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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
LiveWire
LVWR
$986M
| $40.9K | ﹤0.01% |
8,504
+2,898
| +52% | +$13.9K |
|
4877
Innovator International Developed Power Buffer ETF July
IJUL
$234M
| $40.8K | ﹤0.01% |
+1,474
| New | +$40.8K |
|
4878
RAPT Therapeutics
RAPT
$268M
| $40.8K | ﹤0.01% |
3,226
+542
| +20% | +$6.85K |
|
4879
Global X Emerging Markets ex-China ETF
EMM
$28.1M
| $40.4K | ﹤0.01% |
+1,521
| New | +$40.4K |
|
|
CXE
4880
MFS High Income Municipal Trust
CXE
$117M
| $40.2K | ﹤0.01% |
10,914
+1
| +0% | +$4 |
|
|
MXF
4881
Mexico Fund
MXF
$273M
| $40K | ﹤0.01% |
3,029
| – | – |
|
4882
Pacer American Energy Independence ETF
USAI
$90M
| $39.8K | ﹤0.01% |
1,000
-1
| -0.1% | -$40 |
|
4883
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
| $39.5K | ﹤0.01% |
1,851
+1,850
| +185,000% | +$39.5K |
|
4884
Abacus Life
ABL
$628M
| $39.4K | ﹤0.01% |
5,026
+885
| +21% | +$6.93K |
|
4885
Rallybio
RLYB
$25.1M
| $38.7K | ﹤0.01% |
40,300
-10,000
| -20% | -$9.6K |
|
4886
VanEck Environmental Services ETF
EVX
$91.5M
| $38.7K | ﹤0.01% |
1,130
+245
| +28% | +$8.39K |
|
4887
Carnival PLC
CUK
$37.7B
| $38.6K | ﹤0.01% |
1,714
+139
| +9% | +$3.13K |
|
4888
AbCellera Biologics
ABCL
$1.34B
| $38.5K | ﹤0.01% |
13,130
+250
| +2% | +$733 |
|
4889
VirTra
VTSI
$62.9M
| $38.4K | ﹤0.01% |
5,692
+2,436
| +75% | +$16.4K |
|
4890
FerroAtlántica
GSM
$773M
| $38K | ﹤0.01% |
10,000
-1
| -0% | -$4 |
|
4891
Dimensional US Large Cap Value ETF
DFLV
$4.13B
| $37.5K | ﹤0.01% |
1,250
-735
| -37% | -$22.1K |
|
4892
DLH Holdings
DLHC
$79.1M
| $37.1K | ﹤0.01% |
4,621
+1,179
| +34% | +$9.47K |
|
4893
Tilly's
TLYS
$57.3M
| $37K | ﹤0.01% |
8,696
+1,894
| +28% | +$8.05K |
|
4894
GoHealth
GOCO
$79.6M
| $37K | ﹤0.01% |
2,760
+607
| +28% | +$8.13K |
|
4895
First Trust Long Duration Opportunities ETF
LGOV
$647M
| $36.9K | ﹤0.01% |
1,770
+1,513
| +589% | +$31.5K |
|
4896
HilleVax
HLVX
$105M
| $36.7K | ﹤0.01% |
17,741
+4,229
| +31% | +$8.75K |
|
4897
Civeo
CVEO
$287M
| $36.5K | ﹤0.01% |
1,607
-11,445
| -88% | -$260K |
|
|
BIOA
4898
BioAge Labs, Inc. Common Stock
BIOA
$172M
| $36.5K | ﹤0.01% |
+6,302
| New | +$36.5K |
|
4899
FT Vest US Equity Buffer ETF March
FMAR
$884M
| $36.5K | ﹤0.01% |
+843
| New | +$36.5K |
|
|
NRT
4900
North European Oil Royalty Trust
NRT
$48.5M
| $36.4K | ﹤0.01% |
9,000
-1
| -0% | -$4 |
|