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 | |
|---|---|---|---|---|---|---|
4726
Merus
MRUS
$5.26B
| $55K | ﹤0.01% |
1,100
+850
| +340% | +$42.5K |
|
4727
Fidelity Enhanced Large Cap Value ETF
FELV
$2.43B
| $54.9K | ﹤0.01% |
1,773
+549
| +45% | +$17K |
|
|
THW
4728
abrdn World Healthcare Fund
THW
$474M
| $54.7K | ﹤0.01% |
4,121
+2,570
| +166% | +$34.1K |
|
4729
Vipshop
VIPS
$8.97B
| $54.6K | ﹤0.01% |
3,472
-30,652
| -90% | -$482K |
|
4730
iShares MSCI Brazil Small-Cap ETF
EWZS
$184M
| $54.4K | ﹤0.01% |
4,328
-1,291
| -23% | -$16.2K |
|
4731
Maui Land & Pineapple Co
MLP
$370M
| $54.4K | ﹤0.01% |
2,422
-75
| -3% | -$1.68K |
|
4732
TTEC Holdings
TTEC
$173M
| $54.1K | ﹤0.01% |
9,208
+387
| +4% | +$2.27K |
|
|
AEVA
4733
Aeva Technologies
AEVA
$903M
| $54K | ﹤0.01% |
16,423
+447
| +3% | +$1.47K |
|
|
EMX
4734
EMX Royalty
EMX
$456M
| $53.5K | ﹤0.01% |
30,000
+7,500
| +33% | +$13.4K |
|
4735
Information Services Group
III
$253M
| $53.4K | ﹤0.01% |
16,174
+695
| +4% | +$2.29K |
|
|
QIPT
4736
Quipt Home Medical
QIPT
$117M
| $53.2K | ﹤0.01% |
18,226
+692
| +4% | +$2.02K |
|
4737
uniQure
QURE
$904M
| $53.2K | ﹤0.01% |
10,791
-65
| -0.6% | -$320 |
|
|
ALMS
4738
Alumis Inc. Common Stock
ALMS
$455M
| $52.9K | ﹤0.01% |
+4,956
| New | +$52.9K |
|
|
BLUE
4739
DELISTED
bluebird bio
BLUE
| $52.9K | ﹤0.01% |
5,088
+44
| +0.9% | +$457 |
|
4740
Acumen Pharmaceuticals
ABOS
$80M
| $52.7K | ﹤0.01% |
21,258
+827
| +4% | +$2.05K |
|
4741
Rigetti Computing
RGTI
$6.19B
| $52.3K | ﹤0.01% |
66,847
+2,790
| +4% | +$2.19K |
|
4742
Sangamo Therapeutics
SGMO
$152M
| $52K | ﹤0.01% |
60,066
-4,907
| -8% | -$4.25K |
|
|
OKLO
4743
Oklo
OKLO
$12.2B
| $51.8K | ﹤0.01% |
6,398
-118,365
| -95% | -$958K |
|
4744
Sprott Uranium Miners ETF
URNM
$1.69B
| $51.7K | ﹤0.01% |
1,127
-11,523
| -91% | -$529K |
|
4745
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$645M
| $51.6K | ﹤0.01% |
+1,214
| New | +$51.6K |
|
4746
Amplify Junior Silver Miners ETF
SILJ
$2.28B
| $51.6K | ﹤0.01% |
4,001
-22
| -0.5% | -$284 |
|
4747
Peoples Bancorp of North Carolina
PEBK
$167M
| $51.5K | ﹤0.01% |
2,026
+27
| +1% | +$686 |
|
4748
Quad
QUAD
$333M
| $51.3K | ﹤0.01% |
11,307
+307
| +3% | +$1.39K |
|
4749
IQ MacKay Municipal Intermediate ETF
MMIT
$1.09B
| $51.3K | ﹤0.01% |
2,085
-864
| -29% | -$21.3K |
|
4750
Lifecore Biomedical
LFCR
$281M
| $51.1K | ﹤0.01% |
10,369
-942
| -8% | -$4.64K |
|