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WELLS FARGO & COMPANY/MN

Q3 2025 · Filed 2025-11-13
Market Value
$488.1B
+7.8%
Holdings
6,332
+73
New Purchases
243
Added To
3,417
Closed
246
Reduced
1,900
Top 10 Concentration
21.1%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.13% 2.62% +0.51% $15.3B
GOOGL 1.44% 0.95% +0.48% $7.0B
NVDA 2.29% 2.00% +0.29% $11.2B
AVGO 1.66% 1.46% +0.20% $8.1B
GOOG 0.88% 0.70% +0.19% $4.3B
TSLA 0.49% 0.31% +0.19% $2.4B
IVV 2.57% 2.43% +0.14% $12.5B
XLF 0.42% 0.29% +0.13% $2.0B
ITOT 1.89% 1.77% +0.12% $9.2B
BIV 0.39% 0.27% +0.12% $1.9B
AMD 0.30% 0.19% +0.11% $1.5B
VEU 0.13% 0.03% +0.10% $621M
JNJ 0.70% 0.61% +0.10% $3.4B
AGG 1.31% 1.22% +0.09% $6.4B
IEMG 0.78% 0.69% +0.09% $3.8B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 1.41% 2.74% -1.33% $6.9B
ACN 0.30% 0.42% -0.12% $1.5B
VTWO 0.07% 0.16% -0.09% $340M
CL 0.06% 0.15% -0.09% $301M
CB 0.28% 0.37% -0.09% $1.4B
IWM 0.65% 0.74% -0.09% $3.2B
AFL 0.25% 0.34% -0.09% $1.2B
XLE 0.19% 0.28% -0.09% $932M
COST 0.60% 0.68% -0.08% $2.9B
V 0.57% 0.64% -0.08% $2.8B
NFLX 0.36% 0.42% -0.07% $1.7B
ADP 0.43% 0.49% -0.06% $2.1B
MMC 0.11% 0.17% -0.06% $538M
PAYX 0.23% 0.29% -0.06% $1.1B
MSFT 3.58% 3.64% -0.06% $17.5B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $201.0B 41.2%
Large Cap 1,085 $241.3B 49.4%
Mid Cap 1,458 $34.2B 7.0%
Small Cap 2,090 $10.6B 2.2%
Micro Cap 1,617 $1.1B 0.2%

Portfolio Analytics

Avg Market Cap
$18.5B
Median Market Cap
$1.2B
Avg P/E
30.8
Median P/E
18.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
4,051
# ETFs / Funds
2,282

