Fund HoldingsWells Trecaso Financial Group, LLC

Total Portfolio Value
$224.87M
Total Bought
$5.37M
Total Sold
$11.78M
Net Transaction
-$6.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)70,23570,295+608,4079,1994.09%+792
EXXON MOBIL CORP58,72959,586+8576,2997,0063.12%+707
EATON CORP PLC(ETN)54,35553,694-66110,93111,4525.09%+521
CATERPILLAR INC(CAT)13,00013,610+6103,1993,7161.65%+517
QUANTA SVCS INC24,12827,428+3,3004,7405,1312.28%+391
FEDEX CORP(FDX)21,60221,537-655,3555,7062.54%+350
INTERNATIONAL BUSINESS MACHS(IBM)42,44442,966+5225,6796,0282.68%+349
ACCENTURE PLC IRELAND
SHS CLASS A
8,8339,613+7802,7262,9521.31%+226
ISHARES TR
CORE MSCI EAFE
7,89711,522+3,6255337410.33%+208
GOLDMAN SACHS GROUP INC(GS)20,37420,669+2956,5716,6882.97%+116
ABBVIE INC(ABBV)11,44211,043-3991,5421,6460.73%+105
CHEVRON CORP NEW(CVX)8,8548,820-341,3931,4870.66%+94
INTERNATIONAL PAPER CO(IP)72,93067,864-5,0662,3202,4071.07%+87
VANGUARD ADMIRAL FDS INC2,4942,917+4236347200.32%+86
UNION PAC CORP(UNP)21,98422,498+5144,4984,5812.04%+83
MARATHON PETE CORP(MPC)1,9701,97002302980.13%+68
MCKESSON CORP(MCK)11,81711,767-505,0495,1172.28%+68
BERKSHIRE HATHAWAY INC DEL2,6462,766+1209029690.43%+67
META PLATFORMS INC(META)3,2553,280+259349850.44%+51
AMGEN INC(AMGN)1,8901,691-1994204540.20%+35
TEXTRON INC(TXT)3,0043,00402032350.10%+32
OCCIDENTAL PETE CORP(OXY)4,0304,03002372610.12%+25
INTEL CORP(INTC)7,2237,470+2472422660.12%+24
ALPHABET INC(GOOG)1,6931,714+212052260.10%+21
CINCINNATI FINL CORP(CINF)3,9483,958+103844050.18%+21
NVIDIA CORPORATION(NVDA)1,1541,159+54885040.22%+16
TELLURIAN INC NEW013,500+13,5000160.01%+16
CISCO SYS INC(CSCO)9,0638,874-1894694770.21%+8
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
19,81020,016+2061,4991,5040.67%+5
HUNTINGTON BANCSHARES INC(HBAN)32,81034,242+1,4323543560.16%+2
INTEL CORP(INTC)(Call)1,0001,0000120
CISCO SYS INC(CSCO)(Call)5005000000
VANGUARD INDEX FDS1,0871,129+423083070.14%-0
PARKER-HANNIFIN CORP(PH)82082003203190.14%-0
LINDE PLC(LIN)55655602122070.09%-5
AMAZON COM INC(AMZN)10,11010,325+2151,3181,3130.58%-5
ABRDN ASIA PACIFIC INCOME FU22,43322,433061550.02%-6
COSTCO WHSL CORP NEW(COST)387358-292082020.09%-6
TESLA INC(TSLA)1,5741,622+484124060.18%-6
ISHARES TR967974+72662590.12%-7
BANK AMERICA CORP7,3817,388+72122020.09%-9
INVESCO QQQ TR92192103403300.15%-10
ISHARES TR67567503012900.13%-11
AT&T INC(T)14,04314,093+502242120.09%-12
VANGUARD INDEX FDS1,6691,66903683550.16%-13
ISHARES TR2,2212,22103513370.15%-13
PHILIP MORRIS INTL INC(PM)3,0763,094+183002860.13%-14
DEERE & CO(DE)53353302162010.09%-15
ISHARES TR10,53510,53504174000.18%-17
VANGUARD INDEX FDS1,2251,22504994810.21%-18
3M CO(MMM)3,0443,04403052850.13%-20
VANGUARD INDEX FDS1,6681,66803673470.15%-20
ALTRIA GROUP INC(MO)6,7876,78703072850.13%-22
JPMORGAN CHASE & CO(JPM)64,35164,380+299,3599,3374.15%-22
SHERWIN WILLIAMS CO(SHW)1,2801,237-433403150.14%-24
VANGUARD INDEX FDS3,6903,748+587347090.32%-25
VANGUARD INTL EQUITY INDEX F28,85729,187+3301,1741,1440.51%-29
ROCKWELL AUTOMATION INC(ROK)80080002642290.10%-35
HOME DEPOT INC(HD)17,59517,965+3705,4665,4282.41%-37
ISHARES TR11,94511,993+488668270.37%-39
SOUTHERN CO(SO)9,0559,05506365860.26%-50
PFIZER INC(PFE)15,36715,392+255645110.23%-53
VANGUARD INDEX FDS16,39116,456+652,3292,2701.01%-59
EVERSOURCE ENERGY(ES)4,9474,94703512880.13%-63
VANGUARD TAX-MANAGED FDS29,87030,084+2141,3791,3150.58%-64
VERIZON COMMUNICATIONS INC(VZ)12,40612,175-2314613950.18%-67
MERCK & CO INC(MRK)5,8265,82606726000.27%-72
SPDR S&P 500 ETF TR(SPY)1,5471,397-1506865970.27%-89
VANGUARD INDEX FDS11,00110,861-1401,5221,4220.63%-100
LOWES COS INC(LOW)3,5903,410-1808107090.32%-101
FIRSTENERGY CORP(FE)22,05022,05008577540.34%-104
PEPSICO INC(PEP)6,9276,926-11,2831,1740.52%-109
VANGUARD INDEX FDS6,5556,495-601,5061,3910.62%-115
VANGUARD INDEX FDS14,94414,764-1802,4722,3551.05%-117
VANGUARD BD INDEX FDS16,32915,211-1,1181,2281,1000.49%-129
VANGUARD INDEX FDS9,8429,649-1932,0251,8790.84%-146
THERMO FISHER SCIENTIFIC INC(TMO)10,41310,431+185,4335,2802.35%-153
ABBOTT LABS12,65112,316-3351,3791,1930.53%-186
ISHARES TR1,4340-1,4342020-202
ISHARES TR1,9020-1,9022050-205
FORD MTR CO DEL(F)13,6640-13,6642070-207
PROCTER AND GAMBLE CO(PG)57,05857,533+4758,6588,3923.73%-266
DISNEY WALT CO(DIS)39,95439,724-2303,5673,2201.43%-348
QUALCOMM INC(QCOM)41,12340,691-4324,8954,5192.01%-376
JOHNSON & JOHNSON(JNJ)47,82948,380+5517,9177,5353.35%-381
COMMERCIAL METALS CO(CMC)118,701118,551-1506,2515,8582.60%-393
VISA INC(V)30,21629,406-8107,1766,7643.01%-412
BRISTOL-MYERS SQUIBB CO(BMY)63,42861,858-1,5704,0563,5901.60%-466
BOEING CO(BA)27,56327,848+2855,8205,3382.37%-482
PALO ALTO NETWORKS INC(PANW)39,01538,538-4779,9699,0354.02%-934
MICROSOFT CORP(MSFT)48,65148,520-13116,56715,3206.81%-1,247
RTX CORPORATION(RTX)59,88659,797-895,8664,3041.91%-1,563
APPLE INC(AAPL)121,406120,188-1,21823,54820,5779.15%-2,971
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