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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

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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