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WELLS FARGO & COMPANY/MN

Q2 2025 · Filed 2025-08-14
Market Value
$452.7B
+9.7%
Holdings
6,259
+122
New Purchases
274
Added To
3,125
Closed
170
Reduced
2,186
Top 10 Concentration
21.2%
Turnover
7.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 2.74% 1.84% +0.89% $12.4B
MSFT 3.64% 2.99% +0.65% $16.5B
AVGO 1.46% 0.98% +0.48% $6.6B
NVDA 2.00% 1.57% +0.43% $9.1B
GOOGL 0.95% 0.70% +0.25% $4.3B
META 1.26% 1.05% +0.21% $5.7B
AXP 0.27% 0.11% +0.16% $1.2B
NFLX 0.42% 0.31% +0.12% $1.9B
KMDA 0.10% 0.00% +0.10% $475M
ORCL 0.29% 0.19% +0.09% $1.3B
CEG 0.24% 0.15% +0.09% $1.1B
AMZN 1.48% 1.39% +0.09% $6.7B
JPM 1.51% 1.43% +0.09% $6.9B
VOO 0.71% 0.64% +0.07% $3.2B
XLK 0.63% 0.56% +0.07% $2.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNH 0.30% 0.82% -0.52% $1.4B
AAPL 2.62% 3.09% -0.47% $11.9B
QQQ 0.88% 1.18% -0.30% $4.0B
CVX 0.57% 0.73% -0.16% $2.6B
TGT 0.10% 0.22% -0.12% $435M
JNJ 0.61% 0.73% -0.12% $2.7B
NKE 0.10% 0.21% -0.11% $444M
BRK-B 0.56% 0.66% -0.10% $2.5B
NEE 0.42% 0.52% -0.10% $1.9B
AMGN 0.45% 0.55% -0.10% $2.0B
PEP 0.33% 0.43% -0.09% $1.5B
PDBC 0.31% 0.40% -0.09% $1.4B
MCD 0.53% 0.62% -0.09% $2.4B
LOW 0.50% 0.59% -0.08% $2.3B
ABBV 0.37% 0.45% -0.08% $1.7B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $182.9B 40.4%
Large Cap 1,085 $227.0B 50.1%
Mid Cap 1,449 $32.2B 7.1%
Small Cap 2,066 $9.6B 2.1%
Micro Cap 1,577 $1.0B 0.2%

Portfolio Analytics

Avg Market Cap
$18.7B
Median Market Cap
$1.2B
Avg P/E
30.9
Median P/E
18.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
4,041
# ETFs / Funds
2,219

