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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
2
0
1
0
0
20
1
0
WELLS TRECASO FINANCIAL GROUP LLC

Time Period2019-03-31

Total Holdings72

Total Value ($x1000)119,070
Activities
New5

Increased34

Unchanged11

Decreased22

Sold Out1

Top 10 Stock Holdingstotal 48.12%
AAPL7.28

MSFT6.98

JPM5.11

PG4.91

JNJ4.9

 
TMO4.31

V4.07

ETN3.82

UTX3.42

GOOGL3.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
7.28%
COM
MSFT
6.98%
COM
JPM
5.11%
COM
PG
4.91%
COM
JNJ
4.9%
COM
TMO
4.31%
COM
V
4.07%
COM CL A
ETN
3.82%
SHS
UTX
3.42%
COM
GOOGL
3.32%
CAP STK CL A
IBM
3.31%
COM
T
2.99%
COM
LOW
2.84%
COM
FDX
2.68%
COM
DIS
2.58%
COM DISNEY
GS
2.36%
COM
IP
1.84%
COM
HD
1.8%
COM
VCSH
1.71%
SHRT TRM CORP BD
BMY
1.58%
COM
MCK
1.48%
COM
VTV
1.47%
VALUE ETF
ABT
1.39%
COM
BIV
1.31%
INTERMED TERM
VBR
1.31%
SM CP VAL ETF
ABBV
1.13%
COM
VBK
0.97%
SML CP GRW ETF
QCOM
0.96%
COM
VOE
0.88%
MCAP VL IDXVIP
VWO
0.88%
FTSE EMR MKT ETF
IWR
0.85%
RUS MID-CAP ETF
SLB
0.83%
COM
VOT
0.82%
MCAP GR IDXVIP
PFE
0.74%
COM
CSCO
0.67%
COM
MMM
0.63%
COM
EFA
0.63%
MSCI EAFE ETF
VZ
0.62%
COM
SPY
0.61%
TR UNIT
VUG
0.6%
GROWTH ETF
MRK
0.58%
COM
PWR
0.54%
COM
XOM
0.54%
COM
EEM
0.53%
MSCI EMG MKT ETF
FB
0.52%
CL A
VEA
0.5%
FTSE DEV MKT ETF
AMZN
0.43%
COM
PEP
0.41%
COM
SO
0.39%
COM
HBAN
0.39%
COM
AMGN
0.37%
COM
NKE
0.33%
CL B
MS
0.32%
COM NEW
VOO
0.32%
SHS
PM
0.32%
COM
UNP
0.28%
COM
CINF
0.28%
COM
VFC
0.26%
COM
INTC
0.24%
COM
ORCL
0.23%
COM
IWN
0.23%
RUS 2000 VAL ETF
IVV
0.21%
CORE S&P500 ETF
CVX
0.21%
COM
MO
0.19%
COM
KO
0.19%
COM
NVS
0.18%
SPONSORED ADR
DWDP
0.18%
COM
BAC
0.17%
COM
LYG
0.05%
SPONSORED ADR
IBM
< 0.01%
CALL
AAPL
< 0.01%
CALL
T
< 0.01%
CALL
SAN
0.04%
ADR