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 | |
|---|---|---|---|---|---|---|
4826
Marine Products Corp
MPX
$324M
| $40.6K | ﹤0.01% |
4,836
-2,896
| -37% | -$24.3K |
|
4827
Inspire 100 ETF
BIBL
$333M
| $40.5K | ﹤0.01% |
1,053
-2,857
| -73% | -$110K |
|
|
CXE
4828
MFS High Income Municipal Trust
CXE
$114M
| $40.3K | ﹤0.01% |
10,913
-1
| -0% | -$4 |
|
4829
Transportadora de Gas del Sur
TGS
$3.21B
| $40.2K | ﹤0.01% |
1,519
+1,161
| +324% | +$30.7K |
|
4830
Cardlytics
CDLX
$48.5M
| $39.9K | ﹤0.01% |
21,936
+830
| +4% | +$1.51K |
|
4831
Bitdeer Technologies
BTDR
$2.72B
| $39.8K | ﹤0.01% |
4,509
+239
| +6% | +$2.11K |
|
4832
Willamette Valley Vineyards
WVVI
$24.4M
| $39.8K | ﹤0.01% |
6,700
+2,000
| +43% | +$11.9K |
|
4833
Global X Emerging Markets Great Consumer ETF
EMC
$84.6M
| $39.7K | ﹤0.01% |
+1,517
| New | +$39.7K |
|
4834
Lexeo Therapeutics
LXEO
$284M
| $39.6K | ﹤0.01% |
11,409
+253
| +2% | +$878 |
|
4835
TTEC Holdings
TTEC
$183M
| $39.4K | ﹤0.01% |
11,970
+262
| +2% | +$862 |
|
4836
Chegg
CHGG
$169M
| $39.1K | ﹤0.01% |
61,238
+712
| +1% | +$455 |
|
4837
Northern Technologies International Corp
NTIC
$74.6M
| $39.1K | ﹤0.01% |
3,760
+83
| +2% | +$864 |
|
4838
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$680M
| $39K | ﹤0.01% |
1,852
+1
| +0.1% | +$21 |
|
4839
iShares MSCI Austria ETF
EWO
$108M
| $39K | ﹤0.01% |
1,551
-75
| -5% | -$1.88K |
|
4840
XBiotech
XBIT
$83.5M
| $38.8K | ﹤0.01% |
11,965
+264
| +2% | +$855 |
|
4841
MacroGenics
MGNX
$111M
| $38.7K | ﹤0.01% |
30,511
+673
| +2% | +$855 |
|
4842
HireQuest
HQI
$140M
| $38.7K | ﹤0.01% |
3,248
+61
| +2% | +$726 |
|
4843
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$514M
| $38.6K | ﹤0.01% |
1,134
+54
| +5% | +$1.84K |
|
4844
Altice USA
ATUS
$1.05B
| $38.6K | ﹤0.01% |
14,500
| – | – |
|
4845
Cassava Sciences
SAVA
$103M
| $38.4K | ﹤0.01% |
25,621
-4,383
| -15% | -$6.57K |
|
4846
Abacus Life
ABL
$640M
| $38.4K | ﹤0.01% |
5,128
+102
| +2% | +$764 |
|
4847
iShares Cybersecurity and Tech ETF
IHAK
$935M
| $38.3K | ﹤0.01% |
816
+160
| +24% | +$7.52K |
|
4848
B. Riley Financial
RILY
$156M
| $38.2K | ﹤0.01% |
9,873
+330
| +3% | +$1.28K |
|
|
ARTV
4849
Artiva Biotherapeutics, Inc. Common Stock
ARTV
$75.5M
| $38K | ﹤0.01% |
12,659
+4,043
| +47% | +$12.1K |
|
4850
iShares MSCI South Africa ETF
EZA
$433M
| $37.9K | ﹤0.01% |
788
-406
| -34% | -$19.5K |
|