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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4026
Olema Pharmaceuticals
OLMA
$561M
| $200K | ﹤0.01% |
16,767
+457
| +3% | +$5.46K |
|
4027
Roundhill Sports Betting & iGaming ETF
BETZ
$82.9M
| $200K | ﹤0.01% |
10,561
+1,695
| +19% | +$32.1K |
|
4028
LSB Industries
LXU
$593M
| $199K | ﹤0.01% |
24,782
-10,947
| -31% | -$88K |
|
4029
OR Royalties Inc
OR
$7B
| $199K | ﹤0.01% |
10,751
-2,500
| -19% | -$46.3K |
|
4030
4D Molecular Therapeutics
FDMT
$308M
| $199K | ﹤0.01% |
18,389
+144
| +0.8% | +$1.56K |
|
4031
Crown Crafts
CRWS
$30.6M
| $198K | ﹤0.01% |
41,301
+37,231
| +915% | +$179K |
|
|
SEI
4032
Solaris Energy Infrastructure
SEI
$1.68B
| $197K | ﹤0.01% |
15,456
+3,735
| +32% | +$47.7K |
|
4033
3D Systems Corp
DDD
$314M
| $197K | ﹤0.01% |
69,438
+1,043
| +2% | +$2.96K |
|
|
AGEN
4034
Agenus
AGEN
$140M
| $197K | ﹤0.01% |
35,984
-9,977
| -22% | -$54.7K |
|
|
THM
4035
International Tower Hill Mines
THM
$333M
| $196K | ﹤0.01% |
350,000
| – | – |
|
4036
Bausch Health
BHC
$2.49B
| $196K | ﹤0.01% |
24,011
-6,872
| -22% | -$56.1K |
|
4037
MasterCraft Boat Holdings
MCFT
$353M
| $196K | ﹤0.01% |
10,761
+330
| +3% | +$6.01K |
|
|
HQL
4038
abrdn Life Sciences Investors
HQL
$407M
| $196K | ﹤0.01% |
12,968
+10,573
| +441% | +$159K |
|
4039
RGC Resources
RGCO
$234M
| $196K | ﹤0.01% |
8,664
+163
| +2% | +$3.68K |
|
4040
Nuveen Municipal Income
NMI
$102M
| $195K | ﹤0.01% |
19,462
+31
| +0.2% | +$311 |
|
4041
DoubleVerify
DV
$2.08B
| $195K | ﹤0.01% |
11,594
+2,148
| +23% | +$36.2K |
|
4042
Astera Labs
ALAB
$40.8B
| $195K | ﹤0.01% |
3,719
+13
| +0.4% | +$681 |
|
4043
Humacyte
HUMA
$295M
| $195K | ﹤0.01% |
35,805
-418
| -1% | -$2.27K |
|
4044
Scholar Rock
SRRK
$2.96B
| $195K | ﹤0.01% |
24,316
-210
| -0.9% | -$1.68K |
|
4045
Surmodics
SRDX
$463M
| $194K | ﹤0.01% |
4,991
-11
| -0.2% | -$427 |
|
4046
Aura Biosciences
AURA
$378M
| $193K | ﹤0.01% |
21,693
+914
| +4% | +$8.14K |
|
4047
VanEck Morningstar International Moat ETF
MOTI
$194M
| $193K | ﹤0.01% |
5,501
-1,288
| -19% | -$45.1K |
|
4048
AMC Networks
AMCX
$364M
| $192K | ﹤0.01% |
22,133
-616
| -3% | -$5.35K |
|
4049
Sierra Bancorp
BSRR
$412M
| $192K | ﹤0.01% |
6,645
+180
| +3% | +$5.2K |
|
4050
West Bancorporation
WTBA
$346M
| $192K | ﹤0.01% |
10,095
+319
| +3% | +$6.06K |
|