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 |
Vanguard Mid-Cap ETF
VO
|
$812M |
| 2 |
Tesla
TSLA
|
$310M |
| 3 |
PPG Industries
PPG
|
$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.22B |
| 2 |
Amazon
AMZN
|
$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.48B |
| 4 |
Apple
AAPL
|
$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Tesla
TSLA
$1.08T
| $1.51B | 0.38% |
1,424,677
+293,153
| +26% | +$310M |
|
52
Amgen
AMGN
$155B
| $1.5B | 0.37% |
6,662,765
-269,747
| -4% | -$60.7M |
|
53
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.45B | 0.36% |
4,862,518
-794,939
| -14% | -$238M |
|
54
Broadcom
AVGO
$1.4T
| $1.44B | 0.36% |
2,170,590
-292,249
| -12% | -$194M |
|
55
Costco
COST
$418B
| $1.44B | 0.36% |
2,536,082
-391,368
| -13% | -$222M |
|
56
Merck
MRK
$210B
| $1.43B | 0.36% |
18,677,895
-2,212,150
| -11% | -$170M |
|
57
Medtronic
MDT
$119B
| $1.41B | 0.35% |
13,628,042
-1,139,020
| -8% | -$118M |
|
58
Verizon
VZ
$186B
| $1.38B | 0.34% |
26,490,921
-3,698,991
| -12% | -$192M |
|
59
Analog Devices
ADI
$124B
| $1.37B | 0.34% |
7,815,748
-106,128
| -1% | -$18.7M |
|
60
Pfizer
PFE
$141B
| $1.36B | 0.34% |
23,073,725
-4,626,885
| -17% | -$273M |
|
61
iShares S&P 500 Growth ETF
IVW
$63.1B
| $1.34B | 0.34% |
16,066,291
+588,841
| +4% | +$49.3M |
|
62
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.33B | 0.33% |
11,505,310
+304,235
| +3% | +$35.3M |
|
63
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.33B | 0.33% |
8,485,582
+212,277
| +3% | +$33.2M |
|
64
AbbVie
ABBV
$372B
| $1.32B | 0.33% |
9,740,742
-1,795,704
| -16% | -$243M |
|
65
Vanguard Total Stock Market ETF
VTI
$526B
| $1.29B | 0.32% |
5,324,603
-612,008
| -10% | -$148M |
|
66
Starbucks
SBUX
$100B
| $1.28B | 0.32% |
10,981,377
-340,827
| -3% | -$39.9M |
|
67
Thermo Fisher Scientific
TMO
$186B
| $1.27B | 0.32% |
1,906,777
-303,721
| -14% | -$203M |
|
68
American Tower
AMT
$95.5B
| $1.25B | 0.31% |
4,260,159
-255,137
| -6% | -$74.6M |
|
69
General Dynamics
GD
$87.3B
| $1.23B | 0.31% |
5,891,668
-970,224
| -14% | -$202M |
|
70
Linde
LIN
$224B
| $1.21B | 0.3% |
3,490,878
-939,997
| -21% | -$326M |
|
71
Vanguard Dividend Appreciation ETF
VIG
$95.4B
| $1.21B | 0.3% |
7,034,019
+207,091
| +3% | +$35.6M |
|
72
Paychex
PAYX
$50.2B
| $1.21B | 0.3% |
8,831,499
-56,372
| -0.6% | -$7.69M |
|
73
Vanguard Total Bond Market
BND
$134B
| $1.2B | 0.3% |
14,127,444
-628,430
| -4% | -$53.3M |
|
74
US Bancorp
USB
$76B
| $1.18B | 0.3% |
21,050,732
-496,806
| -2% | -$27.9M |
|
75
RTX Corp
RTX
$212B
| $1.18B | 0.29% |
13,690,563
-845,889
| -6% | -$72.8M |
|