Wells Fargo & Company/mn Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wells Fargo & Company/mn

CIK Number: 0000072971

483.4B
Market Value
5,578
# of Holdings
27 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
239.78
+0.55% 57.44M -0.82% 12.76B 28.31 2.90% Share
2 MSFT Microsoft Corpo...
507.97
+0.52% 32.83M -3.66% 12.33B 66.4 2.80% Share
3 IVV iShares Core S&...
652.24
+0.83% 17.76M -0.53% 9.98B 279.94 2.27% Share
4 SPY SPDR S&P 500 ET...
649.00
+0.82% 13.61M +4.83% 7.61B 446.69 1.73% Share
5 ITOT iShares Core S&...
142.19
+0.89% 58.59M +5.98% 7.15B 84.15 1.62% Share
6 NVDA NVIDIA Corporat...
171.66
+0.61% 59.82M +13.04% 6.48B 25.36 1.47% Share
7 VO Vanguard Mid Ca...
289.77
+0.73% 23.96M +7.00% 6.2B 175.96 1.41% Share
8 JPM JPMorgan Chase ...
303.87
+1.46% 24M -0.99% 5.89B 62.76 1.34% Share
9 AMZN Amazon.com, Inc...
235.68
+4.29% 30.04M +0.85% 5.72B 73.62 1.30% Share
10 IEFA iShares Core MS...
85.42
+0.66% 71.65M +8.97% 5.42B 67.1 1.23% Share
11 AGG iShares Core U....
99.62
+0.40% 53.91M +0.14% 5.33B 107.82 1.21% Share
12 QQQ Invesco QQQ Tru...
575.26
+0.91% 10.42M +42.17% 4.89B 370.92 1.11% Share
13 META Meta Platforms,...
748.65
+1.57% 7.54M +31.36% 4.35B 268.76 0.99% Share
14 AVGO Broadcom Inc.
306.10
+1.23% 24.08M +0.60% 4.03B 70.9 0.92% Share
15 UNH UnitedHealth Gr...
310.31
+0.79% 6.44M -5.35% 3.37B 186.86 0.77% Share
16 VEA Vanguard Develo...
58.69
+0.63% 65.3M +0.07% 3.32B 39.72 0.75% Share
17 GSLC Goldman Sachs A...
127.63
+0.90% 29.93M +0.90% 3.29B 68.17 0.75% Share
18 IWR iShares Russell...
96.13
+0.95% 38.27M +12.02% 3.26B 50.77 0.74% Share
19 IWM iShares Russell...
236.59
+1.25% 15.23M -20.43% 3.04B 171.5 0.69% Share
20 CVX Chevron Corpora...
157.73
-0.21% 18.05M +0.16% 3.02B 124.81 0.69% Share
21 GOOG Alphabet Inc.
232.66
+0.68% 19.19M +1.97% 3B 55.43 0.68% Share
22 JNJ Johnson & Johns...
178.71
+0.40% 18.05M +1.69% 2.99B 98.76 0.68% Share
23 COST Costco Wholesal...
955.90
+0.64% 3.14M +0.43% 2.97B 237.1 0.68% Share
24 IJH iShares Core S&...
65.72
+1.43% 50.21M -2.02% 2.93B 27.93 0.67% Share
25 V Visa Inc.
350.54
-0.09% 8.26M +4.29% 2.89B 93.81 0.66% Share
26 GOOGL Alphabet Inc.
232.30
+0.71% 18.68M +2.68% 2.89B 57.37 0.66% Share
27 BRK-B Berkshire Hatha...
506.82
+1.06% 5.14M +2.88% 2.74B 183.97 0.62% Share
28 IEMG iShares Core MS...
62.03
-0.33% 50.63M +4.73% 2.73B 55.9 0.62% Share
