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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
Inovio Pharmaceuticals
INO
$126M
| $77.7K | ﹤0.01% |
13,450
+333
| +3% | +$1.93K |
|
4577
VanEck Merk Gold Trust
OUNZ
$1.97B
| $77.6K | ﹤0.01% |
3,058
+394
| +15% | +$10K |
|
4578
Futu Holdings
FUTU
$25.9B
| $77.6K | ﹤0.01% |
811
-610
| -43% | -$58.3K |
|
4579
Design Therapeutics
DSGN
$343M
| $77.6K | ﹤0.01% |
14,415
+618
| +4% | +$3.33K |
|
4580
Inhibrx
INBX
$399M
| $77.5K | ﹤0.01% |
4,952
+431
| +10% | +$6.75K |
|
4581
Viemed Healthcare
VMD
$263M
| $77.4K | ﹤0.01% |
10,563
-417
| -4% | -$3.06K |
|
4582
Sandstorm Gold
SAND
$3.46B
| $77.3K | ﹤0.01% |
12,877
-4,493
| -26% | -$27K |
|
4583
EverCommerce
EVCM
$2.15B
| $77.2K | ﹤0.01% |
7,447
-75
| -1% | -$777 |
|
4584
SkyWater Technology
SKYT
$509M
| $77.1K | ﹤0.01% |
8,488
-332
| -4% | -$3.02K |
|
4585
Millicom
TIGO
$7.94B
| $76.9K | ﹤0.01% |
2,837
-1
| -0% | -$27 |
|
4586
Nuveen ESG International Developed Markets Equity ETF
NUDM
$598M
| $76.8K | ﹤0.01% |
+2,283
| New | +$76.8K |
|
4587
Tile Shop Holdings
TTSH
$273M
| $76.8K | ﹤0.01% |
11,647
+248
| +2% | +$1.63K |
|
4588
Gambling.com
GAMB
$288M
| $76.6K | ﹤0.01% |
7,640
+213
| +3% | +$2.13K |
|
4589
Nature's Sunshine
NATR
$299M
| $76.2K | ﹤0.01% |
5,598
+169
| +3% | +$2.3K |
|
|
THQ
4590
abrdn Healthcare Opportunities Fund
THQ
$709M
| $76.1K | ﹤0.01% |
3,445
-322
| -9% | -$7.11K |
|
4591
Savers
SVV
$1.94B
| $75.8K | ﹤0.01% |
7,206
-298
| -4% | -$3.14K |
|
4592
CF Bankshares
CFBK
$162M
| $75.8K | ﹤0.01% |
3,500
-150
| -4% | -$3.25K |
|
4593
Medallion Financial
MFIN
$244M
| $75.7K | ﹤0.01% |
9,298
+372
| +4% | +$3.03K |
|
4594
Grab
GRAB
$24.5B
| $75.5K | ﹤0.01% |
19,881
-10,766
| -35% | -$40.9K |
|
4595
Silvercrest Asset Management
SAMG
$137M
| $75.3K | ﹤0.01% |
4,368
-113
| -3% | -$1.95K |
|
4596
Flotek Industries
FTK
$341M
| $75.1K | ﹤0.01% |
15,087
-431
| -3% | -$2.15K |
|
4597
GraniteShares Gold Shares
BAR
$1.21B
| $75K | ﹤0.01% |
2,889
+1,318
| +84% | +$34.2K |
|
|
BNT
4598
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $74.5K | ﹤0.01% |
1,401
-9
| -0.6% | -$479 |
|
4599
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $74.5K | ﹤0.01% |
4,729
+1,662
| +54% | +$26.2K |
|
4600
Amer Sports
AS
$20.2B
| $74.2K | ﹤0.01% |
4,654
+1,312
| +39% | +$20.9K |
|