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CIK: 0000072971
Total reported value
$617.4B
$617.4B
6570 檔
9.1%
The Q1 2025 SEC filing reveals that Wells Fargo & Company/mn held a total portfolio value of $617.4B, covering 6570 public equity positions.
Wells Fargo & Company/mn executed strategic sector rebalancing during Q1 2025, establishing 10 new positions while fully exiting 15 holdings and trimming 96 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPY) accounted for 9.1% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 6570 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.11% | -0.03% | +2.32% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.28% | -3.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | +0.37% | -9.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.06% | -0.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.93% | +0.62% | +20.71% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.04% | +18.71% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.62% | — | +5.98% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.59% | +0.22% | +4.86% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.41% | -0.08% | +7.00% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | — | -1.26% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.07% | -5.50% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.04% | +8.97% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.21% | -0.15% | +0.14% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.08% | +28.52% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.01% | -2.04% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.07% | -7.07% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.07% | +0.10% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.75% | -0.03% | +0.90% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.74% | +0.02% | +12.02% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.21% | +6.25% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.26% | -1.02% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.07% | +3.10% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.30% | +2.13% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.17% | +3.40% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.12% | +0.61% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | +0.03% | -2.02% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.30% | +4.29% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.06% | +2.78% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.07% | +4.73% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | +1.32% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.11% | -1.77% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.09% | +0.30% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.16% | -4.83% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.06% | -0.73% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.09% | -1.49% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.16% | +0.92% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.08% | +0.37% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.16% | +0.23% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.01% | -1.96% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.09% | +2.97% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.05% | +1.63% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.07% | +0.27% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.05% | +0.93% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.17% | -0.53% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.04% | +0.07% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.45% | -0.13% | -0.48% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.44% | -0.05% | -0.56% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | -1.05% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.42% | -0.03% | +5.32% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.42% | -0.42% | +59.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | -9.72% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +20.71% | Add |
| 3 | NVDA | Nvidia CORP | +1.3% | +18.71% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +8.97% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.8% | +5.98% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.7% | -0.53% | Add |
| 7 | AAPL | Apple Inc | +0.7% | +2.32% | Trim |
| 8 | AVGO | Broadcom Inc | +0.7% | -2.04% | Add |
| 9 | LLY | Eli Lilly & Co | +0.5% | +3.40% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -1.26% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.4% | +0.61% | Add |
| 12 | CVX | Chevron CORP | +0.4% | -1.02% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.78% | Trim |
| 14 | XLE | Ss Energy Select Sector | +0.3% | +6.81% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.3% | +28.52% | Trim |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +59.32% | Add |
| 17 | GSLC | Goldman Activebeta US Lc ETF | +0.3% | +0.90% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.93% | Add |
| 19 | USHY | Ishares Broad Usd High Yield | +0.2% | +3.03% | Add |
| 20 | CB | Chubb Limited | +0.2% | -0.70% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.32% | Add |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | -0.56% | Add |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +7.97% | Add |
| 24 | SPGI | S&p Global Inc | +0.2% | +4.17% | Add |
| 25 | AFL | Aflac Inc | +0.2% | -2.44% | Trim |
| 26 | GLD | Spdr Gold Shares | +0.2% | +20.53% | Add |
| 27 | XLK | Ss Technology Select Sector | +0.2% | +0.23% | Add |
| 28 | MCD | Mcdonald's CORP | +0.2% | -1.77% | Add |
| 29 | GWW | Ww Grainger Inc | +0.2% | -2.50% | Add |
| 30 | FTGC | First Trust Global Tactical | +0.2% | +2.11% | Add |
| 31 | COR | Cencora Inc | +0.2% | +4.36% | Add |
| 32 | TSLA | Tesla Inc | +0.2% | +17.09% | Add |
| 33 | ADP | Automatic Data Processing | +0.2% | -1.96% | Trim |
| 34 | XOM | Exxon Mobil CORP | +0.2% | +0.83% | Trim |
| 35 | WMT | Walmart Inc | +0.2% | +0.92% | Add |
| 36 | PSX | Phillips 66 | +0.2% | -0.48% | Add |
| 37 | VUG | Vanguard Growth ETF | +0.2% | -1.77% | Add |
| 38 | MUB | Ishares National Muni Bond E | +0.2% | -5.07% | Add |
| 39 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +4.79% | Add |
| 40 | VO | Vanguard Mid-cap ETF | +0.2% | +7.00% | Trim |
| 41 | MRSH | Marsh & Mclennan Cos | +0.1% | +3.56% | Add |
| 42 | PDBC | Invesco Optimum Yield Divers | +0.1% | -0.45% | Add |
| 43 | SBUX | Starbucks CORP | +0.1% | -6.38% | Add |
| 44 | ABBV | Abbvie Inc | +0.1% | -1.05% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.02% | Add |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -5.19% | Add |
| 47 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +0.19% | Add |
| 48 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +0.73% | Add |
| 49 | AMGN | Amgen Inc | +0.1% | +1.63% | Add |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +11.32% | 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 6570 disclosed positions in Q1 2025.
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.
Top New Position Initiated
BLK
市值: $2.4B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.0B
During Q1 2025, Wells Fargo & Company/mn's top holdings by market value included AAPL (3.1%)、MSFT (2.8%)、SPY (2.6%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q1 2025, Wells Fargo & Company/mn made 200 total portfolio adjustments, initiating 10 new buys, adding to 79 positions, trimming 96 holdings, and fully liquidating 15 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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