Wells Trecaso Financial Group, LLC

DOSSIER · 13F-HR · Q3 2025

Wells Trecaso Financial Group, LLC

$210M in tracked AUM across 99 positions as of Q3 2025.

WT

CIK 0001737987 · last filed Sep 30, 2025

Total AUM

$210M

as of Q3 2025

Holdings

99

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2025

Wells Trecaso Financial Group, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.