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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4501
ARK Israel Innovative Technology ETF
IZRL
$126M
| $122K | ﹤0.01% |
4,477
-12,183
| -73% | -$331K |
|
4502
Esperion Therapeutics
ESPR
$573M
| $122K | ﹤0.01% |
123,448
-1,094,093
| -90% | -$1.08M |
|
4503
First Internet Bancorp
INBK
$212M
| $121K | ﹤0.01% |
4,512
+31
| +0.7% | +$834 |
|
4504
Energy Services of America
ESOA
$168M
| $121K | ﹤0.01% |
12,207
+1,457
| +14% | +$14.5K |
|
4505
TruBridge
TBRG
$302M
| $121K | ﹤0.01% |
5,164
+4,414
| +589% | +$103K |
|
4506
BlackRock Income Trust
BKT
$287M
| $121K | ﹤0.01% |
10,285
-1,112
| -10% | -$13.1K |
|
4507
Gossamer Bio
GOSS
$787M
| $121K | ﹤0.01% |
98,157
+93,751
| +2,128% | +$115K |
|
4508
E.W. Scripps
SSP
$257M
| $120K | ﹤0.01% |
40,943
+3,541
| +9% | +$10.4K |
|
4509
CuriosityStream
CURI
$281M
| $120K | ﹤0.01% |
21,294
+20,342
| +2,137% | +$115K |
|
4510
First United
FUNC
$239M
| $120K | ﹤0.01% |
3,864
+3,328
| +621% | +$103K |
|
4511
First Trust Japan AlphaDEX Fund
FJP
$204M
| $119K | ﹤0.01% |
+2,000
| New | +$119K |
|
4512
FVCBankcorp
FVCB
$240M
| $119K | ﹤0.01% |
10,118
+114
| +1% | +$1.35K |
|
4513
Kopin
KOPN
$412M
| $119K | ﹤0.01% |
77,869
+77,269
| +12,878% | +$118K |
|
|
TBI
4514
Trueblue
TBI
$179M
| $119K | ﹤0.01% |
18,386
+888
| +5% | +$5.75K |
|
|
SNWV
4515
SANUWAVE Health, Inc. Common Stock
SNWV
$317M
| $119K | ﹤0.01% |
3,624
+3,618
| +60,300% | +$119K |
|
4516
Amplify Energy
AMPY
$160M
| $119K | ﹤0.01% |
37,051
-16,193
| -30% | -$51.8K |
|
|
AD
4517
Array Digital Infrastructure, Inc.
AD
$4.41B
| $119K | ﹤0.01% |
1,853
-93
| -5% | -$5.95K |
|
4518
Fennec Pharmaceuticals
FENC
$244M
| $118K | ﹤0.01% |
14,259
+598
| +4% | +$4.96K |
|
4519
SELLAS Life Sciences
SLS
$195M
| $118K | ﹤0.01% |
53,815
+50,812
| +1,692% | +$111K |
|
4520
Getty Images
GETY
$809M
| $117K | ﹤0.01% |
70,663
+22,728
| +47% | +$37.7K |
|
4521
Sky Harbour Group
SKYH
$341M
| $117K | ﹤0.01% |
11,994
+5,574
| +87% | +$54.5K |
|
4522
Pearson
PSO
$9.15B
| $117K | ﹤0.01% |
7,843
-1,565
| -17% | -$23.4K |
|
|
SEVN
4523
Seven Hills Realty Trust
SEVN
$163M
| $116K | ﹤0.01% |
9,647
+759
| +9% | +$9.16K |
|
4524
IQ MacKay Municipal Intermediate ETF
MMIT
$1.09B
| $116K | ﹤0.01% |
+4,878
| New | +$116K |
|
4525
Verastem
VSTM
$598M
| $116K | ﹤0.01% |
28,026
+7,447
| +36% | +$30.9K |
|