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| Name: |
Wells Trecaso Financial Group LLC |
| City: |
AKRON |
| State: |
OH |
| Zip: |
44333 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NOBL |
ProShares S&P 500 Dividend ... |
45 |
New |
$0.00 |
$1,159,000 |
11,429 |
0.41% |
1,159,000 |
11,429 |
0.013 |
N/A |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
46 |
New |
$81.91 |
$992,000 |
11,799 |
0.35% |
992,000 |
11,799 |
0.003 |
Closed - End Fund - E... |
|
|
JMEE |
Jpmorgan Market Expansion E... |
54 |
New |
$0.00 |
$676,000 |
11,551 |
0.24% |
676,000 |
11,551 |
0.013 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
62 |
New |
$29.48 |
$492,000 |
16,996 |
0.17% |
492,000 |
16,996 |
0.006 |
N/A |
|
|
CEG |
Constellation Energy Corp |
81 |
New |
$217.25 |
$269,000 |
1,453 |
0.1% |
269,000 |
1,453 |
0 |
N/A |
|
|
GWW |
WW Grainger Inc |
88 |
New |
$921.46 |
$232,000 |
228 |
0.08% |
232,000 |
228 |
0 |
Electronics Wholesale |
|
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NVO |
Novo Nordisk A/S (ADR) |
89 |
New |
$135.28 |
$226,000 |
1,764 |
0.08% |
226,000 |
1,764 |
0 |
Drug Manufacturers - ... |
|
|
KO |
Coca-Cola Co |
91 |
New |
$62.93 |
$210,000 |
3,436 |
0.07% |
210,000 |
3,436 |
0 |
Beverage Soft Drinks... |
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UNH |
Unitedhealth Group Inc |
93 |
New |
$495.37 |
$202,000 |
409 |
0.07% |
202,000 |
409 |
0 |
Health Care Plans |
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