Wells Fargo & Company/mn

CIK Number: 0000072971

440.26B
Market Value
3,723
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
200.95
+2.22% 57.92M -2.04% 14.5B 28.31 3.27%
2 MSFT Microsoft Corpo...
477.16
-0.64% 34.08M -1.58% 14.36B 66.4 3.24%
3 IVV iShares Core S&...
596.98
-0.27% 17.85M +11.81% 10.51B 279.94 2.37%
4 SPY SPDR S&P 500 ET...
594.17
-0.55% 12.98M +21.78% 7.61B 441.25 1.72%
5 ITOT iShares Core S&...
129.93
-0.21% 55.29M +0.37% 7.11B 81.88 1.60%
6 NVDA NVIDIA Corporat...
143.80
-1.15% 52.92M +0.59% 7.11B 14.54 1.60%
7 AMZN Amazon.com, Inc...
209.63
-1.36% 29.79M +0.09% 6.54B 72.63 1.47%
8 VO Vanguard Mid Ca...
272.69
+0.21% 22.4M +0.51% 5.92B 170.18 1.33%
9 JPM JPMorgan Chase ...
274.80
+0.31% 24.24M -1.01% 5.81B 62.76 1.31%
10 AVGO Broadcom Inc.
249.74
-0.6% 23.94M -2.93% 5.55B 70.32 1.25%
11 AGG iShares Core U....
98.22
+0.09% 53.84M +5.92% 5.22B 107.83 1.18%
12 IEFA iShares Core MS...
80.39
-0.86% 65.75M +5.39% 4.62B 66.33 1.04%
13 IWM iShares Russell...
209.16
-0.23% 19.14M +5.91% 4.23B 171.5 0.95%
14 QQQ Invesco QQQ Tru...
526.53
-0.47% 7.33M -5.4% 3.75B 329.6 0.85%
15 GOOG Alphabet Inc.
167.51
-3.72% 18.82M -2.36% 3.58B 53.45 0.81%
16 GOOGL Alphabet Inc.
166.54
-3.91% 18.19M -2.24% 3.44B 54.76 0.78%
17 UNH UnitedHealth Gr...
302.02
-1.68% 6.8M -14.31% 3.44B 186.86 0.78%
18 GSLC Goldman Sachs A...
116.99
-0.18% 29.66M +5.90% 3.42B 67.79 0.77%
19 META Meta Platforms,...
682.66
-1.88% 5.74M -0.77% 3.36B 172.31 0.76%
20 IJH iShares Core S&...
60.44
-0.01% 51.25M +7.33% 3.19B 27.93 0.72%
21 VEA Vanguard Develo...
55.01
-1.58% 65.26M +3.95% 3.12B 39.71 0.70%
22 IWR iShares Russell...
89.54
+0.08% 34.16M +2.69% 3.02B 46.65 0.68%
23 COST Costco Wholesal...
979.63
+0.48% 3.13M -4.36% 2.87B 234.03 0.65%
24 VOO Vanguard 500 In...
547.82
-0.26% 5.08M +10.67% 2.74B 303.14 0.62%
25 BLK BlackRock, Inc.
974.80
-0.48% 2.55M +100.00% 2.61B 1025.11 0.59%
26 CVX Chevron Corpora...
149.37
+0.80% 18.02M -5.17% 2.61B 124.74 0.59%
27 LOW Lowe's Companie...
212.31
+0.70% 10.48M -0.49% 2.59B 74.29 0.58%
28 JNJ Johnson & Johns...
149.83
-0.6% 17.75M -4.16% 2.57B 97.63 0.58%
29 XLK Technology Sele...
240.52
-0.45% 11M +2.33% 2.56B 74.07 0.58%
30 IEMG iShares Core MS...
57.55
-0.66% 48.34M +4.46% 2.52B 56 0.57%
31 V Visa Inc.
338.11
-0.67% 7.92M -1.03% 2.5B 82.82 0.56%
32 CSCO Cisco Systems, ...
66.33
+0.74% 40.95M -5.02% 2.42B 29.45 0.55%
33 MCD McDonald's Corp...
286.77
-0.99% 8.29M -1.23% 2.4B 138.37 0.54%
34 WMT Walmart Inc.
96.17
+1.13% 26.44M -0.8% 2.39B 26.34 0.54%
35 PG The Procter & G...
158.98
+0.61% 14.16M -1.41% 2.37B 82.19 0.54%
36 LLY Eli Lilly and C...
763.75
-2.71% 2.96M +0.45% 2.28B 135.99 0.51%
37 HD The Home Depot,...
350.24
+0.92% 5.86M -1.49% 2.28B 80.94 0.51%
