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 | |
|---|---|---|---|---|---|---|
4526
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55.5M
| $116K | ﹤0.01% |
2,767
+500
| +22% | +$20.9K |
|
4527
Bitcoin Depot
BTM
$268M
| $115K | ﹤0.01% |
+22,690
| New | +$115K |
|
4528
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.2B
| $115K | ﹤0.01% |
2,915
+2,668
| +1,080% | +$105K |
|
|
CHYM
4529
Chime Financial, Inc. Class A Common Stock
CHYM
$8.79B
| $115K | ﹤0.01% |
+3,325
| New | +$115K |
|
4530
Telos
TLS
$490M
| $115K | ﹤0.01% |
36,152
+2,143
| +6% | +$6.79K |
|
4531
Funko
FNKO
$182M
| $115K | ﹤0.01% |
24,060
+3,352
| +16% | +$16K |
|
4532
ReposiTrak
TRAK
$311M
| $114K | ﹤0.01% |
5,814
+214
| +4% | +$4.21K |
|
4533
Enanta Pharmaceuticals
ENTA
$177M
| $114K | ﹤0.01% |
15,078
+879
| +6% | +$6.65K |
|
4534
Viant Technology
DSP
$158M
| $114K | ﹤0.01% |
8,596
+1,175
| +16% | +$15.5K |
|
|
FSP
4535
Franklin Street Properties
FSP
$174M
| $114K | ﹤0.01% |
69,312
-9,807
| -12% | -$16.1K |
|
4536
Global X Emerging Markets Great Consumer ETF
EMC
$86.2M
| $113K | ﹤0.01% |
3,868
+2,351
| +155% | +$68.9K |
|
4537
W&T Offshore
WTI
$257M
| $113K | ﹤0.01% |
68,707
+16,579
| +32% | +$27.4K |
|
4538
AlTi Global
ALTI
$388M
| $113K | ﹤0.01% |
27,312
+6,196
| +29% | +$25.7K |
|
4539
Barnes & Noble Education
BNED
$277M
| $113K | ﹤0.01% |
9,607
+2,355
| +32% | +$27.7K |
|
4540
Utah Medical Products
UTMD
$200M
| $113K | ﹤0.01% |
1,985
+95
| +5% | +$5.41K |
|
4541
Bank7 Corp
BSVN
$455M
| $113K | ﹤0.01% |
2,697
+312
| +13% | +$13.1K |
|
4542
iShares MSCI BIC ETF
BKF
$93.9M
| $113K | ﹤0.01% |
2,720
-820
| -23% | -$34K |
|
4543
Resources Connection
RGP
$172M
| $112K | ﹤0.01% |
20,925
+1,256
| +6% | +$6.75K |
|
|
SION
4544
Sionna Therapeutics, Inc. Common Stock
SION
$1.01B
| $111K | ﹤0.01% |
+6,374
| New | +$111K |
|
4545
Caribou Biosciences
CRBU
$168M
| $111K | ﹤0.01% |
87,752
-47,128
| -35% | -$59.4K |
|
|
HSHP
4546
Himalaya Shipping
HSHP
$396M
| $110K | ﹤0.01% |
19,136
+4,693
| +32% | +$27.1K |
|
4547
Hyliion Holdings
HYLN
$284M
| $110K | ﹤0.01% |
83,483
-591
| -0.7% | -$780 |
|
4548
Park-Ohio Holdings
PKOH
$309M
| $110K | ﹤0.01% |
6,170
+632
| +11% | +$11.3K |
|
4549
Dimensional Global Real Estate ETF
DFGR
$2.73B
| $110K | ﹤0.01% |
4,107
+2,843
| +225% | +$76.3K |
|
4550
Universal Logistics Holdings
ULH
$650M
| $110K | ﹤0.01% |
4,336
-3,590
| -45% | -$91.1K |
|