Wells Trecaso Financial Group, LLC - Portfolio overview

Wells Trecaso Financial Group, LLC has 80 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO., 7.58%
2. ETN - EATON CORP PLC, 7.14%
3. GS - GOLDMAN SACHS GROUP INC, 6.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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