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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Raymond James Financial Inc ⇄ Wells Fargo & Company/Mn

60Shared positions
65.9%Name overlap (Jaccard)
15+Only Raymond James…
15+Only Wells Fargo &…

Shared holdings · Q2 2026

SecurityRaymond James… weightWells Fargo &… weight
VOO Vanguard S&P 500 ETF 5.8% 0.8%
AAPL Apple Inc. 2.4% 3.0%
MSFT Microsoft Corporation 1.9% 2.2%
NVDA NVIDIA Corporation 1.9% 2.0%
IVV iShares Core S&P 500 ETF 1.0% 2.7%
AGG iShares Core U.S.… 2.5% 1.1%
AVGO Broadcom Inc. 1.7% 1.7%
GOOGL Alphabet Inc. 1.3% 1.8%
AMZN Amazon.com, Inc. 1.4% 1.4%
IEFA iShares Core MSCI EAFE ETF 1.2% 1.5%
JPM JPMorgan Chase & Co. 1.3% 1.3%
SPY State Street SPDR S&P 500… 0.9% 1.6%
VO Vanguard Morningstar… 0.7% 1.5%
ITOT iShares Core S&P Total… 0.1% 1.9%
GOOG Alphabet Inc. 0.7% 1.1%
QQQ Invesco QQQ Trust, Series… 0.8% 0.9%
IEMG iShares Core MSCI… 0.5% 1.3%
IJH iShares Core S&P Mid-Cap… 0.8% 0.8%
META Meta Platforms, Inc. 0.6% 1.0%
LLY Eli Lilly and Company 0.6% 1.0%
JNJ Johnson & Johnson 0.7% 0.8%
V Visa Inc. 0.5% 0.8%
WMT Walmart Inc. 0.7% 0.6%
XLK State Street Technology… 0.4% 0.8%
AMD Advanced Micro Devices… 0.5% 0.6%
ABBV AbbVie Inc. 0.7% 0.4%
CSCO Cisco Systems, Inc. 0.3% 0.8%
ADI Analog Devices, Inc. 0.5% 0.6%
VEA Vanguard FTSE Developed… 0.3% 0.7%
MU Micron Technology, Inc. 0.4% 0.6%
BRK-B Berkshire Hathaway Inc. 0.6% 0.4%
IWR iShares Russell Mid-Cap… 0.1% 0.9%
IJR iShares Core S&P… 0.6% 0.4%
HD The Home Depot, Inc. 0.6% 0.4%
VUG Vanguard Morningstar… 0.5% 0.4%
ETN Eaton Corporation plc 0.6% 0.2%
COST Costco Wholesale… 0.4% 0.5%
VTV Vanguard Morningstar… 0.5% 0.3%
IWF iShares Russell 1000… 0.5% 0.4%
CVX Chevron Corporation 0.3% 0.5%
VIG Vanguard Dividend… 0.4% 0.4%
IWM iShares Russell 2000 ETF 0.2% 0.6%
NEE NextEra Energy, Inc. 0.3% 0.5%
TSM Taiwan Semiconductor… 0.4% 0.4%
LRCX Lam Research Corporation 0.2% 0.6%
GSLC Goldman Sachs ActiveBeta… 0.0% 0.7%
CAT Caterpillar Inc. 0.3% 0.4%
VTI Vanguard Morningstar… 0.3% 0.4%
XLF State Street Financial… 0.2% 0.4%
USHY iShares Broad USD High… 0.2% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
UNH UnitedHealth Group… 0.4% 0.3%
TSLA Tesla, Inc. 0.3% 0.3%
PG The Procter & Gamble… 0.3% 0.4%
AMGN Amgen Inc. 0.2% 0.5%
CB Chubb Limited 0.4% 0.2%
GE GE Aerospace 0.2% 0.4%
MA Mastercard Incorporated 0.2% 0.4%
IWD iShares Russell 1000… 0.3% 0.2%
MCD McDonald's Corporation 0.2% 0.4%

Distinctively Raymond James…

FEGE 0.0%
GARP 0.0%
FEOE 0.0%
MODL 0.0%
HSUN 0.0%
FTRB 0.0%
BUFP 0.0%
SSUS 0.0%
TDI 0.0%
FLUD 0.0%
GJUL 0.0%
CSTK 0.0%
IAUM iShares Gold Trust… 0.0%
DBND 0.0%
CPAI 0.0%

Distinctively Wells Fargo &…

CMDT 0.0%
SEM Select Medical… 0.0%
BFLX 0.0%
MLPB 0.0%
FTQI 0.0%
GOOGN Alphabet Inc.… 0.0%
NVCR Novocure Ltd 0.0%
FMAG 0.0%
DBO 0.0%
BTDR Bitdeer Technologies… 0.0%
DBP 0.0%
ASTH Astrana Health, Inc. 0.0%
MARA Marathon Digital… 0.0%
ROE 0.0%
SMCIP 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology