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 | |
|---|---|---|---|---|---|---|
4826
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
| $40.3K | ﹤0.01% |
862
-228
| -21% | -$10.7K |
|
|
AEVA
4827
Aeva Technologies
AEVA
$972M
| $40.3K | ﹤0.01% |
15,976
+4,419
| +38% | +$11.1K |
|
4828
United-Guardian
UG
$36.7M
| $40.2K | ﹤0.01% |
4,500
-24
| -0.5% | -$215 |
|
|
PROF
4829
Profound Medical
PROF
$119M
| $40.1K | ﹤0.01% |
4,784
| – | – |
|
4830
Mizuho Financial
MFG
$81.5B
| $40.1K | ﹤0.01% |
9,481
+494
| +5% | +$2.09K |
|
4831
Nerdy
NRDY
$154M
| $40.1K | ﹤0.01% |
24,008
+3,893
| +19% | +$6.5K |
|
4832
Vanguard Total Corporate Bond ETF
VTC
$1.26B
| $40.1K | ﹤0.01% |
+530
| New | +$40.1K |
|
4833
TaskUs
TASK
$1.58B
| $39.9K | ﹤0.01% |
3,000
-151
| -5% | -$2.01K |
|
|
AD
4834
Array Digital Infrastructure, Inc.
AD
$4.29B
| $39.9K | ﹤0.01% |
715
-6
| -0.8% | -$335 |
|
|
MAG
4835
DELISTED
MAG Silver
MAG
| $39.9K | ﹤0.01% |
3,418
-6,522
| -66% | -$76.1K |
|
4836
Smith-Midland
SMID
$220M
| $39.8K | ﹤0.01% |
1,439
+1,405
| +4,132% | +$38.9K |
|
4837
Biomea Fusion
BMEA
$117M
| $39.8K | ﹤0.01% |
8,849
+2,875
| +48% | +$12.9K |
|
4838
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$187M
| $39.8K | ﹤0.01% |
1,821
+1,820
| +182,000% | +$39.8K |
|
|
ALIM
4839
DELISTED
Alimera Sciences, Inc.
ALIM
| $39.8K | ﹤0.01% |
7,157
+6,870
| +2,394% | +$38.2K |
|
4840
scPharmaceuticals
SCPH
$302M
| $39.5K | ﹤0.01% |
9,091
+503
| +6% | +$2.19K |
|
4841
Candel Therapeutics
CADL
$266M
| $39.3K | ﹤0.01% |
6,344
+6,229
| +5,417% | +$38.6K |
|
4842
Tilly's
TLYS
$60.6M
| $39.2K | ﹤0.01% |
6,509
-1,410
| -18% | -$8.5K |
|
4843
VanEck CEF Muni Income ETF
XMPT
$178M
| $39.2K | ﹤0.01% |
1,781
-1,527
| -46% | -$33.6K |
|
4844
ASP Isotopes
ASPI
$804M
| $38.8K | ﹤0.01% |
12,688
+12,467
| +5,641% | +$38.1K |
|
4845
Invivyd
IVVD
$241M
| $38.6K | ﹤0.01% |
35,096
+34,416
| +5,061% | +$37.9K |
|
4846
Waldencast
WALD
$242M
| $38.5K | ﹤0.01% |
10,731
+1,111
| +12% | +$3.99K |
|
4847
Senseonics Holdings
SENS
$365M
| $38.4K | ﹤0.01% |
96,326
-375,616
| -80% | -$150K |
|
4848
Emerald Holding
EEX
$986M
| $38K | ﹤0.01% |
6,676
+1,160
| +21% | +$6.6K |
|
4849
InnovAge Holding
INNV
$675M
| $38K | ﹤0.01% |
7,658
-496
| -6% | -$2.46K |
|
4850
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.8B
| $37.8K | ﹤0.01% |
1,642
+1,037
| +171% | +$23.9K |
|