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 |
Invesco QQQ Trust
QQQ
|
+$1.45B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.04B |
| 3 |
NVIDIA
NVDA
|
+$748M |
| 4 |
Constellation Energy
CEG
|
+$453M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$446M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$780M |
| 2 |
Comcast
CMCSA
|
+$671M |
| 3 |
Microsoft
MSFT
|
+$468M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$314M |
| 5 |
Merck
MRK
|
+$266M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 6.93% |
| 4 | Industrials | 6.14% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Stereotaxis
STXS
$260M
| $48.4K | ﹤0.01% |
27,522
+607
| +2% | +$1.07K |
|
4777
Larimar Therapeutics
LRMR
$326M
| $48.4K | ﹤0.01% |
22,494
+2,837
| +14% | +$6.1K |
|
4778
CareCloud
CCLD
$145M
| $48.3K | ﹤0.01% |
34,770
+9,770
| +39% | +$13.6K |
|
4779
Kingsway Financial Services
KFS
$412M
| $48.1K | ﹤0.01% |
6,070
+133
| +2% | +$1.05K |
|
|
USAS
4780
Americas Gold and Silver
USAS
$750M
| $48K | ﹤0.01% |
36,406
+9,400
| +35% | +$12.4K |
|
4781
GMO US Quality ETF
QLTY
$2.47B
| $48K | ﹤0.01% |
1,534
+1,397
| +1,020% | +$43.7K |
|
4782
Pliant Therapeutics
PLRX
$103M
| $47.9K | ﹤0.01% |
35,451
-50,429
| -59% | -$68.1K |
|
4783
Empire Petroleum
EP
$151M
| $47.6K | ﹤0.01% |
7,580
+604
| +9% | +$3.79K |
|
4784
GrowGeneration
GRWG
$90.3M
| $47.2K | ﹤0.01% |
43,722
-412
| -0.9% | -$445 |
|
4785
Trinseo
TSE
$84.5M
| $47.1K | ﹤0.01% |
12,803
+9,255
| +261% | +$34.1K |
|
4786
WM Technology
MAPS
$131M
| $47K | ﹤0.01% |
41,631
+578
| +1% | +$653 |
|
4787
Wipro
WIT
$29B
| $46.7K | ﹤0.01% |
15,266
-1,104
| -7% | -$3.38K |
|
4788
Neonode
NEON
$77.2M
| $46.4K | ﹤0.01% |
5,700
-3,000
| -34% | -$24.4K |
|
4789
Element Solutions
ESI
$6.25B
| $46.3K | ﹤0.01% |
2,049
-1,420
| -41% | -$32.1K |
|
4790
Arcos Dorados Holdings
ARCO
$1.44B
| $45.7K | ﹤0.01% |
5,673
+2,859
| +102% | +$23K |
|
4791
SB Financial Group
SBFG
$132M
| $45.7K | ﹤0.01% |
2,196
| – | – |
|
4792
Neumora Therapeutics
NMRA
$267M
| $45.7K | ﹤0.01% |
45,720
-24,933
| -35% | -$24.9K |
|
|
THRD
4793
DELISTED
Third Harmonic Bio
THRD
| $45.7K | ﹤0.01% |
13,156
+1,519
| +13% | +$5.27K |
|
4794
Vanguard ESG International Stock ETF
VSGX
$5.04B
| $45.5K | ﹤0.01% |
771
+770
| +77,000% | +$45.4K |
|
4795
Pampa Energía
PAM
$3.21B
| $45.2K | ﹤0.01% |
585
-44
| -7% | -$3.4K |
|
|
SVM
4796
Silvercorp Metals
SVM
$1.06B
| $45.1K | ﹤0.01% |
11,674
+16
| +0.1% | +$62 |
|
4797
Oramed Pharmaceuticals
ORMP
$93.9M
| $44.9K | ﹤0.01% |
20,986
-2,600
| -11% | -$5.56K |
|
4798
Consumer Portfolio Services
CPSS
$173M
| $44.8K | ﹤0.01% |
5,163
+280
| +6% | +$2.43K |
|
4799
Waldencast
WALD
$225M
| $44.7K | ﹤0.01% |
14,902
+331
| +2% | +$993 |
|
4800
Wheels Up
UP
$1.52B
| $44.5K | ﹤0.01% |
44,093
+946
| +2% | +$955 |
|