Fund Holdings

WELLS FARGO & COMPANY/MN

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)57,763,73159,985,271+2,221,54011,851,384,68715,274,049,6593.12%+3,422,664,972
ALPHABET INC(GOOG)24,448,38628,840,366+4,391,9804,308,539,0397,011,092,9661.43%+2,702,553,927
INVESCO QQQ TR(Call)5,026,2008,363,400+3,337,2002,772,652,9685,021,134,458+2,248,481,490
NVIDIA CORPORATION(NVDA)57,317,60359,791,557+2,473,9549,055,608,09011,155,908,6802.28%+2,100,300,590
ISHARES TR17,705,48718,747,397+1,041,91010,993,337,26012,547,632,3422.56%+1,554,295,082
BROADCOM INC(AVGO)23,979,25524,593,712+614,4576,609,881,6718,113,711,4731.65%+1,503,829,802
ISHARES TR59,272,04763,192,828+3,920,7818,004,097,3479,204,035,3201.88%+1,199,937,973
ALPHABET INC(GOOG)17,740,60117,716,982-23,6193,147,005,1504,314,970,6800.88%+1,167,965,530
TESLA INC(TSLA)4,370,1495,421,855+1,051,7061,388,221,5192,411,207,2930.49%+1,022,985,774
MICROSOFT CORP(MSFT)33,100,20833,724,405+624,19716,464,374,69117,467,556,1153.56%+1,003,181,424
SPDR S&P 500 ETF TR(SPY)(Put)3,842,3004,879,400+1,037,1002,373,965,0553,250,558,692+876,593,637
ISHARES TR55,722,99263,845,735+8,122,7435,527,720,8026,400,534,9101.31%+872,814,108
VANGUARD INDEX FDS24,779,83326,204,917+1,425,0846,934,140,8497,697,432,2401.57%+763,291,391
SELECT SECTOR SPDR TR25,446,56638,005,847+12,559,2811,332,636,6482,047,374,9920.42%+714,738,344
JOHNSON & JOHNSON(JNJ)17,929,33618,452,674+523,3382,738,706,0763,421,494,7800.70%+682,788,704
ISHARES INC51,848,44257,488,391+5,639,9493,112,462,0113,789,634,7290.77%+677,172,718
VANGUARD BD INDEX FDS15,858,67224,276,825+8,418,1531,226,509,6441,895,777,1940.39%+669,267,550
ISHARES TR71,891,27376,220,414+4,329,1416,001,483,5126,654,804,2871.36%+653,320,775
META PLATFORMS INC(META)7,744,2128,665,322+921,1105,715,925,0926,363,639,4921.30%+647,714,400
ADVANCED MICRO DEVICES INC(AMD)6,179,9349,024,327+2,844,393876,932,5701,460,045,9110.30%+583,113,341
ISHARES TR(Put)11,229,90012,327,600+1,097,7002,423,300,1212,982,786,096+559,485,975
ADVANCED MICRO DEVICES INC(AMD)(Put)980,9003,840,600+2,859,700139,189,710621,370,674+482,180,964
VANGUARD INTL EQUITY INDEX F2,089,6238,696,007+6,606,384140,464,460620,634,0180.13%+480,169,558
JPMORGAN CHASE & CO.(JPM)23,648,31823,225,940-422,3786,855,883,9367,326,158,3521.49%+470,274,416
APPLE INC(AAPL)(Put)2,263,4003,657,900+1,394,500464,381,778931,411,077+467,029,299
AMERICAN EXPRESS CO(AXP)3,808,2795,005,648+1,197,3691,214,764,8161,662,675,8400.34%+447,911,024
PROLOGIS INC.(PLD)5,295,8618,731,565+3,435,704556,700,831999,938,8160.20%+443,237,985
PALANTIR TECHNOLOGIES INC(PLTR)4,468,4145,728,789+1,260,375609,134,2201,045,045,6210.21%+435,911,401
ABBVIE INC(ABBV)9,042,7489,127,140+84,3921,678,514,9112,113,297,8800.43%+434,782,969
SELECT SECTOR SPDR TR11,195,01511,566,134+371,1192,834,913,6423,260,030,3590.66%+425,116,717
GE AEROSPACE(GE)6,437,0916,769,204+332,1131,656,842,7342,036,312,0790.42%+379,469,345
APPLOVIN CORP(APP)892,099957,428+65,329312,306,002687,949,8780.14%+375,643,876
