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 | |
|---|---|---|---|---|---|---|
4626
Spire Global
SPIR
$307M
| $69.9K | ﹤0.01% |
6,994
-372
| -5% | -$3.72K |
|
4627
Wheels Up
UP
$1.52B
| $69.8K | ﹤0.01% |
28,848
-1,068
| -4% | -$2.59K |
|
4628
Banco de Chile
BCH
$15.2B
| $69.8K | ﹤0.01% |
2,756
-200
| -7% | -$5.06K |
|
4629
Pioneer Bancorp
PBFS
$338M
| $69.6K | ﹤0.01% |
6,346
+229
| +4% | +$2.51K |
|
4630
Richardson Electronics
RELL
$141M
| $69.6K | ﹤0.01% |
5,641
+242
| +4% | +$2.99K |
|
4631
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.77B
| $69.6K | ﹤0.01% |
2,673
+1,031
| +63% | +$26.8K |
|
4632
Frontier Group Holdings
ULCC
$1.18B
| $69.5K | ﹤0.01% |
12,990
-513
| -4% | -$2.75K |
|
4633
Adecoagro
AGRO
$806M
| $69.3K | ﹤0.01% |
6,264
| – | – |
|
4634
TScan Therapeutics
TCRX
$99.9M
| $69K | ﹤0.01% |
13,846
-40
| -0.3% | -$199 |
|
4635
ProKidney
PROK
$335M
| $68.5K | ﹤0.01% |
35,667
+13,642
| +62% | +$26.2K |
|
4636
IHS Holding
IHS
$2.55B
| $68.4K | ﹤0.01% |
22,871
+2,625
| +13% | +$7.85K |
|
4637
Virco
VIRC
$126M
| $68.4K | ﹤0.01% |
4,949
+443
| +10% | +$6.12K |
|
4638
Sight Sciences
SGHT
$181M
| $68.2K | ﹤0.01% |
10,819
-428
| -4% | -$2.7K |
|
|
IHTA
4639
DELISTED
Invesco High Income 2024 Target Term Fund
IHTA
| $68K | ﹤0.01% |
8,952
-750
| -8% | -$5.7K |
|
|
PHK
4640
PIMCO High Income Fund
PHK
$860M
| $67.9K | ﹤0.01% |
13,575
+1,917
| +16% | +$9.59K |
|
|
WBTN
4641
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.86B
| $67.8K | ﹤0.01% |
+5,928
| New | +$67.8K |
|
4642
LifeMD
LFMD
$275M
| $67.8K | ﹤0.01% |
12,941
+157
| +1% | +$823 |
|
4643
MacroGenics
MGNX
$100M
| $67.5K | ﹤0.01% |
20,526
-450
| -2% | -$1.48K |
|
4644
Jasper Therapeutics
JSPR
$39.5M
| $67.5K | ﹤0.01% |
3,587
-138
| -4% | -$2.6K |
|
|
CLYM
4645
Climb Bio, Inc. Common Stock
CLYM
$152M
| $67.4K | ﹤0.01% |
13,248
+10,099
| +321% | +$51.4K |
|
4646
SoundThinking
SSTI
$160M
| $67.4K | ﹤0.01% |
5,817
-88
| -1% | -$1.02K |
|
4647
Lexeo Therapeutics
LXEO
$280M
| $67.3K | ﹤0.01% |
7,442
+4,101
| +123% | +$37.1K |
|
4648
Adverum Biotechnologies
ADVM
$63.4M
| $67.3K | ﹤0.01% |
9,581
+441
| +5% | +$3.1K |
|
4649
Bank7 Corp
BSVN
$455M
| $67.2K | ﹤0.01% |
1,793
+72
| +4% | +$2.7K |
|
4650
CareCloud
CCLD
$158M
| $67K | ﹤0.01% |
25,369
+10,000
| +65% | +$26.4K |
|