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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.44T
| $960M | 0.5% | +3,455,449 | New | +$960M |
|
27
RTX Corp
RTX
$212B
| $933M | 0.48% | +10,036,863 | New | +$933M |
|
28
Union Pacific
UNP
$133B
| $913M | 0.47% | +5,919,968 | New | +$913M |
|
29
McDonald's
MCD
$224B
| $887M | 0.46% | +8,958,161 | New | +$887M |
|
30
Gilead Sciences
GILD
$140B
| $861M | 0.45% | +16,785,370 | New | +$861M |
|
31
3M
MMM
$82.8B
| $855M | 0.44% | +7,816,260 | New | +$855M |
|
32
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $810M | 0.42% | +7,127,067 | New | +$810M |
|
33
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $808M | 0.42% | +10,086,396 | New | +$808M |
|
34
Coca-Cola
KO
$297B
| $780M | 0.4% | +19,437,091 | New | +$780M |
|
35
Walt Disney
DIS
$213B
| $774M | 0.4% | +12,253,959 | New | +$774M |
|
36
Visa
V
$683B
| $765M | 0.4% | +4,185,625 | New | +$765M |
|
|
WFM
37
DELISTED
Whole Foods Market Inc
WFM
| $761M | 0.39% | +14,778,772 | New | +$761M |
|
38
Cisco
CSCO
$274B
| $755M | 0.39% | +31,006,590 | New | +$755M |
|
39
ConocoPhillips
COP
$124B
| $726M | 0.38% | +11,993,483 | New | +$726M |
|
40
NextEra Energy, Inc.
NEE
$148B
| $723M | 0.37% | +8,879,039 | New | +$723M |
|
41
Schlumberger
SLB
$55B
| $713M | 0.37% | +9,956,065 | New | +$713M |
|
42
iShares MSCI Emerging Markets ETF
EEM
$19B
| $710M | 0.37% | +18,439,474 | New | +$710M |
|
|
PX
43
DELISTED
Praxair Inc
PX
| $708M | 0.37% | +6,151,167 | New | +$708M |
|
44
Intel
INTC
$107B
| $708M | 0.37% | +29,208,442 | New | +$708M |
|
45
American Express
AXP
$231B
| $696M | 0.36% | +9,311,556 | New | +$696M |
|
46
United Parcel Service
UPS
$74.1B
| $677M | 0.35% | +7,823,488 | New | +$677M |
|
47
Starbucks
SBUX
$100B
| $673M | 0.35% | +10,278,392 | New | +$673M |
|
48
iShares Russell 2000 ETF
IWM
$67B
| $669M | 0.35% | +6,897,069 | New | +$669M |
|
49
Target
TGT
$43.6B
| $663M | 0.34% | +9,630,282 | New | +$663M |
|
50
Vanguard Total Bond Market
BND
$134B
| $653M | 0.34% | +8,071,340 | New | +$653M |
|