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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Neuberger Berman Option Strategy ETF
NBOS
$441M
| $47K | ﹤0.01% |
+1,786
| New | +$47K |
|
4777
Lifetime Brands
LCUT
$87.5M
| $46.9K | ﹤0.01% |
5,464
+5,375
| +6,039% | +$46.2K |
|
4778
American Well
AMWL
$105M
| $46.7K | ﹤0.01% |
7,185
-1,331
| -16% | -$8.65K |
|
4779
Marine Products Corp
MPX
$325M
| $46.4K | ﹤0.01% |
4,599
+1,997
| +77% | +$20.2K |
|
4780
AbCellera Biologics
ABCL
$1.37B
| $46.4K | ﹤0.01% |
15,680
-12,436
| -44% | -$36.8K |
|
4781
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.38B
| $46.3K | ﹤0.01% |
1,434
| – | – |
|
4782
Design Therapeutics
DSGN
$339M
| $46.2K | ﹤0.01% |
13,797
+2,291
| +20% | +$7.68K |
|
|
AFMD
4783
DELISTED
Affimed
AFMD
| $46.2K | ﹤0.01% |
8,472
-973
| -10% | -$5.3K |
|
|
RGLS
4784
DELISTED
Regulus Therapeutics
RGLS
| $46.1K | ﹤0.01% |
25,848
+25,706
| +18,103% | +$45.9K |
|
4785
Wipro
WIT
$30.2B
| $46.1K | ﹤0.01% |
15,124
-13,232
| -47% | -$40.4K |
|
|
NAGE
4786
Niagen Bioscience, Inc. Common Stock
NAGE
$768M
| $46.1K | ﹤0.01% |
16,876
+15,269
| +950% | +$41.7K |
|
4787
Guggenheim Strategic Opportunities Fund
GOF
$2.62B
| $45.7K | ﹤0.01% |
3,067
-814
| -21% | -$12.1K |
|
|
SVM
4788
Silvercorp Metals
SVM
$1.13B
| $45.7K | ﹤0.01% |
13,658
+2,257
| +20% | +$7.55K |
|
4789
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$137M
| $45.6K | ﹤0.01% |
+1,883
| New | +$45.6K |
|
4790
Everspin Technologies
MRAM
$178M
| $45.6K | ﹤0.01% |
7,611
+7,475
| +5,496% | +$44.8K |
|
4791
Amplify Junior Silver Miners ETF
SILJ
$2.25B
| $45.5K | ﹤0.01% |
4,023
+4,022
| +402,200% | +$45.5K |
|
4792
Information Services Group
III
$259M
| $45.5K | ﹤0.01% |
15,479
+4,141
| +37% | +$12.2K |
|
|
ASM
4793
Avino Silver & Gold Mines
ASM
$643M
| $45.5K | ﹤0.01% |
51,446
| – | – |
|
4794
Caesarstone
CSTE
$51.5M
| $45.5K | ﹤0.01% |
+9,093
| New | +$45.5K |
|
4795
Paysign
PAYS
$311M
| $45.4K | ﹤0.01% |
10,542
+779
| +8% | +$3.36K |
|
4796
Ultralife
ULBI
$114M
| $45.4K | ﹤0.01% |
4,275
+4,205
| +6,007% | +$44.7K |
|
4797
Eldorado Gold
EGO
$5.49B
| $45.3K | ﹤0.01% |
3,060
+100
| +3% | +$1.48K |
|
|
CMU
4798
MFS High Yield Municipal Trust
CMU
$88M
| $45K | ﹤0.01% |
13,118
+3,329
| +34% | +$11.4K |
|
|
CTNM
4799
Contineum Therapeutics
CTNM
$347M
| $44.9K | ﹤0.01% |
+2,548
| New | +$44.9K |
|
4800
Compass Therapeutics
CMPX
$602M
| $44.8K | ﹤0.01% |
44,810
+12,991
| +41% | +$13K |
|