StockDriftsStockDriftsTop 50 Wells Trecaso Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.82% | 64.6K | $16.5M | -43.55%(-49.85K) | $42.94(+503.29%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 6.94% | 28.2K | $14.6M | -39.58%(-18.46K) | $87.94(+443.69%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 5.63% | 37.6K | $11.9M | -41.36%(-26.51K) | $105.51(+212.57%) | 2025-09-30 | |
| ETN | EATON CORP PLC | 5.31% | 29.9K | $11.2M | -41.37%(-21.07K) | $84.91(+277.57%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 4.78% | 41.4K | $10.1M | -42.24%(-30.26K) | $60.96(+433.83%) | 2025-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 4.68% | 12.4K | $9.8M | -42.59%(-9.17K) | $250.43(+273.28%) | 2025-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.26% | 44.0K | $9.0M | -39.75%(-29.01K) | $40.09(+375.98%) | 2025-09-30 | |
| PWR | QUANTA SVCS INC | 3.62% | 18.4K | $7.6M | +0.03%(+6) | $94.01(+339.51%) | 2025-09-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.51% | 26.2K | $7.4M | -42.41%(-19.27K) | $141.69(+113.65%) | 2025-09-30 | |
| RTX | RTX CORPORATION | 2.95% | 37.1K | $6.2M | -41.96%(-26.79K) | $67.78(+176.12%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.30% | +96.70% |
| Top 20 Holdings Unweighted | +24.39% | +92.45% |
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