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CIK: 0000072971
Total reported value
$617.4B
$617.4B
6557 檔
9.9%
In Q4 2024, Wells Fargo & Company/mn's U.S. equity holdings reached a combined market value of $617.4B, distributed across 6557 disclosed stock positions.
Wells Fargo & Company/mn executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 5 holdings and trimming 104 positions.
Showing top 200 holdings (of 6557 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.03% | -1.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.28% | -1.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | +0.37% | +43.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | +0.06% | +11.81% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | +0.04% | +2.72% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.73% | +0.62% | -38.44% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.67% | +0.22% | -28.87% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.07% | +5.87% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.60% | — | +0.37% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.33% | -0.08% | +0.51% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | — | -1.23% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.01% | -1.77% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.15% | +5.92% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.04% | +5.39% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.30% | -5.70% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.21% | -3.70% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.08% | +0.05% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.07% | -12.73% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.77% | -0.03% | +5.90% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | +0.03% | +7.33% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.07% | +3.93% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.68% | +0.02% | +2.69% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.12% | -4.36% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | +10.67% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.26% | -5.80% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.17% | +2.10% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.60% | -0.06% | — | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.16% | +3.12% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.09% | -0.38% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.07% | -4.89% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.07% | +4.46% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.30% | -1.03% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.11% | +2.37% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.16% | -4.65% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.16% | -0.80% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.09% | -3.30% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.08% | -0.89% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.06% | -0.87% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.07% | -1.49% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.17% | -1.01% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | -0.01% | -2.41% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.05% | +8.60% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.01% | +15.53% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | — | +6.37% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.43% | -0.05% | +6.24% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.04% | +6.09% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.09% | -1.74% | |
| 48 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | +0.02% | -3.24% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.05% | -4.74% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.41% | -0.13% | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +43.76% | Add |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.3% | +5.87% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | -1.77% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.81% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +2.72% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +15.53% | Add |
| 8 | APO | Apollo Global Management Inc | +0.2% | +218.80% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -1.82% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -1.23% | Trim |
| 11 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 12 | GE | General Electric | +0.1% | +105.50% | Add |
| 13 | KR | Kroger Co | +0.1% | +498.35% | Add |
| 14 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -3.70% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.67% | Add |
| 17 | BIV | Vanguard Intermediate-term B | +0.1% | +58.55% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +15.29% | Add |
| 19 | CRM | Salesforce Inc | +0.1% | +8.95% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -1.03% | Trim |
| 21 | IWD | Ishares Russell 1000 Value E | +0.1% | +36.59% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +9.62% | Add |
| 23 | AEE | Ameren Corporation | +0.1% | +1732.40% | Add |
| 24 | SNOW | Snowflake Inc | +0.1% | +168.90% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.70% | Trim |
| 26 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +5.90% | Add |
| 27 | WMT | Walmart Inc | +0.1% | -0.80% | Trim |
| 28 | AMD | Advanced Micro Devices | +0.1% | +66.62% | Add |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +48.99% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.33% | Add |
| 31 | SLB | Slb LTD | +0.1% | +135.84% | Add |
| 32 | KMI | Kinder Morgan, Inc. | +0.1% | +29.94% | Add |
| 33 | BAC | Bank Of America CORP | 0% | +3.93% | Add |
| 34 | CSL | Carlisle Cos Inc | 0% | +692.05% | Add |
| 35 | PNC | Pnc Financial Services Group | 0% | +38.47% | Add |
| 36 | IVW | Ishares S&p 500 Growth ETF | 0% | +6.41% | Add |
| 37 | CMG | Chipotle Mexican Grill Inc | 0% | +67.68% | Add |
| 38 | TMUS | T-mobile US Inc | 0% | +42.86% | Add |
| 39 | NFLX | Netflix Inc | 0% | -6.37% | Trim |
| 40 | HLT | Hilton Worldwide Holdings In | 0% | +36.06% | Add |
| 41 | C | Citigroup Inc | 0% | +14.95% | Add |
| 42 | GS | Goldman Sachs Group Inc | 0% | +8.14% | Add |
| 43 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.37% | Add |
| 44 | MUB | Ishares National Muni Bond E | 0% | +17.87% | Add |
| 45 | XLK | Ss Technology Select Sector | 0% | +3.12% | Add |
| 46 | VB | Vanguard Small-cap ETF | 0% | +10.58% | Add |
| 47 | PLTR | Palantir Technologies Inc-a | 0% | -8.97% | Trim |
| 48 | COR | Cencora Inc | 0% | +23.62% | Add |
| 49 | EMR | Emerson Electric Co | 0% | -1.48% | Trim |
| 50 | VIG | Vanguard Dividend Apprec ETF | 0% | +8.60% | Add |
According to official SEC Form 13F filings, Wells Fargo & Company/mn reported a total U.S. public equity portfolio value of $617.4B across 6557 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPY) accounted for 9.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $2.7B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.5B
During Q4 2024, Wells Fargo & Company/mn's top holdings by market value included AAPL (3.4%)、MSFT (3.3%)、SPY (3.0%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2024, Wells Fargo & Company/mn made 200 total portfolio adjustments, initiating 6 new buys, adding to 85 positions, trimming 104 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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