Wells Trecaso Financial Group, LLC Purchases in Q2 2025

Wells Trecaso Financial Group, LLC

  • $324 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
108
+ 0.5%
$462.22 - $707.75 $49.9K - $76.4K
21.5K $15.2M
IBM
International Business Machines Corp

Technology
15
+ 0.03%
$221.03 - $294.78 $3.32K - $4.42K
45.4K $13.4M
GOOGL
Alphabet Inc.

Communication Services
497
+ 0.7%
$144.7 - $178.6 $71.9K - $88.8K
71.6K $12.6M
IEFA
Ishares Tr

ETFs
5.18K
+ 4.59%
$67.83 - $84.09 $351K - $435K
118K $9.84M
DIS
Walt Disney CO

Communication Services
835
+ 1.91%
$81.72 - $124.01 $68.2K - $104K
44.6K $5.53M
CAT
Caterpillar Inc

Industrials
523
+ 3.15%
$273.94 - $388.21 $143K - $203K
17.1K $6.64M
NVDA
Nvidia Corp

Technology
1.15K
+ 10.73%
$94.31 - $157.99 $109K - $182K
11.9K $1.88M
META
Meta Platforms, Inc.

Communication Services
194
+ 5.83%
$484.66 - $738.09 $94K - $143K
3.52K $2.6M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
220
+ 3.12%
$299.15 - $396.54 $65.8K - $87.2K
7.28K $2.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.55K
+ 8.0%
$39.89 - $49.46 $181K - $225K
61.4K $3.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.69K
+ 12.03%
$74.88 - $91.97 $201K - $247K
25K $2.3M
CRM
Salesforce, Inc.

Technology
1.02K
+ 4.73%
$236.26 - $291.15 $242K - $298K
22.7K $6.18M
V
Visa Inc.

Financial Services
544
+ 1.8%
$308.27 - $373.31 $168K - $203K
30.8K $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
243
+ 2.62%
$167.32 - $223.3 $40.7K - $54.3K
9.53K $2.09M
VB
Vanguard Small Cap ETF

ETFs
753
+ 17.58%
$193.73 - $237.37 $146K - $179K
5.04K $1.19M
PLTR
Palantir Technologies Inc.

Technology
1.75K
New
$74.01 - $144.25 $130K - $252K
1.75K $238K
VEA
Vanguard Ftse Developed Market

ETFs
927
+ 3.0%
$45.65 - $57.01 $42.3K - $52.8K
31.9K $1.82M
VBK
Vanguard Small Cap Growth ETF

ETFs
69
+ 1.11%
$219.76 - $276.94 $15.2K - $19.1K
6.28K $1.74M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 5.42%
$49.07 - $59.23 $65.8K - $79.4K
26.1K $1.54M
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 1.33%
$335.24 - $380.78 $86.8K - $98.6K
19.7K $7.21M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.09K
+ 10.19%
$29.07 - $29.38 $89.8K - $90.8K
33.4K $978K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
801
+ 2.74%
$75.05 - $77.34 $60.1K - $61.9K
30K $2.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
57
+ 8.66%
$416.06 - $551.64 $23.7K - $31.4K
715 $394K
VUG
Vanguard Growth ETF

ETFs
23
+ 2.67%
$329.49 - $438.4 $7.58K - $10.1K
886 $388K
PH
Parker Hannifin Corp

Industrials
1
+ 0.13%
$517.23 - $700.54 $517 - $701
748 $522K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.22%
$149.23 - $184.95 $895 - $1.11K
2.7K $491K
VOE
Vanguard Mid Cap Value Index F

ETFs
34
+ 0.31%
$141.87 - $164.49 $4.82K - $5.59K
10.8K $1.78M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
638
+ 3.46%
$90.85 - $102.31 $58K - $65.3K
19.1K $1.92M
HBAN
Huntington Bancshares Inc

Financial Services
26
+ 0.09%
$12.49 - $16.76 $325 - $436
28.4K $475K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
225
+ 10.79%
$114.78 - $133.31 $25.8K - $30K
2.31K $308K
AMGN
Amgen Inc

Healthcare
412
+ 18.25%
$262.28 - $309.85 $108K - $128K
2.67K $745K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
371
+ 1.92%
$77.94 - $79.5 $28.9K - $29.5K
19.7K $1.56M
BAC
Bank Of America Corp

Financial Services
5
+ 0.08%
$34.39 - $47.46 $172 - $237
6.39K $302K
ACN
Accenture PLC

Technology
592
+ 4.58%
$279.23 - $323.21 $165K - $191K
13.5K $4.04M
KO
Coca Cola CO

Consumer Defensive
8
+ 0.22%
$68.37 - $73.9 $547 - $591
3.63K $256K
PFE
Pfizer Inc

Healthcare
300
+ 2.1%
$21.59 - $24.84 $6.48K - $7.45K
14.6K $353K
UNP
Union Pacific Corp

Industrials
146
+ 0.6%
$208.27 - $238.46 $30.4K - $34.8K
24.5K $5.63M
JNJ
Johnson & Johnson

Healthcare
175
+ 0.33%
$146.36 - $159.82 $25.6K - $28K
52.9K $8.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
290
+ 2.65%
$390.26 - $489.06 $113K - $142K
11.2K $4.55M
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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