Wells Trecaso Financial Group, LLC Incresed Positions in Q4 2024

Wells Trecaso Financial Group, LLC

  • $306 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
408
+ 0.95%
$92.39 - $117.6 $37.7K - $48K
43.3K $4.82M
PANW
Palo Alto Networks Inc

Technology
35.6K
+ 95.5%
$181.96 - $405.9 $6.47M - $14.4M
72.8K $13.2M
VTI
Vanguard Total Stock Market Et

ETFs
847
+ 10.03%
$280.04 - $302.45 $237K - $256K
9.29K $2.69M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
333
+ 4.93%
$340.59 - $380.5 $113K - $127K
7.08K $2.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.46K
+ 20.58%
$74.5 - $78.37 $332K - $350K
26.1K $1.95M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.32K
+ 14.95%
$87.25 - $95.52 $203K - $222K
17.9K $1.58M
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.85K
+ 28.2%
$28.88 - $29.33 $198K - $201K
31.1K $902K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.81K
+ 17.29%
$60.1 - $66.4 $169K - $186K
19K $1.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
36
+ 0.42%
$241.48 - $274.89 $8.69K - $9.9K
8.55K $2.17M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.93K
+ 13.97%
$99.2 - $108.47 $191K - $209K
15.7K $1.56M
ACN
Accenture PLC

Technology
205
+ 1.68%
$343.9 - $376.86 $70.5K - $77.3K
12.4K $4.35M
IBM
International Business Machines Corp

Technology
440
+ 0.98%
$204.9 - $238.04 $90.2K - $105K
45.1K $9.92M
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.12%
$233.76 - $261.58 $1.17K - $1.31K
4.07K $977K
VBR
Vanguard Small Cap Value ETF

ETFs
227
+ 1.53%
$197.36 - $217.3 $44.8K - $49.3K
15.1K $2.99M
CVX
Chevron Corp

Energy
3
+ 0.03%
$141.15 - $162.53 $423 - $488
8.63K $1.25M
KO
Coca Cola CO

Consumer Defensive
164
+ 4.75%
$61.74 - $71.71 $10.1K - $11.8K
3.62K $225K
CEG
Constellation Energy Corp

Utilities
10
+ 0.69%
$224.28 - $285.52 $2.24K - $2.86K
1.46K $329K
AMGN
Amgen Inc

Healthcare
221
+ 11.45%
$258.78 - $328.31 $57.2K - $72.6K
2.15K $560K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.4K
+ 2.51%
$44.04 - $49.49 $61.7K - $69.4K
57.4K $2.53M
RTX
Raytheon Technologies Corp

Industrials
29
+ 0.05%
$114.45 - $127.21 $3.32K - $3.69K
63.3K $7.32M
CAT
Caterpillar Inc

Industrials
146
+ 0.91%
$360.37 - $416.88 $52.6K - $60.9K
16.2K $5.88M
UNP
Union Pacific Corp

Industrials
121
+ 0.51%
$223.15 - $249.32 $27K - $30.2K
23.9K $5.45M
XOM
Exxon Mobil Corp

Energy
62
+ 0.1%
$105.51 - $125.37 $6.54K - $7.77K
61.8K $6.65M
IEFA
Ishares Tr

ETFs
1.54K
+ 1.37%
$70.06 - $77.43 $108K - $119K
114K $7.99M
JNJ
Johnson & Johnson

Healthcare
167
+ 0.33%
$143.34 - $165.86 $23.9K - $27.7K
51.5K $7.44M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 0.53%
$501.29 - $612.85 $28.6K - $34.9K
10.8K $5.61M
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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