Stock Taper 
WELLS TRECASO FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bristol-Myers Squibb Company | BMY | 18.89K | $851.88K |
 Huntington Bancshares Incorporated | HBAN | 21.9K | $378.21K |
 The Walt Disney Company | DIS | 24.93K | $2.85M |
 International Business Machines Corporation | IBM | 26.17K | $7.38M |
 Microsoft Corporation | MSFT | 28.17K | $14.59M |
 Eaton Corporation plc | ETN | 29.86K | $11.17M |
 Johnson & Johnson | JNJ | 30.74K | $5.7M |
 The Procter & Gamble Company | PG | 34.52K | $5.3M |
 Exxon Mobil Corporation | XOM | 35.82K | $4.04M |
 RTX Corporation | RTX | 37.05K | $6.2M |
 JPMorgan Chase & Co. | JPM | 37.57K | $11.85M |
 Alphabet Inc. | GOOGL | 41.38K | $10.06M |
 Palo Alto Networks, Inc. | PANW | 43.97K | $8.95M |
 Apple Inc. | AAPL | 64.63K | $16.46M |