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 | |
|---|---|---|---|---|---|---|
501
Synopsys
SNPS
$111B
| $100M | 0.02% |
206,321
-37,258
| -15% | -$18.1M |
|
502
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $99.2M | 0.02% |
1,220,781
+226,960
| +23% | +$18.4M |
|
503
lululemon athletica
LULU
$19.9B
| $98.5M | 0.02% |
257,698
-34,615
| -12% | -$13.2M |
|
504
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.08B
| $98.2M | 0.02% |
3,077,359
+465,064
| +18% | +$14.8M |
|
505
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $98.2M | 0.02% |
1,943,763
+342,089
| +21% | +$17.3M |
|
506
Celanese
CE
$5.34B
| $98M | 0.02% |
1,416,195
-552,971
| -28% | -$38.3M |
|
507
General Mills
GIS
$27B
| $97.9M | 0.02% |
1,534,736
-202,198
| -12% | -$12.9M |
|
508
Electronic Arts
EA
$42.2B
| $97.4M | 0.02% |
666,097
-65,501
| -9% | -$9.58M |
|
509
Fastenal
FAST
$55.1B
| $96.9M | 0.02% |
2,696,102
-506,748
| -16% | -$18.2M |
|
510
Freeport-McMoran
FCX
$66.5B
| $96.5M | 0.02% |
2,533,463
-77,889
| -3% | -$2.97M |
|
511
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.77B
| $95.8M | 0.02% |
2,561,272
+452,376
| +21% | +$16.9M |
|
512
Applovin
APP
$166B
| $95.2M | 0.02% |
293,992
+43,168
| +17% | +$14M |
|
513
HubSpot
HUBS
$25.7B
| $95.2M | 0.02% |
136,602
+12,209
| +10% | +$8.51M |
|
514
Primerica
PRI
$8.85B
| $94.9M | 0.02% |
349,714
-26,454
| -7% | -$7.18M |
|
515
DexCom
DXCM
$31.6B
| $94M | 0.02% |
1,209,175
-179,817
| -13% | -$14M |
|
516
Kenvue
KVUE
$35.7B
| $93.5M | 0.02% |
4,380,382
-495,826
| -10% | -$10.6M |
|
517
Rollins
ROL
$27.4B
| $93.4M | 0.02% |
2,015,574
-3,687
| -0.2% | -$171K |
|
518
Capital Group Global Growth Equity ETF
CGGO
$6.89B
| $93.2M | 0.02% |
3,190,669
+196,019
| +7% | +$5.73M |
|
519
Microchip Technology
MCHP
$35.6B
| $93M | 0.02% |
1,621,698
-33,519
| -2% | -$1.92M |
|
520
Generac Holdings
GNRC
$10.6B
| $92.8M | 0.02% |
598,779
-30,508
| -5% | -$4.73M |
|
521
Capital Group Core Equity ETF
CGUS
$7.01B
| $92.5M | 0.02% |
2,646,258
+520,673
| +24% | +$18.2M |
|
522
Live Nation Entertainment
LYV
$37.9B
| $91.7M | 0.02% |
708,416
+24,567
| +4% | +$3.18M |
|
523
PPL Corp
PPL
$26.6B
| $91.5M | 0.02% |
2,819,602
+68,241
| +2% | +$2.22M |
|
524
GE HealthCare
GEHC
$34.6B
| $91.1M | 0.02% |
1,165,035
+14,794
| +1% | +$1.16M |
|
525
First Solar
FSLR
$22B
| $91M | 0.02% |
516,425
+289,998
| +128% | +$51.1M |
|