Wells Fargo & Company/mn
CIK Number: 0000072971
440.26B
Market Value
3,722
# of Holdings
26 months
Avg. Holding Period
36.41%
Win Rate
11.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 57.92M | -2.04% | 14.5B | 28.31 | 3.27% |
| 2 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 34.08M | -1.58% | 14.36B | 66.4 | 3.24% |
| 3 | IVV | iShares Core S&... | 603.05 | +0.54% | 17.85M | +11.81% | 10.51B | 279.94 | 2.37% |
| 4 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 12.98M | +21.78% | 7.61B | 441.25 | 1.72% |
| 5 | ITOT | iShares Core S&... | 131.11 | +0.61% | 55.29M | +0.37% | 7.11B | 81.88 | 1.60% |
| 6 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 52.92M | +0.59% | 7.11B | 14.54 | 1.60% |
| 7 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 29.79M | +0.09% | 6.54B | 72.63 | 1.47% |
| 8 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 22.4M | +0.51% | 5.92B | 170.18 | 1.33% |
| 9 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 24.24M | -1.01% | 5.81B | 62.76 | 1.31% |
| 10 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 23.94M | -2.93% | 5.55B | 70.32 | 1.25% |
| 11 | AGG | iShares Core U.... | 97.78 | -0.19% | 53.84M | +5.92% | 5.22B | 107.83 | 1.18% |
| 12 | IEFA | iShares Core MS... | 81.91 | -1.35% | 65.75M | +5.39% | 4.62B | 66.33 | 1.04% |
| 13 | IWM | iShares Russell... | 210.52 | +0.78% | 19.14M | +5.91% | 4.23B | 171.5 | 0.95% |
| 14 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 7.33M | -5.4% | 3.75B | 329.6 | 0.85% |
| 15 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 18.82M | -2.36% | 3.58B | 53.45 | 0.81% |
| 16 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 18.19M | -2.24% | 3.44B | 54.76 | 0.78% |
| 17 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 6.8M | -14.31% | 3.44B | 186.86 | 0.78% |
| 18 | GSLC | Goldman Sachs A... | 118.01 | +0.98% | 29.66M | +5.90% | 3.42B | 67.79 | 0.77% |
| 19 | META | Meta Platforms,... | 701.33 | +2.70% | 5.74M | -0.77% | 3.36B | 172.31 | 0.76% |
| 20 | IJH | iShares Core S&... | 60.66 | +0.67% | 51.25M | +7.33% | 3.19B | 27.93 | 0.72% |
| 21 | VEA | Vanguard Develo... | 56.41 | +0.44% | 65.26M | +3.95% | 3.12B | 39.71 | 0.70% |
| 22 | IWR | iShares Russell... | 89.92 | +0.72% | 34.16M | +2.69% | 3.02B | 46.65 | 0.68% |
| 23 | COST | Costco Wholesal... | 984.10 | -0.62% | 3.13M | -4.36% | 2.87B | 234.03 | 0.65% |
| 24 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 5.08M | +10.67% | 2.74B | 303.14 | 0.62% |
| 25 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 2.55M | +100.00% | 2.61B | 1025.11 | 0.59% |
| 26 | CVX | Chevron Corpora... | 146.06 | +0.10% | 18.02M | -5.17% | 2.61B | 124.74 | 0.59% |
| 27 | LOW | Lowe's Companie... | 215.74 | -0.7% | 10.48M | -0.49% | 2.59B | 74.29 | 0.58% |
| 28 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 17.75M | -4.16% | 2.57B | 97.63 | 0.58% |
| 29 | XLK | Technology Sele... | 242.79 | +1.51% | 11M | +2.33% | 2.56B | 74.07 | 0.58% |
