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 |
NVIDIA
NVDA
|
$5.54B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$526M |
| 3 |
Microsoft
MSFT
|
$356M |
| 4 |
Apple
AAPL
|
$303M |
| 5 |
Amazon
AMZN
|
$302M |
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 | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $2.65B | 0.64% | 18,118,620 -515,567 | -3% | -$75.4M |
|
27
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.49B | 0.6% | 46,540,004 +100,378 | +0.2% | +$5.37M |
|
28
Procter & Gamble
PG
$368B
| $2.44B | 0.59% | 14,824,623 -319,054 | -2% | -$52.6M |
|
29
Lowe's Companies
LOW
$145B
| $2.44B | 0.59% | 11,060,915 -164,194 | -1% | -$36.2M |
|
30
Technology Select Sector SPDR Fund
XLK
$83.9B
| $2.42B | 0.59% | 10,697,823 +55,497 | +0.5% | +$12.6M |
|
31
Amgen
AMGN
$155B
| $2.4B | 0.58% | 7,677,589 +174,907 | +2% | +$54.6M |
|
32
Phillips 66
PSX
$54B
| $2.35B | 0.57% | 16,620,512 -163,781 | -1% | -$23.1M |
|
33
NextEra Energy, Inc.
NEE
$148B
| $2.24B | 0.54% | 31,650,766 +1,546,619 | +5% | +$110M |
|
34
Vanguard S&P 500 ETF
VOO
$726B
| $2.24B | 0.54% | 4,481,181 +97,566 | +2% | +$48.8M |
|
35
McDonald's
MCD
$224B
| $2.12B | 0.51% | 8,324,740 +187,454 | +2% | +$47.8M |
|
36
Cisco
CSCO
$274B
| $2.11B | 0.51% | 44,344,822 -1,319,849 | -3% | -$62.7M |
|
37
Analog Devices
ADI
$124B
| $2.1B | 0.51% | 9,216,714 +510,419 | +6% | +$117M |
|
38
PepsiCo
PEP
$204B
| $2.07B | 0.5% | 12,572,405 +107,819 | +0.9% | +$17.8M |
|
39
Visa
V
$683B
| $2.07B | 0.5% | 7,888,841 +69,328 | +0.9% | +$18.2M |
|
40
Blackrock
BLK
$175B
| $2.07B | 0.5% | 2,627,078 -27,189 | -1% | -$21.4M |
|
41
Home Depot
HD
$405B
| $2.04B | 0.49% | 5,929,713 -58,871 | -1% | -$20.3M |
|
42
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.03B | 0.49% | 4,989,255 +116,832 | +2% | +$47.5M |
|
43
Accenture
ACN
$162B
| $2.01B | 0.49% | 6,616,689 -84,362 | -1% | -$25.6M |
|
44
Merck
MRK
$210B
| $1.93B | 0.47% | 15,617,960 -758,740 | -5% | -$93.9M |
|
45
Automatic Data Processing
ADP
$123B
| $1.92B | 0.46% | 8,027,963 +17,015 | +0.2% | +$4.06M |
|
46
Linde
LIN
$224B
| $1.89B | 0.46% | 4,310,417 +265,831 | +7% | +$117M |
|
47
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.86B | 0.45% | 10,182,440 -378,761 | -4% | -$69.1M |
|
48
General Dynamics
GD
$87.3B
| $1.83B | 0.44% | 6,324,525 -19,363 | -0.3% | -$5.62M |
|
49
Walmart
WMT
$774B
| $1.82B | 0.44% | 26,873,063 -414,702 | -2% | -$28.1M |
|
50
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $1.81B | 0.44% | 40,129,865 +69,042 | +0.2% | +$3.12M |
|