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 |
NextEra Energy, Inc.
NEE
|
$1.87B |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$920M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$655M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$654M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$629M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.49B | 0.36% | 21,552,935 +9,962 | +0% | +$688K |
|
52
Vanguard S&P 500 ETF
VOO
$726B
| $1.49B | 0.36% | 4,327,927 +208,903 | +5% | +$71.8M |
|
53
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.45B | 0.35% | 15,816,007 +603,587 | +4% | +$55.5M |
|
54
United Parcel Service
UPS
$74.1B
| $1.42B | 0.34% | 8,444,274 -338,077 | -4% | -$56.9M |
|
55
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.34B | 0.32% | 5,574,489 +52,281 | +0.9% | +$12.6M |
|
56
Analog Devices
ADI
$124B
| $1.34B | 0.32% | 9,094,117 +184,628 | +2% | +$27.3M |
|
|
57
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $1.33B | 0.32% | 12,970,224 +6,129,184 | +90% | +$629M |
|
58
Vanguard Total Bond Market
BND
$134B
| $1.33B | 0.32% | 15,071,388 +527,602 | +4% | +$46.5M |
|
59
Linde
LIN
$224B
| $1.3B | 0.31% | 4,916,821 +255,915 | +5% | +$67.4M |
|
60
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.29B | 0.31% | 11,101,605 -39,264 | -0.4% | -$4.55M |
|
61
Union Pacific
UNP
$133B
| $1.28B | 0.31% | 6,165,846 +93,789 | +2% | +$19.5M |
|
62
Costco
COST
$418B
| $1.28B | 0.31% | 3,399,550 -57,606 | -2% | -$21.7M |
|
63
Starbucks
SBUX
$100B
| $1.26B | 0.3% | 11,750,720 +230,070 | +2% | +$24.6M |
|
64
Thermo Fisher Scientific
TMO
$186B
| $1.25B | 0.3% | 2,686,439 -5,863 | -0.2% | -$2.73M |
|
65
Air Products & Chemicals
APD
$65.5B
| $1.23B | 0.3% | 4,509,811 +220,007 | +5% | +$60.1M |
|
|
66
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.23B | 0.3% | 19,303,483 +14,411,408 | +295% | +$920M |
|
67
Intel
INTC
$107B
| $1.23B | 0.3% | 24,622,409 -3,192,353 | -11% | -$159M |
|
68
iShares MSCI EAFE ETF
EFA
$66B
| $1.22B | 0.29% | 16,673,711 -481,243 | -3% | -$35.1M |
|
69
TSMC
TSM
$1.2T
| $1.22B | 0.29% | 11,154,433 +172,829 | +2% | +$18.8M |
|
70
Broadcom
AVGO
$1.4T
| $1.19B | 0.29% | 2,726,589 +206,981 | +8% | +$90.6M |
|
71
AbbVie
ABBV
$372B
| $1.18B | 0.28% | 11,027,733 +599,875 | +6% | +$64.3M |
|
72
Coca-Cola
KO
$297B
| $1.18B | 0.28% | 21,499,468 +1,927,571 | +10% | +$106M |
|
73
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.89B
| $1.17B | 0.28% | 23,401,838 +4,799,282 | +26% | +$240M |
|
74
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| $1.15B | 0.28% | 11,810,496 +22,470 | +0.2% | +$2.18M |
|
75
SPDR Gold Trust
GLD
$107B
| $1.14B | 0.27% | 6,364,849 -233,177 | -4% | -$41.6M |
|