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 | |
|---|---|---|---|---|---|---|
2226
Goodyear
GT
$2.43B
| $4.71M | ﹤0.01% |
453,846
+34,943
| +8% | +$362K |
|
2227
Uranium Energy
UEC
$5.27B
| $4.7M | ﹤0.01% |
691,753
-41,073
| -6% | -$279K |
|
2228
Gentex
GNTX
$6.25B
| $4.7M | ﹤0.01% |
213,615
-29,690
| -12% | -$653K |
|
2229
Graphic Packaging
GPK
$6.14B
| $4.69M | ﹤0.01% |
222,774
+16,346
| +8% | +$344K |
|
2230
Invesco Global Water ETF
PIO
$275M
| $4.69M | ﹤0.01% |
105,059
-2,368
| -2% | -$106K |
|
2231
Viking Therapeutics
VKTX
$2.79B
| $4.69M | ﹤0.01% |
177,068
+81,596
| +85% | +$2.16M |
|
2232
Crawford & Co Class A
CRD.A
$527M
| $4.69M | ﹤0.01% |
443,498
+801
| +0.2% | +$8.48K |
|
2233
Autoliv
ALV
$9.68B
| $4.68M | ﹤0.01% |
41,832
-21,578
| -34% | -$2.41M |
|
2234
Sarepta Therapeutics
SRPT
$1.82B
| $4.67M | ﹤0.01% |
273,056
+124,227
| +83% | +$2.12M |
|
2235
Nuveen Core Plus Impact Fund
NPCT
$319M
| $4.66M | ﹤0.01% |
415,802
+22,361
| +6% | +$251K |
|
2236
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$143M
| $4.66M | ﹤0.01% |
86,554
+5,628
| +7% | +$303K |
|
2237
Avantis Core Fixed Income ETF
AVIG
$1.23B
| $4.66M | ﹤0.01% |
111,883
-93,400
| -45% | -$3.89M |
|
2238
Klaviyo
KVYO
$9.36B
| $4.63M | ﹤0.01% |
137,999
+130,297
| +1,692% | +$4.38M |
|
2239
Atmus Filtration Technologies
ATMU
$3.81B
| $4.63M | ﹤0.01% |
127,197
-75,390
| -37% | -$2.75M |
|
2240
News Corp Class A
NWSA
$16.5B
| $4.63M | ﹤0.01% |
155,631
+2,483
| +2% | +$73.8K |
|
2241
A10 Networks
ATEN
$1.26B
| $4.61M | ﹤0.01% |
238,446
+56,736
| +31% | +$1.1M |
|
2242
BILL Holdings
BILL
$5.19B
| $4.61M | ﹤0.01% |
99,638
-47,370
| -32% | -$2.19M |
|
2243
The Bancorp
TBBK
$3.5B
| $4.6M | ﹤0.01% |
80,765
-41,573
| -34% | -$2.37M |
|
2244
Invesco Biotechnology & Genome ETF
PBE
$224M
| $4.6M | ﹤0.01% |
71,729
-882
| -1% | -$56.5K |
|
2245
Pacer Trendpilot US Bond ETF
PTBD
$131M
| $4.59M | ﹤0.01% |
232,421
+12,979
| +6% | +$256K |
|
2246
Gorman-Rupp
GRC
$1.13B
| $4.59M | ﹤0.01% |
124,902
+1,469
| +1% | +$53.9K |
|
2247
ProShares Large Cap Core Plus
CSM
$474M
| $4.59M | ﹤0.01% |
65,075
-1,808
| -3% | -$127K |
|
|
LGI
2248
Lazard Global Total Return & Income Fund
LGI
$228M
| $4.58M | ﹤0.01% |
272,624
+53,342
| +24% | +$896K |
|
2249
Bio-Rad Laboratories Class A
BIO
$7.59B
| $4.57M | ﹤0.01% |
18,954
-4,669
| -20% | -$1.13M |
|
|
LIF
2250
Life360
LIF
$7.77B
| $4.57M | ﹤0.01% |
70,067
+59,668
| +574% | +$3.89M |
|