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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
23
2
0
1
0
0
20
1
0
WELLS TRECASO FINANCIAL GROUP LLC

Time Period2018-12-31

Total Holdings68

Total Value ($x1000)104,637
Activities
New3

Increased42

Unchanged9

Decreased14

Sold Out10

Top 10 Stock Holdingstotal 47.64%
MSFT6.88

AAPL6.88

JPM5.59

JNJ5.14

PG4.93

 
TMO4.09

V3.94

ETN3.67

GOOGL3.32

UTX3.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
6.88%
COM
AAPL
6.88%
COM
JPM
5.59%
COM
JNJ
5.14%
COM
PG
4.93%
COM
TMO
4.09%
COM
V
3.94%
COM CL A
ETN
3.67%
SHS
GOOGL
3.32%
CAP STK CL A
UTX
3.2%
COM
T
3.02%
COM
IBM
2.98%
COM
DIS
2.84%
COM DISNEY
FDX
2.7%
COM
LOW
2.68%
COM
GS
2.29%
COM
VCSH
2.04%
SHRT TRM CORP BD
BMY
1.99%
COM
IP
1.77%
COM
HD
1.74%
COM
MCK
1.62%
COM
BIV
1.55%
INTERMED TERM
VTV
1.52%
VALUE ETF
ABT
1.5%
COM
ABBV
1.46%
COM
VBR
1.28%
SM CP VAL ETF
QCOM
1.08%
COM
VBK
0.93%
SML CP GRW ETF
VOE
0.88%
MCAP VL IDXVIP
PFE
0.86%
COM
VWO
0.84%
FTSE EMR MKT ETF
IWR
0.84%
RUS MID-CAP ETF
SLB
0.82%
COM
VOT
0.78%
MCAP GR IDXVIP
MMM
0.68%
COM
EEM
0.67%
MSCI EMG MKT ETF
VZ
0.65%
COM
EFA
0.65%
MSCI EAFE ETF
SPY
0.63%
TR UNIT
MRK
0.6%
COM
CSCO
0.59%
COM
VUG
0.58%
GROWTH ETF
VEA
0.51%
FTSE DEV MKT ETF
XOM
0.51%
COM
PWR
0.49%
COM
FB
0.46%
CL A
AMGN
0.43%
COM
PEP
0.42%
COM
AMZN
0.42%
COM
HBAN
0.42%
COM
SO
0.38%
COM
VOO
0.36%
SHS
MS
0.35%
COM NEW
NKE
0.33%
CL B
CINF
0.28%
COM
PM
0.27%
COM
UNP
0.26%
COM
ORCL
0.25%
COM
VFC
0.25%
COM
INTC
0.22%
COM
KO
0.22%
COM
IVV
0.22%
CORE S&P500 ETF
MO
0.19%
COM
LYG
0.05%
SPONSORED ADR
SAN
0.04%
ADR
IBM
< 0.01%
CALL
T
< 0.01%
CALL
AAPL
< 0.01%
CALL
GE
1.48%
COM
IWF
0.58%
RUS 1000 GRW ETF
VTIP
0.46%
STRM INFPROIDX
BAC
0.21%
COM
IWN
0.2%
RUS 2000 VAL ETF
DWDP
0.19%
COM
CVX
0.18%
COM
TXT
0.18%
COM
VGK
0.18%
FTSE EUROPE ETF
GT
0.17%
COM