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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5376
OLB
OLB
$11M
| $3K | ﹤0.01% |
1,000
-8
| -0.8% | -$24 |
|
5377
Fusion Fuel Green
HTOO
$7.37M
| $2.98K | ﹤0.01% |
97
| – | – |
|
5378
Workhorse Group
WKHS
$17.7M
| $2.95K | ﹤0.01% |
150
-481
| -76% | -$9.47K |
|
5379
Culp
CULP
$59.5M
| $2.94K | ﹤0.01% |
656
-79
| -11% | -$354 |
|
5380
Biomerica
BMRA
$8.39M
| $2.89K | ﹤0.01% |
823
-5
| -0.6% | -$18 |
|
5381
Columbia India Consumer ETF
INCO
$307M
| $2.89K | ﹤0.01% |
41
| – | – |
|
5382
Franklin FTSE Brazil ETF
FLBR
$220M
| $2.88K | ﹤0.01% |
173
+172
| +17,200% | +$2.86K |
|
5383
Precipio
PRPO
$31.6M
| $2.86K | ﹤0.01% |
550
-11
| -2% | -$57 |
|
5384
Lucid Diagnostics
LUCD
$105M
| $2.84K | ﹤0.01% |
3,463
-11,042
| -76% | -$9.06K |
|
5385
Turkcell
TKC
$4.86B
| $2.84K | ﹤0.01% |
374
-138
| -27% | -$1.05K |
|
|
NMG
5386
Nouveau Monde Graphite
NMG
$328M
| $2.81K | ﹤0.01% |
1,500
| – | – |
|
5387
Radcom
RDCM
$234M
| $2.81K | ﹤0.01% |
300
+200
| +200% | +$1.87K |
|
5388
CASI Pharmaceuticals
CASI
$35.3M
| $2.78K | ﹤0.01% |
506
-11,500
| -96% | -$63.3K |
|
|
BFI
5389
DELISTED
BurgerFi International, Inc. Common Stock
BFI
| $2.76K | ﹤0.01% |
13,590
-594
| -4% | -$121 |
|
5390
ProShares Short QQQ
PSQ
$536M
| $2.75K | ﹤0.01% |
68
| – | – |
|
5391
iShares MSCI Saudi Arabia ETF
KSA
$558M
| $2.74K | ﹤0.01% |
67
+66
| +6,600% | +$2.7K |
|
5392
Optical Cable Corp
OCC
$80.6M
| $2.71K | ﹤0.01% |
1,000
-40
| -4% | -$108 |
|
5393
VirnetX
VHC
$74.7M
| $2.71K | ﹤0.01% |
398
+49
| +14% | +$333 |
|
|
BIOR
5394
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
| $2.7K | ﹤0.01% |
409
-770
| -65% | -$5.08K |
|
5395
Farmer Brothers
FARM
$39.4M
| $2.68K | ﹤0.01% |
1,000
-18,200
| -95% | -$48.8K |
|
5396
Atara Biotherapeutics
ATRA
$85.1M
| $2.68K | ﹤0.01% |
315
-1,285
| -80% | -$10.9K |
|
5397
Invesco Russell 1000 Equal Weight ETF
EQAL
$690M
| $2.68K | ﹤0.01% |
60
-1,942
| -97% | -$86.7K |
|
|
SACH
5398
Sachem Capital Corp
SACH
$62M
| $2.65K | ﹤0.01% |
1,023
-2,355
| -70% | -$6.1K |
|
|
GGT
5399
Gabelli Multimedia Trust
GGT
$156M
| $2.62K | ﹤0.01% |
489
+488
| +48,800% | +$2.62K |
|
|
GAU
5400
Galiano Gold
GAU
$654M
| $2.58K | ﹤0.01% |
1,500
| – | – |
|