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 |
NextEra Energy, Inc.
NEE
|
$1.87B |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$920M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$655M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$654M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$629M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.79T
| $11.6B | 2.8% | 52,285,645 +1,358,608 | +3% | +$302M |
|
2
Apple
AAPL
$3.45T
| $11B | 2.66% | 83,228,456 +1,319,969 | +2% | +$175M |
|
3
iShares Core S&P 500 ETF
IVV
$665B
| $7.32B | 1.76% | 19,489,587 +126,967 | +0.7% | +$47.7M |
|
4
Amazon
AMZN
$2.47T
| $6.55B | 1.58% | 2,010,519 +83,012 | +4% | +$270M |
|
5
iShares Core US Aggregate Bond ETF
AGG
$130B
| $6B | 1.44% | 50,761,248 +1,815,828 | +4% | +$215M |
|
|
6
iShares Russell 2000 ETF
IWM
$66.2B
| $5.21B | 1.25% | 26,595,357 +3,341,960 | +14% | +$655M |
|
7
Vanguard Mid-Cap ETF
VO
$87.8B
| $5.11B | 1.23% | 24,710,449 +102,758 | +0.4% | +$21.2M |
|
8
SPDR S&P 500 ETF Trust
SPY
$663B
| $3.84B | 0.92% | 10,271,447 -1,108,439 | -10% | -$414M |
|
9
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $3.54B | 0.85% | 75,078,684 -8,386,000 | -10% | -$396M |
|
10
Johnson & Johnson
JNJ
$426B
| $3.54B | 0.85% | 22,511,468 +830,409 | +4% | +$131M |
|
11
JPMorgan Chase
JPM
$828B
| $3.54B | 0.85% | 27,836,085 +384,689 | +1% | +$48.9M |
|
12
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $3B | 0.72% | 48,368,080 +6,831,052 | +16% | +$424M |
|
13
Alphabet (Google) Class A
GOOGL
$2.56T
| $2.94B | 0.71% | 1,675,653 -18,612 | -1% | -$32.6M |
|
14
UnitedHealth
UNH
$274B
| $2.9B | 0.7% | 8,272,137 +550,719 | +7% | +$193M |
|
15
iShares Core S&P Total US Stock Market ETF
ITOT
$75.5B
| $2.89B | 0.69% | 33,463,983 -1,476,677 | -4% | -$127M |
|
16
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $2.88B | 0.69% | 12,525,459 -532,571 | -4% | -$122M |
|
17
Meta Platforms (Facebook)
META
$1.89T
| $2.85B | 0.69% | 10,440,947 +578,253 | +6% | +$158M |
|
18
Vanguard FTSE Emerging Markets ETF
VWO
$96.6B
| $2.85B | 0.68% | 56,809,548 +20,995 | +0% | +$1.05M |
|
|
19
Alphabet (Google) Class C
GOOG
$2.57T
| $2.78B | 0.67% | 1,584,141 +29,076 | +2% | +$50.9M |
|
20
Home Depot
HD
$406B
| $2.76B | 0.66% | 10,391,613 +61,862 | +0.6% | +$16.4M |
|
21
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $2.76B | 0.66% | 40,190,314 -198,400 | -0.5% | -$13.6M |
|
22
Procter & Gamble
PG
$365B
| $2.72B | 0.66% | 19,583,759 -127,666 | -0.6% | -$17.8M |
|
23
Cisco
CSCO
$271B
| $2.54B | 0.61% | 56,794,013 +2,433,678 | +4% | +$109M |
|
|
24
NextEra Energy, Inc.
NEE
$148B
| $2.5B | 0.6% | 32,421,715 +24,185,573 | +294% | +$1.87B |
|
25
Visa
V
$680B
| $2.49B | 0.6% | 11,382,921 -149,863 | -1% | -$32.8M |
|