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Reported Holdings Of The
Wells Trecaso Financial Group LLC

Legal Name: WELLS TRECASO FINANCIAL GROUP, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 22, 2019

Security Shares Held / Principal Amount Market Value Option
MICROSOFT CORP (594918104) 67,440 $9,034k
Apple Inc (037833100) 44,427 $8,793k
JPMORGAN CHASE & CO (46625H100) 59,534 $6,655k
PROCTER & GAMBLE CO (742718109) 55,801 $6,119k
JOHNSON & JOHNSON (478160104) 41,598 $5,794k
Thermo Fisher Scientific Inc (883556102) 18,305 $5,376k
VISA INC COM CL A (92826C839) 30,562 $5,304k
EATON CORPORATION (G29183103) 56,304 $4,689k
UNITED TECHNOLOGIES (913017109) 31,417 $4,090k
INTL BUSINESS MCHN (459200101) 28,343 $3,909k
AT&T INC (00206R102) 114,051 $3,822k
ALPHABET INC (02079K305) 3,325 $3,600k
LOWES CO (548661107) 30,475 $3,075k
GOLDMAN SACHS GROUP (38141G104) 14,893 $3,047k
FEDEX CORP (31428X106) 17,207 $2,825k
HOME DEPOT INC (437076102) 11,405 $2,372k
International Paper Co (460146103) 47,199 $2,045k
MCKESSON CORP (58155Q103) 14,599 $1,962k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 21,675 $1,749k
Bristol-Myers Squibb Co (110122108) 38,482 $1,745k
ABBOTT LABS (002824100) 20,149 $1,695k
VANGUARD INDEX FDS VALUE ETF (922908744) 14,668 $1,627k
QUALCOMM INC (747525103) 20,516 $1,561k
PALO ALTO NETWORKS (697435105) 7,620 $1,553k
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 11,500 $1,501k
VANGUARD BD INDEX FD INC (921937819) 15,705 $1,358k
ABBVIE INC (00287Y109) 16,634 $1,210k
VANGUARD INDEX FDS SML CP GRW ETF (922908595) 5,775 $1,075k
ISHARES TR RUS MID CAP ETF (464287499) 18,860 $1,054k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 24,707 $1,051k
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538) 6,665 $995k
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512) 8,835 $984k
PFIZER INC (717081103) 18,365 $796k
CISCO SYSTEMS INC (17275R102) 14,085 $771k
ISHARES (464287465) 11,610 $763k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 2,579 $756k
VANGUARD INDEX FDS GROWTH ETF (922908736) 4,572 $747k
VERIZON COMMUNICATIONS (92343V104) 12,545 $717k
MERCK & CO INC (58933Y105) 7,905 $663k
QUANTA SVCS INC (74762E102) 17,000 $649k
Facebook Inc (30303M102) 3,271 $631k
ISHARES (464287234) 14,705 $631k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 14,825 $618k
Exxon Mobil Corp (30231G102) 7,847 $601k
3M CO (88579Y101) 3,213 $557k
SOUTHERN CO (842587107) 9,055 $501k
PEPSICO INC (713448108) 3,415 $448k
Amazon.com Inc (023135106) 231 $437k
AMGEN INC (031162100) 2,239 $413k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 1,485 $400k
CINCINNATI FINL CORP (172062101) 3,848 $399k
UNION PAC CORP (907818108) 1,866 $316k
V F CORP (918204108) 3,600 $314k
PHILIP MORRIS INTL (718172109) 3,795 $298k
MORGAN STANLEY (617446448) 6,249 $274k
ISHARES (464287630) 2,259 $272k
ISHARES TR CORE S&P500 ETF (464287200) 893 $263k
INTEL CORP (458140100) 5,033 $241k
Chevron Corp (166764100) 1,836 $228k
Bank of America Corp. (060505104) 7,202 $209k
WISDOMTREE TR (97717W315) 4,544 $203k
ORACLE CORP (68389X105) 3,214 $183k
NOVARTIS AG (66987V109) 1,232 $112k
LLOYDS BANKING GR (539439109) 19,066 $54k
DISNEY WALT CO (254687106) 295 $41k
COCA-COLA CO (191216100) 283 $14k
HUNTINGTON BANCSHARE (446150104) 789 $11k

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