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 |
Broadcom
AVGO
|
$3.92B |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$385M |
| 4 |
Amazon
AMZN
|
$369M |
| 5 |
NVIDIA
NVDA
|
$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$547M |
| 4 |
Norfolk Southern
NSC
|
$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$324B
| $2.8B | 0.63% | 19,004,311 -45,600 | -0.2% | -$6.72M |
|
27
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.66B | 0.6% | 46,276,708 -263,296 | -0.6% | -$15.1M |
|
28
NextEra Energy, Inc.
NEE
$148B
| $2.61B | 0.59% | 30,876,396 -774,370 | -2% | -$65.5M |
|
29
Eli Lilly
LLY
$657B
| $2.61B | 0.59% | 2,943,549 -23,992 | -0.8% | -$21.3M |
|
30
McDonald's
MCD
$224B
| $2.56B | 0.58% | 8,391,079 +66,339 | +0.8% | +$20.2M |
|
31
Procter & Gamble
PG
$368B
| $2.49B | 0.56% | 14,359,259 -465,364 | -3% | -$80.6M |
|
32
Blackrock
BLK
$175B
| $2.46B | 0.56% | 2,593,641 -33,437 | -1% | -$31.7M |
|
33
Technology Select Sector SPDR Fund
XLK
$83.9B
| $2.43B | 0.55% | 10,749,305 +51,482 | +0.5% | +$11.6M |
|
34
Vanguard S&P 500 ETF
VOO
$726B
| $2.42B | 0.55% | 4,594,054 +112,873 | +3% | +$59.6M |
|
35
Amgen
AMGN
$155B
| $2.41B | 0.55% | 7,490,180 -187,409 | -2% | -$60.4M |
|
36
Home Depot
HD
$405B
| $2.41B | 0.55% | 5,949,930 +20,217 | +0.3% | +$8.19M |
|
37
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.32B | 0.52% | 5,033,174 +43,919 | +0.9% | +$20.2M |
|
38
Accenture
ACN
$162B
| $2.3B | 0.52% | 6,508,537 -108,152 | -2% | -$38.2M |
|
39
Cisco
CSCO
$274B
| $2.29B | 0.52% | 43,112,748 -1,232,074 | -3% | -$65.6M |
|
40
Visa
V
$683B
| $2.2B | 0.5% | 8,002,036 +113,195 | +1% | +$31.1M |
|
41
Automatic Data Processing
ADP
$123B
| $2.19B | 0.49% | 7,900,512 -127,451 | -2% | -$35.3M |
|
42
Walmart
WMT
$774B
| $2.15B | 0.49% | 26,649,678 -223,385 | -0.8% | -$18M |
|
43
Phillips 66
PSX
$54B
| $2.12B | 0.48% | 16,153,480 -467,032 | -3% | -$61.4M |
|
44
Analog Devices
ADI
$124B
| $2.11B | 0.48% | 9,152,129 -64,585 | -0.7% | -$14.9M |
|
45
PepsiCo
PEP
$204B
| $2.09B | 0.47% | 12,265,796 -306,609 | -2% | -$52.1M |
|
46
Linde
LIN
$224B
| $2.07B | 0.47% | 4,338,695 +28,278 | +0.7% | +$13.5M |
|
47
Starbucks
SBUX
$100B
| $1.98B | 0.45% | 20,269,814 -79,398 | -0.4% | -$7.74M |
|
48
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.94B | 0.44% | 40,515,119 -159,246 | -0.4% | -$7.62M |
|
49
Abbott
ABT
$231B
| $1.94B | 0.44% | 16,983,807 +135,135 | +0.8% | +$15.4M |
|
50
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.92B | 0.43% | 9,687,413 -495,027 | -5% | -$98M |
|