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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 $299,844,415
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 114,709 $25,479,863 8.5%
2.
Microsoft Corp
 MSFT 47,055 $17,664,189 5.89%
3.
Jpmorgan Chase & Co
 JPM 64,100 $15,723,417 5.24%
4.
Eaton Corp Plc
 ETN 51,182 $13,913,057 4.64%
5.
Palo Alto Networks Inc
 PANW 73,107 $12,475,212 4.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)