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 FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard FTSE Emerging Markets ETF
VWO
$96.6B
| $2.61B | 1.35% | +67,307,390 | New | +$2.61B |
|
|
2
Apple
AAPL
$3.45T
| $2.46B | 1.27% | +6,213,156 | New | +$2.46B |
|
|
3
Vanguard Real Estate ETF
VNQ
$34.4B
| $1.99B | 1.03% | +29,008,560 | New | +$1.99B |
|
|
4
Alphabet (Google) Class C
GOOG
$2.57T
| $1.98B | 1.03% | +2,251,499 | New | +$1.98B |
|
|
5
Exxon Mobil
XOM
$483B
| $1.86B | 0.96% | +20,615,760 | New | +$1.86B |
|
6
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $1.67B | 0.86% | +46,877,313 | New | +$1.67B |
|
7
iShares MSCI EAFE ETF
EFA
$66.4B
| $1.53B | 0.79% | +26,779,206 | New | +$1.53B |
|
8
IBM
IBM
$229B
| $1.48B | 0.77% | +7,751,737 | New | +$1.48B |
|
9
Chevron
CVX
$321B
| $1.48B | 0.76% | +12,483,222 | New | +$1.48B |
|
10
Microsoft
MSFT
$3.79T
| $1.44B | 0.74% | +41,658,008 | New | +$1.44B |
|
11
Johnson & Johnson
JNJ
$426B
| $1.43B | 0.74% | +16,698,969 | New | +$1.43B |
|
12
iShares Core S&P Small-Cap ETF
IJR
$85.4B
| $1.41B | 0.73% | +15,596,921 | New | +$1.41B |
|
13
GE Aerospace
GE
$290B
| $1.41B | 0.73% | +60,659,835 | New | +$1.41B |
|
14
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.4B | 0.72% | +12,124,348 | New | +$1.4B |
|
15
JPMorgan Chase
JPM
$828B
| $1.31B | 0.68% | +24,725,435 | New | +$1.31B |
|
16
iShares Core S&P 500 ETF
IVV
$665B
| $1.29B | 0.67% | +8,027,957 | New | +$1.29B |
|
17
Bank of America
BAC
$374B
| $1.24B | 0.64% | +96,801,239 | New | +$1.24B |
|
18
eBay
EBAY
$42.4B
| $1.2B | 0.62% | +23,223,973 | New | +$1.2B |
|
19
SPDR Dow Jones International Real Estate ETF
RWX
$311M
| $1.14B | 0.59% | +28,689,726 | New | +$1.14B |
|
20
Qualcomm
QCOM
$174B
| $1.14B | 0.59% | +18,667,031 | New | +$1.14B |
|
21
SPDR S&P 500 ETF Trust
SPY
$663B
| $1.14B | 0.59% | +7,105,099 | New | +$1.14B |
|
22
Home Depot
HD
$406B
| $1.09B | 0.57% | +14,125,191 | New | +$1.09B |
|
23
PepsiCo
PEP
$201B
| $1.03B | 0.53% | +12,606,738 | New | +$1.03B |
|
24
AT&T
T
$207B
| $989M | 0.51% | +27,938,466 | New | +$989M |
|
25
Procter & Gamble
PG
$365B
| $987M | 0.51% | +12,821,793 | New | +$987M |
|