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 |
NVIDIA
NVDA
|
$1.3B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.01B |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$902M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$417M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$371M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.01B |
| 3 |
Invesco QQQ Trust
QQQ
|
$493M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$426M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$347M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.7% |
| 4 | Consumer Discretionary | 7.79% |
| 5 | Industrials | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.54B | 0.34% |
5,657,457
-9,813
| -0.2% | -$2.68M |
|
52
Illinois Tool Works
ITW
$77.1B
| $1.48B | 0.33% |
7,183,817
+93,318
| +1% | +$19.3M |
|
53
Amgen
AMGN
$155B
| $1.47B | 0.32% |
6,932,512
-195,083
| -3% | -$41.5M |
|
54
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.43B | 0.32% |
13,033,882
+383,577
| +3% | +$42.2M |
|
55
Salesforce
CRM
$245B
| $1.37B | 0.3% |
5,067,342
+218,517
| +5% | +$59.3M |
|
56
Chevron
CVX
$324B
| $1.37B | 0.3% |
13,474,019
+76,401
| +0.6% | +$7.75M |
|
57
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.35B | 0.3% |
4,916,831
-167,718
| -3% | -$46M |
|
58
General Dynamics
GD
$87.3B
| $1.35B | 0.3% |
6,861,892
-498,926
| -7% | -$97.8M |
|
59
Analog Devices
ADI
$124B
| $1.33B | 0.29% |
7,921,876
-891,137
| -10% | -$149M |
|
60
Mastercard
MA
$538B
| $1.32B | 0.29% |
3,809,651
-344,473
| -8% | -$120M |
|
61
Vanguard Total Stock Market ETF
VTI
$526B
| $1.32B | 0.29% |
5,936,611
+1,146,831
| +24% | +$255M |
|
62
Costco
COST
$418B
| $1.32B | 0.29% |
2,927,450
-59,978
| -2% | -$27M |
|
63
Linde
LIN
$224B
| $1.3B | 0.29% |
4,430,875
+36,246
| +0.8% | +$10.6M |
|
64
US Bancorp
USB
$76B
| $1.28B | 0.28% |
21,547,538
+760,417
| +4% | +$45.2M |
|
65
Intel
INTC
$107B
| $1.28B | 0.28% |
24,031,719
+226,786
| +1% | +$12.1M |
|
66
Thermo Fisher Scientific
TMO
$186B
| $1.26B | 0.28% |
2,210,498
-54,468
| -2% | -$31.1M |
|
67
Vanguard Total Bond Market
BND
$134B
| $1.26B | 0.28% |
14,755,874
-389,782
| -3% | -$33.3M |
|
68
RTX Corp
RTX
$212B
| $1.25B | 0.27% |
14,536,452
+61,037
| +0.4% | +$5.25M |
|
69
Starbucks
SBUX
$100B
| $1.25B | 0.27% |
11,322,204
+192,833
| +2% | +$21.3M |
|
70
AbbVie
ABBV
$372B
| $1.24B | 0.27% |
11,536,446
-318,079
| -3% | -$34.3M |
|
71
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.5B
| $1.24B | 0.27% |
59,004,132
+5,668,297
| +11% | +$119M |
|
72
TSMC
TSM
$1.2T
| $1.23B | 0.27% |
10,979,330
+442,769
| +4% | +$49.4M |
|
73
3M
MMM
$82.8B
| $1.21B | 0.27% |
6,904,052
+96,715
| +1% | +$17M |
|
74
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.2B | 0.26% |
8,273,305
+706,857
| +9% | +$103M |
|
75
American Tower
AMT
$95.5B
| $1.2B | 0.26% |
4,515,296
+14,955
| +0.3% | +$3.97M |
|