29 VOO Vanguard S&P 50...
596.61
+0.83% 5.15M +1.32% 2.65B 305.89 0.60% Share
30 MCD McDonald's Corp...
317.04
+0.21% 8.13M -1.96% 2.54B 138.37 0.58% Share
31 LLY Eli Lilly and C...
742.77
+0.67% 2.97M +0.31% 2.45B 138.11 0.56% Share
32 BLK BlackRock, Inc.
1108.43
+0.81% 2.57M +0.74% 2.43B 1024.53 0.55% Share
33 CSCO Cisco Systems, ...
67.99
+0.47% 39.29M -4.06% 2.42B 29.45 0.55% Share
34 LOW Lowe's Companie...
264.69
+1.54% 10.36M -1.1% 2.42B 74.29 0.55% Share
35 PG The Procter & G...
159.21
+0.65% 14.15M -0.06% 2.41B 82.19 0.55% Share
36 WMT Walmart Inc.
100.91
+1.48% 26.73M +1.12% 2.35B 27.02 0.53% Share
37 ADP Automatic Data ...
301.19
+0.78% 7.56M -1.96% 2.31B 102.89 0.52% Share
38 XLK Technology Sele...
262.63
+0.49% 11.15M +1.34% 2.3B 75.82 0.52% Share
39 ABT Abbott Laborato...
132.82
+0.48% 17.19M +3.10% 2.28B 45.97 0.52% Share
40 AMGN Amgen Inc.
280.10
-1.32% 7.25M +1.64% 2.26B 175.79 0.51% Share
41 NEE NextEra Energy,...
70.89
-1.03% 30.41M -0.57% 2.16B 33.5 0.49% Share
42 HD The Home Depot,...
411.86
+1.02% 5.83M -0.56% 2.14B 80.94 0.49% Share
43 VIG Vanguard Divide...
211.73
+0.69% 10.62M +0.93% 2.06B 126.47 0.47% Share
44 ACN Accenture plc
252.94
-0.48% 6.41M -0.52% 2B 153.6 0.45% Share
45 PSX Phillips 66
131.60
+0.82% 15.95M -0.48% 1.97B 70.37 0.45% Share
46 IUSB iShares Core To...
46.43
+0.39% 42.29M -0.56% 1.95B 49.67 0.44% Share
47 VWO Vanguard Emergi...
51.38
-0.43% 42.71M -0.38% 1.93B 40.76 0.44% Share
48 ABBV AbbVie Inc.
213.01
+0.54% 8.92M -2.63% 1.87B 81.82 0.42% Share
49 LIN Linde plc
472.39
+0.13% 3.97M +4.25% 1.85B 369.05 0.42% Share
50 BND Vanguard Total ...
73.92
+0.38% 24.69M +4.55% 1.81B 79.29 0.41% Share
51 SBUX Starbucks Corpo...
87.01
-0.28% 18.38M -6.92% 1.8B 72.84 0.41% Share
52 IJR iShares Core S&...
118.78
+1.51% 17.13M -0.23% 1.79B 72.15 0.41% Share
53 ADI Analog Devices,...
246.11
+0.64% 8.86M -0.24% 1.79B 85.97 0.41% Share
54 CB Chubb Limited
279.92
+0.61% 5.83M -0.7% 1.76B 137.56 0.40% Share
55 PEP PepsiCo, Inc.
146.89
-1.18% 11.71M +1.77% 1.76B 93.54 0.40% Share
56 ITW Illinois Tool W...
265.69
+1.70% 6.98M -1.95% 1.73B 86.72 0.39% Share
57 AFL Aflac Incorpora...
108.54
+1.69% 15.01M -2.12% 1.67B 30.54 0.38% Share
58 PDBC Invesco Optimum...
13.24
-0.68% 121.04M -0.45% 1.65B 15.21 0.37% Share
59 GD General Dynamic...
322.46
-0.11% 5.96M -2.18% 1.62B 130.36 0.37% Share
60 VTI Vanguard Total ...
320.20
