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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Jabil
JBL
$23B
| $8.1M | ﹤0.01% |
67,629
-59,978
| -47% | -$7.19M |
|
1777
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.35B
| $8.1M | ﹤0.01% |
132,925
+8,726
| +7% | +$532K |
|
1778
Advanced Drainage Systems
WMS
$11B
| $8.09M | ﹤0.01% |
51,479
+3,649
| +8% | +$573K |
|
1779
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
| $8.08M | ﹤0.01% |
126,514
-1,064
| -0.8% | -$67.9K |
|
1780
Deutsche Bank
DB
$71.6B
| $8.07M | ﹤0.01% |
466,002
+6,159
| +1% | +$107K |
|
1781
Wolverine World Wide
WWW
$2.48B
| $8.06M | ﹤0.01% |
462,610
-9,975
| -2% | -$174K |
|
1782
BlackRock Enhanced International Dividend Trust
BGY
$529M
| $8.06M | ﹤0.01% |
1,388,795
+22,394
| +2% | +$130K |
|
1783
Avidity Biosciences
RNA
$5.76B
| $8.05M | ﹤0.01% |
175,341
+41,468
| +31% | +$1.9M |
|
1784
STMicroelectronics
STM
$23.1B
| $8.05M | ﹤0.01% |
270,670
-134,153
| -33% | -$3.99M |
|
1785
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $8.05M | ﹤0.01% |
104,477
-66,581
| -39% | -$5.13M |
|
1786
Endava
DAVA
$537M
| $8.04M | ﹤0.01% |
314,655
-10,383
| -3% | -$265K |
|
1787
Ralph Lauren
RL
$19.1B
| $8.03M | ﹤0.01% |
41,431
+2,554
| +7% | +$495K |
|
1788
Invesco Building & Construction ETF
PKB
$331M
| $8.02M | ﹤0.01% |
100,769
-2,614
| -3% | -$208K |
|
1789
Globe Life
GL
$11.5B
| $8.02M | ﹤0.01% |
75,683
+1,232
| +2% | +$130K |
|
|
EMD
1790
Western Asset Emerging Markets Debt Fund
EMD
$605M
| $8.02M | ﹤0.01% |
787,348
+58,748
| +8% | +$598K |
|
1791
OGE Energy
OGE
$8.96B
| $8.01M | ﹤0.01% |
195,352
-4,274
| -2% | -$175K |
|
1792
Global X Lithium & Battery Tech ETF
LIT
$1.14B
| $7.99M | ﹤0.01% |
183,211
+605
| +0.3% | +$26.4K |
|
1793
Schwab US REIT ETF
SCHH
$8.43B
| $7.97M | ﹤0.01% |
344,088
-12,655
| -4% | -$293K |
|
1794
Lakeland Financial Corp
LKFN
$1.66B
| $7.96M | ﹤0.01% |
122,233
-12,488
| -9% | -$813K |
|
|
EOI
1795
Eaton Vance Enhanced Equity Income Fund
EOI
$880M
| $7.95M | ﹤0.01% |
393,227
+268
| +0.1% | +$5.42K |
|
1796
Amkor Technology
AMKR
$6.29B
| $7.95M | ﹤0.01% |
259,779
+35,619
| +16% | +$1.09M |
|
1797
TechnipFMC
FTI
$16.4B
| $7.93M | ﹤0.01% |
302,513
-356,999
| -54% | -$9.36M |
|
1798
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.57B
| $7.93M | ﹤0.01% |
100,449
+38,326
| +62% | +$3.02M |
|
|
EMO
1799
ClearBridge Energy Midstream Opportunity Fund
EMO
$856M
| $7.89M | ﹤0.01% |
187,020
+177,076
| +1,781% | +$7.47M |
|
1800
CAE Inc
CAE
$8.47B
| $7.89M | ﹤0.01% |
420,018
+87,933
| +26% | +$1.65M |
|