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 | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 80 | $210M | +$255K | -$139M | -$138M | AAPL, MSFT, JPM, ETN, GOOGL | 13F-HR | 11/5/2025, 11:14 AM |
| Q2 2025 | 90 | $324M | +$3.92M | -$8.26M | -$4.33M | AAPL, MSFT, JPM, ETN, GS | 13F-HR | 7/21/2025, 05:37 PM |
| Q1 2025 | 92 | $300M | +$10.7M | -$7.03M | +$3.64M | AAPL, MSFT, JPM, ETN, PANW | 13F-HR | 4/18/2025, 05:27 PM |
| Q4 2024 | 88 | $306M | +$8.64M | -$4.54M | +$4.11M | AAPL, MSFT, ETN, JPM, GOOGL | 13F-HR | 1/17/2025, 07:19 PM |
| Q3 2024 | 92 | $304M | +$2.48M | -$2.02M | +$458K | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 10/24/2024, 05:41 PM |
| Q2 2024 | 89 | $289M | +$3.54M | -$2.64M | +$906K | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 8/13/2024, 04:07 PM |
| Q1 2024 | 93 | $283M | +$18.2M | -$4.8M | +$13.4M | AAPL, MSFT, ETN, JPM, PANW | 13F-HR | 4/24/2024, 10:41 AM |
| Q4 2023 | 89 | $248M | +$2.88M | -$4.43M | -$1.55M | AAPL, MSFT, ETN, PANW, JPM | 13F-HR | 1/19/2024, 04:58 PM |
| Q3 2023 | 88 | $225M | +$2.29M | -$2.17M | +$121K | AAPL, MSFT, ETN, JPM, GOOGL | 13F-HR | 10/23/2023, 09:03 PM |
| Q2 2023 | 90 | $232M | +$7.74M | -$6.8M | +$941K | AAPL, MSFT, ETN, PANW, JPM | 13F-HR | 7/20/2023, 10:41 AM |
| Q1 2023 | 86 | $216M | +$4.64M | -$1.6M | +$3.04M | AAPL, MSFT, ETN, PG, JPM | 13F-HR | 4/20/2023, 11:50 AM |
| Q4 2022 | 84 | $200M | +$3.27M | -$3.12M | +$150K | AAPL, MSFT, ETN, PG, JPM | 13F-HR | 1/27/2023, 05:23 PM |
| Q3 2022 | 77 | $182M | +$13.5M | -$1.52M | +$12M | AAPL, MSFT, JNJ, ETN, PG | 13F-HR | 10/24/2022, 04:17 PM |
| Q2 2022 | 77 | $193M | +$1.51M | -$3.4M | -$1.89M | AAPL, MSFT, JNJ, PG, GOOGL | 13F-HR | 7/27/2022, 08:48 AM |
| Q1 2022 | 89 | $225M | +$7.28M | -$4.17M | +$3.11M | AAPL, MSFT, GOOGL, PG, JPM | 13F-HR | 4/14/2022, 05:01 PM |
| Q4 2021 | 89 | $230M | +$6.59M | -$9.25M | -$2.66M | AAPL, MSFT, JPM, GOOGL, PG | 13F-HR | 1/28/2022, 06:39 PM |
| Q3 2021 | 87 | $210M | +$4.53M | -$3.2M | +$1.33M | AAPL, MSFT, JPM, GOOGL, ETN | 13F-HR | 11/8/2021, 08:35 PM |
| Q2 2021 | 85 | $208M | +$7.07M | -$1.08M | +$5.99M | AAPL, MSFT, JPM, GOOGL, ETN | 13F-HR | 7/29/2021, 04:07 PM |
| Q1 2021 | 79 | $190M | +$2.68M | -$3.06M | -$386K | AAPL, MSFT, JPM, ETN, PG | 13F-HR | 4/19/2021, 10:07 AM |
| Q4 2020 | 78 | $180M | +$7.41M | -$4.69M | +$2.72M | AAPL, MSFT, JPM, PG, TMO | 13F-HR | 2/4/2021, 09:52 AM |
| Q3 2020 | 67 | $157M | +$16.5M | -$6.32M | +$10.2M | AAPL, MSFT, PG, TMO, JNJ | 13F-HR | 10/26/2020, 10:14 AM |
| Q2 2020 | 75 | $145M | +$13.9M | -$3.76M | +$10.1M | AAPL, MSFT, PG, TMO, V | 13F-HR | 7/21/2020, 05:15 PM |
| Q1 2020 | 61 | $112M | +$3.49M | -$4.54M | -$1.04M | AAPL, MSFT, PG, JNJ, JPM | 13F-HR | 4/17/2020, 11:00 AM |
| Q4 2019 | 68 | $138M | +$2.17M | -$2.31M | -$141K | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 1/31/2020, 07:05 AM |
| Q3 2019 | 66 | $126M | +$994K | -$583K | +$411K | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 10/16/2019, 10:46 AM |
| Q2 2019 | 67 | $122M | +$2.14M | -$4.45M | -$2.31M | MSFT, AAPL, JPM, PG, JNJ | 13F-HR | 7/19/2019, 05:50 PM |
| Q1 2019 | 69 | $119M | +$2.09M | -$953K | +$1.14M | AAPL, MSFT, JPM, PG, JNJ | 13F-HR | 4/17/2019, 07:27 PM |
| Q4 2018 | 65 | $105M | +$9.01M | -$5.79M | +$3.21M | MSFT, AAPL, JPM, JNJ, PG | 13F-HR | 1/25/2019, 07:25 PM |
| Q3 2018 | 74 | $120M | +$5.24M | -$2.02M | +$3.22M | AAPL, MSFT, JPM, JNJ, ETN | 13F-HR | 10/19/2018, 05:49 PM |
| Q2 2018 | 68 | $107M | +$3.18M | -$1.21M | +$1.97M | AAPL, MSFT, JPM, JNJ, PG | 13F-HR | 7/25/2018, 04:26 PM |
| Q1 2018 | 65 | $105M | +$10.1M | -$4.83M | +$5.25M | AAPL, MSFT, JPM, JNJ, ETN | 13F-HR | 4/23/2018, 04:33 PM |
| Q4 2017 | 65 | $102M | $0 | $0 | AAPL, MSFT, JPM, JNJ, PG | 13F-HR | 4/23/2018, 02:23 PM |