Wells Trecaso Financial Group, LLC Portfolio Holdings
Wells Trecaso Financial Group, LLC
- $304 Million
- Q3 2024
Wells Trecaso Financial Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $304 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.5M, Microsoft Corp with a value of $20.5M, Eaton Corp PLC with a value of $17.3M, Jpmorgan Chase & CO with a value of $13.6M, and Palo Alto Networks Inc with a value of $12.7M.
Examining the 13F form we can see an increase of $14.7M in the current position value, from $289M to 304M.
Below you can find more details about Wells Trecaso Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$304 Million
Technology: $83.3 Million
Industrials: $55 Million
ETFs: $42.8 Million
Financial Services: $34.7 Million
Healthcare: $27.7 Million
Communication Services: $18.6 Million
Consumer Defensive: $12.7 Million
Consumer Cyclical: $10.4 Million
Other: $18.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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