.7K |
|
2860
ICU Medical
ICUI
$3.19B
| $1.85M | ﹤0.01% |
14,010
+200
| +1% | +$26.4K |
|
2861
Rigel Pharmaceuticals
RIGL
$614M
| $1.85M | ﹤0.01% |
98,844
+90,046
| +1,023% | +$1.69M |
|
2862
VanEck Video Gaming and eSports ETF
ESPO
$495M
| $1.85M | ﹤0.01% |
16,889
-4,523
| -21% | -$495K |
|
2863
SPDR S&P Health Care Services ETF
XHS
$73.4M
| $1.85M | ﹤0.01% |
18,567
+12,366
| +199% | +$1.23M |
|
2864
Iovance Biotherapeutics
IOVA
$803M
| $1.85M | ﹤0.01% |
1,074,250
+215,680
| +25% | +$371K |
|
2865
German American Bancorp
GABC
$1.52B
| $1.84M | ﹤0.01% |
47,806
+8,080
| +20% | +$311K |
|
2866
Teladoc Health
TDOC
$1.4B
| $1.84M | ﹤0.01% |
211,101
+15,934
| +8% | +$139K |
|
2867
Independent Bank
INDB
$3.52B
| $1.83M | ﹤0.01% |
29,167
+831
| +3% | +$52.3K |
|
2868
Mercantile Bank Corp
MBWM
$760M
| $1.83M | ﹤0.01% |
39,503
+2,009
| +5% | +$93.2K |
|
|
BFS
2869
Saul Centers
BFS
$779M
| $1.83M | ﹤0.01% |
53,635
+801
| +2% | +$27.3K |
|
2870
Cognex
CGNX
$7.4B
| $1.83M | ﹤0.01% |
57,706
+27,809
| +93% | +$882K |
|
2871
Laureate Education
LAUR
$4.38B
| $1.83M | ﹤0.01% |
78,206
-35,870
| -31% | -$839K |
|
2872
LXP Industrial Trust
LXP
$2.7B
| $1.82M | ﹤0.01% |
220,577
+5,565
| +3% | +$46K |
|
|
SWTX
2873
DELISTED
SpringWorks Therapeutics
SWTX
| $1.82M | ﹤0.01% |
38,683
-139,837
| -78% | -$6.57M |
|
|
CIM
2874
Chimera Investment
CIM
$1.13B
| $1.82M | ﹤0.01% |
130,924
+8,265
| +7% | +$115K |
|
2875
IDT Corp
IDT
$1.68B
| $1.82M | ﹤0.01% |
26,576
+4,372
| +20% | +$299K |
|