Top Holdings (6,332 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.58% 33,724,405 $17.5B $517.95 $1.0B +624,197 +1.9%
2 AAPL 3.13% 59,985,271 $15.3B $254.63 $3.4B +2,221,540 +3.9%
3 IVV 2.57% 18,747,397 $12.5B $669.30 $1.6B +1,041,910 +5.9%
4 NVDA 2.29% 59,791,557 $11.2B $186.58 $2.1B +2,473,954 +4.3%
5 ITOT 1.89% 63,192,828 $9.2B $145.65 $1.2B +3,920,781 +6.6%
6 AVGO 1.66% 24,593,712 $8.1B $329.91 $1.5B +614,457 +2.6%
7 VO 1.58% 26,204,917 $7.7B $293.74 $763M +1,425,084 +5.8%
8 JPM 1.50% 23,225,940 $7.3B $315.43 $470M -422,378 -1.8%
9 GOOGL 1.44% 28,840,366 $7.0B $243.10 $2.7B +4,391,980 +18.0%
10 AMZN 1.43% 31,741,485 $7.0B $219.57 $291M +1,302,437 +4.3%
11 SPY 1.41% 10,307,385 $6.9B $666.18 -$5.5B -9,734,582 -48.6%
12 IEFA 1.36% 76,220,414 $6.7B $87.31 $653M +4,329,141 +6.0%
13 AGG 1.31% 63,845,735 $6.4B $100.25 $873M +8,122,743 +14.6%
14 META 1.30% 8,665,322 $6.4B $734.38 $648M +921,110 +11.9%
15 GOOG 0.88% 17,716,982 $4.3B $243.55 $1.2B -23,619 -0.1%
16 QQQ 0.84% 6,856,293 $4.1B $600.37 $129M -371,892 -5.2%
17 IWR 0.80% 40,247,719 $3.9B $96.55 $282M +1,059,649 +2.7%
18 VEA 0.78% 63,486,145 $3.8B $59.92 $221M +643,186 +1.0%
19 IEMG 0.78% 57,488,391 $3.8B $65.92 $677M +5,639,949 +10.9%
20 GSLC 0.74% 27,845,913 $3.6B $130.28 $17M -1,905,712 -6.4%
21 VOO 0.73% 5,857,229 $3.6B $612.38 $362M +179,432 +3.2%
22 IJH 0.70% 52,504,470 $3.4B $65.26 $321M +2,427,059 +4.8%
23 JNJ 0.70% 18,452,674 $3.4B $185.42 $683M +523,338 +2.9%
24 XLK 0.67% 11,566,134 $3.3B $281.86 $425M +371,119 +3.3%
25 IWM 0.65% 13,162,753 $3.2B $241.96 -$185M -2,454,916 -15.7%
26 BLK 0.60% 2,526,735 $2.9B $1,165.87 $331M +34,993 +1.4%
27 COST 0.60% 3,165,920 $2.9B $925.63 -$153M +51,443 +1.6%
28 WMT 0.60% 28,287,708 $2.9B $103.06 $189M +405,239 +1.4%
29 CVX 0.59% 18,654,031 $2.9B $155.29 $303M +537,235 +3.0%
30 V 0.57% 8,095,650 $2.8B $341.38 -$143M -90,110 -1.1%
31 CSCO 0.54% 38,344,455 $2.6B $68.42 -$48M -165,258 -0.4%
32 BRK-B 0.52% 5,096,674 $2.6B $502.74 $25M -126,238 -2.4%
33 LOW 0.52% 10,169,070 $2.6B $251.31 $279M -94,000 -0.9%
34 LLY 0.50% 3,223,425 $2.5B $763.00 $28M +104,108 +3.3%
35 VWO 0.50% 44,986,245 $2.4B $54.18 $314M +2,063,591 +4.8%
36 MCD 0.50% 7,972,339 $2.4B $303.89 $35M -199,500 -2.4%
37 TSLA 0.49% 5,421,855 $2.4B $444.72 $1.0B +1,051,706 +24.1%
38 HD 0.49% 5,922,774 $2.4B $405.19 $259M +82,647 +1.4%
39 VIG 0.47% 10,586,038 $2.3B $215.79 $100M -86,530 -0.8%
40 ABT 0.46% 16,707,340 $2.2B $133.94 -$100M -481,273 -2.8%
41 IUSB 0.45% 46,615,088 $2.2B $46.71 $176M +3,328,637 +7.7%
42 PG 0.44% 14,102,837 $2.2B $153.65 -$105M -160,058 -1.1%
43 ADI 0.44% 8,719,326 $2.1B $245.70 $76M +39,333 +0.5%
44 ABBV 0.43% 9,127,140 $2.1B $231.54 $435M +84,392 +0.9%
45 NEE 0.43% 27,850,384 $2.1B $75.49 $180M +158,894 +0.6%
46 ADP 0.43% 7,137,540 $2.1B $293.50 -$141M -112,169 -1.6%
47 PSX 0.42% 15,103,967 $2.1B $136.02 $190M -520,327 -3.3%
48 XLF 0.42% 38,005,847 $2.0B $53.87 $715M +12,559,281 +49.4%
49 GE 0.42% 6,769,204 $2.0B $300.82 $379M +332,113 +5.2%
50 IWF 0.42% 4,343,006 $2.0B $468.41 $205M +33,772 +0.8%
51 VUG 0.41% 4,212,700 $2.0B $479.61 $213M +90,799 +2.2%
52 AMGN 0.41% 7,157,373 $2.0B $282.20 -$21M -153,586 -2.1%
53 BND 0.40% 26,117,435 $1.9B $74.37 $83M +870,290 +3.5%
54 BIV 0.39% 24,276,825 $1.9B $78.09 $669M +8,418,153 +53.1%
55 VTI 0.38% 5,642,393 $1.9B $328.17 $126M -35,166 -0.6%
56 LIN 0.38% 3,889,642 $1.8B $475.00 $42M +40,533 +1.1%
57 IJR 0.37% 15,402,744 $1.8B $118.83 $34M -1,034,103 -6.3%
58 IVW 0.37% 14,940,940 $1.8B $120.72 $89M -633,980 -4.1%
59 EMB 0.36% 18,668,812 $1.8B $95.19 $106M +622,183 +3.5%
60 ITW 0.36% 6,768,520 $1.8B $260.76 $66M -102,512 -1.5%
61 NFLX 0.36% 1,450,352 $1.7B $1,198.92 -$175M +21,503 +1.5%
62 SBUX 0.34% 19,721,234 $1.7B $84.60 $26M +1,791,707 +10.0%
63 AXP 0.34% 5,005,648 $1.7B $332.16 $448M +1,197,369 +31.4%
64 ORCL 0.34% 5,817,749 $1.6B $281.24 $342M -101,629 -1.7%
65 BAC 0.33% 31,685,987 $1.6B $51.59 $186M +1,077,251 +3.5%
66 PEP 0.33% 11,399,700 $1.6B $140.44 $99M +22,481 +0.2%
67 MA 0.32% 2,777,812 $1.6B $568.81 $92M +128,952 +4.9%
68 USHY 0.32% 41,786,383 $1.6B $37.78 $86M +1,996,943 +5.0%
69 GD 0.32% 4,594,145 $1.6B $341.00 -$143M -1,267,512 -21.6%
70 VB 0.32% 6,111,140 $1.6B $254.28 $163M +242,955 +4.1%
71 RTX 0.31% 9,073,582 $1.5B $167.33 $143M -341,864 -3.6%
72 LHX 0.31% 4,955,201 $1.5B $305.41 $264M -26,594 -0.5%
73 GLD 0.31% 4,239,738 $1.5B $355.47 $244M +96,172 +2.3%
74 ACN 0.30% 5,981,830 $1.5B $246.60 -$445M -443,757 -6.9%
75 XOM 0.30% 13,000,307 $1.5B $112.75 -$11M -701,668 -5.1%
76 AMD 0.30% 9,024,327 $1.5B $161.79 $583M +2,844,393 +46.0%
77 EFA 0.30% 15,573,782 $1.5B $93.37 $94M +360,079 +2.4%
78 VTV 0.29% 7,704,993 $1.4B $186.49 $106M +176,728 +2.4%
79 EMR 0.29% 10,706,060 $1.4B $131.18 -$41M -134,215 -1.2%
80 CB 0.28% 4,805,937 $1.4B $282.25 -$318M -975,062 -16.9%
81 SPGI 0.28% 2,770,535 $1.3B $486.71 -$119M -12,489 -0.5%
82 PDBC 0.28% 100,043,615 $1.3B $13.43 -$66M -8,043,970 -7.4%
83 CEG 0.28% 4,082,831 $1.3B $329.07 $244M +676,302 +19.9%
84 IBM 0.26% 4,578,248 $1.3B $282.16 -$71M -45,500 -1.0%
85 IVE 0.26% 6,143,986 $1.3B $206.51 $38M -156,607 -2.5%
86 RSP 0.26% 6,667,447 $1.3B $189.70 $5M -266,715 -3.9%
87 C 0.25% 12,223,800 $1.2B $101.50 $198M -28,522 -0.2%
88 AFL 0.25% 11,091,727 $1.2B $111.70 -$314M -3,629,185 -24.6%
89 ETN 0.25% 3,274,387 $1.2B $374.25 $68M +33,207 +1.0%
90 UNH 0.25% 3,497,677 $1.2B $345.30 -$151M -858,317 -19.7%
91 VGT 0.23% 1,525,011 $1.1B $746.63 $122M -7,373 -0.5%
92 PANW 0.23% 5,580,894 $1.1B $203.62 $156M +788,228 +16.4%
93 TSM 0.23% 4,036,323 $1.1B $279.29 $238M +110,390 +2.8%
94 CRM 0.23% 4,749,155 $1.1B $237.00 $33M +741,657 +18.5%
95 PAYX 0.23% 8,812,159 $1.1B $126.76 -$188M -159,971 -1.8%
96 UBER 0.22% 10,907,365 $1.1B $97.97 $117M +706,570 +6.9%
97 MUB 0.22% 9,987,480 $1.1B $106.49 $38M +169,569 +1.7%
98 GS 0.22% 1,325,838 $1.1B $796.35 $92M -35,287 -2.6%
99 PLTR 0.21% 5,728,789 $1.0B $182.42 $436M +1,260,375 +28.2%
100 PLD 0.20% 8,731,565 $1000M $114.52 $443M +3,435,704 +64.9%

