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 | |
|---|---|---|---|---|---|---|
4426
Dr. Reddy's Laboratories
RDY
$12.4B
| $97K | ﹤0.01% |
6,365
-7,235
| -53% | -$110K |
|
4427
RPAR Risk Parity ETF
RPAR
$536M
| $96.7K | ﹤0.01% |
+5,061
| New | +$96.7K |
|
4428
Forum Energy Technologies
FET
$321M
| $96.7K | ﹤0.01% |
5,734
+1,737
| +43% | +$29.3K |
|
4429
Cohen & Steers Select Preferred & Income Fund
PSF
$253M
| $96.7K | ﹤0.01% |
4,887
+159
| +3% | +$3.15K |
|
4430
Northeast Community Bancorp
NECB
$275M
| $96.4K | ﹤0.01% |
5,412
+997
| +23% | +$17.8K |
|
4431
Absci
ABSI
$399M
| $96.3K | ﹤0.01% |
31,270
+30,776
| +6,230% | +$94.8K |
|
4432
Cricut
CRCT
$1.43B
| $96.1K | ﹤0.01% |
16,049
+1,534
| +11% | +$9.19K |
|
4433
GameStop
GME
$11.8B
| $95.6K | ﹤0.01% |
3,873
-4,080
| -51% | -$101K |
|
4434
Weyco Group
WEYS
$290M
| $95.4K | ﹤0.01% |
3,146
+1,038
| +49% | +$31.5K |
|
4435
Codexis
CDXS
$223M
| $95.4K | ﹤0.01% |
30,763
+5,391
| +21% | +$16.7K |
|
4436
Sleep Number
SNBR
$207M
| $95.2K | ﹤0.01% |
9,944
+2,126
| +27% | +$20.3K |
|
4437
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.5B
| $95K | ﹤0.01% |
3,739
+1,550
| +71% | +$39.4K |
|
4438
Mersana Therapeutics
MRSN
$36.6M
| $95K | ﹤0.01% |
1,891
+386
| +26% | +$19.4K |
|
4439
BayCom
BCML
$337M
| $94.9K | ﹤0.01% |
4,663
+854
| +22% | +$17.4K |
|
4440
Red Violet
RDVT
$711M
| $94.8K | ﹤0.01% |
3,732
+397
| +12% | +$10.1K |
|
4441
Olaplex Holdings
OLPX
$1B
| $94.7K | ﹤0.01% |
61,512
+60,007
| +3,987% | +$92.4K |
|
4442
Asure Software
ASUR
$220M
| $94.5K | ﹤0.01% |
11,253
+2,544
| +29% | +$21.4K |
|
4443
Sandstorm Gold
SAND
$3.42B
| $94.5K | ﹤0.01% |
17,370
+2,397
| +16% | +$13K |
|
4444
8x8 Inc
EGHT
$299M
| $94.4K | ﹤0.01% |
42,513
+194
| +0.5% | +$431 |
|
4445
Karat Packaging
KRT
$492M
| $94.4K | ﹤0.01% |
3,190
+168
| +6% | +$4.97K |
|
4446
Pulse Biosciences
PLSE
$1.21B
| $93.6K | ﹤0.01% |
8,362
+367
| +5% | +$4.11K |
|
4447
Futu Holdings
FUTU
$24.2B
| $93.2K | ﹤0.01% |
1,421
-75
| -5% | -$4.92K |
|
4448
New England Realty Associates
NEN
$253M
| $93.2K | ﹤0.01% |
1,320
-1
| -0.1% | -$71 |
|
4449
Pacer Trendpilot European Index ETF
PTEU
$35.4M
| $93.1K | ﹤0.01% |
3,581
-299
| -8% | -$7.77K |
|
4450
Invesco Energy Exploration & Production ETF
PXE
$72.5M
| $92.6K | ﹤0.01% |
2,800
-215
| -7% | -$7.11K |
|