Wells Trecaso Financial Group, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationakron, OH
- CIK0001737987
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
88 | $305.92M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Jan 21, 2025 | 000122107325000002 | ||
92 | $303.95M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Oct 25, 2024 | 000122107324000091 | ||
89 | $289.17M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Aug 13, 2024 | 000122107324000062 | ||
94 | $283.06M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Apr 24, 2024 | 000122107324000029 | ||
91 | $248.08M | AAPL, MSFT, EATON CORP PLC, PANW | 13F-HR | Jan 19, 2024 | 000122107324000003 | ||
90 | $224.87M | AAPL, MSFT, EATON CORP PLC, JPM | 13F-HR | Oct 24, 2023 | 000122107323000074 | ||
92 | $232.45M | AAPL, MSFT, EATON CORP PLC, PANW | 13F-HR | Jul 20, 2023 | 000122107323000051 | ||
88 | $215.97M | AAPL, MSFT, EATON CORP PLC, PG | 13F-HR | Apr 20, 2023 | 000122107323000031 | ||
90 | $200.25M | AAPL, MSFT, EATON CORP PLC, PG | 13F-HR | Jan 27, 2023 | 000122107323000015 | ||
84 | $182.22M | AAPL, MSFT, JNJ, EATON CORP PLC | 13F-HR | Oct 24, 2022 | 000122107322000076 | ||
83 | $192.97M | AAPL, MSFT, JNJ, PG | 13F-HR | Jul 27, 2022 | 000122107322000059 | ||
95 | $224.51M | AAPL, MSFT, GOOGL, PG | 13F-HR | Apr 14, 2022 | 000122107322000026 | ||
97 | $230.05M | AAPL, MSFT, JPM, GOOGL | 13F-HR | Jan 31, 2022 | 000122107322000008 | ||
96 | $209.70M | AAPL, MSFT, JPM, GOOGL | 13F-HR | Nov 9, 2021 | 000122107321000113 | ||
93 | $207.96M | AAPL, MSFT, JPM, GOOGL | 13F-HR | Jul 29, 2021 | 000122107321000073 | ||
86 | $189.62M | AAPL, MSFT, JPM, EATON CORP PLC | 13F-HR | Apr 19, 2021 | 000122107321000044 | ||
85 | $179.70M | AAPL, MSFT, JPM, PG | 13F-HR | Feb 4, 2021 | 000122107321000013 | ||
72 | $156.70M | AAPL, MSFT, PG, THERMO FISHER SCIENTIFIC INC | 13F-HR | Oct 26, 2020 | 000122107320000135 | ||
81 | $145.00M | AAPL, MSFT, PG, THERMO FISHER SCIENTIFIC INC | 13F-HR | Jul 21, 2020 | 000122107320000115 | ||
66 | $112.32M | AAPL, MSFT, PG, JNJ | 13F-HR | Apr 17, 2020 | 000122107320000056 | ||
71 | $138.37M | AAPL, MSFT, JPM, PG | 13F-HR | Jan 31, 2020 | 000122107320000015 | ||
69 | $125.53M | AAPL, MSFT, JPM, PG | 13F-HR | Oct 16, 2019 | 000122107319000100 | ||
70 | $121.62M | MSFT, AAPL, JPM, PG | 13F-HR | Jul 22, 2019 | 000122107319000073 | ||
72 | $119.07M | AAPL, MSFT, JPM, PG | 13F-HR | Apr 18, 2019 | 000122107319000041 | ||
68 | $104.64M | MSFT, AAPL, JPM, JNJ | 13F-HR | Jan 28, 2019 | 000122107319000008 | ||
75 | $120.50M | AAPL, MSFT, JPM, JNJ | 13F-HR | Oct 22, 2018 | 000122107318000067 | ||
68 | $106.68M | AAPL, MSFT, JPM, JNJ | 13F-HR | Jul 25, 2018 | 000122107318000046 | ||
65 | $105.07M | AAPL, MSFT, JPM, JNJ | 13F-HR | Apr 23, 2018 | 000122107318000022 | ||
65 | $102.14M | AAPL, MSFT, JPM, JNJ | 13F-HR | Apr 23, 2018 | 000122107318000021 |