| 30 | IEMG | iShares Core MS... | 58.66 | -0.09% | 48.34M | +4.46% | 2.52B | 56 | 0.57% |
| 31 | V | Visa Inc. | 355.07 | +0.63% | 7.92M | -1.03% | 2.5B | 82.82 | 0.56% |
| 32 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 40.95M | -5.02% | 2.42B | 29.45 | 0.55% |
| 33 | MCD | McDonald's Corp... | 295.94 | -1.98% | 8.29M | -1.23% | 2.4B | 138.37 | 0.54% |
| 34 | WMT | Walmart Inc. | 94.23 | -0.22% | 26.44M | -0.8% | 2.39B | 26.34 | 0.54% |
| 35 | PG | The Procter & G... | 160.70 | +0.26% | 14.16M | -1.41% | 2.37B | 82.19 | 0.54% |
| 36 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 2.96M | +0.45% | 2.28B | 135.99 | 0.51% |
| 37 | HD | The Home Depot,... | 353.06 | -0.45% | 5.86M | -1.49% | 2.28B | 80.94 | 0.51% |
| 38 | ACN | Accenture plc | 313.78 | +0.66% | 6.44M | -1.02% | 2.27B | 153.6 | 0.51% |
| 39 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 4.99M | -0.8% | 2.26B | 173.95 | 0.51% |
| 40 | ADP | Automatic Data ... | 307.60 | +0.25% | 7.71M | -2.41% | 2.26B | 102.89 | 0.51% |
| 41 | NEE | NextEra Energy,... | 73.71 | -1.43% | 30.58M | -0.95% | 2.19B | 33.5 | 0.49% |
| 42 | VIG | Vanguard Divide... | 200.94 | +0.24% | 10.52M | +8.60% | 2.06B | 125.84 | 0.46% |
| 43 | IJR | iShares Core S&... | 106.86 | +0.53% | 17.17M | +6.37% | 1.98B | 72.15 | 0.45% |
| 44 | IUSB | iShares Core To... | 45.58 | -0.13% | 42.53M | +6.24% | 1.92B | 49.67 | 0.43% |
| 45 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 42.88M | +5.83% | 1.89B | 40.76 | 0.43% |
| 46 | ADI | Analog Devices,... | 231.43 | +2.84% | 8.88M | -2.94% | 1.89B | 85.97 | 0.43% |
| 47 | ABT | Abbott Laborato... | 133.99 | -1.2% | 16.67M | -1.83% | 1.89B | 43.29 | 0.43% |
| 48 | AMGN | Amgen Inc. | 295.12 | -0.03% | 7.13M | -4.75% | 1.86B | 173.56 | 0.42% |
| 49 | PSX | Phillips 66 | 123.57 | +1.16% | 16.03M | -0.76% | 1.83B | 70.37 | 0.41% |
| 50 | IWF | iShares Russell... | 409.82 | +1.05% | 4.51M | +9.70% | 1.81B | 138.78 | 0.41% |
| 51 | ITW | Illinois Tool W... | 244.12 | +1.09% | 7.12M | -1.33% | 1.8B | 86.72 | 0.41% |
| 52 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 19.74M | -2.6% | 1.8B | 72.84 | 0.41% |
| 53 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 11.5M | -6.21% | 1.75B | 92.54 | 0.39% |
| 54 | VTI | Vanguard Total ... | 296.15 | +0.88% | 5.89M | +2.62% | 1.71B | 152.03 | 0.38% |
| 55 | BND | Vanguard Total ... | 72.56 | -0.19% | 23.62M | +6.19% | 1.7B | 79.56 | 0.38% |
| 56 | IVW | iShares S&P 500... | 106.17 | +1.01% | 16.6M | +6.41% | 1.69B | 33.33 | 0.38% |
| 57 | VUG | Vanguard Growth... | 423.26 | +1.18% | 3.99M | +15.29% | 1.64B | 186.59 | 0.37% |
| 58 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 9.17M | -0.08% | 1.63B | 81.82 | 0.37% |
| 59 | CB | Chubb Limited | 286.06 | -0.25% | 5.87M | -1.14% | 1.62B | 137.56 | 0.37% |
| 60 | GD | General Dynamic... | 278.85 | -1.47% | 6.09M | -1.85% | 1.61B | 130.36 | 0.36% |
