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 | |
|---|---|---|---|---|---|---|
4751
Waldencast
WALD
$223M
| $58.6K | ﹤0.01% |
14,571
+3,358
| +30% | +$13.5K |
|
4752
Nerdy
NRDY
$158M
| $58.5K | ﹤0.01% |
36,122
+13,000
| +56% | +$21.1K |
|
4753
TTEC Holdings
TTEC
$173M
| $58.4K | ﹤0.01% |
11,708
+2,500
| +27% | +$12.5K |
|
|
LX
4754
LexinFintech Holdings
LX
$961M
| $58K | ﹤0.01% |
10,006
| – | – |
|
4755
Wipro
WIT
$29B
| $58K | ﹤0.01% |
16,370
+1,246
| +8% | +$4.41K |
|
4756
Global X Variable Rate Preferred ETF
PFFV
$315M
| $57.8K | ﹤0.01% |
+2,450
| New | +$57.8K |
|
4757
Zura Bio
ZURA
$130M
| $57.6K | ﹤0.01% |
23,053
+9,379
| +69% | +$23.4K |
|
4758
X4 Pharmaceuticals
XFOR
$73.2M
| $57.6K | ﹤0.01% |
2,617
+892
| +52% | +$19.6K |
|
|
EMF
4759
Templeton Emerging Markets Fund
EMF
$242M
| $57.6K | ﹤0.01% |
4,817
-999
| -17% | -$11.9K |
|
4760
Canadian Solar
CSIQ
$729M
| $57.4K | ﹤0.01% |
5,166
+3,347
| +184% | +$37.2K |
|
4761
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
| $57.4K | ﹤0.01% |
+1,491
| New | +$57.4K |
|
4762
Contango ORE
CTGO
$282M
| $57.3K | ﹤0.01% |
5,715
+1,522
| +36% | +$15.3K |
|
4763
Townsquare Media
TSQ
$115M
| $57.2K | ﹤0.01% |
6,296
+2,259
| +56% | +$20.5K |
|
4764
Adverum Biotechnologies
ADVM
$63.4M
| $57.2K | ﹤0.01% |
12,240
+2,659
| +28% | +$12.4K |
|
4765
Oramed Pharmaceuticals
ORMP
$98.8M
| $57.1K | ﹤0.01% |
23,586
-1,500
| -6% | -$3.63K |
|
4766
Sonida Senior Living
SNDA
$500M
| $56.7K | ﹤0.01% |
2,457
+870
| +55% | +$20.1K |
|
4767
WM Technology
MAPS
$131M
| $56.7K | ﹤0.01% |
41,053
+14,043
| +52% | +$19.4K |
|
4768
Vera Bradley
VRA
$61.5M
| $56.6K | ﹤0.01% |
14,405
+2,634
| +22% | +$10.4K |
|
|
EMX
4769
EMX Royalty
EMX
$456M
| $56.6K | ﹤0.01% |
32,800
+2,800
| +9% | +$4.83K |
|
4770
VanEck International High Yield Bond ETF
IHY
$46.6M
| $56.3K | ﹤0.01% |
2,751
-278
| -9% | -$5.69K |
|
4771
LiveOne
LVO
$66.3M
| $56.2K | ﹤0.01% |
38,201
+13,629
| +55% | +$20K |
|
|
PAMT
4772
PAMT CORP Common Stock
PAMT
$258M
| $56K | ﹤0.01% |
3,421
+783
| +30% | +$12.8K |
|
4773
Horizon Kinetics Medical ETF
MEDX
$17.5M
| $56K | ﹤0.01% |
2,142
| – | – |
|
4774
Douglas Elliman
DOUG
$241M
| $55.9K | ﹤0.01% |
33,462
+139
| +0.4% | +$232 |
|
|
RGLS
4775
DELISTED
Regulus Therapeutics
RGLS
| $55.6K | ﹤0.01% |
35,159
+8,574
| +32% | +$13.5K |
|