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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Vanguard Core Bond ETF
VCRB
$3.5B
| $74.6K | ﹤0.01% |
+984
| New | +$74.6K |
|
4677
GrowGeneration
GRWG
$103M
| $74.6K | ﹤0.01% |
44,134
+6,229
| +16% | +$10.5K |
|
4678
BioXcel Therapeutics
BTAI
$49.8M
| $74.4K | ﹤0.01% |
12,438
+872
| +8% | +$5.22K |
|
4679
Innovator US Equity Buffer ETF August
BAUG
$216M
| $74.1K | ﹤0.01% |
+1,700
| New | +$74.1K |
|
4680
Sandstorm Gold
SAND
$3.46B
| $74K | ﹤0.01% |
13,257
+380
| +3% | +$2.12K |
|
4681
Lexeo Therapeutics
LXEO
$280M
| $73.4K | ﹤0.01% |
11,156
+3,714
| +50% | +$24.4K |
|
4682
Invesco CurrencyShares British Pound Sterling Trust
FXB
$91.3M
| $73.2K | ﹤0.01% |
607
-871
| -59% | -$105K |
|
|
QIPT
4683
Quipt Home Medical
QIPT
$117M
| $72.7K | ﹤0.01% |
23,851
+5,625
| +31% | +$17.2K |
|
4684
Westlake Chemical Partners
WLKP
$763M
| $72.6K | ﹤0.01% |
3,139
-36
| -1% | -$833 |
|
4685
Neuropace
NPCE
$326M
| $72.5K | ﹤0.01% |
6,483
+2,279
| +54% | +$25.5K |
|
|
ICAD
4686
DELISTED
iCAD Inc
ICAD
| $72.4K | ﹤0.01% |
39,542
+13,402
| +51% | +$24.5K |
|
4687
Tucows
TCX
$204M
| $72.2K | ﹤0.01% |
4,213
+867
| +26% | +$14.9K |
|
4688
iShares MSCI Malaysia ETF
EWM
$245M
| $72.1K | ﹤0.01% |
2,940
-73,734
| -96% | -$1.81M |
|
4689
NI Holdings
NODK
$276M
| $71.9K | ﹤0.01% |
4,579
+997
| +28% | +$15.7K |
|
4690
Guggenheim Strategic Opportunities Fund
GOF
$2.65B
| $71.8K | ﹤0.01% |
4,703
-26
| -0.5% | -$397 |
|
4691
Alector
ALEC
$278M
| $71.8K | ﹤0.01% |
37,966
+12,653
| +50% | +$23.9K |
|
4692
Neonode
NEON
$72.3M
| $71.6K | ﹤0.01% |
8,700
+700
| +9% | +$5.76K |
|
4693
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
| $71.2K | ﹤0.01% |
2,086
-1,578
| -43% | -$53.9K |
|
4694
Wheels Up
UP
$1.52B
| $71.2K | ﹤0.01% |
43,147
+14,299
| +50% | +$23.6K |
|
4695
Marine Products Corp
MPX
$316M
| $70.9K | ﹤0.01% |
7,732
+3,631
| +89% | +$33.3K |
|
4696
Cassava Sciences
SAVA
$102M
| $70.8K | ﹤0.01% |
30,004
+4,044
| +16% | +$9.54K |
|
4697
First Trust Growth Strength ETF
FTGS
$1.26B
| $70.8K | ﹤0.01% |
2,255
+1,856
| +465% | +$58.3K |
|
4698
Lifeway Foods
LWAY
$509M
| $70.8K | ﹤0.01% |
2,855
+718
| +34% | +$17.8K |
|
4699
Stevanato
STVN
$7.21B
| $70.7K | ﹤0.01% |
3,246
+2,830
| +680% | +$61.7K |
|
|
HQL
4700
abrdn Life Sciences Investors
HQL
$409M
| $70.4K | ﹤0.01% |
5,363
-7,605
| -59% | -$99.8K |
|