| 61 | LIN | Linde plc | 465.93 | -0.01% | 3.81M | -12.23% | 1.59B | 364.95 | 0.36% |
| 62 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 15.33M | -1.52% | 1.59B | 30.54 | 0.36% |
| 63 | PDBC | Invesco Optimum... | 13.53 | -0.07% | 121.58M | -3.45% | 1.58B | 15.21 | 0.36% |
| 64 | EMB | iShares J.P. Mo... | 90.99 | +0.09% | 16.98M | -4.53% | 1.51B | 101.43 | 0.34% |
| 65 | MRK | Merck & Co., In... | 80.88 | -1.02% | 14.87M | -0.35% | 1.48B | 54.15 | 0.33% |
| 66 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 12.73M | +4.00% | 1.37B | 90.66 | 0.31% |
| 67 | USHY | iShares Broad U... | 37.03 | +0.24% | 37.11M | +7.48% | 1.37B | 36.72 | 0.31% |
| 68 | VB | Vanguard Small ... | 232.08 | +1.04% | 5.67M | +10.58% | 1.36B | 167.08 | 0.31% |
| 69 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 36.31M | -7.24% | 1.36B | 35.14 | 0.31% |
| 70 | EMR | Emerson Electri... | 128.64 | +2.47% | 10.98M | -1.48% | 1.36B | 60.15 | 0.31% |
| 71 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 3.34M | -1.53% | 1.35B | 151.35 | 0.30% |
| 72 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 2.67M | -0.18% | 1.33B | 308.82 | 0.30% |
| 73 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 9.38M | -2.04% | 1.32B | 54.92 | 0.30% |
| 74 | BAC | Bank of America... | 44.36 | +0.61% | 29.79M | +4.47% | 1.31B | 26.32 | 0.30% |
| 75 | MA | Mastercard Inco... | 568.14 | +1.09% | 2.45M | +2.00% | 1.29B | 135.69 | 0.29% |
| 76 | IVE | iShares S&P 500... | 191.30 | +0.20% | 6.49M | -6.65% | 1.24B | 108.09 | 0.28% |
| 77 | XLE | Energy Select S... | 87.77 | -0.37% | 14.27M | -4.36% | 1.22B | 73.53 | 0.28% |
| 78 | VTV | Vanguard Value ... | 174.03 | +0.37% | 7.18M | +14.36% | 1.22B | 123.07 | 0.27% |
| 79 | TGT | Target Corporat... | 97.44 | +2.17% | 8.84M | -3.87% | 1.19B | 69.3 | 0.27% |
| 80 | IWD | iShares Russell... | 190.16 | +0.17% | 6.28M | +36.59% | 1.16B | 141.18 | 0.26% |
| 81 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 6.57M | +0.56% | 1.15B | 130.5 | 0.26% |
| 82 | RTX | RTX Corporation | 146.33 | +0.44% | 9.94M | -0.43% | 1.15B | 65.74 | 0.26% |
| 83 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.28M | -5.53% | 1.14B | 340.56 | 0.26% |
| 84 | MUB | iShares Nationa... | 103.96 | +0.08% | 10.61M | +17.87% | 1.13B | 109.06 | 0.25% |
| 85 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 14.94M | +5.48% | 1.13B | 59.2 | 0.25% |
| 86 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 1.06M | -0.05% | 1.12B | 397.96 | 0.25% |
| 87 | ETN | Eaton Corporati... | 337.96 | +4.42% | 3.25M | -6.97% | 1.08B | 92.67 | 0.24% |
| 88 | LHX | L3Harris Techno... | 247.20 | -3.81% | 5.11M | -0.88% | 1.08B | 207.09 | 0.24% |
| 89 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 3.16M | +7.12% | 1.06B | 117.4 | 0.24% |
| 90 | NKE | NIKE, Inc. | 61.88 | +2.22% | 13.06M | -9.39% | 988.27M | 70.18 | 0.22% |
