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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 $305,917,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 115,155 $28,837,344 9.42%
2.
Microsoft Corp
 MSFT 46,738 $19,700,449 6.43%
3.
Eaton Corp Plc
 ETN 51,014 $16,930,177 5.53%
4.
Jpmorgan Chase & Co
 JPM 63,973 $15,335,032 5.01%
5.
Alphabet Inc.
 GOOGL 70,542 $13,353,950 4.36%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)