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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4801
SR Bancorp
SRBK
$122M
| $68.2K | ﹤0.01% |
+5,050
| New | +$68.2K |
|
4802
Dimensional Inflation-Protected Securities ETF
DFIP
$1B
| $68K | ﹤0.01% |
+1,626
| New | +$68K |
|
4803
Complete Solaria, Inc. Common Stock
SPWR
$128M
| $68K | ﹤0.01% |
+36,934
| New | +$68K |
|
4804
Pacer Industrial Real Estate ETF
INDS
$125M
| $67.9K | ﹤0.01% |
1,835
+1,834
| +183,400% | +$67.8K |
|
|
NREF
4805
NexPoint Real Estate Finance
NREF
$272M
| $67.7K | ﹤0.01% |
4,907
-2
| -0% | -$28 |
|
4806
scPharmaceuticals
SCPH
$302M
| $67.4K | ﹤0.01% |
17,692
-1,131
| -6% | -$4.31K |
|
4807
SEACOR Marine Holdings
SMHI
$180M
| $67.2K | ﹤0.01% |
13,184
-1,454
| -10% | -$7.42K |
|
4808
Waldencast
WALD
$223M
| $66.6K | ﹤0.01% |
27,177
+12,275
| +82% | +$30.1K |
|
4809
Finance of America Companies
FOA
$278M
| $66.4K | ﹤0.01% |
+2,848
| New | +$66.4K |
|
4810
Clarus
CLAR
$147M
| $65.7K | ﹤0.01% |
18,944
+638
| +3% | +$2.21K |
|
4811
Algoma Steel
ASTL
$477M
| $65.7K | ﹤0.01% |
9,530
+7,155
| +301% | +$49.3K |
|
4812
American Vanguard Corp
AVD
$160M
| $65.6K | ﹤0.01% |
16,723
+927
| +6% | +$3.63K |
|
|
VOXR
4813
Vox Royalty Corp
VOXR
$180M
| $65.5K | ﹤0.01% |
+20,728
| New | +$65.5K |
|
4814
VanEck ChiNext ETF
CNXT
$38.9M
| $65.4K | ﹤0.01% |
+2,283
| New | +$65.4K |
|
4815
Maui Land & Pineapple Co
MLP
$370M
| $65.1K | ﹤0.01% |
3,577
-121
| -3% | -$2.2K |
|
4816
Full Truck Alliance
YMM
$14.2B
| $64.9K | ﹤0.01% |
5,493
-41,885
| -88% | -$495K |
|
4817
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.77B
| $64.9K | ﹤0.01% |
758
-1,390
| -65% | -$119K |
|
|
LFT
4818
Lument Finance Trust
LFT
$121M
| $64.7K | ﹤0.01% |
29,286
+29,285
| +2,928,500% | +$64.7K |
|
4819
CVRx
CVRX
$205M
| $64.6K | ﹤0.01% |
10,993
+1,173
| +12% | +$6.9K |
|
4820
eGain
EGAN
$220M
| $64.1K | ﹤0.01% |
10,250
+1,738
| +20% | +$10.9K |
|
4821
Stereotaxis
STXS
$260M
| $63.7K | ﹤0.01% |
30,045
+2,523
| +9% | +$5.35K |
|
4822
Sound Financial Bancorp
SFBC
$108M
| $63.2K | ﹤0.01% |
+1,374
| New | +$63.2K |
|
4823
Innovator US Equity Buffer ETF August
BAUG
$216M
| $62.9K | ﹤0.01% |
+1,367
| New | +$62.9K |
|
|
BIOA
4824
BioAge Labs, Inc. Common Stock
BIOA
$172M
| $62.9K | ﹤0.01% |
15,223
+8,778
| +136% | +$36.3K |
|
4825
Protara Therapeutics
TARA
$121M
| $62.8K | ﹤0.01% |
+20,727
| New | +$62.8K |
|