Top Holdings (6,259 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.64% 33,100,208 $16.5B $497.41 $4.1B +267,542 +0.8%
2 SPY 2.74% 20,041,967 $12.4B $617.85 $4.8B +6,435,030 +47.3%
3 AAPL 2.62% 57,763,731 $11.9B $205.17 -$908M +322,347 +0.6%
4 IVV 2.43% 17,705,487 $11.0B $620.90 $1.0B -51,245 -0.3%
5 NVDA 2.00% 57,317,603 $9.1B $157.99 $2.6B -2,500,001 -4.2%
6 ITOT 1.77% 59,272,047 $8.0B $135.04 $855M +680,918 +1.2%
7 VO 1.53% 24,779,833 $6.9B $279.83 $737M +817,338 +3.4%
8 JPM 1.51% 23,648,318 $6.9B $289.91 $969M -349,112 -1.4%
9 AMZN 1.48% 30,439,048 $6.7B $219.39 $962M +395,506 +1.3%
10 AVGO 1.46% 23,979,255 $6.6B $275.65 $2.6B -104,317 -0.4%
11 IEFA 1.33% 71,891,273 $6.0B $83.48 $581M +244,726 +0.3%
12 META 1.26% 7,744,212 $5.7B $738.09 $1.4B +200,563 +2.7%
13 AGG 1.22% 55,722,992 $5.5B $99.20 $195M +1,809,802 +3.4%
14 GOOGL 0.95% 24,448,386 $4.3B $176.23 $1.4B +5,770,391 +30.9%
15 QQQ 0.88% 7,228,185 $4.0B $551.64 -$901M -3,195,476 -30.7%
16 GSLC 0.80% 29,751,625 $3.6B $121.38 $316M -180,062 -0.6%
17 IWR 0.80% 39,188,070 $3.6B $91.97 $349M +920,586 +2.4%
18 VEA 0.79% 62,842,959 $3.6B $57.01 $263M -2,460,596 -3.8%
19 IWM 0.74% 15,617,669 $3.4B $215.79 $333M +392,628 +2.6%
20 VOO 0.71% 5,677,797 $3.2B $568.03 $578M +526,521 +10.2%
21 GOOG 0.70% 17,740,601 $3.1B $177.39 $149M -1,448,450 -7.5%
22 IEMG 0.69% 51,848,442 $3.1B $60.03 $380M +1,221,421 +2.4%
23 IJH 0.69% 50,077,411 $3.1B $62.02 $176M -133,180 -0.3%
24 COST 0.68% 3,114,477 $3.1B $989.94 $109M -29,657 -0.9%
25 V 0.64% 8,185,760 $2.9B $355.05 $12M -73,623 -0.9%
26 XLK 0.63% 11,195,015 $2.8B $253.23 $533M +47,902 +0.4%
27 JNJ 0.61% 17,929,336 $2.7B $152.75 -$255M -120,964 -0.7%
28 WMT 0.60% 27,882,469 $2.7B $97.78 $379M +1,149,736 +4.3%
29 CSCO 0.59% 38,509,713 $2.7B $69.38 $247M -778,472 -2.0%
30 BLK 0.58% 2,491,742 $2.6B $1,049.25 $182M -77,892 -3.0%
31 CVX 0.57% 18,116,796 $2.6B $143.19 -$425M +66,953 +0.4%
32 BRK-B 0.56% 5,222,912 $2.5B $485.77 -$198M +86,550 +1.7%
33 LLY 0.54% 3,119,317 $2.4B $779.53 -$18M +153,508 +5.2%
34 MCD 0.53% 8,171,839 $2.4B $292.17 -$151M +46,591 +0.6%
35 ABT 0.52% 17,188,613 $2.3B $136.01 $58M -1,588 -0.0%
36 LOW 0.50% 10,263,070 $2.3B $221.87 -$140M -99,504 -1.0%
37 PG 0.50% 14,262,895 $2.3B $159.32 -$139M +114,554 +0.8%
38 ADP 0.49% 7,249,709 $2.2B $308.40 -$74M -308,685 -4.1%
39 VIG 0.48% 10,672,568 $2.2B $204.67 $125M +54,394 +0.5%
40 HD 0.47% 5,840,127 $2.1B $366.64 $5M +11,461 +0.2%
41 VWO 0.47% 42,922,654 $2.1B $49.46 $190M +209,754 +0.5%
42 ADI 0.46% 8,679,993 $2.1B $238.02 $279M -181,498 -2.0%
43 AMGN 0.45% 7,310,959 $2.0B $279.21 -$218M +59,477 +0.8%
44 IUSB 0.44% 43,286,451 $2.0B $46.23 $52M +994,839 +2.4%
45 NEE 0.42% 27,691,490 $1.9B $69.42 -$233M -2,718,958 -8.9%
46 ACN 0.42% 6,425,587 $1.9B $298.89 -$79M +17,024 +0.3%
47 NFLX 0.42% 1,428,849 $1.9B $1,339.13 $645M +68,781 +5.1%
48 PSX 0.41% 15,624,294 $1.9B $119.30 -$106M -329,455 -2.1%
49 BND 0.41% 25,247,145 $1.9B $73.63 $45M +553,706 +2.2%
50 IWF 0.40% 4,309,234 $1.8B $424.58 $245M -80,381 -1.8%
51 VUG 0.40% 4,121,901 $1.8B $438.40 $352M +198,975 +5.1%
52 LIN 0.40% 3,849,109 $1.8B $469.18 -$42M -120,484 -3.0%
53 IJR 0.40% 16,436,847 $1.8B $109.29 $5M -694,556 -4.0%
54 VTI 0.38% 5,677,559 $1.7B $303.93 $108M -207,247 -3.5%
55 IVW 0.38% 15,574,920 $1.7B $110.10 $273M +39,488 +0.2%
56 GD 0.38% 5,861,657 $1.7B $291.66 $85M -97,632 -1.6%
57 ITW 0.38% 6,871,032 $1.7B $247.25 -$32M -107,356 -1.5%
58 ABBV 0.37% 9,042,748 $1.7B $185.62 -$191M +118,090 +1.3%
59 CB 0.37% 5,780,999 $1.7B $289.72 -$85M -45,045 -0.8%
60 EMB 0.37% 18,046,629 $1.7B $92.62 $62M +284,692 +1.6%
61 GE 0.37% 6,437,091 $1.7B $257.39 $422M +268,833 +4.4%
62 SBUX 0.36% 17,929,527 $1.6B $91.63 -$160M -445,658 -2.4%
63 AFL 0.34% 14,720,912 $1.6B $105.46 -$116M -287,800 -1.9%
64 PEP 0.33% 11,377,219 $1.5B $132.04 -$253M -329,861 -2.8%
65 USHY 0.33% 39,789,440 $1.5B $37.51 $85M +1,555,458 +4.1%
66 MA 0.33% 2,648,860 $1.5B $561.94 $83M +85,484 +3.3%
67 XOM 0.33% 13,701,975 $1.5B $107.80 -$82M +588,873 +4.5%
68 SPGI 0.32% 2,783,024 $1.5B $527.29 $56M +5,678 +0.2%
69 BAC 0.32% 30,608,736 $1.4B $47.32 $152M -451,928 -1.4%
70 EMR 0.32% 10,840,275 $1.4B $133.33 $240M -155,933 -1.4%
71 PDBC 0.31% 108,087,585 $1.4B $13.04 -$240M -12,951,222 -10.7%
72 VB 0.31% 5,868,185 $1.4B $236.98 $101M +51,278 +0.9%
73 TSLA 0.31% 4,370,149 $1.4B $317.66 $218M -144,113 -3.2%
74 RTX 0.30% 9,415,446 $1.4B $146.02 $129M +13,706 +0.1%
75 IBM 0.30% 4,623,748 $1.4B $294.78 $263M +198,103 +4.5%
76 EFA 0.30% 15,213,703 $1.4B $89.39 $171M +662,715 +4.5%
77 UNH 0.30% 4,355,994 $1.4B $311.97 -$2.0B -2,079,186 -32.3%
78 XLF 0.29% 25,446,566 $1.3B $52.37 $205M +2,803,876 +12.4%
79 VTV 0.29% 7,528,265 $1.3B $176.74 $100M +407,065 +5.7%
80 PAYX 0.29% 8,972,130 $1.3B $145.46 -$135M -365,031 -3.9%
81 ORCL 0.29% 5,919,378 $1.3B $218.63 $504M +269,146 +4.8%
82 GLD 0.28% 4,143,566 $1.3B $304.83 $9M -208,583 -4.8%
83 RSP 0.28% 6,934,162 $1.3B $181.74 $17M -241,403 -3.4%
84 XLE 0.28% 14,775,411 $1.3B $84.81 -$77M +542,174 +3.8%
85 LHX 0.28% 4,981,795 $1.2B $250.84 $182M -117,365 -2.3%
86 IVE 0.27% 6,300,593 $1.2B $195.42 $36M +30,882 +0.5%
87 BIV 0.27% 15,858,672 $1.2B $77.34 $288M +3,603,992 +29.4%
88 AXP 0.27% 3,808,279 $1.2B $318.98 $759M +2,115,312 +125.0%
89 ETN 0.26% 3,241,180 $1.2B $356.99 $257M -69,297 -2.1%
90 CEG 0.24% 3,406,529 $1.1B $322.76 $483M +349,899 +11.4%
91 CRM 0.24% 4,007,498 $1.1B $272.69 $192M +650,192 +19.4%
92 GWW 0.23% 1,018,124 $1.1B $1,040.24 $34M -19,184 -1.9%
93 C 0.23% 12,252,322 $1.0B $85.12 $167M -82,573 -0.7%
94 MUB 0.23% 9,817,911 $1.0B $104.48 -$36M -250,023 -2.5%
95 VGT 0.22% 1,532,384 $1.0B $663.28 $202M +30,480 +2.0%
96 PANW 0.22% 4,792,666 $981M $204.64 $113M -293,897 -5.8%
97 IWD 0.21% 4,987,282 $969M $194.23 $100M +371,477 +8.1%
98 GS 0.21% 1,361,125 $963M $707.75 $199M -37,986 -2.7%
99 QUAL 0.21% 5,209,058 $952M $182.82 $30M -190,047 -3.5%
100 UBER 0.21% 10,200,795 $952M $93.30 $363M +2,114,390 +26.1%

