WELLS FARGO & COMPANY/MN

data from 30/09/2025

Capitalization

$ 526.000 B 8.81 %

Average holding period

27 ans

Performance

$ 406.615 B 35 048.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WELLS FARGO & COMPANY/MN

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.32% 17.468 B $ 33724405 2011/12/31 679.878 M $ 4.13 %
2025/09/30 AAPL APPLE INC 2.90% 15.274 B $ 59985271 2011/12/31 2.857 B $ 24.11 %
2025/09/30 IVV ISHARES TR 2.39% 12.548 B $ 18747397 2011/12/31 856.946 M $ 7.80 %
2025/09/30 NVDA NVIDIA CORPORATION 2.12% 11.156 B $ 59791557 2011/12/31 1.639 B $ 18.10 %
2025/09/30 ITOT ISHARES TR 1.75% 9.204 B $ 63192828 2011/12/31 628.876 M $ 7.86 %
2025/09/30 AVGO BROADCOM INC 1.54% 8.114 B $ 24593712 2018/06/30 1.301 B $ 19.68 %
2025/09/30 VO VANGUARD INDEX FDS 1.46% 7.697 B $ 26204917 2011/12/31 344.687 M $ 4.97 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.39% 7.326 B $ 23225940 2011/12/31 603.505 M $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 1.33% 7.011 B $ 28840366 2015/12/31 1.635 B $ 37.94 %
2025/09/30 AMZN AMAZON COM INC 1.33% 6.969 B $ 31741485 2011/12/31 5.479 M $ 0.08 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.31% 6.867 B $ 10307385 2011/12/31 968.628 M $ 7.82 %
2025/09/30 IEFA ISHARES TR 1.27% 6.655 B $ 76220414 2013/03/31 275.344 M $ 4.59 %
2025/09/30 AGG ISHARES TR 1.22% 6.401 B $ 63845735 2011/12/31 58.509 M $ 1.06 %
2025/09/30 META META PLATFORMS INC 1.21% 6.364 B $ 8665322 2012/06/30 -28.731 M $ -0.50 %
2025/09/30 QQQ INVESCO QQQ TR 0.95% 5.021 B $ 8363400 2022/03/31 244.927 M $ 8.83 %
2025/09/30 GOOG ALPHABET INC 0.82% 4.315 B $ 17716982 2015/12/31 1.174 B $ 37.30 %
2025/09/30 QQQ INVESCO QQQ TR 0.79% 4.171 B $ 6947800 2022/03/31 345.350 M $ 8.83 %
2025/09/30 QQQ INVESCO QQQ TR 0.78% 4.116 B $ 6856293 2018/06/30 352.229 M $ 8.83 %
2025/09/30 IWR ISHARES TR 0.74% 3.886 B $ 40247719 2011/12/31 179.481 M $ 4.98 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.72% 3.804 B $ 63486145 2011/12/31 182.873 M $ 5.10 %
2025/09/30 IEMG ISHARES INC 0.72% 3.790 B $ 57488391 2013/03/31 305.387 M $ 9.81 %
2025/09/30 GSLC GOLDMAN SACHS ETF TR 0.69% 3.628 B $ 27845913 2016/09/30 264.789 M $ 7.33 %
2025/09/30 VOO VANGUARD INDEX FDS 0.68% 3.587 B $ 5857229 2013/12/31 251.810 M $ 7.81 %
2025/09/30 IJH ISHARES TR 0.65% 3.426 B $ 52504470 2011/12/31 162.251 M $ 5.22 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.65% 3.421 B $ 18452674 2011/12/31 585.751 M $ 21.39 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.62% 3.260 B $ 11566134 2011/12/31 320.513 M $ 11.31 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.62% 3.251 B $ 4879400 2022/03/31 185.698 M $ 7.82 %
2025/09/30 IWM ISHARES TR 0.61% 3.185 B $ 13162753 2011/12/31 408.714 M $ 12.13 %
2025/09/30 IWM ISHARES TR 0.57% 2.983 B $ 12327600 2022/03/31 293.886 M $ 12.13 %
2025/09/30 BLK BLACKROCK INC 0.56% 2.946 B $ 2526735 2024/12/31 290.587 M $ 11.11 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.56% 2.930 B $ 3165920 2011/12/31 -200.292 M $ -6.50 %
2025/09/30 WMT WALMART INC 0.55% 2.915 B $ 28287708 2011/12/31 147.219 M $ 5.40 %