38 ACN Accenture plc
285.63
-6.77% 6.44M -1.02% 2.27B 153.6 0.51%
39 BRK-B Berkshire Hatha...
484.91
-0.05% 4.99M -0.8% 2.26B 173.95 0.51%
40 ADP Automatic Data ...
306.21
-0.18% 7.71M -2.41% 2.26B 102.89 0.51%
41 NEE NextEra Energy,...
71.63
+0.08% 30.58M -0.95% 2.19B 33.5 0.49%
42 VIG Vanguard Divide...
198.92
-0.11% 10.52M +8.60% 2.06B 125.84 0.46%
43 IJR iShares Core S&...
106.14
-0.14% 17.17M +6.37% 1.98B 72.15 0.45%
44 IUSB iShares Core To...
45.76
+0.09% 42.53M +6.24% 1.92B 49.67 0.43%
45 VWO Vanguard Emergi...
47.54
-1.27% 42.88M +5.83% 1.89B 40.76 0.43%
46 ADI Analog Devices,...
228.27
-0.6% 8.88M -2.94% 1.89B 85.97 0.43%
47 ABT Abbott Laborato...
132.89
+0.36% 16.67M -1.83% 1.89B 43.29 0.43%
48 AMGN Amgen Inc.
289.36
-0.09% 7.13M -4.75% 1.86B 173.56 0.42%
49 PSX Phillips 66
124.90
+0.06% 16.03M -0.76% 1.83B 70.37 0.41%
50 IWF iShares Russell...
403.59
-0.59% 4.51M +9.70% 1.81B 138.78 0.41%
51 ITW Illinois Tool W...
240.47
-0.35% 7.12M -1.33% 1.8B 86.72 0.41%
52 SBUX Starbucks Corpo...
93.11
+0.90% 19.74M -2.6% 1.8B 72.84 0.41%
53 PEP PepsiCo, Inc.
129.11
+0.03% 11.5M -6.21% 1.75B 92.54 0.39%
54 VTI Vanguard Total ...
293.39
-0.24% 5.89M +2.62% 1.71B 152.03 0.38%
55 BND Vanguard Total ...
72.88
+0.07% 23.62M +6.19% 1.7B 79.56 0.38%
56 IVW iShares S&P 500...
104.63
-0.61% 16.6M +6.41% 1.69B 33.33 0.38%
57 VUG Vanguard Growth...
417.32
-0.54% 3.99M +15.29% 1.64B 186.59 0.37%
58 ABBV AbbVie Inc.
185.07
-0.23% 9.17M -0.08% 1.63B 81.82 0.37%
59 CB Chubb Limited
283.63
+0.52% 5.87M -1.14% 1.62B 137.56 0.37%
60 GD General Dynamic...
278.42
-0.04% 6.09M -1.85% 1.61B 130.36 0.36%
61 LIN Linde plc
455.85
-0.62% 3.81M -12.23% 1.59B 364.95 0.36%
62 AFL Aflac Incorpora...
103.33
+0.68% 15.33M -1.52% 1.59B 30.54 0.36%
63 PDBC Invesco Optimum...
13.90
+0.25% 121.58M -3.45% 1.58B 15.21 0.36%
64 EMB iShares J.P. Mo...
91.14
+0.13% 16.98M -4.53% 1.51B 101.43 0.34%
65 MRK Merck & Co., In...
79.25
-0.05% 14.87M -0.35% 1.48B 54.15 0.33%
66 XOM Exxon Mobil Cor...
114.80
+1.42% 12.73M +4.00% 1.37B 90.66 0.31%
67 USHY iShares Broad U...
37.14
+0.26% 37.11M +7.48% 1.37B 36.72 0.31%
68 VB Vanguard Small ...
231.48
+0.07% 5.67M +10.58% 1.36B 167.08 0.31%
69 CMCSA Comcast Corpora...
34.52
+0.74% 36.31M -7.24% 1.36B 35.14 0.31%
70 EMR Emerson Electri...
128.34
-0.25% 10.98M -1.48% 1.36B 60.15 0.31%
71 TSLA Tesla, Inc.
321.73
-0.1% 3.34M -1.53% 1.35B 151.35 0.30%
72 SPGI S&P Global Inc.
503.75
+0.22% 2.67M -0.18% 1.33B 308.82 0.30%
73 PAYX Paychex, Inc.
149.02
-0.86% 9.38M -2.04% 1.32B 54.92 0.30%
74 BAC Bank of America...
45.51
+1.00% 29.79M +4.47% 1.31B 26.32 0.30%
75 MA Mastercard Inco...
532.10
-1.23% 2.45M +2.00% 1.29B 135.69 0.29%
76 IVE iShares S&P 500...
190.34
