Wells Trecaso Financial Group, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $324 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 $23.5M, Microsoft Corp with a value of $23.2M, Jpmorgan Chase & CO with a value of $18.6M, Eaton Corp PLC with a value of $18.2M, and Goldman Sachs Group Inc with a value of $15.2M.
Examining the 13F form we can see an increase of $24.2M in the current position value, from $300M to 324M.
Below you can find more details about Wells Trecaso Financial Group, LLC portfolio as well as his latest detailed transactions.