VANGUARD INDEX FDS5,677,7975,857,229+179,4323,225,159,1973,586,849,4460.73%+361,690,249
IREN LIMITED628,5737,882,103+7,253,5309,158,309369,907,0930.08%+360,748,784
IREN LIMITED(Put)188,5007,581,500+7,393,0002,746,445355,799,795+353,053,350
ORACLE CORP(ORCL)5,919,3785,817,749-101,6291,294,153,4011,636,183,6580.33%+342,030,257
BLACKROCK INC(BLK)2,491,7422,526,735+34,9932,614,460,3552,945,843,1900.60%+331,382,835
ISHARES TR50,077,41152,504,470+2,427,0593,105,801,0563,426,441,6760.70%+320,640,620
SNOWFLAKE INC(SNOW)01,406,032+1,406,0320317,130,2730.06%+317,130,273
VANGUARD INTL EQUITY INDEX F42,922,65444,986,245+2,063,5912,122,954,4152,437,354,7050.50%+314,400,290
CHEVRON CORP NEW(CVX)18,116,79618,654,031+537,2352,594,144,1442,896,784,5660.59%+302,640,422
SHERWIN WILLIAMS CO(SHW)1,124,5661,964,133+839,567386,131,069680,100,8200.14%+293,969,751
AMAZON COM INC(AMZN)30,439,04831,741,485+1,302,4376,678,022,6496,969,477,7691.42%+291,455,120
ISHARES BITCOIN TRUST ETF(IBIT)2,627,8906,888,063+4,260,173160,853,126447,724,0850.09%+286,870,959
MICRON TECHNOLOGY INC(MU)3,105,9483,974,549+868,601382,808,167665,021,5000.14%+282,213,333
ISHARES TR39,188,07040,247,719+1,059,6493,604,126,7733,885,917,2020.79%+281,790,429
NEBIUS GROUP N.V.(NBIS)107,3962,541,821+2,434,4255,942,198285,370,1960.06%+279,427,998
LOWES COS INC(LOW)10,263,07010,169,070-94,0002,277,067,4962,555,588,9880.52%+278,521,492
AMERICAN CENTY ETF TR1,304,2964,838,660+3,534,36489,396,427363,431,7680.07%+274,035,341
NEBIUS GROUP N.V.(NBIS)(Put)02,382,000+2,382,0000267,427,140+267,427,140
NVIDIA CORPORATION(NVDA)(Put)3,747,4004,601,900+854,500592,051,726858,622,502+266,570,776
L3HARRIS TECHNOLOGIES INC(LHX)4,981,7954,955,201-26,5941,249,633,3671,513,367,8680.31%+263,734,501
INVESCO QQQ TR(Put)7,087,0006,947,800-139,2003,909,472,6804,171,250,686+261,778,006
ASML HOLDING N V750,822890,612+139,790601,701,060862,193,6590.18%+260,492,599
ALIBABA GROUP HLDG LTD(BABA)1,511,9232,411,434+899,511171,467,218430,995,7340.09%+259,528,516
HOME DEPOT INC(HD)5,840,1275,922,774+82,6472,141,223,9132,399,848,3650.49%+258,624,452
CONSTELLATION ENERGY CORP(CEG)3,406,5294,082,831+676,3021,099,491,2991,343,537,1680.27%+244,045,869
SPDR GOLD TR(GLD)4,143,5664,239,738+96,1721,263,083,2611,507,099,5920.31%+244,016,331
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,925,9334,036,323+110,390889,184,6381,127,304,6780.23%+238,120,040
VANGUARD TAX-MANAGED FDS62,842,95963,486,145+643,1863,582,677,1483,804,089,8050.78%+221,412,657
CATERPILLAR INC(CAT)1,903,6461,997,263+93,617739,014,577952,994,2480.19%+213,979,671
VANGUARD INDEX FDS4,121,9014,212,700+90,7991,807,041,7822,020,453,3500.41%+213,411,568
ARISTA NETWORKS INC(ANET)4,065,6204,303,400+237,780415,953,510627,048,4310.13%+211,094,921
ISHARES TR4,309,2344,343,006+33,7721,829,614,6252,034,307,2970.41%+204,692,672
CITIGROUP INC(C)12,252,32212,223,800-28,5221,042,917,6691,240,715,7630.25%+197,798,094
AMPHENOL CORP NEW6,210,1426,546,828+336,686613,251,561810,170,0130.17%+196,918,452
