Wells Trecaso Financial Group, LLC
CIK: 0001737987SEC EDGAR →
Portfolio Value
$210.4B
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
90
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (90)
$23.5B · 114K shares
$23.2B · 47K shares
$18.6B · 64K shares
$18.2B · 51K shares
$15.2B · 22K shares
$14.9B · 73K shares
$13.4B · 45K shares
$12.6B · 72K shares
$10.9B · 31K shares
$9.8B · 118K shares
$9.7B · 61K shares
$9.3B · 64K shares
$8.1B · 53K shares
$7.9B · 11K shares
$7.2B · 20K shares
$6.9B · 18K shares
$6.6B · 17K shares
$6.5B · 60K shares
$6.2B · 23K shares
$5.6B · 24K shares
$5.5B · 45K shares
$5.2B · 25K shares
$5.1B · 22K shares
$4.6B · 11K shares
$4.0B · 14K shares
$3.3B · 11K shares
$3.0B · 61K shares
$2.9B · 15K shares
$2.9B · 7K shares
$2.6B · 4K shares
$2.6B · 15K shares
$2.4B · 8K shares
$2.3B · 30K shares
$2.3B · 25K shares
$2.1B · 10K shares
$1.9B · 19K shares
$1.9B · 12K shares
$1.9B · 40K shares
$1.8B · 32K shares
$1.8B · 11K shares
$1.7B · 6K shares
$1.6B · 20K shares
$1.5B · 26K shares
$1.5B · 8K shares
$1.2B · 5K shares
$1.2B · 9K shares
$1.1B · 7K shares
$987.2M · 11K shares
$978.5M · 33K shares
$898.2M · 2K shares
$831.5M · 9K shares
$795.2M · 1K shares
$788.0M · 6K shares
$745.2M · 3K shares
$691.1M · 1K shares
$665.8M · 1K shares
$593.0M · 4K shares
$563.6M · 2K shares
$522.1M · 748 shares
$502.4M · 7K shares
$491.4M · 3K shares
$478.7M · 1K shares
$476.9M · 10K shares
$475.4M · 28K shares
$451.4M · 1K shares
$449.3M · 2K shares
$419.1M · 1K shares
$405.5M · 9K shares
$394.4M · 715 shares
$388.4M · 886 shares
$379.2M · 2K shares
$353.4M · 15K shares
$344.5M · 348 shares
$337.7M · 6K shares
$324.6M · 2K shares
$316.3M · 5K shares
$310.6M · 2K shares
$308.1M · 2K shares
$307.9M · 2K shares
$302.2M · 6K shares
$271.0M · 533 shares
$265.7M · 800 shares
$256.9M · 4K shares
$249.6M · 6K shares
$241.2M · 3K shares
$238.6M · 2K shares
$223.5M · 3K shares
$218.0M · 1K shares
$208.0M · 200 shares
$205.7M · 2K shares