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

Wells Fargo & Company/mn

CIK Number: 0000072971

483.4B
Market Value
5,442
# 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.
256.87
+1.81% 57.44M -0.82% 12.76B 28.31 2.90% Share
2 MSFT Microsoft Corpo...
506.91
-0.64% 32.83M -3.66% 12.33B 66.4 2.80% Share
3 IVV iShares Core S&...
661.15
-0.47% 17.76M -0.53% 9.98B 279.94 2.27% Share
4 SPY SPDR S&P 500 ET...
657.97
-0.47% 13.61M +4.83% 7.61B 446.69 1.73% Share
5 ITOT iShares Core S&...
143.92
-0.53% 58.59M +5.98% 7.15B 84.15 1.62% Share
6 NVDA NVIDIA Corporat...
177.69
+0.40% 59.82M +13.04% 6.48B 25.36 1.47% Share
7 VO Vanguard Mid Ca...
289.29
-0.66% 23.96M +7.00% 6.2B 175.96 1.41% Share
8 JPM JPMorgan Chase ...
313.44
+0.01% 24M -0.99% 5.89B 62.76 1.34% Share
9 AMZN Amazon.com, Inc...
218.15
-0.94% 30.04M +0.85% 5.72B 73.62 1.30% Share
10 IEFA iShares Core MS...
85.90
-0.69% 71.65M +8.97% 5.42B 67.1 1.23% Share
11 AGG iShares Core U....
100.01
-0.13% 53.91M +0.14% 5.33B 107.82 1.21% Share
12 QQQ Invesco QQQ Tru...
593.53
-0.43% 10.42M +42.17% 4.89B 370.92 1.11% Share
13 META Meta Platforms,...
748.91
-1.54% 7.54M +31.36% 4.35B 268.76 0.99% Share
14 AVGO Broadcom Inc.
336.10
-0.95% 24.08M +0.60% 4.03B 70.9 0.92% Share
15 UNH UnitedHealth Gr...
345.75
-1.72% 6.44M -5.35% 3.37B 186.86 0.77% Share
16 VEA Vanguard Develo...
59.05
-0.69% 65.3M +0.07% 3.32B 39.72 0.75% Share
17 GSLC Goldman Sachs A...
128.75
-0.48% 29.93M +0.90% 3.29B 68.17 0.75% Share
18 IWR iShares Russell...
95.14
-0.78% 38.27M +12.02% 3.26B 50.77 0.74% Share
19 IWM iShares Russell...
239.33
-0.94% 15.23M -20.43% 3.04B 171.5 0.69% Share
20 CVX Chevron Corpora...
160.74
+0.98% 18.05M +0.16% 3.02B 124.81 0.69% Share
Page 1 of 273