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 | |
|---|---|---|---|---|---|---|
4451
AngloGold Ashanti
AU
$33.5B
| $117K | ﹤0.01% |
5,062
-1,928
| -28% | -$44.5K |
|
|
ONIT
4452
Onity Group Inc.
ONIT
$367M
| $116K | ﹤0.01% |
3,786
+829
| +28% | +$25.5K |
|
|
SIXG
4453
Defiance Connective Technologies ETF
SIXG
$653M
| $116K | ﹤0.01% |
2,439
-845
| -26% | -$40.3K |
|
4454
EverCommerce
EVCM
$2.15B
| $116K | ﹤0.01% |
10,553
+3,106
| +42% | +$34.2K |
|
4455
CornerCap Fundametrics Large-Cap ETF
FUNL
$202M
| $116K | ﹤0.01% |
2,786
| – | – |
|
4456
CS Disco
LAW
$357M
| $116K | ﹤0.01% |
23,210
+2,781
| +14% | +$13.9K |
|
4457
Scully Royalty
SRL
$76.2M
| $115K | ﹤0.01% |
12,477
-10,000
| -44% | -$92.5K |
|
4458
Absci
ABSI
$381M
| $115K | ﹤0.01% |
44,027
+13,048
| +42% | +$34.2K |
|
4459
First Western Financial
MYFW
$228M
| $115K | ﹤0.01% |
5,885
+1,110
| +23% | +$21.7K |
|
4460
Maui Land & Pineapple Co
MLP
$370M
| $114K | ﹤0.01% |
5,208
+2,786
| +115% | +$61.2K |
|
4461
Heron Therapeutics
HRTX
$193M
| $114K | ﹤0.01% |
74,763
+13,568
| +22% | +$20.8K |
|
4462
Ocugen
OCGN
$334M
| $114K | ﹤0.01% |
141,773
+54,935
| +63% | +$44.2K |
|
|
PPT
4463
Putnam Premier Income Trust
PPT
$355M
| $114K | ﹤0.01% |
32,046
-1,084
| -3% | -$3.86K |
|
4464
Palmer Square Capital BDC
PSBD
$438M
| $114K | ﹤0.01% |
7,501
+5,482
| +272% | +$83.3K |
|
|
TSSI
4465
TSS, Inc. Common Stock
TSSI
$454M
| $114K | ﹤0.01% |
+9,600
| New | +$114K |
|
4466
Medifast
MED
$154M
| $114K | ﹤0.01% |
6,459
+1,227
| +23% | +$21.6K |
|
4467
Design Therapeutics
DSGN
$343M
| $114K | ﹤0.01% |
18,428
+4,013
| +28% | +$24.8K |
|
|
MITT
4468
AG Mortgage Investment Trust
MITT
$244M
| $114K | ﹤0.01% |
17,084
+3,827
| +29% | +$25.5K |
|
4469
Beyond Meat
BYND
$205M
| $113K | ﹤0.01% |
30,176
+9,383
| +45% | +$35.3K |
|
4470
RE/MAX Holdings
RMAX
$195M
| $113K | ﹤0.01% |
10,603
+2,286
| +27% | +$24.4K |
|
4471
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.95B
| $113K | ﹤0.01% |
1,175
+5
| +0.4% | +$481 |
|
4472
Xoma
XOMA
$452M
| $113K | ﹤0.01% |
4,300
+1,183
| +38% | +$31.1K |
|
4473
CVRx
CVRX
$205M
| $113K | ﹤0.01% |
8,894
+4,115
| +86% | +$52.1K |
|
4474
Dakota Gold
DC
$540M
| $112K | ﹤0.01% |
51,129
+11,185
| +28% | +$24.6K |
|
4475
Cadiz
CDZI
$322M
| $112K | ﹤0.01% |
21,611
+6,707
| +45% | +$34.9K |
|