| 91 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 4.05M | +1.34% | 979.46M | 162.53 | 0.22% |
| 92 | GE | General Electri... | 236.08 | -0.22% | 5.81M | +92.57% | 969.35M | 137.46 | 0.22% |
| 93 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 5.93M | -5.43% | 966.61M | 132.76 | 0.22% |
| 94 | IBM | International B... | 281.56 | +1.57% | 4.37M | -3.29% | 961.44M | 156.34 | 0.22% |
| 95 | XLF | Financial Selec... | 50.48 | +1.03% | 19.79M | +12.41% | 956.24M | 38.2 | 0.22% |
| 96 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 5.35M | +1.91% | 952.63M | 122.54 | 0.21% |
| 97 | LMT | Lockheed Martin... | 466.60 | -4.08% | 1.96M | -21.97% | 950.25M | 206.65 | 0.21% |
| 98 | VGT | Vanguard Inform... | 633.02 | +1.56% | 1.51M | +10.52% | 941.77M | 204.3 | 0.21% |
| 99 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 5.61M | +6.12% | 935.3M | 66.27 | 0.21% |
| 100 | BIV | Vanguard Interm... | 76.08 | -0.17% | 12.26M | +58.55% | 915.91M | 78.29 | 0.21% |
| 101 | FTGC | First Trust Glo... | 25.59 | +0.25% | 36.95M | +6.72% | 884.18M | 24.32 | 0.20% |
| 102 | BX | Blackstone Inc. | 137.85 | +1.06% | 5.08M | -3.7% | 876.42M | 60.85 | 0.20% |
| 103 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 4.66M | +95.28% | 847.37M | 70.02 | 0.19% |
| 104 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 14.56M | +16.41% | 837.35M | 56.14 | 0.19% |
| 105 | UNP | Union Pacific C... | 224.53 | +0.52% | 3.66M | +0.16% | 835.34M | 93.49 | 0.19% |
| 106 | SYK | Stryker Corpora... | 376.80 | -0.13% | 2.29M | +3.23% | 823.4M | 144.2 | 0.19% |
| 107 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 768.51K | -2.22% | 814.71M | 243.19 | 0.18% |
| 108 | WM | Waste Managemen... | 234.37 | -0.9% | 4.02M | -0.92% | 811.44M | 74.81 | 0.18% |
| 109 | XLV | Health Care Sel... | 135.62 | -0.38% | 5.86M | -16.49% | 805.96M | 107.83 | 0.18% |
| 110 | GS | The Goldman Sac... | 626.86 | +2.17% | 1.4M | +4.11% | 800.87M | 225.34 | 0.18% |
| 111 | XLI | Industrial Sele... | 143.49 | +0.59% | 6.08M | +6.08% | 800.84M | 91.74 | 0.18% |
| 112 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 1.37M | +5.02% | 780.54M | 244.53 | 0.18% |
| 113 | AMD | Advanced Micro ... | 126.24 | +8.68% | 6.45M | +35.50% | 779M | 95.37 | 0.18% |
| 114 | XLC | Communication S... | 104.25 | +1.62% | 7.93M | +5.72% | 767.72M | 58.64 | 0.17% |
| 115 | HON | Honeywell Inter... | 223.91 | -0.17% | 3.36M | -3.06% | 759.05M | 104.11 | 0.17% |
| 116 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 1.44M | -5.6% | 750.41M | 103.35 | 0.17% |
| 117 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 3.73M | +2.08% | 737.03M | 44.24 | 0.17% |
| 118 | MMC | Marsh & McLenna... | 216.23 | -0.53% | 3.47M | +7.01% | 736.27M | 132.15 | 0.17% |
| 119 | WEC | WEC Energy Grou... | 104.05 | -1.01% | 7.81M | -1.36% | 734.9M | 66.37 | 0.17% |
| 120 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 9.15M | +10.17% | 734.81M | 88.25 | 0.17% |
