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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Global X SuperDividend US ETF
DIV
$648M
| $13.6M | ﹤0.01% |
775,844
+92,263
| +13% | +$1.62M |
|
1502
Timken Company
TKR
$5.4B
| $13.6M | ﹤0.01% |
187,882
-4,793
| -2% | -$348K |
|
|
SGI
1503
Somnigroup International Inc.
SGI
$17.6B
| $13.6M | ﹤0.01% |
200,043
+18,847
| +10% | +$1.28M |
|
1504
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $13.6M | ﹤0.01% |
173,078
-5,433
| -3% | -$426K |
|
1505
Stock Yards Bancorp
SYBT
$2.27B
| $13.5M | ﹤0.01% |
171,367
+79,503
| +87% | +$6.28M |
|
1506
Hasbro
HAS
$11B
| $13.5M | ﹤0.01% |
183,269
-29,002
| -14% | -$2.14M |
|
1507
Evertec
EVTC
$2.14B
| $13.5M | ﹤0.01% |
375,033
-192
| -0.1% | -$6.92K |
|
1508
Tyson Foods
TSN
$19.6B
| $13.5M | ﹤0.01% |
241,493
+62,610
| +35% | +$3.5M |
|
1509
Stellantis
STLA
$26.9B
| $13.5M | ﹤0.01% |
1,346,848
+846,631
| +169% | +$8.49M |
|
1510
BCE
BCE
$22.5B
| $13.5M | ﹤0.01% |
609,028
-9,983
| -2% | -$221K |
|
1511
Davis Select US Equity ETF
DUSA
$796M
| $13.5M | ﹤0.01% |
290,959
+218,573
| +302% | +$10.1M |
|
1512
Pinduoduo
PDD
$178B
| $13.4M | ﹤0.01% |
128,220
+16,553
| +15% | +$1.73M |
|
1513
Dream Finders Homes
DFH
$2.7B
| $13.4M | ﹤0.01% |
533,337
+69,849
| +15% | +$1.76M |
|
1514
First Horizon
FHN
$11.4B
| $13.4M | ﹤0.01% |
631,833
-49,186
| -7% | -$1.04M |
|
1515
Albemarle
ALB
$8.94B
| $13.4M | ﹤0.01% |
213,380
-458,590
| -68% | -$28.7M |
|
1516
Parsons
PSN
$8.18B
| $13.4M | ﹤0.01% |
186,277
+23
| +0% | +$1.65K |
|
1517
SPDR S&P Insurance ETF
KIE
$829M
| $13.4M | ﹤0.01% |
223,552
+19,712
| +10% | +$1.18M |
|
1518
Viper Energy
VNOM
$6.51B
| $13.3M | ﹤0.01% |
349,531
-533
| -0.2% | -$20.3K |
|
1519
Triumph Financial, Inc.
TFIN
$1.4B
| $13.3M | ﹤0.01% |
241,815
+10,652
| +5% | +$587K |
|
1520
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $13.3M | ﹤0.01% |
241,031
+3,279
| +1% | +$181K |
|
1521
AeroVironment
AVAV
$12.1B
| $13.3M | ﹤0.01% |
46,635
+3,490
| +8% | +$994K |
|
1522
The Mosaic Company
MOS
$10.7B
| $13.2M | ﹤0.01% |
363,046
+6,610
| +2% | +$241K |
|
1523
SPDR S&P International Small Cap ETF
GWX
$789M
| $13.2M | ﹤0.01% |
355,986
+96,822
| +37% | +$3.6M |
|
1524
Boyd Gaming
BYD
$6.79B
| $13.2M | ﹤0.01% |
169,132
-80,709
| -32% | -$6.31M |
|
1525
Invesco Water Resources ETF
PHO
$2.21B
| $13.2M | ﹤0.01% |
188,927
-30,213
| -14% | -$2.11M |
|