Notify me when Wells Trecaso Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 80 | $210,360,226 | +$254,829 | -$138,628,789 | -$138,373,960 | AAPL, MSFT, JPM, ETN, GOOGL | 13F-HR | 05 Nov 2025, 11:14 |
| Q2 2025 | 90 | $323,912,843 | +$3,923,788 | -$8,256,136 | -$4,332,348 | AAPL, MSFT, JPM, ETN, GS | 13F-HR | 21 Jul 2025, 17:37 |
| Q1 2025 | 92 | $299,844,415 | +$10,674,469 | -$7,033,717 | +$3,640,752 | AAPL, MSFT, JPM, ETN, PANW | 13F-HR | 18 Apr 2025, 17:27 |
| Q4 2024 | 88 | $305,917,992 | +$8,643,094 | -$4,536,439 | +$4,106,655 | AAPL, MSFT, ETN, JPM, GOOGL | 13F-HR | 17 Jan 2025, 19:19 |
| Q3 2024 | 92 | $303,952,534 | +$2,476,193 | -$2,017,913 | +$458,280 | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 24 Oct 2024, 17:41 |
| Q2 2024 | 89 | $289,164,779 | +$3,543,571 | -$2,637,754 | +$905,817 | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 13 Aug 2024, 16:07 |
| Q1 2024 | 93 | $283,055,866 | +$18,242,589 | -$4,799,437 | +$13,443,152 | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 24 Apr 2024, 10:41 |
| Q4 2023 | 89 | $248,075,902 | +$2,880,381 | -$4,427,403 | -$1,547,022 | AAPL, MSFT, ETN, PANW, JPM | 13F-HR | 19 Jan 2024, 16:58 |
| Q3 2023 | 88 | $224,871,179 | +$2,289,848 | -$2,168,723 | +$121,125 | AAPL, MSFT, ETN, JPM, GOOGL | 13F-HR | 23 Oct 2023, 21:03 |
| Q2 2023 | 90 | $232,451,895 | +$7,741,007 | -$6,799,626 | +$941,381 | AAPL, MSFT, ETN, PANW, JPM | 13F-HR | 20 Jul 2023, 10:41 |
| Q1 2023 | 86 | $215,969,740 | +$4,639,759 | -$1,599,547 | +$3,040,212 | AAPL, MSFT, ETN, PG, JPM | 13F-HR | 20 Apr 2023, 11:50 |
| Q4 2022 | 84 | $200,236,021 | +$3,274,531 | -$3,124,171 | +$150,360 | AAPL, MSFT, ETN, PG, JPM | 13F-HR | 27 Jan 2023, 17:23 |
| Q3 2022 | 77 | $182,219,000 | +$13,498,128 | -$1,517,861 | +$11,980,267 | AAPL, MSFT, JNJ, ETN, PG | 13F-HR | 24 Oct 2022, 16:17 |
| Q2 2022 | 77 | $192,964,000 | +$1,505,762 | -$3,399,805 | -$1,894,043 | AAPL, MSFT, JNJ, PG, GOOGL | 13F-HR | 27 Jul 2022, 08:48 |
| Q1 2022 | 89 | $224,506,000 | +$7,281,391 | -$4,173,210 | +$3,108,181 | AAPL, MSFT, GOOGL, PG, JPM | 13F-HR | 14 Apr 2022, 17:01 |
| Q4 2021 | 89 | $229,972,000 | +$6,586,001 | -$9,246,619 | -$2,660,618 | AAPL, MSFT, JPM, GOOGL, PG | 13F-HR | 28 Jan 2022, 18:39 |
| Q3 2021 | 87 | $209,669,000 | +$4,525,079 | -$3,199,671 | +$1,325,408 | AAPL, MSFT, JPM, GOOGL, ETN | 13F-HR | 08 Nov 2021, 20:35 |
| Q2 2021 | 85 | $207,935,000 | +$7,068,132 | -$1,078,934 | +$5,989,198 | AAPL, MSFT, JPM, GOOGL, ETN | 13F-HR | 29 Jul 2021, 16:07 |
| Q1 2021 | 79 | $189,604,000 | +$2,675,253 | -$3,061,018 | -$385,765 | AAPL, MSFT, JPM, ETN, PG | 13F-HR | 19 Apr 2021, 10:07 |
| Q4 2020 | 78 | $179,682,000 | +$7,412,821 | -$4,694,508 | +$2,718,313 | AAPL, MSFT, JPM, PG, TMO | 13F-HR | 04 Feb 2021, 09:52 |
| Q3 2020 | 67 | $156,690,000 | +$16,471,428 | -$6,317,077 | +$10,154,351 | AAPL, MSFT, PG, TMO, JNJ | 13F-HR | 26 Oct 2020, 10:14 |
| Q2 2020 | 75 | $144,986,000 | +$13,888,858 | -$3,759,411 | +$10,129,447 | AAPL, MSFT, PG, TMO, V | 13F-HR | 21 Jul 2020, 17:15 |
| Q1 2020 | 61 | $112,317,000 | +$3,493,997 | -$4,536,681 | -$1,042,684 | AAPL, MSFT, PG, JNJ, JPM | 13F-HR | 17 Apr 2020, 11:00 |
| Q4 2019 | 68 | $138,367,000 | +$2,167,482 | -$2,308,424 | -$140,942 | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 31 Jan 2020, 07:05 |
| Q3 2019 | 66 | $125,522,000 | +$994,483 | -$583,072 | +$411,411 | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 16 Oct 2019, 10:46 |
| Q2 2019 | 67 | $121,617,000 | +$2,144,572 | -$4,451,287 | -$2,306,715 | MSFT, AAPL, JPM, PG, JNJ | 13F-HR | 19 Jul 2019, 17:50 |
| Q1 2019 | 69 | $119,067,000 | +$2,093,732 | -$952,811 | +$1,140,921 | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 17 Apr 2019, 19:27 |
| Q4 2018 | 65 | $104,636,000 | +$9,008,136 | -$5,794,658 | +$3,213,478 | MSFT, AAPL, JPM, JNJ, PG | 13F-HR | 25 Jan 2019, 19:25 |
| Q3 2018 | 74 | $119,828,000 | +$5,244,566 | -$2,023,267 | +$3,221,299 | AAPL, MSFT, JPM, JNJ, ETN | 13F-HR | 19 Oct 2018, 17:49 |
| Q2 2018 | 68 | $106,678,000 | +$3,176,135 | -$1,210,634 | +$1,965,501 | AAPL, MSFT, JPM, JNJ, PG | 13F-HR | 25 Jul 2018, 16:26 |
| Q1 2018 | 65 | $105,069,000 | +$10,075,281 | -$4,828,854 | +$5,246,427 | AAPL, MSFT, JPM, JNJ, ETN | 13F-HR | 23 Apr 2018, 16:33 |
| Q4 2017 | 65 | $102,140,000 | $0 | $0 | $0 | AAPL, MSFT, JPM, JNJ, PG | 13F-HR | 23 Apr 2018, 14:23 |