Wells Trecaso Financial Group, LLC Portfolio Holdings
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
Wells Trecaso Financial Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $306 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.8M, Microsoft Corp with a value of $19.7M, Eaton Corp PLC with a value of $16.9M, Jpmorgan Chase & CO with a value of $15.3M, and Alphabet Inc. with a value of $13.4M.
Examining the 13F form we can see an increase of $2.03M in the current position value, from $304M to 306M.
Below you can find more details about Wells Trecaso Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
Technology: $84 Million
Industrials: $54.3 Million
ETFs: $43.2 Million
Financial Services: $39.1 Million
Healthcare: $25.7 Million
Communication Services: $20.8 Million
Consumer Defensive: $12.2 Million
Consumer Cyclical: $10.5 Million
Other: $16 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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