Wells Trecaso Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Akron, OH
CIK
0001737987
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 91 248,081 AAPL, MSFT, ETN, PANW 13F-HR 1/19/2024 000122107324000003
Q3 2023 90 224,872 AAPL, MSFT, ETN, JPM 13F-HR 10/23/2023 000122107323000074
Q2 2023 92 232,453 AAPL, MSFT, ETN, PANW 13F-HR 7/20/2023 000122107323000051
Q1 2023 88 215,971 AAPL, MSFT, ETN, PG 13F-HR 4/20/2023 000122107323000031
Q4 2022 90 200,247 AAPL, MSFT, ETN, PG 13F-HR 1/27/2023 000122107323000015
Q3 2022 84 182,222 AAPL, MSFT, JNJ, ETN 13F-HR 10/24/2022 000122107322000076
Q2 2022 83 192,969 AAPL, MSFT, JNJ, PG 13F-HR 7/27/2022 000122107322000059
Q1 2022 95 224,514 AAPL, MSFT, GOOGL, PG 13F-HR 4/14/2022 000122107322000026
Q4 2021 97 230,047 AAPL, MSFT, JPM, GOOGL 13F-HR 1/31/2022 000122107322000008
Q3 2021 96 209,697 AAPL, MSFT, JPM, GOOGL 13F-HR 11/8/2021 000122107321000113
Q2 2021 93 207,963 AAPL, MSFT, JPM, GOOGL 13F-HR 7/29/2021 000122107321000073
Q1 2021 86 189,622 AAPL, MSFT, JPM, ETN 13F-HR 4/19/2021 000122107321000044
Q4 2020 85 179,699 AAPL, MSFT, JPM, PG 13F-HR 2/4/2021 000122107321000013
Q3 2020 72 156,698 AAPL, MSFT, PG, TMO 13F-HR 10/26/2020 000122107320000135
Q2 2020 81 144,997 AAPL, MSFT, PG, TMO 13F-HR 7/21/2020 000122107320000115
Q1 2020 66 112,324 AAPL, MSFT, PG, JNJ 13F-HR 4/17/2020 000122107320000056
Q4 2019 71 138,374 AAPL, MSFT, JPM, PG 13F-HR 1/31/2020 000122107320000015
Q3 2019 69 125,527 AAPL, MSFT, JPM, PG 13F-HR 10/16/2019 000122107319000100
Q2 2019 70 121,619 MSFT, AAPL, JPM, PG 13F-HR 7/22/2019 000122107319000073
Q1 2019 72 119,070 AAPL, MSFT, JPM, PG 13F-HR 4/18/2019 000122107319000041
Q4 2018 68 104,637 MSFT, AAPL, JPM, JNJ 13F-HR 1/28/2019 000122107319000008
Q3 2018 75 120,505 AAPL, MSFT, JPM, JNJ 13F-HR 10/22/2018 000122107318000067
Q2 2018 68 106,678 AAPL, MSFT, JPM, JNJ 13F-HR 7/25/2018 000122107318000046
Q1 2018 65 105,069 AAPL, MSFT, JPM, JNJ 13F-HR 4/23/2018 000122107318000022
Q4 2017 65 102,140 AAPL, MSFT, JPM, JNJ 13F-HR 4/23/2018 000122107318000021