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 | |
|---|---|---|---|---|---|---|
4626
Puma Biotechnology
PBYI
$225M
| $96.1K | ﹤0.01% |
28,026
+4,578
| +20% | +$15.7K |
|
4627
Expensify
EXFY
$178M
| $96.1K | ﹤0.01% |
37,091
+34,902
| +1,594% | +$90.4K |
|
4628
OneWater Marine
ONEW
$261M
| $96K | ﹤0.01% |
7,171
-181
| -2% | -$2.42K |
|
4629
TrueCar
TRUE
$215M
| $96K | ﹤0.01% |
50,524
+1,703
| +3% | +$3.24K |
|
|
FFAI
4630
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$253M
| $96K | ﹤0.01% |
+57,117
| New | +$96K |
|
|
DXUV
4631
Dimensional US Vector Equity ETF
DXUV
$267M
| $95.4K | ﹤0.01% |
+1,759
| New | +$95.4K |
|
4632
AdvisorShares Dorsey Wright ADR ETF
AADR
$45M
| $95.3K | ﹤0.01% |
1,206
-1,882
| -61% | -$149K |
|
4633
Security National Financial
SNFCA
$237M
| $95.2K | ﹤0.01% |
10,151
+9,921
| +4,313% | +$93.1K |
|
4634
Neurogene
NGNE
$271M
| $95.2K | ﹤0.01% |
6,367
-53
| -0.8% | -$792 |
|
4635
Return Stacked Global Stocks & Bonds ETF
RSSB
$326M
| $95K | ﹤0.01% |
3,625
+3,338
| +1,163% | +$87.5K |
|
|
GB
4636
DELISTED
Global Blue Group Holding
GB
| $94.9K | ﹤0.01% |
12,708
+167
| +1% | +$1.25K |
|
4637
US Gold Corp
USAU
$222M
| $94.9K | ﹤0.01% |
7,776
+7,476
| +2,492% | +$91.2K |
|
4638
Pangaea Logistics
PANL
$359M
| $94.6K | ﹤0.01% |
20,136
-1,637
| -8% | -$7.69K |
|
4639
Westwood Holdings Group
WHG
$160M
| $94.3K | ﹤0.01% |
6,045
+4,813
| +391% | +$75.1K |
|
4640
Opendoor
OPEN
$6.68B
| $94.3K | ﹤0.01% |
176,867
-253,801
| -59% | -$135K |
|
4641
CS Disco
LAW
$357M
| $94K | ﹤0.01% |
21,502
-2,023
| -9% | -$8.84K |
|
4642
DMC Global
BOOM
$145M
| $93.9K | ﹤0.01% |
11,650
+501
| +4% | +$4.04K |
|
|
CRGX
4643
DELISTED
CARGO Therapeutics
CRGX
| $93.8K | ﹤0.01% |
22,766
+2,577
| +13% | +$10.6K |
|
4644
Hain Celestial
HAIN
$194M
| $93.4K | ﹤0.01% |
61,470
-1,890
| -3% | -$2.87K |
|
4645
Sleep Number
SNBR
$214M
| $93.3K | ﹤0.01% |
13,817
+333
| +2% | +$2.25K |
|
4646
Franklin Financial Services
FRAF
$212M
| $93.1K | ﹤0.01% |
2,690
+2,689
| +268,900% | +$93.1K |
|
|
BHR
4647
Braemar Hotels & Resorts
BHR
$203M
| $93K | ﹤0.01% |
37,974
-6,231
| -14% | -$15.3K |
|
4648
Critical Metals Corp
CRML
$613M
| $93K | ﹤0.01% |
25,966
+12,285
| +90% | +$44K |
|
|
OPOF
4649
DELISTED
Old Point Financial
OPOF
| $92.9K | ﹤0.01% |
2,367
+2,365
| +118,250% | +$92.8K |
|
|
NPB
4650
Northpointe Bancshares, Inc.
NPB
$624M
| $92.8K | ﹤0.01% |
+6,772
| New | +$92.8K |
|