2025/09/30 CVX CHEVRON CORP NEW 0.55% 2.897 B $ 18654031 2011/12/31 219.213 M $ 8.45 %
2025/09/30 V VISA INC 0.53% 2.764 B $ 8095650 2011/12/31 -111.899 M $ -3.85 %
2025/09/30 CSCO CISCO SYS INC 0.50% 2.624 B $ 38344455 2011/12/31 -36.969 M $ -1.38 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.49% 2.562 B $ 5096674 2011/12/31 88.633 M $ 3.49 %
2025/09/30 LOW LOWES COS INC 0.49% 2.556 B $ 10169070 2011/12/31 302.145 M $ 13.27 %
2025/09/30 LLY ELI LILLY & CO 0.47% 2.459 B $ 3223425 2011/12/31 -51.562 M $ -2.12 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.46% 2.437 B $ 44986245 2011/12/31 202.595 M $ 9.54 %
2025/09/30 MCD MCDONALDS CORP 0.46% 2.423 B $ 7972339 2011/12/31 95.774 M $ 4.01 %
2025/09/30 TSLA TESLA INC 0.46% 2.411 B $ 5421855 2011/12/31 555.271 M $ 40.00 %
2025/09/30 HD HOME DEPOT INC 0.46% 2.400 B $ 5922774 2011/12/31 225.137 M $ 10.51 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.43% 2.284 B $ 10586038 2011/12/31 118.679 M $ 5.43 %
2025/09/30 ABT ABBOTT LABS 0.43% 2.238 B $ 16707340 2011/12/31 -35.580 M $ -1.52 %
2025/09/30 IUSB ISHARES TR 0.41% 2.177 B $ 46615088 2016/06/30 20.777 M $ 1.04 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.41% 2.167 B $ 14102837 2011/12/31 -80.871 M $ -3.56 %
2025/09/30 ADI ANALOG DEVICES INC 0.41% 2.142 B $ 8719326 2011/12/31 66.662 M $ 3.23 %
2025/09/30 ABBV ABBVIE INC 0.40% 2.113 B $ 9127140 2013/03/31 415.243 M $ 24.74 %
2025/09/30 NEE NEXTERA ENERGY INC 0.40% 2.102 B $ 27850384 2011/12/31 168.087 M $ 8.74 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.40% 2.095 B $ 7137540 2011/12/31 -108.021 M $ -4.83 %
2025/09/30 PSX PHILLIPS 66 0.39% 2.054 B $ 15103967 2012/06/30 261.238 M $ 14.02 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.39% 2.047 B $ 38005847 2011/12/31 38.170 M $ 2.86 %
2025/09/30 GE GE AEROSPACE 0.39% 2.036 B $ 6769204 2021/09/30 279.563 M $ 16.87 %
2025/09/30 IWF ISHARES TR 0.39% 2.034 B $ 4343006 2011/12/31 188.874 M $ 10.32 %
2025/09/30 VUG VANGUARD INDEX FDS 0.38% 2.020 B $ 4212700 2011/12/31 169.864 M $ 9.40 %
2025/09/30 AMGN AMGEN INC 0.38% 2.020 B $ 7157373 2011/12/31 21.860 M $ 1.07 %
2025/09/30 IWM ISHARES TR 0.37% 1.957 B $ 8088800 2022/06/30 262.399 M $ 12.13 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.37% 1.942 B $ 26117435 2011/12/31 18.683 M $ 1.01 %
2025/09/30 BIV VANGUARD BD INDEX FDS 0.36% 1.896 B $ 24276825 2011/12/31 11.894 M $ 0.97 %
2025/09/30 VTI VANGUARD INDEX FDS 0.35% 1.852 B $ 5642393 2011/12/31 137.624 M $ 7.98 %
2025/09/30 LIN LINDE PLC 0.35% 1.848 B $ 3889642 2023/03/31 22.402 M $ 1.24 %
2025/09/30 IJR ISHARES TR 0.35% 1.830 B $ 15402744 2011/12/31 156.808 M $ 8.73 %
2025/09/30 IVW ISHARES TR 0.34% 1.804 B $ 14940940 2011/12/31 165.406 M $ 9.65 %
2025/09/30 EMB ISHARES TR 0.34% 1.777 B $ 18668812 2011/12/31 46.380 M $ 2.77 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.34% 1.765 B $ 6768520 2011/12/31 92.828 M $ 5.46 %
2025/09/30 NFLX NETFLIX INC 0.33% 1.739 B $ 1450352 2011/12/31 -200.339 M $ -10.47 %
