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 | |
|---|---|---|---|---|---|---|
126
Eaton
ETN
$136B
| $726M | 0.18% |
4,198,612
-96,477
| -2% | -$16.7M |
|
127
SPDR Gold Trust
GLD
$107B
| $722M | 0.18% |
4,225,545
-362,422
| -8% | -$62M |
|
128
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $698M | 0.17% |
5,704,208
+171,062
| +3% | +$20.9M |
|
129
Citigroup
C
$178B
| $687M | 0.17% |
11,378,731
-148,640
| -1% | -$8.98M |
|
130
Lam Research
LRCX
$127B
| $685M | 0.17% |
951,993
-56,999
| -6% | -$41M |
|
131
VF Corp
VFC
$5.91B
| $680M | 0.17% |
9,290,323
+68,857
| +0.7% | +$5.04M |
|
132
WEC Energy
WEC
$34.3B
| $672M | 0.17% |
6,923,088
-168,580
| -2% | -$16.4M |
|
133
iShares Select Dividend ETF
DVY
$20.8B
| $666M | 0.17% |
5,434,593
+319,268
| +6% | +$39.1M |
|
134
Blackstone
BX
$134B
| $664M | 0.17% |
5,130,614
-211,520
| -4% | -$27.4M |
|
135
Colgate-Palmolive
CL
$67.9B
| $650M | 0.16% |
7,617,803
-1,846,759
| -20% | -$158M |
|
136
Goldman Sachs
GS
$226B
| $636M | 0.16% |
1,661,302
-225,379
| -12% | -$86.2M |
|
137
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $624M | 0.16% |
4,427,339
+1,086,422
| +33% | +$153M |
|
138
Palo Alto Networks
PANW
$127B
| $617M | 0.15% |
1,108,221
-158,321
| -13% | -$88.1M |
|
139
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $617M | 0.15% |
2,104,987
+48,243
| +2% | +$14.1M |
|
140
Eversource Energy
ES
$23.8B
| $610M | 0.15% |
6,705,282
-141,487
| -2% | -$12.9M |
|
141
Vanguard Information Technology ETF
VGT
$99.7B
| $594M | 0.15% |
1,296,727
+35,379
| +3% | +$16.2M |
|
142
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $592M | 0.15% |
7,283,466
+185,134
| +3% | +$15M |
|
143
Zoetis
ZTS
$69.3B
| $591M | 0.15% |
2,423,128
-859,557
| -26% | -$210M |
|
144
Stryker
SYK
$150B
| $590M | 0.15% |
2,208,064
-272,635
| -11% | -$72.9M |
|
145
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
| $586M | 0.15% |
5,295,941
-165,898
| -3% | -$18.4M |
|
146
Boeing
BA
$177B
| $583M | 0.15% |
2,895,109
-66,704
| -2% | -$13.4M |
|
|
147
PPG Industries
PPG
$25.1B
| $569M | 0.14% |
3,297,879
+1,594,259
| +94% | +$275M |
|
148
Morgan Stanley
MS
$240B
| $550M | 0.14% |
5,601,166
+211,263
| +4% | +$20.7M |
|
149
Gilead Sciences
GILD
$140B
| $533M | 0.13% |
7,337,375
-1,855,401
| -20% | -$135M |
|
150
Clorox
CLX
$14.5B
| $530M | 0.13% |
3,040,140
-36,769
| -1% | -$6.41M |
|