Options Breakdown

250 Calls $12.1B Call Value 342 Puts $23.6B Put Value 1.96 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 8,363,400 $5.0B
IWM 8,088,800 $2.0B
SPY 1,242,200 $828M
APO 1,790,000 $239M
EEM 3,610,000 $193M
COIN 567,100 $191M
AAPL 626,500 $160M
EFA 1,696,200 $158M
HYG 1,797,700 $146M
IQV 750,000 $142M

Top Puts

SymbolSharesValueStatus
QQQ 6,947,800 $4.2B
SPY 4,879,400 $3.3B
IWM 12,327,600 $3.0B
HYG 18,743,900 $1.5B
AAPL 3,657,900 $931M
NVDA 4,601,900 $859M
AMD 3,840,600 $621M
LLY 653,700 $499M
TSLA 1,045,600 $465M
APO 3,050,000 $406M

New Positions

SymbolValue% Port
JFLX $53M 0.01%
HGER $20M —%
VNOM $16M —%
CGGE $16M —%
BDYN $12M —%
CGMM $10M —%
PSKY $9M —%
BDVL $8M —%
PCI $8M —%
PENG $5M —%
CGIB $5M —%
UNIT $3M —%
FIG $3M —%
EVLN $3M —%
JBND $3M —%

Sold Out Positions

SymbolValue% Port
TLYS —%
SOS —%
SST —%
GCTS —%
CGAU —%
BSBR —%
CHPT —%
PNI —%
JHX —%
ANRO —%
SRI —%
SUPV —%
LND —%
SSB —%
BUFD —%
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