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 | |
|---|---|---|---|---|---|---|
4376
Cricut
CRCT
$1.4B
| $133K | ﹤0.01% |
23,417
+7,305
| +45% | +$41.6K |
|
|
NCZ
4377
Virtus Convertible & Income Fund II
NCZ
$262M
| $133K | ﹤0.01% |
10,649
-1,615
| -13% | -$20.2K |
|
4378
Amplify Cybersecurity ETF
HACK
$2.3B
| $133K | ﹤0.01% |
1,784
+952
| +114% | +$70.9K |
|
4379
Organogenesis Holdings
ORGO
$625M
| $133K | ﹤0.01% |
41,471
+9,464
| +30% | +$30.3K |
|
4380
Olema Pharmaceuticals
OLMA
$533M
| $132K | ﹤0.01% |
22,725
+5,958
| +36% | +$34.7K |
|
|
CIO
4381
City Office REIT
CIO
$280M
| $132K | ﹤0.01% |
23,994
+5,205
| +28% | +$28.7K |
|
4382
Tyra Biosciences
TYRA
$667M
| $132K | ﹤0.01% |
9,493
+3,236
| +52% | +$45K |
|
4383
Lands' End
LE
$475M
| $132K | ﹤0.01% |
10,033
+1,559
| +18% | +$20.5K |
|
4384
XPeng
XPEV
$19.9B
| $131K | ﹤0.01% |
11,116
+4,292
| +63% | +$50.7K |
|
4385
C4 Therapeutics
CCCC
$189M
| $131K | ﹤0.01% |
36,306
+9,389
| +35% | +$33.8K |
|
4386
GraniteShares Gold Shares
BAR
$1.21B
| $131K | ﹤0.01% |
5,043
+2,154
| +75% | +$55.8K |
|
4387
Forum Energy Technologies
FET
$320M
| $130K | ﹤0.01% |
8,423
+2,496
| +42% | +$38.7K |
|
4388
Nuveen Minnesota Quality Municipal Income Fund
NMS
$71.2M
| $130K | ﹤0.01% |
10,550
-550
| -5% | -$6.79K |
|
|
BHR
4389
Braemar Hotels & Resorts
BHR
$203M
| $130K | ﹤0.01% |
43,329
+8,424
| +24% | +$25.3K |
|
4390
Eve Holding
EVEX
$1.17B
| $130K | ﹤0.01% |
23,872
+14,554
| +156% | +$79.2K |
|
4391
PCB Bancorp
PCB
$308M
| $130K | ﹤0.01% |
6,404
+1,395
| +28% | +$28.2K |
|
4392
Lightwave Logic
LWLG
$417M
| $129K | ﹤0.01% |
61,527
+17,838
| +41% | +$37.5K |
|
4393
Korro Bio
KRRO
$289M
| $129K | ﹤0.01% |
3,392
+831
| +32% | +$31.6K |
|
4394
Definitive Healthcare
DH
$432M
| $129K | ﹤0.01% |
31,297
+6,736
| +27% | +$27.7K |
|
4395
Eventbrite
EB
$262M
| $129K | ﹤0.01% |
38,264
+8,070
| +27% | +$27.1K |
|
4396
Viemed Healthcare
VMD
$263M
| $129K | ﹤0.01% |
16,024
+5,461
| +52% | +$43.8K |
|
|
FFNW
4397
DELISTED
First Financial Northwest, Inc
FFNW
| $128K | ﹤0.01% |
5,914
+898
| +18% | +$19.5K |
|
4398
Precigen
PGEN
$1.13B
| $128K | ﹤0.01% |
114,558
+12,285
| +12% | +$13.8K |
|
4399
GoodRx Holdings
GDRX
$1.46B
| $128K | ﹤0.01% |
27,506
-81,454
| -75% | -$379K |
|
|
ITOS
4400
DELISTED
iTeos Therapeutics
ITOS
| $128K | ﹤0.01% |
16,644
+2,402
| +17% | +$18.4K |
|