Options Breakdown

271 Calls $9.9B Call Value 350 Puts $18.5B Put Value 1.88 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 5,026,200 $2.8B
IWM 10,026,700 $2.2B
SPY 1,381,000 $853M
GLD 1,476,800 $450M
APO 1,790,000 $254M
EEM 4,226,700 $204M
EFA 2,079,400 $186M
NEE 2,196,800 $153M
IQV 750,000 $118M
TLT 1,124,000 $99M

Top Puts

SymbolSharesValueStatus
QQQ 7,087,000 $3.9B
IWM 11,229,900 $2.4B
SPY 3,842,300 $2.4B
HYG 18,330,100 $1.5B
NVDA 3,747,400 $592M
ABC 1,700,000 $510M
AAPL 2,263,400 $464M
APO 2,900,000 $411M
LLY 454,100 $354M
TSLA 1,001,200 $318M

New Positions

SymbolValue% Port
B $35M 0.01%
XHLF $24M 0.01%
JMTG $23M 0.01%
RKLB $22M —%
TPYP $14M —%
RAL $7M —%
LDRX $5M —%
SMIG $4M —%
FRGE $3M —%
BGIG $2M —%
BKCG $2M —%
IMFL $2M —%
CRCL $1M —%
DEA $778K —%
SMA $735K —%

Sold Out Positions

SymbolValue% Port
DLNG —%
STEM —%
AHT —%
CDLR —%
CIB —%
CPIX —%
GRVY —%
ICMB —%
HNVR —%
AIRG —%
AAME —%
EVO —%
BWAY —%
MBIO —%
BSBK —%
View SEC EDGAR Filings for WELLS FARGO & COMPANY/MN →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms