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Home > Institutional Investor > Wells Trecaso Financial Group, Llc > Profile

Instuitional Investor - Wells Trecaso Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Wells Trecaso Financial Group, Llc
Portfolio Value $248,081,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 119,453 $22,998,536 9.27%
2.
Microsoft Corp
 MSFT 48,337 $18,176,426 7.32%
3.
Eaton Corp Plc
 ETN 53,438 $12,868,855 5.18%
4.
Palo Alto Networks Inc
 PANW 38,218 $11,269,809 4.54%
5.
Jpmorgan Chase & Co
 JPM 64,544 $10,979,015 4.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)