Fund HoldingsWells Trecaso Financial Group, LLC

Total Portfolio Value
$283.06M
Total Bought
$35.44M
Total Sold
$12.62M
Net Transaction
+$22.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR
CORE MSCI EAFE
18,276108,967+90,6911,2868,0882.86%+6,802
EATON CORP PLC(ETN)53,43853,268-17012,86916,6565.88%+3,787
JPMORGAN CHASE & CO(JPM)64,54465,285+74110,97913,0764.62%+2,097
MICROSOFT CORP(MSFT)48,33747,891-44618,17620,1497.12%+1,972
DISNEY WALT CO(DIS)40,36542,155+1,7903,6455,1581.82%+1,513
INTERNATIONAL BUSINESS MACHS(IBM)43,36844,582+1,2147,0938,5133.01%+1,420
CATERPILLAR INC(CAT)15,08415,835+7514,4605,8022.05%+1,342
VANGUARD INDEX FDS1,7196,378+4,6594081,6580.59%+1,250
EXXON MOBIL CORP59,97361,967+1,9945,9967,2032.54%+1,207
PROSHARES TR
S&P 500 DV ARIST
011,429+11,42901,1590.41%+1,159
PROCTER AND GAMBLE CO(PG)57,85959,274+1,4158,4789,6173.40%+1,139
COMMERCIAL METALS CO(CMC)118,371119,000+6295,9236,9942.47%+1,070
VANGUARD ADMIRAL FDS INC2,9905,992+3,0028101,8260.65%+1,016
RTX CORPORATION(RTX)60,75662,784+2,0285,1126,1232.16%+1,011
ISHARES TR011,799+11,79909920.35%+992
QUALCOMM INC(QCOM)39,79139,664-1275,7556,7152.37%+960
FEDEX CORP(FDX)21,91822,343+4255,5456,4742.29%+929
HOME DEPOT INC(HD)18,17818,778+6006,3007,2032.54%+904
GOLDMAN SACHS GROUP INC(GS)20,88621,426+5408,0578,9493.16%+892
MCKESSON CORP(MCK)11,70711,755+485,4206,3112.23%+891
VANGUARD INTL EQUITY INDEX F31,44252,235+20,7931,2922,1820.77%+890
ALPHABET INC(GOOG)70,40070,988+5889,83410,7143.79%+880
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
011,551+11,55106760.24%+676
THERMO FISHER SCIENTIFIC INC(TMO)10,46810,699+2315,5566,2182.20%+662
VISA INC(V)29,49629,866+3707,6798,3352.94%+656
SPDR SER TR
ST SHO TREAS ETF
016,996+16,99604920.17%+492
META PLATFORMS INC(META)3,2853,353+681,1631,6280.58%+465
NVIDIA CORPORATION(NVDA)1,1171,015-1025539170.32%+364
JOHNSON & JOHNSON(JNJ)48,79950,634+1,8357,6498,0102.83%+361
ACCENTURE PLC IRELAND
SHS CLASS A
10,64811,650+1,0023,7374,0381.43%+301
CONSTELLATION ENERGY CORP(CEG)01,453+1,45302690.09%+269
GRAINGER W W INC(GWW)0228+22802320.08%+232
NOVO-NORDISK A S(NVO)01,764+1,76402260.08%+226
VANGUARD INDEX FDS16,41316,41302,4542,6730.94%+219
COCA COLA CO(KO)03,436+3,43602100.07%+210
UNION PAC CORP(UNP)22,75823,554+7965,5905,7932.05%+203
UNITEDHEALTH GROUP INC(UNH)0409+40902020.07%+202
VANGUARD INDEX FDS14,61314,703+902,6302,8211.00%+191
AMAZON COM INC(AMZN)10,3639,774-5891,5751,7630.62%+188
VANGUARD TAX-MANAGED FDS30,47432,629+2,1551,4601,6370.58%+177
VANGUARD BD INDEX FDS15,28517,830+2,5451,1671,3440.47%+177
VANGUARD INDEX FDS6,4376,43701,5561,6780.59%+122
VANGUARD INDEX FDS10,78810,768-201,5641,6790.59%+114
MERCK & CO INC(MRK)5,8265,626-2006357420.26%+107
