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 | |
|---|---|---|---|---|---|---|
4651
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $92.7K | ﹤0.01% |
1,814
+1,278
| +238% | +$65.3K |
|
4652
Tucows
TCX
$204M
| $92.3K | ﹤0.01% |
4,685
+389
| +9% | +$7.67K |
|
4653
Inhibrx
INBX
$399M
| $92.3K | ﹤0.01% |
6,466
-315
| -5% | -$4.5K |
|
4654
Montauk Renewables
MNTK
$287M
| $91.9K | ﹤0.01% |
41,387
+9,851
| +31% | +$21.9K |
|
4655
DocGo
DCGO
$150M
| $91.8K | ﹤0.01% |
58,462
-300
| -0.5% | -$471 |
|
|
PWRD
4656
TCW Transform Systems ETF
PWRD
$655M
| $91K | ﹤0.01% |
1,009
+10
| +1% | +$902 |
|
4657
Cadiz
CDZI
$322M
| $90.7K | ﹤0.01% |
30,346
+8,289
| +38% | +$24.8K |
|
4658
Triple Flag Precious Metals
TFPM
$5.92B
| $90.3K | ﹤0.01% |
3,812
+2,354
| +161% | +$55.8K |
|
4659
LifeVantage
LFVN
$141M
| $90.2K | ﹤0.01% |
6,897
+5,469
| +383% | +$71.5K |
|
4660
Luminar Technologies
LAZR
$129M
| $90K | ﹤0.01% |
31,368
+2,104
| +7% | +$6.04K |
|
4661
The Joint Corp
JYNT
$154M
| $89.9K | ﹤0.01% |
7,790
+2,588
| +50% | +$29.9K |
|
4662
Epsilon Energy
EPSN
$120M
| $89.7K | ﹤0.01% |
+12,155
| New | +$89.7K |
|
4663
Aclaris Therapeutics
ACRS
$211M
| $89.2K | ﹤0.01% |
62,840
+58,250
| +1,269% | +$82.7K |
|
4664
Entravision Communication
EVC
$226M
| $89.2K | ﹤0.01% |
38,459
+2,701
| +8% | +$6.27K |
|
4665
Bank Of The James
BOTJ
$69.3M
| $89.2K | ﹤0.01% |
6,343
| – | – |
|
4666
First Savings Financial Group
FSFG
$189M
| $89.1K | ﹤0.01% |
3,558
+3,557
| +355,700% | +$89.1K |
|
4667
Geospace Technologies
GEOS
$209M
| $88.8K | ﹤0.01% |
6,226
-8,582
| -58% | -$122K |
|
4668
Definitive Healthcare
DH
$432M
| $88.7K | ﹤0.01% |
22,752
-8,636
| -28% | -$33.7K |
|
4669
TMC The Metals Company
TMC
$2.24B
| $88.7K | ﹤0.01% |
13,443
+5,943
| +79% | +$39.2K |
|
4670
Frequency Electronics
FEIM
$264M
| $88.6K | ﹤0.01% |
3,903
+1,856
| +91% | +$42.1K |
|
|
EMX
4671
EMX Royalty
EMX
$456M
| $88.6K | ﹤0.01% |
35,000
+5,000
| +17% | +$12.7K |
|
4672
Intellicheck
IDN
$113M
| $88.6K | ﹤0.01% |
16,437
+10,012
| +156% | +$54K |
|
4673
Acme United Corp
ACU
$156M
| $88.4K | ﹤0.01% |
+2,132
| New | +$88.4K |
|
4674
Concrete Pumping Holdings
BBCP
$364M
| $88.4K | ﹤0.01% |
14,371
+317
| +2% | +$1.95K |
|
4675
IAMGOLD
IAG
$6.42B
| $88.3K | ﹤0.01% |
12,010
-1,210
| -9% | -$8.89K |
|