PHILLIPS 66(PSX)15,624,29415,103,967-520,3271,863,978,2812,054,441,6440.42%+190,463,363
WALMART INC(WMT)27,882,46928,287,708+405,2392,726,347,7922,915,331,0940.59%+188,983,302
BANK AMERICA CORP30,608,73631,685,987+1,077,2511,448,405,3741,634,680,0750.33%+186,274,701
NEXTERA ENERGY INC(NEE)27,691,49027,850,384+158,8941,922,343,2042,102,425,4280.43%+180,082,224
ISHARES TR43,286,45146,615,088+3,328,6372,001,132,6002,177,390,7480.44%+176,258,148
APPLOVIN CORP(APP)(Put)237,000359,700+122,70082,968,960258,458,838+175,489,878
COINBASE GLOBAL INC(COIN)(Call)50,500567,100+516,60017,699,745191,390,579+173,690,834
BROADCOM INC(AVGO)(Put)35,400550,900+515,5009,758,010181,747,419+171,989,409
VANGUARD INDEX FDS5,868,1856,111,140+242,9551,390,642,4241,553,940,5300.32%+163,298,106
VANGUARD BD INDEX FDS4,915,1096,958,308+2,043,199386,819,071549,080,0950.11%+162,261,024
MICRON TECHNOLOGY INC(MU)(Put)912,5001,632,500+720,000112,465,625273,149,900+160,684,275
PIMCO ETF TR509,9186,270,931+5,761,01313,171,182171,823,5090.04%+158,652,327
PALO ALTO NETWORKS INC(PANW)4,792,6665,580,894+788,228980,771,1641,136,381,5490.23%+155,610,385
GE VERNOVA INC(GEV)643,744805,221+161,477340,637,279495,130,3760.10%+154,493,097
BANK NEW YORK MELLON CORP9,122,3559,039,287-83,068831,137,848984,920,7860.20%+153,782,938
LAM RESEARCH CORP(LRCX)5,809,1895,353,517-455,672565,466,417716,835,9610.15%+151,369,544
TESLA INC(TSLA)(Put)1,001,2001,045,600+44,400318,041,192464,999,232+146,958,040
ISHARES GOLD TR(IAU)12,679,91512,876,414+196,499790,719,466937,016,6300.19%+146,297,164
ELI LILLY & CO(LLY)(Put)454,100653,700+199,600353,984,573498,773,100+144,788,527
RTX CORPORATION(RTX)9,415,4469,073,582-341,8641,374,843,4021,518,282,5380.31%+143,439,136
MARVELL TECHNOLOGY INC(MRVL)2,433,3913,874,202+1,440,811188,344,463325,704,1820.07%+137,359,719
VANECK ETF TRUST3,219,0543,972,074+753,020167,583,985303,466,4850.06%+135,882,500
ISHARES TR(Put)1,404,9004,423,300+3,018,40051,644,124181,974,562+130,330,438
INVESCO QQQ TR7,228,1856,856,293-371,8923,987,356,4314,116,312,4080.84%+128,955,977
VANGUARD INDEX FDS5,677,5595,642,393-35,1661,725,580,5081,851,663,9680.38%+126,083,460
COINBASE GLOBAL INC(COIN)358,656742,313+383,657125,705,423250,523,3770.05%+124,817,954
SHOPIFY INC(SHOP)3,316,1173,412,417+96,300382,514,197507,119,2890.10%+124,605,092
BLOOM ENERGY CORP375,0751,564,742+1,189,6678,971,787132,330,2100.03%+123,358,423
SPDR SERIES TRUST(Put)150,0002,073,500+1,923,5008,908,500131,252,550+122,344,050
VANGUARD WORLD FD1,532,3841,525,011-7,3731,016,399,1571,138,618,9200.23%+122,219,763
UBER TECHNOLOGIES INC(UBER)10,200,79510,907,365+706,570951,734,1511,068,594,4970.22%+116,860,346
CAPITAL GROUP DIVIDEND VALUE11,517,84613,581,815+2,063,969454,839,737570,843,7110.12%+116,003,974
MCDONALDS CORP(MCD)(Call)27,600392,500+364,9008,063,892119,276,825+111,212,933
WORLD GOLD TR(GLDM)4,351,0235,128,107+777,084285,079,015392,043,7780.08%+106,964,763
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