Wells Trecaso Financial Group, LLC Purchases in Q3 2024

Wells Trecaso Financial Group, LLC

  • $304 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
67
+ 0.15%
$175.1 - $223.38 $11.7K - $15K
44.7K $9.88M
RTX
Raytheon Technologies Corp

Industrials
182
+ 0.29%
$99.55 - $123.34 $18.1K - $22.4K
63.2K $7.66M
HD
Home Depot, Inc.

Consumer Cyclical
148
+ 0.78%
$333.64 - $405.2 $49.4K - $60K
19K $7.71M
CAT
Caterpillar Inc

Industrials
183
+ 1.15%
$316.8 - $391.12 $58K - $71.6K
16.1K $6.28M
GS
Goldman Sachs Group Inc

Financial Services
61
+ 0.29%
$459.02 - $510.25 $28K - $31.1K
21.5K $10.6M
JNJ
Johnson & Johnson

Healthcare
201
+ 0.39%
$145.48 - $167.38 $29.2K - $33.6K
51.3K $8.31M
ACN
Accenture PLC

Technology
309
+ 2.61%
$295.44 - $355.81 $91.3K - $110K
12.2K $4.3M
IEFA
Ishares Tr

ETFs
503
+ 0.45%
$70.09 - $78.74 $35.3K - $39.6K
112K $8.76M
PG
Procter & Gamble CO

Consumer Defensive
234
+ 0.39%
$160.76 - $177.82 $37.6K - $41.6K
60K $10.4M
UNP
Union Pacific Corp

Industrials
9
+ 0.04%
$221.78 - $256.09 $2K - $2.3K
23.8K $5.86M
VTI
Vanguard Total Stock Market Et

ETFs
745
+ 9.68%
$255.18 - $283.2 $190K - $211K
8.44K $2.39M
VBR
Vanguard Small Cap Value ETF

ETFs
157
+ 1.07%
$179.99 - $201.6 $28.3K - $31.7K
14.9K $2.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
674
+ 1.22%
$41.9 - $48.26 $28.2K - $32.5K
56K $2.68M
DE
Deere & CO

Industrials
533
New
$344.84 - $418.0 $184K - $223K
533 $222K
UNH
Unitedhealth Group Inc

Healthcare
378
New
$488.01 - $604.18 $184K - $228K
378 $221K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.29K
+ 9.04%
$79.92 - $88.19 $103K - $114K
15.5K $1.37M
ED
Consolidated Edison Inc

Utilities
2.05K
New
$88.42 - $104.97 $181K - $215K
2.05K $213K
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
New
$150.05 - $171.34 $186K - $212K
1.24K $206K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
494
+ 3.72%
$95.1 - $106.76 $47K - $52.7K
13.8K $1.47M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.59K
+ 10.9%
$55.81 - $61.01 $89K - $97.2K
16.2K $988K
VB
Vanguard Small Cap ETF

ETFs
377
+ 10.23%
$214.77 - $237.72 $81K - $89.6K
4.06K $963K
XOM
Exxon Mobil Corp

Energy
157
+ 0.26%
$109.72 - $119.0 $17.2K - $18.7K
61.7K $7.24M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
887
+ 4.27%
$74.26 - $78.84 $65.9K - $69.9K
21.7K $1.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
97
+ 1.46%
$305.34 - $350.41 $29.6K - $34K
6.75K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 5.61%
$191.76 - $263.26 $14.4K - $19.7K
1.41K $369K
PH
Parker Hannifin Corp

Industrials
11
+ 1.47%
$501.01 - $635.92 $5.51K - $7K
758 $478K
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.04K
+ 14.29%
$28.75 - $29.46 $87.3K - $89.4K
24.3K $713K
AMGN
Amgen Inc

Healthcare
125
+ 6.93%
$309.38 - $337.38 $38.7K - $42.2K
1.93K $621K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
64
+ 0.34%
$76.94 - $79.54 $4.92K - $5.09K
19.1K $1.52M
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 6.03%
$801.83 - $917.05 $16.8K - $19.3K
369 $327K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.23%
$62.69 - $73.01 $502 - $584
3.45K $248K
NVDA
Nvidia Corp

Technology
419
+ 4.06%
$98.91 - $134.91 $41.4K - $56.5K
10.7K $1.3M
PFE
Pfizer Inc

Healthcare
350
+ 2.5%
$27.7 - $31.39 $9.7K - $11K
14.4K $415K
BAC
Bank Of America Corp

Financial Services
6
+ 0.08%
$36.65 - $44.13 $220 - $265
7.26K $288K
GOOG
Alphabet Inc.

Communication Services
37
+ 2.13%
$149.54 - $192.66 $5.53K - $7.13K
1.78K $297K
NVO
Novo Nordisk A S

Healthcare
60
+ 3.41%
$119.07 - $145.42 $7.14K - $8.73K
1.82K $216K
DIS
Walt Disney CO

Communication Services
135
+ 0.32%
$85.6 - $98.61 $11.6K - $13.3K
42.9K $4.13M
FDX
Fedex Corp

Industrials
58
+ 0.26%
$254.64 - $313.52 $14.8K - $18.2K
22.5K $6.16M
GOOGL
Alphabet Inc.

Communication Services
338
+ 0.48%
$148.65 - $191.18 $50.2K - $64.6K
71.1K $11.8M
QCOM
Qualcomm Inc

Technology
209
+ 0.53%
$156.12 - $209.64 $32.6K - $43.8K
39.6K $6.73M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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