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 | |
|---|---|---|---|---|---|---|
4851
FT Vest Fund of Buffer ETFs
BUFR
$7.48B
| $37.7K | ﹤0.01% |
+1,305
| New | +$37.7K |
|
4852
D-Wave Quantum
QBTS
$7.71B
| $37.4K | ﹤0.01% |
32,813
+32,201
| +5,262% | +$36.7K |
|
4853
Civeo
CVEO
$286M
| $37.4K | ﹤0.01% |
1,501
| – | – |
|
4854
Porch Group
PRCH
$1.89B
| $37.3K | ﹤0.01% |
24,713
+23,087
| +1,420% | +$34.9K |
|
4855
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.29B
| $37K | ﹤0.01% |
1,583
+1,582
| +158,200% | +$37K |
|
4856
Kaltura
KLTR
$260M
| $36.9K | ﹤0.01% |
30,775
+5,168
| +20% | +$6.2K |
|
|
PLG
4857
Platinum Group Metals
PLG
$199M
| $36.2K | ﹤0.01% |
21,269
-2,620
| -11% | -$4.45K |
|
4858
Sanara MedTech
SMTI
$304M
| $36.1K | ﹤0.01% |
1,279
+130
| +11% | +$3.67K |
|
|
HFRO
4859
Highland Opportunities and Income Fund
HFRO
$364M
| $36.1K | ﹤0.01% |
5,774
-209,663
| -97% | -$1.31M |
|
4860
GraniteShares Gold Shares
BAR
$1.22B
| $36.1K | ﹤0.01% |
1,571
-2,053
| -57% | -$47.1K |
|
4861
ARK Israel Innovative Technology ETF
IZRL
$121M
| $36K | ﹤0.01% |
1,807
+266
| +17% | +$5.3K |
|
4862
Dimensional Emerging Core Equity Market ETF
DFAE
$6.87B
| $35.9K | ﹤0.01% |
+1,387
| New | +$35.9K |
|
4863
LiveOne
LVO
$55.1M
| $35.9K | ﹤0.01% |
22,848
+22,218
| +3,527% | +$34.9K |
|
4864
Gyre Therapeutics
GYRE
$685M
| $35.6K | ﹤0.01% |
2,987
+2,891
| +3,011% | +$34.5K |
|
4865
DLH Holdings
DLHC
$84.3M
| $35.6K | ﹤0.01% |
3,371
+3,273
| +3,340% | +$34.6K |
|
4866
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$15.4M
| $35.3K | ﹤0.01% |
+1,297
| New | +$35.3K |
|
4867
Sonida Senior Living
SNDA
$497M
| $35.3K | ﹤0.01% |
1,283
+1,231
| +2,367% | +$33.9K |
|
|
IGMS
4868
DELISTED
IGM Biosciences
IGMS
| $35.3K | ﹤0.01% |
5,133
+294
| +6% | +$2.02K |
|
4869
PrimeEnergy Resources
PNRG
$282M
| $35.2K | ﹤0.01% |
331
+51
| +18% | +$5.42K |
|
|
MTA
4870
Metalla Royalty & Streaming
MTA
$511M
| $35.2K | ﹤0.01% |
12,651
| – | – |
|
4871
Mammoth Energy Services
TUSK
$111M
| $35K | ﹤0.01% |
10,676
+2,444
| +30% | +$8.02K |
|
4872
Fidelity Enhanced Large Cap Value ETF
FELV
$2.44B
| $35K | ﹤0.01% |
1,224
-62
| -5% | -$1.77K |
|
4873
INmune Bio
INMB
$50.8M
| $35K | ﹤0.01% |
3,963
+3,816
| +2,596% | +$33.7K |
|
4874
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.56B
| $34.8K | ﹤0.01% |
900
-601
| -40% | -$23.3K |
|
4875
Alto Neuroscience
ANRO
$103M
| $34.8K | ﹤0.01% |
3,256
+3,191
| +4,909% | +$34.1K |
|