Wells Trecaso Financial Group, LLC Reduced Holdings in Q3 2024

Wells Trecaso Financial Group, LLC

  • $304 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-444
- 1.54%
$152.04 - $190.6 $67.5K - $84.6K
28.5K $4.33M
MSFT
Microsoft Corp

Technology
-4
- 0.01%
$395.15 - $467.56 $1.58K - $1.87K
47.5K $20.5M
MRK
Merck & Co., Inc.

Healthcare
-2.55K
- 45.36%
$111.15 - $128.97 $284K - $329K
3.07K $348K
PANW
Palo Alto Networks Inc

Technology
-981
- 2.57%
$294.18 - $368.01 $289K - $361K
37.2K $12.7M
CMC
Commercial Metals CO

Basic Materials
-2.02K
- 1.71%
$48.67 - $60.35 $98.3K - $122K
116K $6.36M
CVX
Chevron Corp

Energy
-81
- 0.93%
$137.88 - $161.97 $11.2K - $13.1K
8.62K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.1%
$161.02 - $200.0 $1.61K - $2K
9.64K $1.8M
VUG
Vanguard Growth ETF

ETFs
-168
- 15.18%
$341.08 - $391.94 $57.3K - $65.8K
939 $360K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-55
- 7.71%
$434.77 - $502.96 $23.9K - $27.7K
658 $321K
VZ
Verizon Communications Inc

Communication Services
-1.25K
- 11.23%
$38.89 - $45.0 $48.6K - $56.3K
9.88K $443K
MO
Altria Group, Inc.

Consumer Defensive
-814
- 11.99%
$45.95 - $54.71 $37.4K - $44.5K
5.97K $304K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-250
- 11.91%
$405.19 - $478.57 $101K - $120K
1.85K $851K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-55
- 4.84%
$475.2 - $527.7 $26.1K - $29K
1.08K $570K
GWW
W.W. Grainger, Inc.

Industrials
-2
- 0.88%
$896.19 - $1044.18 $1.79K - $2.09K
225 $233K
HBAN
Huntington Bancshares Inc

Financial Services
-998
- 3.38%
$12.84 - $15.15 $12.8K - $15.1K
28.5K $419K
PM
Philip Morris International Inc.

Consumer Defensive
-100
- 3.59%
$101.25 - $127.45 $10.1K - $12.7K
2.69K $326K
ABT
Abbott Laboratories

Healthcare
-500
- 4.77%
$100.07 - $118.13 $50K - $59.1K
9.99K $1.14M
ES
Eversource Energy

Utilities
-100
- 1.99%
$56.52 - $68.38 $5.65K - $6.84K
4.92K $334K
MMM
3 M CO

Industrials
-50
- 1.86%
$99.69 - $139.42 $4.98K - $6.97K
2.64K $360K
VEA
Vanguard Ftse Developed Market

ETFs
-440
- 1.35%
$47.6 - $53.31 $20.9K - $23.5K
32.2K $1.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
-26
- 0.42%
$240.48 - $267.94 $6.25K - $6.97K
6.21K $1.66M
SHW
Sherwin Williams CO

Basic Materials
-3
- 0.24%
$294.65 - $384.0 $884 - $1.15K
1.26K $481K
VOT
Vanguard Mid Cap Growth Index

ETFs
-26
- 0.3%
$218.05 - $243.47 $5.67K - $6.33K
8.52K $2.07M
ABBV
Abb Vie Inc.

Healthcare
-532
- 5.69%
$163.84 - $199.33 $87.2K - $106K
8.81K $1.74M
VOE
Vanguard Mid Cap Value Index F

ETFs
-43
- 0.4%
$149.02 - $167.67 $6.41K - $7.21K
10.8K $1.82M
VTV
Vanguard Value ETF

ETFs
-56
- 0.35%
$159.75 - $174.57 $8.95K - $9.78K
16.1K $2.8M
META
Meta Platforms, Inc.

Communication Services
-15
- 0.45%
$453.41 - $572.44 $6.8K - $8.59K
3.33K $1.91M
BMY
Bristol Myers Squibb CO

Healthcare
-1.75K
- 3.82%
$39.66 - $51.75 $69.2K - $90.3K
44K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
-288
- 0.44%
$194.9 - $224.8 $56.1K - $64.7K
64.6K $13.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.04%
$531.86 - $624.21 $2.13K - $2.5K
10.7K $6.64M
ETN
Eaton Corp PLC

Industrials
-205
- 0.39%
$272.52 - $333.02 $55.9K - $68.3K
52.2K $17.3M
AAPL
Apple Inc.

Technology
-571
- 0.48%
$207.23 - $234.82 $118K - $134K
118K $27.5M
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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