Wells Trecaso Financial Group, LLC Incresed Positions in Q1 2025

Wells Trecaso Financial Group, LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
286
+ 0.63%
$217.4 - $264.74 $62.2K - $75.7K
45.4K $11.3M
JNJ
Johnson & Johnson

Healthcare
1.26K
+ 2.45%
$142.06 - $167.7 $179K - $211K
52.7K $8.74M
RTX
Raytheon Technologies Corp

Industrials
949
+ 1.5%
$114.1 - $135.66 $108K - $129K
64.2K $8.51M
V
Visa Inc.

Financial Services
275
+ 0.92%
$306.92 - $362.71 $84.4K - $99.7K
30.2K $10.6M
XOM
Exxon Mobil Corp

Energy
540
+ 0.87%
$105.44 - $118.93 $56.9K - $64.2K
62.3K $7.41M
JPM
Jpmorgan Chase & CO

Financial Services
127
+ 0.2%
$225.19 - $279.95 $28.6K - $35.6K
64.1K $15.7M
PG
Procter & Gamble CO

Consumer Defensive
938
+ 1.56%
$158.56 - $176.26 $149K - $165K
60.9K $10.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.47K
+ 25.01%
$82.81 - $92.93 $370K - $415K
22.3K $1.9M
UNP
Union Pacific Corp

Industrials
420
+ 1.76%
$225.21 - $254.42 $94.6K - $107K
24.3K $5.75M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.72K
+ 17.35%
$97.38 - $104.52 $265K - $285K
18.4K $1.86M
JMEE
J P Morgan Exchange Traded Fd

ETFs
5.7K
+ 29.96%
$54.51 - $63.63 $311K - $363K
24.7K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
358
+ 47.42%
$554.06 - $615.85 $198K - $220K
1.11K $625K
AMGN
Amgen Inc

Healthcare
106
+ 4.93%
$258.59 - $327.36 $27.4K - $34.7K
2.26K $703K
VTI
Vanguard Total Stock Market Et

ETFs
955
+ 10.28%
$271.18 - $303.12 $259K - $289K
10.2K $2.8M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.22%
$117.15 - $158.79 $703 - $953
2.69K $427K
VZ
Verizon Communications Inc

Communication Services
50
+ 0.53%
$37.81 - $46.49 $1.89K - $2.32K
9.41K $426K
MO
Altria Group, Inc.

Consumer Defensive
29
+ 0.49%
$50.81 - $60.02 $1.47K - $1.74K
6K $360K
FE
Firstenergy Corp

Utilities
796
+ 7.37%
$37.95 - $43.5 $30.2K - $34.6K
11.6K $468K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
225
+ 1.18%
$77.7 - $78.94 $17.5K - $17.8K
19.3K $1.52M
KO
Coca Cola CO

Consumer Defensive
7
+ 0.19%
$60.81 - $72.32 $426 - $506
3.62K $259K
ES
Eversource Energy

Utilities
50
+ 1.02%
$55.63 - $63.8 $2.78K - $3.19K
4.97K $308K
PEP
Pepsico Inc

Consumer Defensive
39
+ 0.61%
$142.64 - $156.42 $5.56K - $6.1K
6.43K $964K
PFE
Pfizer Inc

Healthcare
250
+ 1.78%
$25.01 - $27.13 $6.25K - $6.78K
14.3K $361K
VOE
Vanguard Mid Cap Value Index F

ETFs
104
+ 0.97%
$156.61 - $168.02 $16.3K - $17.5K
10.8K $1.72M
BAC
Bank Of America Corp

Financial Services
6
+ 0.09%
$39.61 - $47.74 $238 - $286
6.38K $266K
PH
Parker Hannifin Corp

Industrials
1
+ 0.13%
$591.65 - $707.05 $592 - $707
747 $454K
VB
Vanguard Small Cap ETF

ETFs
215
+ 5.29%
$217.89 - $252.64 $46.8K - $54.3K
4.28K $949K
CEG
Constellation Energy Corp

Utilities
20
+ 1.37%
$201.63 - $347.44 $4.03K - $6.95K
1.48K $299K
VUG
Vanguard Growth ETF

ETFs
6
+ 0.7%
$369.1 - $427.61 $2.21K - $2.57K
863 $319K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.06%
$576.36 - $736.67 $1.15K - $1.47K
3.33K $1.92M
GOOG
Alphabet Inc.

Communication Services
17
+ 0.98%
$156.06 - $207.71 $2.65K - $3.53K
1.76K $274K
VBK
Vanguard Small Cap Growth ETF

ETFs
9
+ 0.15%
$247.97 - $296.33 $2.23K - $2.67K
6.21K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
145
+ 1.34%
$497.6 - $606.74 $72.2K - $88K
10.9K $5.44M
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 1.49%
$222.15 - $428.22 $4.67K - $8.99K
1.43K $370K
NVDA
Nvidia Corp

Technology
116
+ 1.09%
$106.98 - $149.43 $12.4K - $17.3K
10.7K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
402
+ 2.12%
$347.25 - $424.87 $140K - $171K
19.4K $7.11M
ACN
Accenture PLC

Technology
565
+ 4.57%
$300.91 - $398.25 $170K - $225K
12.9K $4.04M
CAT
Caterpillar Inc

Industrials
375
+ 2.31%
$326.75 - $407.63 $123K - $153K
16.6K $5.47M
GS
Goldman Sachs Group Inc

Financial Services
167
+ 0.79%
$524.81 - $672.19 $87.6K - $112K
21.4K $11.7M
DIS
Walt Disney CO

Communication Services
436
+ 1.01%
$96.87 - $114.0 $42.2K - $49.7K
43.7K $4.32M
PANW
Palo Alto Networks Inc

Technology
332
+ 0.46%
$167.82 - $208.28 $55.7K - $69.1K
73.1K $12.5M
FDX
Fedex Corp

Industrials
240
+ 1.08%
$230.33 - $281.53 $55.3K - $67.6K
22.5K $5.48M
PWR
Quanta Services, Inc.

Industrials
5
+ 0.03%
$236.71 - $358.03 $1.18K - $1.79K
19.1K $4.86M
MSFT
Microsoft Corp

Technology
317
+ 0.68%
$375.39 - $447.2 $119K - $142K
47.1K $17.7M
GOOGL
Alphabet Inc.

Communication Services
605
+ 0.86%
$154.33 - $206.19 $93.4K - $125K
71.1K $11M
ETN
Eaton Corp PLC

Industrials
168
+ 0.33%
$271.83 - $371.23 $45.7K - $62.4K
51.2K $13.9M
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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