| 121 | TXN | Texas Instrumen... | 199.09 | +2.10% | 3.81M | -4.6% | 713.87M | 66.19 | 0.16% |
| 122 | INTU | Intuit Inc. | 767.56 | +1.80% | 1.13M | -3.61% | 713.07M | 273.36 | 0.16% |
| 123 | UPS | United Parcel S... | 101.03 | +1.03% | 5.55M | -5.54% | 699.77M | 107.42 | 0.16% |
| 124 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 7.68M | -2.24% | 698.18M | 62.2 | 0.16% |
| 125 | GSIE | Goldman Sachs A... | 39.56 | +0.41% | 20.48M | +2.86% | 682.67M | 31.09 | 0.15% |
| 126 | C | Citigroup Inc. | 77.94 | +2.07% | 9.69M | +5.58% | 682.33M | 56.28 | 0.15% |
| 127 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 12.06M | +5.72% | 681.05M | 47.78 | 0.15% |
| 128 | FDS | FactSet Researc... | 421.05 | +0.27% | 1.41M | -2.35% | 678.09M | 114.7 | 0.15% |
| 129 | XLY | Consumer Discre... | 213.86 | +1.00% | 2.96M | +4.94% | 664.46M | 134.22 | 0.15% |
| 130 | IWP | iShares Russell... | 135.18 | +1.35% | 5.21M | +4.24% | 660.72M | 54.74 | 0.15% |
| 131 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 1.81M | -1.15% | 656.74M | 161.87 | 0.15% |
| 132 | KO | The Coca-Cola C... | 70.46 | -0.79% | 10.4M | -2.97% | 647.77M | 43.8 | 0.15% |
| 133 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 4.2M | -2.95% | 644.55M | 97.75 | 0.15% |
| 134 | LQD | iShares iBoxx $... | 107.60 | -0.18% | 6M | +49.43% | 640.99M | 115.16 | 0.14% |
| 135 | VYM | Vanguard High D... | 131.03 | +0.37% | 5.01M | +9.84% | 639.65M | 85.91 | 0.14% |
| 136 | GILD | Gilead Sciences... | 110.72 | +0.67% | 6.81M | -5.25% | 629.48M | 55.77 | 0.14% |
| 137 | BA | The Boeing Comp... | 201.50 | +0.59% | 3.55M | +1.57% | 628.29M | 152.09 | 0.14% |
| 138 | BK | The Bank of New... | 90.38 | +2.00% | 8.12M | -1.04% | 623.88M | 41.19 | 0.14% |
| 139 | PNC | The PNC Financi... | 174.97 | +0.92% | 3.22M | +39.74% | 621.73M | 138.6 | 0.14% |
| 140 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 12.29M | +10.66% | 608.42M | 36.13 | 0.14% |
| 141 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 12.09M | +1.70% | 605.99M | 51.1 | 0.14% |
| 142 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 10.14M | -0.41% | 605.5M | 43.78 | 0.14% |
| 143 | PFE | Pfizer Inc. | 24.39 | -0.63% | 22.23M | +6.08% | 589.88M | 30.22 | 0.13% |
| 144 | AMT | American Tower ... | 214.85 | +0.03% | 3.21M | -8.58% | 588.17M | 147.38 | 0.13% |
| 145 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 6.44M | -4.62% | 585.97M | 31.77 | 0.13% |
| 146 | DIS | The Walt Disney... | 119.45 | +1.28% | 5.25M | -0.63% | 584.1M | 78.62 | 0.13% |
| 147 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 1.36M | +27.35% | 579.44M | 286.28 | 0.13% |
| 148 | TJX | The TJX Compani... | 124.16 | +0.20% | 4.76M | -2.13% | 575.62M | 36.51 | 0.13% |
| 149 | ADBE | Adobe Inc. | 401.12 | +2.41% | 1.28M | -4.5% | 570.66M | 260.21 | 0.13% |
| 150 | PH | Parker-Hannifin... | 660.76 | +1.02% | 896.67K | +0.70% | 570.31M | 334.4 | 0.13% |