+0.90% 5.88M -0.02% 1.62B 152.03 0.37% Share
61 EMB iShares J.P. Mo...
94.13
+0.39% 17.76M +4.58% 1.61B 100.95 0.37% Share
62 IWF iShares Russell...
449.99
+0.87% 4.39M -2.76% 1.59B 138.78 0.36% Share
63 XOM Exxon Mobil Cor...
112.42
+0.46% 13.11M +2.98% 1.56B 91.48 0.35% Share
64 VUG Vanguard Growth...
463.99
+0.88% 3.92M -1.77% 1.45B 186.59 0.33% Share
65 IVW iShares S&P 500...
116.11
+0.92% 15.54M -6.43% 1.44B 33.33 0.33% Share
66 PAYX Paychex, Inc.
137.32
+1.25% 9.34M -0.45% 1.44B 54.92 0.33% Share
67 SPGI S&P Global Inc.
540.26
+0.19% 2.78M +4.17% 1.41B 316.79 0.32% Share
68 USHY iShares Broad U...
37.56
+0.28% 38.23M +3.03% 1.41B 36.72 0.32% Share
69 MA Mastercard Inco...
595.48
+0.37% 2.56M +4.49% 1.41B 153.4 0.32% Share
70 XLE Energy Select S...
89.06
+0.65% 14.23M -0.23% 1.33B 73.53 0.30% Share
71 BAC Bank of America...
50.66
+1.19% 31.06M +4.26% 1.3B 26.95 0.29% Share
72 VB Vanguard Small ...
253.78
+1.23% 5.82M +2.55% 1.29B 168.44 0.29% Share
73 NFLX Netflix, Inc.
1257.48
+2.55% 1.36M +6.12% 1.27B 374.68 0.29% Share
74 GLD SPDR Gold Share...
326.78
-0.41% 4.35M +7.59% 1.25B 171.39 0.28% Share
75 RTX RTX Corporation
158.69
+0.37% 9.4M -5.38% 1.25B 65.74 0.28% Share
76 RSP Invesco S&P 500...
188.22
+0.74% 7.18M +9.21% 1.24B 134.1 0.28% Share
77 GE GE Aerospace
282.23
+2.28% 6.17M +6.13% 1.23B 141.09 0.28% Share
78 VTV Vanguard Value ...
183.10
+0.72% 7.12M -0.78% 1.23B 123.07 0.28% Share
79 EMR Emerson Electri...
133.13
+2.80% 11M +0.16% 1.21B 60.23 0.27% Share
80 IVE iShares S&P 500...
204.09
+0.74% 6.27M -3.34% 1.19B 108.09 0.27% Share
81 EFA iShares MSCI EA...
91.38
+0.73% 14.55M -2.63% 1.19B 59.2 0.27% Share
82 HYG iShares iBoxx $...
80.82
+0.26% 14.9M +65.46% 1.18B 77.55 0.27% Put
83 TSLA Tesla, Inc.
338.53
+1.33% 4.51M +35.26% 1.17B 179.46 0.27% Share
84 XLF Financial Selec...
54.04
+1.01% 22.64M +14.44% 1.13B 39.67 0.26% Share
85 IBM International B...
247.30
+1.31% 4.43M +1.19% 1.1B 157.42 0.25% Share
86 MRK Merck & Co., In...
84.03
-0.18% 11.9M -19.96% 1.07B 54.15 0.24% Share
87 LHX L3Harris Techno...
273.06
-0.02% 5.1M -0.3% 1.07B 207.09 0.24% Share
88 MUB iShares Nationa...
104.55
+0.31% 10.07M -5.07% 1.06B 109.06 0.24% Share
89 ZTS Zoetis Inc.
153.17
+0.49% 6.34M +6.92% 1.04B 134.82 0.24% Share
90 GWW W.W. Grainger, ...
1028.25
+0.93% 1.04M -2.5% 1.02B 397.96 0.23% Share
91 FTGC First Trust Glo...
25.56
