Fund HoldingsWells Trecaso Financial Group, LLC

Total Portfolio Value
$299.84M
Total Bought
$28.77M
Total Sold
$13.53M
Net Transaction
+$15.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SALESFORCE INC(CRM)021,645+21,64505,8091.94%+5,809
INTERNATIONAL BUSINESS MACHS(IBM)45,13345,419+2869,92211,2933.77%+1,372
JOHNSON & JOHNSON(JNJ)51,45252,711+1,2597,4418,7412.92%+1,300
RTX CORPORATION(RTX)63,27164,220+9497,3228,5062.84%+1,185
VISA INC(V)29,96830,243+2759,47110,5993.53%+1,128
MCKESSON CORP(MCK)11,37411,089-2856,4827,4632.49%+981
EXXON MOBIL CORP61,78762,327+5406,6467,4132.47%+766
ISHARES TR
CORE MSCI EAFE
113,722112,747-9757,9928,5292.84%+537
JPMORGAN CHASE & CO.(JPM)63,97364,100+12715,33515,7235.24%+388
PROCTER AND GAMBLE CO(PG)59,93860,876+93810,04910,3743.46%+326
ISHARES TR17,86822,336+4,4681,5801,9000.63%+321
PROSHARES TR
S&P 500 DV ARIST
15,70318,427+2,7241,5631,8830.63%+320
UNION PAC CORP(UNP)23,90324,323+4205,4515,7461.92%+295
VANGUARD BD INDEX FDS26,13529,211+3,0761,9532,2370.75%+284
VANGUARD WHITEHALL FDS02,086+2,08602690.09%+269
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
19,02424,723+5,6991,1501,3840.46%+234
CONSOLIDATED EDISON INC(ED)02,050+2,05002270.08%+227
DARDEN RESTAURANTS INC(DRI)01,000+1,00002080.07%+208
EXELON CORP(EXC)04,360+4,36002010.07%+201
MCDONALDS CORP(MCD)0642+64202010.07%+201
ABBVIE INC(ABBV)8,5838,187-3961,5251,7150.57%+190
CHEVRON CORP NEW(CVX)8,6278,604-231,2491,4390.48%+190
ISHARES TR7551,113+3584446250.21%+181
BRISTOL-MYERS SQUIBB CO(BMY)42,25742,115-1422,3902,5690.86%+179
BERKSHIRE HATHAWAY INC DEL1,8491,84908389850.33%+147
AMGEN INC(AMGN)2,1512,257+1065617030.23%+143
ABBOTT LABS9,5429,142-4001,0791,2130.40%+133
VANGUARD INDEX FDS9,28910,244+9552,6922,8160.94%+124
PHILIP MORRIS INTL INC(PM)2,6862,692+63234270.14%+104
SOUTHERN CO(SO)9,0559,05507458330.28%+87
ISHARES TR11,04311,04308359030.30%+68
VERIZON COMMUNICATIONS INC(VZ)9,3619,411+503744270.14%+53
ALTRIA GROUP INC(MO)5,9736,002+293123600.12%+48
VANGUARD INTL EQUITY INDEX F57,36056,854-5062,5262,5730.86%+47
VANGUARD INDEX FDS16,02915,969-602,7142,7580.92%+45
3M CO(MMM)2,4912,49103223660.12%+44
VANGUARD TAX-MANAGED FDS32,01830,932-1,0861,5311,5720.52%+41
FIRSTENERGY CORP(FE)10,80011,596+7964304690.16%+39
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
19,06419,289+2251,4871,5230.51%+35
COCA COLA CO(KO)3,6163,623+72252600.09%+34
EVERSOURCE ENERGY(ES)4,9224,972+502833090.10%+26
DEERE & CO(DE)53353302262500.08%+24
CISCO SYS INC(CSCO)7,8827,88204674860.16%+20
ISHARES TR9,8859,88504134320.14%+19
CINCINNATI FINL CORP(CINF)3,9823,98205725880.20%+16