+0.23% 6.49M -6.65% 1.24B 108.09 0.28%
77 XLE Energy Select S...
88.97
+1.01% 14.27M -4.36% 1.22B 73.53 0.28%
78 VTV Vanguard Value ...
173.31
+0.16% 7.18M +14.36% 1.22B 123.07 0.27%
79 TGT Target Corporat...
95.69
+0.59% 8.84M -3.87% 1.19B 69.3 0.27%
80 IWD iShares Russell...
189.46
+0.17% 6.28M +36.59% 1.16B 141.18 0.26%
81 RSP Invesco S&P 500...
177.63
+0.15% 6.57M +0.56% 1.15B 130.5 0.26%
82 RTX RTX Corporation
146.76
+0.61% 9.94M -0.43% 1.15B 65.74 0.26%
83 NFLX Netflix, Inc.
1231.18
+0.73% 1.28M -5.53% 1.14B 340.56 0.26%
84 MUB iShares Nationa...
103.95
-0.01% 10.61M +17.87% 1.13B 109.06 0.25%
85 EFA iShares MSCI EA...
86.33
-0.9% 14.94M +5.48% 1.13B 59.2 0.25%
86 GWW W.W. Grainger, ...
1035.34
-0.7% 1.06M -0.05% 1.12B 397.96 0.25%
87 ETN Eaton Corporati...
331.36
-1.05% 3.25M -6.97% 1.08B 92.67 0.24%
88 LHX L3Harris Techno...
249.59
+0.31% 5.11M -0.88% 1.08B 207.09 0.24%
89 CRM Salesforce, Inc...
260.75
+0.48% 3.16M +7.12% 1.06B 117.4 0.24%
90 NKE NIKE, Inc.
59.77
+0.45% 13.06M -9.39% 988.27M 70.18 0.22%
91 GLD SPDR Gold Share...
310.03
-0.07% 4.05M +1.34% 979.46M 162.53 0.22%
92 GE General Electri...
238.87
+1.26% 5.81M +92.57% 969.35M 137.46 0.22%
93 ZTS Zoetis Inc.
157.27
+1.43% 5.93M -5.43% 966.61M 132.76 0.22%
94 IBM International B...
280.63
-0.91% 4.37M -3.29% 961.44M 156.34 0.22%
95 XLF Financial Selec...
50.35
+0.26% 19.79M +12.41% 956.24M 38.2 0.22%
96 QUAL iShares MSCI US...
175.63
-0.54% 5.35M +1.91% 952.63M 122.54 0.21%
97 LMT Lockheed Martin...
470.32
+0.37% 1.96M -21.97% 950.25M 206.65 0.21%
98 VGT Vanguard Inform...
628.39
-0.44% 1.51M +10.52% 941.77M 204.3 0.21%
99 ORCL Oracle Corporat...
205.08
-2.75% 5.61M +6.12% 935.3M 66.27 0.21%
100 BIV Vanguard Interm...
76.47
+0.11% 12.26M +58.55% 915.91M 78.29 0.21%
101 FTGC First Trust Glo...
25.84
-0.27% 36.95M +6.72% 884.18M 24.32 0.20%
102 BX Blackstone Inc.
137.44
-0.04% 5.08M -3.7% 876.42M 60.85 0.20%
103 PANW Palo Alto Netwo...
199.22
-0.28% 4.66M +95.28% 847.37M 70.02 0.19%
104 JEPI JPMorgan Equity...
55.73
-0.01% 14.56M +16.41% 837.35M 56.14 0.19%
105 UNP Union Pacific C...
222.29
+0.13% 3.66M +0.16% 835.34M 93.49 0.19%
106 SYK Stryker Corpora...
375.41
+0.58% 2.29M +3.23% 823.4M 144.2 0.19%
107 NOW ServiceNow, Inc...
969.65
-1.27% 768.51K -2.22% 814.71M 243.19 0.18%
108 WM Waste Managemen...
231.86
-0.58% 4.02M -0.92% 811.44M 74.81 0.18%
109 XLV Health Care Sel...
132.63
-0.46% 5.86M -16.49% 805.96M 107.83 0.18%
110 GS The Goldman Sac...
640.40
+0.81% 1.4M +4.11% 800.87M 225.34 0.18%
111 XLI Industrial Sele...
142.32
+0.08% 6.08M +6.08% 800.84M 91.74 0.18%
112 MDY SPDR S&P MIDCAP...
552.16
-0.35% 1.37M +5.02% 780.54M 244.53 0.18%
113 AMD Advanced Micro ...
128.19
+1.11% 6.45M +35.50% 779M 95.37 0.18%
