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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTNM
5051
Contineum Therapeutics
CTNM
$347M
| $29.9K | ﹤0.01% |
7,543
-3,334
| -31% | -$13.2K |
|
5052
ReNew
RNW
$2.76B
| $29.7K | ﹤0.01% |
4,300
| – | – |
|
|
NXXT
5053
NextNRG, Inc. Common Stock
NXXT
$232M
| $29.7K | ﹤0.01% |
+10,708
| New | +$29.7K |
|
5054
Southland Holdings
SLND
$230M
| $29.6K | ﹤0.01% |
7,074
+273
| +4% | +$1.14K |
|
5055
Navios Maritime Partners
NMM
$1.4B
| $29.5K | ﹤0.01% |
784
+319
| +69% | +$12K |
|
5056
SES AI
SES
$457M
| $29.5K | ﹤0.01% |
33,192
-46,029
| -58% | -$40.9K |
|
5057
Soho House & Co
SHCO
$1.73B
| $29K | ﹤0.01% |
3,950
+2,496
| +172% | +$18.3K |
|
5058
Vanguard US Multifactor ETF
VFMF
$382M
| $29K | ﹤0.01% |
215
+214
| +21,400% | +$28.8K |
|
5059
Cyngn
CYN
$38.2M
| $28.8K | ﹤0.01% |
+2,000
| New | +$28.8K |
|
5060
SWK Holdings
SWKH
$176M
| $28.8K | ﹤0.01% |
1,951
-493
| -20% | -$7.27K |
|
5061
Greenwich LifeSciences
GLSI
$153M
| $28.6K | ﹤0.01% |
3,150
+239
| +8% | +$2.17K |
|
5062
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.97B
| $28.6K | ﹤0.01% |
+423
| New | +$28.6K |
|
5063
FT Vest US Equity Buffer ETF November
FNOV
$1,000M
| $28.5K | ﹤0.01% |
569
+100
| +21% | +$5.01K |
|
5064
Alpha Teknova
TKNO
$238M
| $28.4K | ﹤0.01% |
+5,790
| New | +$28.4K |
|
|
PROF
5065
Profound Medical
PROF
$121M
| $28.2K | ﹤0.01% |
4,784
| – | – |
|
5066
iShares MSCI Thailand ETF
THD
$235M
| $28.2K | ﹤0.01% |
559
+109
| +24% | +$5.5K |
|
5067
Vanguard Core Plus Bond ETF
VPLS
$652M
| $27.9K | ﹤0.01% |
+359
| New | +$27.9K |
|
5068
iShares MSCI Norway ETF
ENOR
$42M
| $27.9K | ﹤0.01% |
1,000
+999
| +99,900% | +$27.9K |
|
5069
dLocal
DLO
$4.03B
| $27.8K | ﹤0.01% |
2,455
+2,000
| +440% | +$22.7K |
|
|
DEFT
5070
Defi Technologies, Inc.
DEFT
$835M
| $27.8K | ﹤0.01% |
+9,500
| New | +$27.8K |
|
5071
Manchester United
MANU
$2.8B
| $27.8K | ﹤0.01% |
1,561
-1
| -0.1% | -$18 |
|
|
URG
5072
Ur-Energy
URG
$533M
| $27.7K | ﹤0.01% |
26,393
-169,721
| -87% | -$178K |
|
5073
MarketWise
MKTW
$49.2M
| $27.7K | ﹤0.01% |
1,400
+243
| +21% | +$4.81K |
|
5074
Simplify US Equity PLUS Convexity ETF
SPYC
$92.5M
| $27.6K | ﹤0.01% |
668
+582
| +677% | +$24K |
|
5075
OPAL Fuels
OPAL
$61.5M
| $27.2K | ﹤0.01% |
+11,259
| New | +$27.2K |
|