MARATHON PETE CORP(MPC)1,9701,97002752870.10%+12
SHERWIN WILLIAMS CO(SHW)1,2301,23004184300.14%+11
ISHARES TR1,9711,97103653710.12%+6
VANGUARD INDEX FDS10,70910,813+1041,7321,7360.58%+4
PEPSICO INC(PEP)6,3956,434+399729650.32%-8
COSTCO WHSL CORP NEW(COST)369348-213383290.11%-9
PFIZER INC(PFE)14,02914,279+2503723620.12%-10
VANGUARD INDEX FDS2,0382,03805385270.18%-11
TEXTRON INC(TXT)3,0043,00402302170.07%-13
BANK AMERICA CORP6,3766,382+62802660.09%-14
SPDR SER TR
ST SHO TREAS ETF
31,12230,318-8049038860.30%-16
PARKER-HANNIFIN CORP(PH)746747+14754540.15%-21
ROCKWELL AUTOMATION INC(ROK)80080002292070.07%-22
GRAINGER W W INC(GWW)225217-82372140.07%-23
MERCK & CO INC(MRK)2,8232,82302812530.08%-27
LOWES COS INC(LOW)2,0352,03505024750.16%-28
VANGUARD INDEX FDS4,0684,283+2159779500.32%-28
INVESCO QQQ TR65865803363090.10%-28
CONSTELLATION ENERGY CORP(CEG)1,4631,483+203272990.10%-28
META PLATFORMS INC(META)3,3233,325+21,9461,9160.64%-30
VANGUARD INDEX FDS857863+63523200.11%-32
VANGUARD INDEX FDS1,1821,172-106376020.20%-35
SPDR S&P 500 ETF TR(SPY)1,2971,29707607260.24%-35
HUNTINGTON BANCSHARES INC(HBAN)28,40728,339-684624250.14%-37
ALPHABET INC(GOOG)1,7411,758+173322750.09%-57
VANGUARD INDEX FDS8,5538,543-102,1702,0900.70%-80
THERMO FISHER SCIENTIFIC INC(TMO)10,79310,938+1455,6155,4431.82%-172
VANGUARD INDEX FDS6,1976,206+91,7361,5620.52%-173
TESLA INC(TSLA)1,4071,428+215683700.12%-198
ISHARES TR1,2370-1,2372030-203
VANGUARD INDEX FDS15,08514,909-1762,9902,7770.93%-212
VANGUARD ADMIRAL FDS INC7,0837,057-262,5932,3610.79%-232
BOEING CO(BA)26,82326,348-4754,7484,4941.50%-254
NVIDIA CORPORATION(NVDA)10,62110,737+1161,4261,1640.39%-263
AMAZON COM INC(AMZN)9,2959,290-52,0391,7680.59%-272
HOME DEPOT INC(HD)19,00619,408+4027,3937,1122.37%-281
ACCENTURE PLC IRELAND
SHS CLASS A
12,37412,939+5654,3534,0381.35%-316
CATERPILLAR INC(CAT)16,21116,586+3755,8815,4701.82%-411
COMMERCIAL METALS CO(CMC)113,440112,795-6455,6275,1901.73%-437
GOLDMAN SACHS GROUP INC(GS)21,25921,426+16712,17311,7053.90%-469
DISNEY WALT CO(DIS)43,29943,735+4364,8214,3171.44%-505
PALO ALTO NETWORKS INC(PANW)72,77573,107+33213,24212,4754.16%-767
FEDEX CORP(FDX)22,24022,480+2406,2575,4801.83%-777
QUANTA SVCS INC19,12919,134+56,0464,8631.62%-1,182
MICROSOFT CORP(MSFT)46,73847,055+31719,70017,6645.89%-2,036
ALPHABET INC(GOOG)70,54271,147+60513,35411,0023.67%-2,352
EATON CORP PLC(ETN)51,01451,182+16816,93013,9134.64%-3,017
APPLE INC(AAPL)115,155114,709-44628,83725,4808.50%-3,357
QUALCOMM INC(QCOM)39,1610-39,1616,0160-6,016
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