Wells Trecaso Financial Group, LLC

Q4 2024 13F Holdings

  • Location
    akron, OH
  • Num holdings

    88

  • Value ($000)

    $305,918

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0001737987
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$28.84M
9 %

115,155

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.70M
6 %

46,738

---

EATON CORP PLC

SHS
G29183103
$16.93M
6 %

51,014

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$15.34M
5 %

63,973

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.35M
4 %

70,542

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$13.24M
4 %

72,775

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$12.17M
4 %

21,259

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$10.05M
3 %

59,938

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$9.92M
3 %

45,133

V
V

VISA INC

COM CL A
92826C839
$9.47M
3 %

29,968

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