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 |
Palo Alto Networks
PANW
|
$413M |
| 5 |
Lam Research
LRCX
|
$377M |
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 | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$324B
| $2.61B | 0.59% | 18,021,245 -983,066 | -5% | -$142M |
|
27
Lowe's Companies
LOW
$145B
| $2.59B | 0.58% | 10,478,177 -51,639 | -0.5% | -$12.7M |
|
28
Johnson & Johnson
JNJ
$427B
| $2.57B | 0.58% | 17,750,820 -769,846 | -4% | -$111M |
|
29
Technology Select Sector SPDR Fund
XLK
$83.9B
| $2.56B | 0.58% | 10,999,702 +250,397 | +2% | +$58.2M |
|
30
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.52B | 0.57% | 48,341,996 +2,065,288 | +4% | +$108M |
|
31
Visa
V
$683B
| $2.5B | 0.56% | 7,920,003 -82,033 | -1% | -$25.9M |
|
32
Cisco
CSCO
$274B
| $2.42B | 0.55% | 40,950,490 -2,162,258 | -5% | -$128M |
|
33
McDonald's
MCD
$224B
| $2.4B | 0.54% | 8,287,691 -103,388 | -1% | -$30M |
|
34
Walmart
WMT
$774B
| $2.39B | 0.54% | 26,437,617 -212,061 | -0.8% | -$19.2M |
|
35
Procter & Gamble
PG
$368B
| $2.37B | 0.54% | 14,156,744 -202,515 | -1% | -$34M |
|
36
Eli Lilly
LLY
$657B
| $2.28B | 0.51% | 2,956,703 +13,154 | +0.4% | +$10.2M |
|
37
Home Depot
HD
$405B
| $2.28B | 0.51% | 5,861,237 -88,693 | -1% | -$34.5M |
|
38
Accenture
ACN
$162B
| $2.27B | 0.51% | 6,441,922 -66,615 | -1% | -$23.4M |
|
39
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.26B | 0.51% | 4,992,792 -40,382 | -0.8% | -$18.3M |
|
40
Automatic Data Processing
ADP
$123B
| $2.26B | 0.51% | 7,709,808 -190,704 | -2% | -$55.8M |
|
41
NextEra Energy, Inc.
NEE
$148B
| $2.19B | 0.49% | 30,584,020 -292,376 | -0.9% | -$21M |
|
42
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $2.06B | 0.46% | 10,520,396 +832,983 | +9% | +$163M |
|
43
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.98B | 0.45% | 17,170,579 +1,028,818 | +6% | +$119M |
|
44
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $1.92B | 0.43% | 42,531,915 +2,496,641 | +6% | +$113M |
|
45
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $1.89B | 0.43% | 42,877,082 +2,361,963 | +6% | +$104M |
|
46
Analog Devices
ADI
$124B
| $1.89B | 0.43% | 8,882,636 -269,493 | -3% | -$57.3M |
|
47
Abbott
ABT
$231B
| $1.89B | 0.43% | 16,673,221 -310,586 | -2% | -$35.1M |
|
48
Amgen
AMGN
$155B
| $1.86B | 0.42% | 7,134,605 -355,575 | -5% | -$92.7M |
|
49
Phillips 66
PSX
$54B
| $1.83B | 0.41% | 16,030,294 -123,186 | -0.8% | -$14M |
|
50
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.81B | 0.41% | 4,514,226 +399,205 | +10% | +$160M |
|