Wells Trecaso Financial Group, LLC Reduced Holdings in Q1 2025

Wells Trecaso Financial Group, LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-446
- 0.39%
$209.68 - $247.1 $93.5K - $110K
115K $25.5M
CMC
Commercial Metals CO

Basic Materials
-645
- 0.57%
$43.22 - $53.05 $27.9K - $34.2K
113K $5.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-5
- 0.05%
$190.26 - $242.06 $951 - $1.21K
9.29K $1.77M
BA
Boeing CO

Industrials
-475
- 1.77%
$148.15 - $186.25 $70.4K - $88.5K
26.3K $4.49M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-26
- 0.37%
$333.37 - $384.99 $8.67K - $10K
7.06K $2.35M
VBR
Vanguard Small Cap Value ETF

ETFs
-176
- 1.17%
$183.02 - $207.75 $32.2K - $36.6K
14.9K $2.77M
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 0.12%
$237.72 - $276.98 $2.38K - $2.77K
8.54K $2.09M
HBAN
Huntington Bancshares Inc

Financial Services
-68
- 0.24%
$14.28 - $17.39 $971 - $1.18K
28.3K $425K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.85%
$507.05 - $563.67 $5.07K - $5.64K
1.17K $602K
GWW
W.W. Grainger, Inc.

Industrials
-8
- 3.56%
$953.54 - $1132.42 $7.63K - $9.06K
217 $214K
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 5.69%
$890.62 - $1076.86 $18.7K - $22.6K
348 $329K
VTV
Vanguard Value ETF

ETFs
-60
- 0.37%
$167.73 - $179.21 $10.1K - $10.8K
16K $2.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-506
- 0.88%
$42.5 - $46.71 $21.5K - $23.6K
56.9K $2.58M
VEA
Vanguard Ftse Developed Market

ETFs
-1.09K
- 3.39%
$47.4 - $52.99 $51.5K - $57.5K
30.9K $1.58M
ABT
Abbott Laboratories

Healthcare
-400
- 4.19%
$111.1 - $140.22 $44.4K - $56.1K
9.14K $1.21M
BMY
Bristol Myers Squibb CO

Healthcare
-142
- 0.34%
$53.9 - $63.11 $7.65K - $8.96K
42.1K $2.57M
CVX
Chevron Corp

Energy
-23
- 0.27%
$146.71 - $167.97 $3.37K - $3.86K
8.6K $1.44M
ABBV
Abb Vie Inc.

Healthcare
-396
- 4.61%
$169.2 - $216.66 $67K - $85.8K
8.19K $1.72M
IEFA
Ishares Tr

ETFs
-975
- 0.86%
$69.57 - $78.65 $67.8K - $76.7K
113K $8.53M
MCK
Mckesson Corp

Healthcare
-285
- 2.51%
$566.21 - $672.99 $161K - $192K
11.1K $7.46M
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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