2025/09/30 SBUX STARBUCKS CORP 0.32% 1.668 B $ 19721234 2011/12/31 -126.045 M $ -7.67 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.32% 1.663 B $ 5005648 2011/12/31 50.193 M $ 4.13 %
2025/09/30 ORCL ORACLE CORP 0.31% 1.636 B $ 5817749 2011/12/31 370.612 M $ 28.64 %
2025/09/30 BAC BANK AMERICA CORP 0.31% 1.635 B $ 31685987 2011/12/31 130.699 M $ 9.02 %
2025/09/30 PEP PEPSICO INC 0.30% 1.601 B $ 11399700 2011/12/31 95.569 M $ 6.36 %
2025/09/30 MA MASTERCARD INCORPORATED 0.30% 1.580 B $ 2777812 2011/12/31 18.198 M $ 1.22 %
2025/09/30 USHY ISHARES TR 0.30% 1.579 B $ 41786383 2019/06/30 10.743 M $ 0.72 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.30% 1.567 B $ 4594145 2011/12/31 289.214 M $ 16.92 %
2025/09/30 VB VANGUARD INDEX FDS 0.30% 1.554 B $ 6111140 2011/12/31 101.520 M $ 7.30 %
2025/09/30 HYG ISHARES TR 0.29% 1.522 B $ 18743900 2022/03/31 9.898 M $ 0.67 %
2025/09/30 RTX RTX CORPORATION 0.29% 1.518 B $ 9073582 2020/06/30 200.643 M $ 14.59 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.29% 1.513 B $ 4955201 2019/09/30 271.857 M $ 21.75 %
2025/09/30 GLD SPDR GOLD TR 0.29% 1.507 B $ 4239738 2011/12/31 209.830 M $ 16.61 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.28% 1.475 B $ 5981830 2011/12/31 -335.994 M $ -17.49 %
2025/09/30 XOM EXXON MOBIL CORP 0.28% 1.466 B $ 13000307 2011/12/31 67.825 M $ 4.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.28% 1.460 B $ 9024327 2011/12/31 122.919 M $ 14.02 %
2025/09/30 EFA ISHARES TR 0.28% 1.454 B $ 15573782 2011/12/31 60.551 M $ 4.45 %
2025/09/30 VTV VANGUARD INDEX FDS 0.27% 1.437 B $ 7704993 2011/12/31 73.401 M $ 5.52 %
2025/09/30 EMR EMERSON ELEC CO 0.27% 1.404 B $ 10706060 2011/12/31 -23.307 M $ -1.61 %
2025/09/30 CB CHUBB LIMITED 0.26% 1.356 B $ 4805937 2016/03/31 -43.184 M $ -2.58 %
2025/09/30 SPGI S&P GLOBAL INC 0.26% 1.348 B $ 2770535 2016/06/30 -112.935 M $ -7.70 %
2025/09/30 PDBC INVESCO ACTVELY MNGD ETC FD 0.26% 1.344 B $ 100043615 2018/06/30 42.154 M $ 2.99 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.26% 1.344 B $ 4082831 2022/03/31 21.495 M $ 1.96 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.25% 1.292 B $ 4578248 2011/12/31 -58.352 M $ -4.28 %
2025/09/30 IVE ISHARES TR 0.24% 1.269 B $ 6143986 2011/12/31 69.874 M $ 5.68 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.24% 1.265 B $ 6667447 2018/06/30 55.196 M $ 4.38 %
2025/09/30 C CITIGROUP INC 0.24% 1.241 B $ 12223800 2011/12/31 200.693 M $ 19.24 %
2025/09/30 AFL AFLAC INC 0.24% 1.239 B $ 11091727 2011/12/31 91.858 M $ 5.92 %
2025/09/30 ETN EATON CORP PLC 0.23% 1.225 B $ 3274387 2012/12/31 55.943 M $ 4.83 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.23% 1.208 B $ 3497677 2011/12/31 145.185 M $ 10.68 %
2025/09/30 VGT VANGUARD WORLD FD 0.22% 1.139 B $ 1525011 2011/12/31 127.724 M $ 12.57 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.22% 1.136 B $ 5580894 2012/09/30 -4.889 M $ -0.50 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.21% 1.127 B $ 4036323 2011/12/31 207.289 M $ 23.31 %
2025/09/30 CRM SALESFORCE INC 0.21% 1.126 B $ 4749155 2011/12/31 -143.028 M $ -13.09 %