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Wells Trecaso Financial Group, LLC Buys iShares Russell 2000 Value, Chevron Corp, Novartis AG, Sells Banco Santander SA

April 18, 2019 | About:

Investment company Wells Trecaso Financial Group, LLC buys iShares Russell 2000 Value, Chevron Corp, Novartis AG, Bank of America Corporation, DowDuPont Inc, sells Banco Santander SA during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Wells Trecaso Financial Group, LLC. As of 2019Q1, Wells Trecaso Financial Group, LLC owns 73 stocks with a total value of $119 million. These are the details of the buys and sells.

For the details of Wells Trecaso Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wells+trecaso+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wells Trecaso Financial Group, LLC
  1. Apple Inc (AAPL) - 45,612 shares, 7.28% of the total portfolio. Shares reduced by 0.01%
  2. Microsoft Corp (MSFT) - 70,431 shares, 6.98% of the total portfolio. Shares reduced by 0.69%
  3. JPMorgan Chase & Co (JPM) - 60,059 shares, 5.11% of the total portfolio. Shares added by 0.24%
  4. Procter & Gamble Co (PG) - 56,203 shares, 4.91% of the total portfolio. Shares added by 0.22%
  5. Johnson & Johnson (JNJ) - 41,760 shares, 4.90% of the total portfolio. Shares added by 0.13%
New Purchase: iShares Russell 2000 Value (IWN)

Wells Trecaso Financial Group, LLC initiated holding in iShares Russell 2000 Value. The purchase prices were between $107.18 and $125.8, with an estimated average price of $119.31. The stock is now traded at around $123.67. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,259 shares as of .

New Purchase: Chevron Corp (CVX)

Wells Trecaso Financial Group, LLC initiated holding in Chevron Corp. The purchase prices were between $108.57 and $125.88, with an estimated average price of $118.12. The stock is now traded at around $120.27. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,999 shares as of .

New Purchase: Novartis AG (NVS)

Wells Trecaso Financial Group, LLC initiated holding in Novartis AG. The purchase prices were between $73.8 and $84.4, with an estimated average price of $78.6. The stock is now traded at around $77.30. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,204 shares as of .

New Purchase: Bank of America Corporation (BAC)

Wells Trecaso Financial Group, LLC initiated holding in Bank of America Corporation. The purchase prices were between $24.56 and $29.82, with an estimated average price of $28.23. The stock is now traded at around $30.03. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,450 shares as of .

New Purchase: DowDuPont Inc (DWDP)

Wells Trecaso Financial Group, LLC initiated holding in DowDuPont Inc. The purchase prices were between $34.76 and $39.85, with an estimated average price of $36.86. The stock is now traded at around $39.20. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,967 shares as of .

Sold Out: Banco Santander SA (SAN)

Wells Trecaso Financial Group, LLC sold out a holding in Banco Santander SA. The sale prices were between $4.48 and $5.04, with an estimated average price of $4.76.



Here is the complete portfolio of Wells Trecaso Financial Group, LLC. Also check out:

1. Wells Trecaso Financial Group, LLC's Undervalued Stocks
2. Wells Trecaso Financial Group, LLC's Top Growth Companies, and
3. Wells Trecaso Financial Group, LLC's High Yield stocks
4. Stocks that Wells Trecaso Financial Group, LLC keeps buying

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