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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PSTL
3751
Postal Realty Trust
PSTL
$402M
| $295K | ﹤0.01% |
22,115
+3,798
| +21% | +$50.6K |
|
3752
Community Trust Bancorp
CTBI
$1.04B
| $295K | ﹤0.01% |
6,750
+1,256
| +23% | +$54.8K |
|
3753
GoodRx Holdings
GDRX
$1.47B
| $294K | ﹤0.01% |
37,648
-120,625
| -76% | -$941K |
|
3754
ADT
ADT
$7.09B
| $294K | ﹤0.01% |
38,618
-5,300
| -12% | -$40.3K |
|
3755
Arhaus
ARHS
$1.59B
| $293K | ﹤0.01% |
17,289
+16,068
| +1,316% | +$272K |
|
3756
LSB Industries
LXU
$603M
| $292K | ﹤0.01% |
35,729
+13,444
| +60% | +$110K |
|
3757
Vivid Seats
SEAT
$112M
| $291K | ﹤0.01% |
2,535
+416
| +20% | +$47.8K |
|
3758
National Presto Industries
NPK
$825M
| $291K | ﹤0.01% |
3,873
+1,868
| +93% | +$140K |
|
3759
Cipher Mining
CIFR
$4.66B
| $290K | ﹤0.01% |
69,759
+51,880
| +290% | +$215K |
|
|
INVX
3760
Innovex International, Inc.
INVX
$1.18B
| $289K | ﹤0.01% |
15,540
+2,441
| +19% | +$45.4K |
|
3761
Li Auto
LI
$26.4B
| $288K | ﹤0.01% |
16,111
-79,003
| -83% | -$1.41M |
|
3762
Gannett
GCI
$642M
| $288K | ﹤0.01% |
62,459
+11,371
| +22% | +$52.4K |
|
3763
IDT Corp
IDT
$1.71B
| $287K | ﹤0.01% |
8,001
+653
| +9% | +$23.5K |
|
3764
ALPS Disruptive Technologies ETF
DTEC
$88.6M
| $287K | ﹤0.01% |
6,967
-1,475
| -17% | -$60.8K |
|
3765
PACS Group
PACS
$1.86B
| $287K | ﹤0.01% |
+9,730
| New | +$287K |
|
3766
Advantage Solutions
ADV
$616M
| $286K | ﹤0.01% |
88,914
+16,179
| +22% | +$52.1K |
|
3767
Great Southern Bancorp
GSBC
$731M
| $286K | ﹤0.01% |
5,142
+663
| +15% | +$36.9K |
|
|
BBBY
3768
Bed Bath & Beyond
BBBY
$560M
| $286K | ﹤0.01% |
21,856
+3,028
| +16% | +$39.6K |
|
3769
Relay Therapeutics
RLAY
$784M
| $286K | ﹤0.01% |
43,805
+10,274
| +31% | +$67K |
|
3770
Acco Brands
ACCO
$379M
| $285K | ﹤0.01% |
60,712
+9,618
| +19% | +$45.2K |
|
|
CEV
3771
Eaton Vance California Municipal Income Trust
CEV
$70.5M
| $285K | ﹤0.01% |
26,177
+2,899
| +12% | +$31.5K |
|
3772
W&T Offshore
WTI
$270M
| $285K | ﹤0.01% |
132,980
+2,182
| +2% | +$4.67K |
|
|
VTNR
3773
DELISTED
Vertex Energy, Inc
VTNR
| $284K | ﹤0.01% |
300,965
-53,867
| -15% | -$50.9K |
|
|
CXH
3774
MFS Investment Grade Municipal Trust
CXH
$64.9M
| $284K | ﹤0.01% |
35,978
-19,000
| -35% | -$150K |
|
3775
Community Health Systems
CYH
$432M
| $284K | ﹤0.01% |
84,549
+9,796
| +13% | +$32.9K |
|