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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Global X Silver Miners ETF NEW
SIL
$3.19B
| $9.82M | ﹤0.01% |
314,802
-19,502
| -6% | -$608K |
|
1577
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $9.8M | ﹤0.01% |
105,709
+6,335
| +6% | +$587K |
|
1578
Diamond Hill
DHIL
$387M
| $9.8M | ﹤0.01% |
69,609
-7,031
| -9% | -$990K |
|
1579
Peabody Energy
BTU
$2.24B
| $9.8M | ﹤0.01% |
442,916
+350,975
| +382% | +$7.76M |
|
1580
Antero Resources
AR
$10.2B
| $9.79M | ﹤0.01% |
300,134
-13,268
| -4% | -$433K |
|
1581
monday.com
MNDY
$9.9B
| $9.79M | ﹤0.01% |
40,643
+14,535
| +56% | +$3.5M |
|
1582
CSG Systems International
CSGS
$1.86B
| $9.78M | ﹤0.01% |
237,634
-80,243
| -25% | -$3.3M |
|
1583
Lattice Semiconductor
LSCC
$8.82B
| $9.77M | ﹤0.01% |
168,557
+52,947
| +46% | +$3.07M |
|
1584
Dynatrace
DT
$14.8B
| $9.75M | ﹤0.01% |
217,866
+19,449
| +10% | +$870K |
|
1585
Wayfair
W
$11.4B
| $9.73M | ﹤0.01% |
184,619
+14,622
| +9% | +$771K |
|
1586
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$394M
| $9.73M | ﹤0.01% |
405,596
+8,767
| +2% | +$210K |
|
1587
SPDR S&P Emerging Asia Pacific ETF
GMF
$390M
| $9.73M | ﹤0.01% |
87,366
+5,112
| +6% | +$569K |
|
1588
Freedom 100 Emerging Markets ETF
FRDM
$1.4B
| $9.73M | ﹤0.01% |
275,519
+51,808
| +23% | +$1.83M |
|
1589
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $9.68M | ﹤0.01% |
397,036
-41,136
| -9% | -$1M |
|
1590
Sea Limited
SE
$116B
| $9.67M | ﹤0.01% |
135,363
+67,029
| +98% | +$4.79M |
|
1591
Advance Auto Parts
AAP
$3.66B
| $9.64M | ﹤0.01% |
152,237
-8,824
| -5% | -$559K |
|
1592
Digi International
DGII
$1.33B
| $9.62M | ﹤0.01% |
419,613
-32,707
| -7% | -$750K |
|
1593
Prosperity Bancshares
PB
$6.44B
| $9.61M | ﹤0.01% |
157,241
-23,490
| -13% | -$1.44M |
|
1594
Selective Insurance
SIGI
$4.81B
| $9.59M | ﹤0.01% |
102,226
-4,929
| -5% | -$462K |
|
1595
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$591M
| $9.59M | ﹤0.01% |
183,053
-14,602
| -7% | -$765K |
|
1596
Assured Guaranty
AGO
$3.93B
| $9.58M | ﹤0.01% |
124,144
-14,162
| -10% | -$1.09M |
|
|
ETG
1597
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.62B
| $9.56M | ﹤0.01% |
513,516
+41,825
| +9% | +$778K |
|
1598
BlackRock Enhanced Global Dividend Trust
BOE
$650M
| $9.55M | ﹤0.01% |
900,527
+37,525
| +4% | +$398K |
|
1599
Synchrony
SYF
$28B
| $9.53M | ﹤0.01% |
202,042
-30,164
| -13% | -$1.42M |
|
1600
Pinnacle Financial Partners
PNFP
$7.55B
| $9.52M | ﹤0.01% |
118,975
+1,534
| +1% | +$123K |
|