
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
