Stock Taper

WELLS TRECASO FINANCIAL GROUP, LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL64.63K$16.46M
Palo Alto Networks, Inc.PANW43.97K$8.95M
Alphabet Inc.GOOGL41.38K$10.06M
JPMorgan Chase & Co.JPM37.57K$11.85M
RTX CorporationRTX37.05K$6.2M
Exxon Mobil CorporationXOM35.82K$4.04M
The Procter & Gamble CompanyPG34.52K$5.3M
Johnson & JohnsonJNJ30.74K$5.7M
Eaton Corporation plcETN29.86K$11.17M
Microsoft CorporationMSFT28.17K$14.59M
International Business Machines CorporationIBM26.17K$7.38M
The Walt Disney CompanyDIS24.93K$2.85M
Huntington Bancshares IncorporatedHBAN21.9K$378.21K
Bristol-Myers Squibb CompanyBMY18.89K$851.88K
Quanta Services, Inc.PWR18.35K$7.61M
Visa Inc.V17.02K$5.81M
Union Pacific CorporationUNP15.22K$3.6M
Salesforce, Inc.CRM13.97K$3.31M
The Boeing CompanyBA13.53K$2.92M
FedEx CorporationFDX12.75K$3.01M