114 XLC Communication S...
102.83
-0.61% 7.93M +5.72% 767.72M 58.64 0.17%
115 HON Honeywell Inter...
221.65
-0.1% 3.36M -3.06% 759.05M 104.11 0.17%
116 TMO Thermo Fisher S...
397.22
+1.19% 1.44M -5.6% 750.41M 103.35 0.17%
117 TSM Taiwan Semicond...
209.79
-1.74% 3.73M +2.08% 737.03M 44.24 0.17%
118 MMC Marsh & McLenna...
216.44
+0.99% 3.47M +7.01% 736.27M 132.15 0.17%
119 WEC WEC Energy Grou...
104.02
+0.18% 7.81M -1.36% 734.9M 66.37 0.17%
120 VCIT Vanguard Interm...
81.89
+0.15% 9.15M +10.17% 734.81M 88.25 0.17%
121 TXN Texas Instrumen...
198.24
-0.06% 3.81M -4.6% 713.87M 66.19 0.16%
122 INTU Intuit Inc.
760.85
+0.80% 1.13M -3.61% 713.07M 273.36 0.16%
123 UPS United Parcel S...
99.38
+0.17% 5.55M -5.54% 699.77M 107.42 0.16%
124 CL Colgate-Palmoli...
87.89
-0.34% 7.68M -2.24% 698.18M 62.2 0.16%
125 GSIE Goldman Sachs A...
38.83
-0.88% 20.48M +2.86% 682.67M 31.09 0.15%
126 C Citigroup Inc.
78.39
+0.06% 9.69M +5.58% 682.33M 56.28 0.15%
127 COWZ Pacer US Cash C...
54.55
+0.09% 12.06M +5.72% 681.05M 47.78 0.15%
128 FDS FactSet Researc...
422.90
-0.5% 1.41M -2.35% 678.09M 114.7 0.15%
129 XLY Consumer Discre...
210.51
+0.04% 2.96M +4.94% 664.46M 134.22 0.15%
130 IWP iShares Russell...
134.22
-0.4% 5.21M +4.24% 660.72M 54.74 0.15%
131 CAT Caterpillar Inc...
360.23
+0.12% 1.81M -1.15% 656.74M 161.87 0.15%
132 KO The Coca-Cola C...
68.83
-0.56% 10.4M -2.97% 647.77M 43.8 0.15%
133 QCOM QUALCOMM Incorp...
151.24
-1.56% 4.2M -2.95% 644.55M 97.75 0.15%
134 LQD iShares iBoxx $...
108.16
+0.10% 6M +49.43% 640.99M 115.16 0.14%
135 VYM Vanguard High D...
129.65
-0.49% 5.01M +9.84% 639.65M 85.91 0.14%
136 GILD Gilead Sciences...
108.65
+0.60% 6.81M -5.25% 629.48M 55.77 0.14%
137 BA The Boeing Comp...
198.43
+0.38% 3.55M +1.57% 628.29M 152.09 0.14%
138 BK The Bank of New...
91.56
-0.04% 8.12M -1.04% 623.88M 41.19 0.14%
139 PNC The PNC Financi...
177.65
+1.36% 3.22M +39.74% 621.73M 138.6 0.14%
140 IAU iShares Gold Tr...
63.45
-0.04% 12.29M +10.66% 608.42M 36.13 0.14%
141 VTEB Vanguard Tax-Ex...
48.85
+0.10% 12.09M +1.70% 605.99M 51.1 0.14%
142 MDLZ Mondelez Intern...
68.31
+2.95% 10.14M -0.41% 605.5M 43.78 0.14%
143 PFE Pfizer Inc.
23.98
+0.40% 22.23M +6.08% 589.88M 30.22 0.13%
144 AMT American Tower ...
217.25
+0.82% 3.21M -8.58% 588.17M 147.38 0.13%
145 IJK iShares S&P Mid...
88.34
-0.1% 6.44M -4.62% 585.97M 31.77 0.13%
146 DIS The Walt Disney...
117.64
-0.19% 5.25M -0.63% 584.1M 78.62 0.13%
147 DIA SPDR Dow Jones ...
421.71
-0.27% 1.36M +27.35% 579.44M 286.28 0.13%
148 TJX The TJX Compani...
123.33
+0.64% 4.76M -2.13% 575.62M 36.51 0.13%
149 ADBE Adobe Inc.
376.11
-0.51% 1.28M -4.5% 570.66M 260.21 0.13%
150 PH Parker-Hannifin...
651.66
-0.1% 896.67K +0.70% 570.31M 334.4 0.13%