-0.62% 37.73M +2.11% 962.83M 24.35 0.22% Share
92 UNP Union Pacific C...
223.08
+0.60% 4.07M +11.17% 962.07M 107.83 0.22% Share
93 WM Waste Managemen...
224.90
+0.22% 4.06M +0.85% 938.82M 76.12 0.21% Share
94 BIV Vanguard Interm...
77.93
+0.44% 12.25M -0.01% 938.34M 78.29 0.21% Share
95 QUAL iShares MSCI US...
190.31
+0.87% 5.4M +0.93% 922.65M 122.99 0.21% Share
96 CRM Salesforce, Inc...
244.06
-4.83% 3.36M +6.26% 900.97M 126.3 0.20% Share
97 ETN Eaton Corporati...
348.15
+1.50% 3.31M +1.78% 899.89M 95.81 0.20% Share
98 JEPI JPMorgan Equity...
56.75
+0.30% 15.71M +7.97% 897.92M 56.21 0.20% Share
99 TGT Target Corporat...
92.72
+0.40% 8.59M -2.84% 896.13M 69.3 0.20% Share
100 TSM Taiwan Semicond...
235.24
+1.66% 5.31M +42.38% 882.06M 80.49 0.20% Share
101 MMC Marsh & McLenna...
206.20
+0.45% 3.59M +3.56% 876.03M 136 0.20% Share
102 C Citigroup Inc.
97.09
+2.17% 12.33M +27.25% 875.65M 59.43 0.20% Share
103 IWD iShares Russell...
202.07
+0.81% 4.62M -26.55% 868.51M 141.18 0.20% Share
104 PANW Palo Alto Netwo...
192.32
+0.41% 5.09M +9.23% 867.97M 78.52 0.20% Share
105 NKE NIKE, Inc.
75.37
+0.84% 13.64M +4.43% 865.83M 69.89 0.20% Share
106 XLV Health Care Sel...
137.44
+0.38% 5.84M -0.38% 852.15M 107.83 0.19% Share
107 KO The Coca-Cola C...
68.25
-1.07% 11.85M +13.87% 848.51M 47.19 0.19% Share
108 WEC WEC Energy Grou...
107.45
+0.52% 7.77M -0.59% 846.67M 66.37 0.19% Share
109 SYK Stryker Corpora...
394.41
+1.51% 2.24M -2.05% 833.89M 144.2 0.19% Share
110 VGT Vanguard Inform...
697.42
+0.65% 1.5M -0.84% 814.6M 204.3 0.18% Share
111 XLI Industrial Sele...
151.46
+1.11% 6.13M +0.79% 802.93M 92.05 0.18% Share
112 XLC Communication S...
114.07
+0.89% 8.29M +4.53% 799.53M 60.28 0.18% Share
113 ORCL Oracle Corporat...
223.02
-0.19% 5.65M +0.67% 789.96M 66.76 0.18% Share
114 BK The Bank of New...
105.53
+0.82% 9.24M +13.75% 774.71M 46.35 0.18% Share
115 GS The Goldman Sac...
748.91
+2.51% 1.4M +0.04% 764.32M 225.46 0.17% Share
116 IAU iShares Gold Tr...
66.90
-0.45% 12.63M +2.74% 744.37M 36.74 0.17% Share
117 GSIE Goldman Sachs A...
40.62
+0.86% 20.63M +0.73% 735.3M 31.13 0.17% Share
118 GILD Gilead Sciences...
112.77
-0.19% 6.53M -4.13% 732.03M 55.77 0.17% Share
119 TMO Thermo Fisher S...
489.42
+1.00% 1.46M +0.99% 724.89M 107.22 0.16% Share
120 BX Blackstone Inc.
170.06
+1.63% 5.15M +1.25% 719.37M 61.82 0.16% Share
121 CL Colgate-Palmoli...
