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 | |
|---|---|---|---|---|---|---|
|
JEQ
4976
abrdn Japan Equity Fund
JEQ
$124M
| $28.8K | ﹤0.01% |
5,001
| – | – |
|
4977
Manchester United
MANU
$2.8B
| $28.7K | ﹤0.01% |
1,655
-102
| -6% | -$1.77K |
|
|
BTC
4978
Grayscale Bitcoin Mini Trust ETF
BTC
$5.11B
| $28.7K | ﹤0.01% |
685
-260
| -28% | -$10.9K |
|
|
CMU
4979
MFS High Yield Municipal Trust
CMU
$88M
| $28.7K | ﹤0.01% |
8,145
-3,414
| -30% | -$12K |
|
4980
Amplify Junior Silver Miners ETF
SILJ
$2.28B
| $28.6K | ﹤0.01% |
2,877
-1,124
| -28% | -$11.2K |
|
4981
Century Therapeutics
IPSC
$43.3M
| $28.5K | ﹤0.01% |
28,216
+5,981
| +27% | +$6.04K |
|
|
AKYA
4982
DELISTED
Akoya BioSciences
AKYA
| $28.4K | ﹤0.01% |
12,416
+4,233
| +52% | +$9.69K |
|
4983
PepGen
PEPG
$48.5M
| $28.3K | ﹤0.01% |
7,471
+2,419
| +48% | +$9.17K |
|
4984
The ONE Group
STKS
$81.1M
| $28.2K | ﹤0.01% |
9,732
+3,316
| +52% | +$9.62K |
|
4985
Franklin Investment Grade Corporate ETF
FLCO
$611M
| $28.1K | ﹤0.01% |
1,334
-15
| -1% | -$316 |
|
4986
Vuzix
VUZI
$172M
| $27.8K | ﹤0.01% |
7,056
+4,000
| +131% | +$15.8K |
|
4987
Fidelity Enhanced Small Cap ETF
FESM
$2.32B
| $27.7K | ﹤0.01% |
855
| – | – |
|
4988
Moog Class B
MOG.B
| $27.6K | ﹤0.01% |
142
| – | – |
|
4989
ProShares Ultra Bloomberg Crude Oil
UCO
$351M
| $27.5K | ﹤0.01% |
+1,000
| New | +$27.5K |
|
4990
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
| $27.5K | ﹤0.01% |
+685
| New | +$27.5K |
|
4991
Monogram Orthopaedics
MGRM
$234M
| $27.5K | ﹤0.01% |
11,597
+8,597
| +287% | +$20.4K |
|
|
VCSA
4992
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $27.4K | ﹤0.01% |
5,583
+790
| +16% | +$3.87K |
|
4993
Purple Innovation
PRPL
$114M
| $27.1K | ﹤0.01% |
34,782
+7,271
| +26% | +$5.67K |
|
4994
Diana Shipping
DSX
$225M
| $27.1K | ﹤0.01% |
13,833
+1
| +0% | +$2 |
|
4995
ALX Oncology
ALXO
$56.8M
| $26.9K | ﹤0.01% |
16,099
+5,603
| +53% | +$9.36K |
|
4996
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.77B
| $26.8K | ﹤0.01% |
1,034
-1,639
| -61% | -$42.5K |
|
4997
M-tron Industries
MPTI
$139M
| $26.6K | ﹤0.01% |
550
-300
| -35% | -$14.5K |
|
4998
Inspire Global Hope ETF
BLES
$123M
| $26.6K | ﹤0.01% |
720
| – | – |
|
|
CLPR
4999
Clipper Realty
CLPR
$70.6M
| $26.4K | ﹤0.01% |
5,759
+1,840
| +47% | +$8.43K |
|
5000
Forafric Global
AFRI
$224M
| $26.3K | ﹤0.01% |
2,570
+876
| +52% | +$8.98K |
|