Wells Trecaso Financial Group, LLC
CIK: 0001737987SEC EDGAR →
Portfolio Value
$210.4M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
90
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (90)
$23.5M · 114K shares
$23.2M · 47K shares
$18.6M · 64K shares
$18.2M · 51K shares
$15.2M · 22K shares
$14.9M · 73K shares
$13.4M · 45K shares
$12.6M · 72K shares
$10.9M · 31K shares
$9.8M · 118K shares
$9.7M · 61K shares
$9.3M · 64K shares
$8.1M · 53K shares
$7.9M · 11K shares
$7.2M · 20K shares
$6.9M · 18K shares
$6.6M · 17K shares
$6.5M · 60K shares
$6.2M · 23K shares
$5.6M · 24K shares
$5.5M · 45K shares
$5.2M · 25K shares
$5.1M · 22K shares
$4.6M · 11K shares
$4.0M · 14K shares
$3.3M · 11K shares
$3.0M · 61K shares
$2.9M · 15K shares
$2.9M · 7K shares
$2.6M · 4K shares
$2.6M · 15K shares
$2.4M · 8K shares
$2.3M · 30K shares
$2.3M · 25K shares
$2.1M · 10K shares
$1.9M · 19K shares
$1.9M · 12K shares
$1.9M · 40K shares
$1.8M · 32K shares
$1.8M · 11K shares
$1.7M · 6K shares
$1.6M · 20K shares
$1.5M · 26K shares
$1.5M · 8K shares
$1.2M · 5K shares
$1.2M · 9K shares
$1.1M · 7K shares
$987K · 11K shares
$978K · 33K shares
$898K · 2K shares
$832K · 9K shares
$795K · 1K shares
$788K · 6K shares
$745K · 3K shares
$691K · 1K shares
$666K · 1K shares
$593K · 4K shares
$564K · 2K shares
$522K · 748 shares
$502K · 7K shares
$491K · 3K shares
$479K · 1K shares
$477K · 10K shares
$475K · 28K shares
$451K · 1K shares
$449K · 2K shares
$419K · 1K shares
$405K · 9K shares
$394K · 715 shares
$388K · 886 shares
$379K · 2K shares
$353K · 15K shares
$344K · 348 shares
$338K · 6K shares
$325K · 2K shares
$316K · 5K shares
$311K · 2K shares
$308K · 2K shares
$308K · 2K shares
$302K · 6K shares
$271K · 533 shares
$266K · 800 shares
$257K · 4K shares
$250K · 6K shares
$241K · 3K shares
$239K · 2K shares
$223K · 3K shares
$218K · 1K shares
$208K · 200 shares
$206K · 2K shares