MARATHON PETE CORP(MPC)1,9701,97002923970.14%+105
CHEVRON CORP NEW(CVX)8,8458,963+1181,3191,4140.50%+95
ABBVIE INC(ABBV)10,5439,469-1,0741,6341,7240.61%+90
CINCINNATI FINL CORP(CINF)3,9573,982+254094940.17%+85
ISHARES TR675755+803223970.14%+75
LOWES COS INC(LOW)2,1252,085-404735310.19%+58
VERIZON COMMUNICATIONS INC(VZ)11,81911,880+614464980.18%+53
TEXTRON INC(TXT)3,0043,00402422880.10%+47
ISHARES TR11,74311,643-1008859300.33%+45
FIRSTENERGY CORP(FE)22,05022,05008088520.30%+43
PEPSICO INC(PEP)6,7686,803+351,1491,1910.42%+41
VANGUARD INDEX FDS2,0132,038+254685090.18%+41
SHERWIN WILLIAMS CO(SHW)1,2831,268-154004400.16%+40
PARKER-HANNIFIN CORP(PH)818747-713774150.15%+38
COSTCO WHSL CORP NEW(COST)358366+82362680.09%+32
BANK AMERICA CORP7,3957,245-1502492750.10%+26
VANGUARD INDEX FDS1,0991,064-353423660.13%+25
HUNTINGTON BANCSHARES INC(HBAN)31,40030,328-1,0723994230.15%+24
ALTRIA GROUP INC(MO)6,7876,78702742960.10%+22
OCCIDENTAL PETE CORP(OXY)4,0304,03002412620.09%+21
ALPHABET INC(GOOG)1,7141,726+122422630.09%+21
SPDR S&P 500 ETF TR(SPY)1,4221,322-1006766910.24%+16
SOUTHERN CO(SO)9,0559,05506356500.23%+15
AMGEN INC(AMGN)1,6921,764+724875010.18%+14
ISHARES TR10,03510,03504044120.15%+9
DEERE & CO(DE)53353302132190.08%+6
ISHARES TR2,1111,971-1403493530.12%+4
EVERSOURCE ENERGY(ES)4,9475,172+2253053090.11%+4
CISCO SYS INC(CSCO)(Call)5000-50000-0
VANGUARD INDEX FDS1,2561,137-1195495470.19%-2
INTEL CORP(INTC)(Call)1,000500-50053-2
CISCO SYS INC(CSCO)8,8378,890+534464440.16%-3
ISHARES TR824724-1002502440.09%-6
PHILIP MORRIS INTL INC(PM)2,7862,78602622550.09%-7
3M CO(MMM)3,0413,066+253323250.11%-7
TELLURIAN INC NEW13,5000-13,500100-10
INVESCO QQQ TR821733-883363250.11%-11
ROCKWELL AUTOMATION INC(ROK)80080002482330.08%-15
ISHARES TR1,4341,277-1572232030.07%-20
VANGUARD INDEX FDS4,0633,696-3678678450.30%-22
PFIZER INC(PFE)15,33014,431-8994414000.14%-41
INTEL CORP(INTC)6,7136,598-1153372910.10%-46
ABRDN ASIA PACIFIC INCOME FU22,4330-22,433610-61
VANGUARD INDEX FDS9,4958,584-9112,0852,0240.72%-61
BRISTOL-MYERS SQUIBB CO(BMY)52,18347,647-4,5362,6782,5840.91%-94
ABBOTT LABS12,16710,901-1,2661,3391,2390.44%-100
BERKSHIRE HATHAWAY INC DEL2,7662,099-6679878830.31%-104
TESLA INC(TSLA)1,5831,534-493932700.10%-124
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
20,40518,570-1,8351,5791,4360.51%-143
FORD MTR CO DEL(F)13,5470-13,5471650-165
LINDE PLC(LIN)5550-5552280-228
AT&T INC(T)14,2430-14,2432390-239
PALO ALTO NETWORKS INC(PANW)38,21838,598+38011,27010,9673.87%-303
QUANTA SVCS INC26,56419,129-7,4355,7334,9701.76%-763
BOEING CO(BA)28,14828,875+7277,3375,5731.97%-1,764
APPLE INC(AAPL)119,453119,444-922,99920,4837.24%-2,516
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