WELLS TRECASO FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 65K | $16.46M |
 | PANW | 44K | $8.95M |
 | GOOGL | 41K | $10.06M |
 | JPM | 38K | $11.85M |
 | RTX | 37K | $6.20M |
 | XOM | 36K | $4.04M |
 | PG | 35K | $5.30M |
 | JNJ | 31K | $5.70M |
 | ETN | 30K | $11.17M |
 | MSFT | 28K | $14.59M |
 | IBM | 26K | $7.38M |
 | DIS | 25K | $2.85M |
 | HBAN | 22K | $378.21K |
 | BMY | 19K | $851.88K |
 | PWR | 18K | $7.61M |
 | V | 17K | $5.81M |
 | UNP | 15K | $3.60M |
 | CRM | 14K | $3.31M |
 | BA | 14K | $2.92M |
 | FDX | 13K | $3.01M |
Apple Inc.
AAPL
Shares Held
65K
Value
$16.46M
Palo Alto Networks, Inc.
PANW
Shares Held
44K
Value
$8.95M
Alphabet Inc.
GOOGL
Shares Held
41K
Value
$10.06M
JPMorgan Chase & Co.
JPM
Shares Held
38K
Value
$11.85M
RTX Corporation
RTX
Shares Held
37K
Value
$6.20M
Exxon Mobil Corporation
XOM
Shares Held
36K
Value
$4.04M
The Procter & Gamble Company
PG
Shares Held
35K
Value
$5.30M
Johnson & Johnson
JNJ
Shares Held
31K
Value
$5.70M
Eaton Corporation plc
ETN
Shares Held
30K
Value
$11.17M
Microsoft Corporation
MSFT
Shares Held
28K
Value
$14.59M
International Business Machines Corporation
IBM
Shares Held
26K
Value
$7.38M
The Walt Disney Company
DIS
Shares Held
25K
Value
$2.85M
Huntington Bancshares Incorporated
HBAN
Shares Held
22K
Value
$378.21K
Bristol-Myers Squibb Company
BMY
Shares Held
19K
Value
$851.88K
Quanta Services, Inc.
PWR
Shares Held
18K
Value
$7.61M
Visa Inc.
V
Shares Held
17K
Value
$5.81M
Union Pacific Corporation
UNP
Shares Held
15K
Value
$3.60M
Salesforce, Inc.
CRM
Shares Held
14K
Value
$3.31M
The Boeing Company
BA
Shares Held
14K
Value
$2.92M
FedEx Corporation
FDX
Shares Held
13K
Value
$3.01M