83.66
-0.18% 7.67M -0.09% 718.96M 62.2 0.16% Share
122 TXN Texas Instrumen...
187.29
-4.32% 3.99M +4.88% 717.52M 71.47 0.16% Share
123 VCIT Vanguard Interm...
83.66
+0.55% 8.74M -4.53% 714.56M 88.25 0.16% Share
124 HON Honeywell Inter...
215.15
+0.54% 3.34M -0.69% 706.6M 104.11 0.16% Share
125 INTU Intuit Inc.
668.29
-0.06% 1.15M +1.03% 703.78M 276.83 0.16% Share
126 MDLZ Mondelez Intern...
60.90
-0.65% 10.36M +2.20% 702.96M 44.3 0.16% Share
127 QCOM QUALCOMM Incorp...
159.71
+1.55% 4.47M +6.65% 687.4M 101.23 0.16% Share
128 MDY SPDR S&P MIDCAP...
600.02
+1.44% 1.29M -6.01% 687.13M 244.53 0.16% Share
129 AMT American Tower ...
195.09
-0.6% 3.16M -1.61% 686.6M 147.38 0.16% Share
130 CMCSA Comcast Corpora...
33.95
+0.18% 18.13M -50.08% 668.87M 35.14 0.15% Share
131 VYM Vanguard High D...
139.27
+0.73% 5.13M +2.30% 661.41M 86.88 0.15% Share
132 BA The Boeing Comp...
230.82
-0.67% 3.86M +8.77% 658.51M 153.58 0.15% Share
133 NOW ServiceNow, Inc...
898.22
-2.3% 826.39K +7.53% 657.93M 281.92 0.15% Share
134 LMT Lockheed Martin...
456.92
+1.75% 1.44M -26.51% 641.95M 206.65 0.15% Share
135 FDS FactSet Researc...
369.43
-0.37% 1.39M -1.77% 630.54M 114.7 0.14% Share
136 COWZ Pacer US Cash C...
57.49
+0.37% 11.43M -5.19% 626.01M 47.78 0.14% Share
137 BIL SPDR Bloomberg ...
91.49
+0.01% 6.8M +11.32% 624.04M 91.54 0.14% Share
138 VZ Verizon Communi...
44.16
+0.95% 13.71M -2.92% 621.82M 48.4 0.14% Share
139 MDT Medtronic plc
92.84
+0.64% 6.89M +2.38% 619.32M 84.23 0.14% Share
140 CEG Constellation E...
309.06
+0.19% 3.06M +277.43% 616.31M 188.6 0.14% Share
141 EOG EOG Resources, ...
121.56
+0.81% 4.76M +11.20% 611M 105.76 0.14% Share
142 UPS United Parcel S...
84.47
-0.97% 5.45M -1.8% 599.39M 107.42 0.14% Share
143 CAT Caterpillar Inc...
420.30
+1.25% 1.81M +0.21% 598.3M 162.22 0.14% Share
144 IWP iShares Russell...
142.77
+0.80% 5.09M -2.33% 598.21M 54.74 0.14% Share
145 TJX The TJX Compani...
141.01
+1.10% 4.87M +2.31% 593.77M 38.44 0.13% Share
146 PLD Prologis, Inc.
112.61
+1.50% 5.31M +92.58% 593.06M 100.18 0.13% Share
147 UBER Uber Technologi...
92.01
-1% 8.09M +37.24% 589.18M 55.71 0.13% Share
148 PNC The PNC Financi...
207.42
+1.18% 3.34M +3.64% 587.3M 139.91 0.13% Share
149 XLY Consumer Discre...
235.16
+1.83% 2.96M +0.00% 584.85M 134.22 0.13% Share
150 VTEB Vanguard Tax-Ex...
49.05
+0.22% 11.65M -3.67% 577.83M 51.1 0.13% Share