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 |
Starbucks
SBUX
|
+$838M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$834M |
| 3 |
Zoetis
ZTS
|
+$587M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$391M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$178M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 2 |
Amazon
AMZN
|
+$834M |
| 3 |
Becton Dickinson
BDX
|
+$503M |
| 4 |
Medtronic
MDT
|
+$449M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$378M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 8.17% |
| 3 | Healthcare | 7.91% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4751
LiveWire
LVWR
$1.06B
| $44.1K | ﹤0.01% |
6,105
+766
| +14% | +$5.54K |
|
4752
Puma Biotechnology
PBYI
$235M
| $44.1K | ﹤0.01% |
8,316
+8,005
| +2,574% | +$42.4K |
|
4753
Overlay Shares Short Term Bond ETF
OVT
$52.1M
| $44K | ﹤0.01% |
1,976
+1,674
| +554% | +$37.3K |
|
4754
Carisma Therapeutics
CARM
$14.2M
| $44K | ﹤0.01% |
19,371
+11,209
| +137% | +$25.4K |
|
4755
Angi Inc
ANGI
$760M
| $43.9K | ﹤0.01% |
1,677
+201
| +14% | +$5.27K |
|
4756
Sportsman's Warehouse
SPWH
$115M
| $43.9K | ﹤0.01% |
14,116
+845
| +6% | +$2.63K |
|
|
TGAN
4757
DELISTED
Transphorm, Inc. Common Stock
TGAN
| $43.7K | ﹤0.01% |
8,900
+1,356
| +18% | +$6.66K |
|
4758
CASI Pharmaceuticals
CASI
$31.3M
| $43.3K | ﹤0.01% |
12,006
+12,000
| +200,000% | +$43.3K |
|
4759
PetMed Express
PETS
$57M
| $43.2K | ﹤0.01% |
9,009
+68
| +0.8% | +$326 |
|
4760
Hallador Energy
HNRG
$789M
| $43.1K | ﹤0.01% |
8,089
+1,037
| +15% | +$5.53K |
|
4761
scPharmaceuticals
SCPH
$302M
| $43.1K | ﹤0.01% |
8,588
+1,154
| +16% | +$5.79K |
|
4762
NI Holdings
NODK
$279M
| $43.1K | ﹤0.01% |
2,842
+309
| +12% | +$4.68K |
|
4763
Aveanna Healthcare
AVAH
$1.74B
| $43K | ﹤0.01% |
17,286
+2,234
| +15% | +$5.56K |
|
4764
LanzaTech
LNZA
$45.5M
| $43K | ﹤0.01% |
139
-142
| -51% | -$43.9K |
|
|
JOF
4765
Japan Smaller Capitalization Fund
JOF
$307M
| $42.6K | ﹤0.01% |
5,340
+1
| +0% | +$8 |
|
|
FFNW
4766
DELISTED
First Financial Northwest, Inc
FFNW
| $42.5K | ﹤0.01% |
2,068
-1,098
| -35% | -$22.6K |
|
4767
Sanara MedTech
SMTI
$312M
| $42.5K | ﹤0.01% |
1,149
+155
| +16% | +$5.74K |
|
4768
Corbus Pharmaceuticals
CRBP
$123M
| $42.4K | ﹤0.01% |
1,081
+1,047
| +3,079% | +$41.1K |
|
4769
USCB Financial Holdings
USCB
$345M
| $42.4K | ﹤0.01% |
3,719
+478
| +15% | +$5.45K |
|
4770
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.41B
| $42.4K | ﹤0.01% |
1,434
-2,296
| -62% | -$67.8K |
|
4771
Sasol
SSL
$4.3B
| $41.9K | ﹤0.01% |
5,371
-4,280
| -44% | -$33.4K |
|
4772
Cardiff Oncology
CRDF
$136M
| $41.8K | ﹤0.01% |
7,825
+5
| +0.1% | +$27 |
|
4773
Groupon
GRPN
$900M
| $41.7K | ﹤0.01% |
3,126
+449
| +17% | +$5.99K |
|
4774
Eldorado Gold
EGO
$5.65B
| $41.7K | ﹤0.01% |
2,960
+1,999
| +208% | +$28.1K |
|
|
DNMR
4775
DELISTED
Danimer Scientific, Inc.
DNMR
| $41.6K | ﹤0.01% |
955
+107
| +13% | +$4.66K |
|