Wells Trecaso Financial Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

The Wells Trecaso Financial Group, LLC has released its Q2 2023 vs. Q3 2023 13F holdings comparison, providing valuable insights into the changes in holdings of various funds. Let's take a closer look at these changes and analyze their implications.

APPLE INC (AAPL)

In the second quarter, Wells Trecaso Financial Group, LLC held 121,406 shares of APPLE INC, which decreased slightly to 120,188 shares in the third quarter. The value of these shares decreased from $23,548,000 to $20,577,000, representing a 12.6% decline. This could be attributed to various factors affecting the performance of the company during this period.

MICROSOFT CORP (MSFT)

Wells Trecaso Financial Group, LLC also witnessed a minor decrease in holdings of MICROSOFT CORP. The number of shares held in the second quarter was 48,651, which reduced to 48,520 shares in the third quarter. Similarly, the value of these holdings fell from $16,567,000 to $15,319,000, indicating a 7.5% decline. This change could be a result of market fluctuations or specific events affecting the company.

EATON CORP PLC (ETN)

The holdings of EATON CORP PLC saw a minor decline as well. Wells Trecaso Financial Group, LLC held 54,355 shares in the second quarter, which decreased to 53,694 shares in the third quarter. However, the value of these shares increased from $10,930,000 to $11,452,000, indicating a 4.8% rise. This positive change suggests that the company's performance was favorable during this period.

JPMORGAN CHASE & CO (JPM)

In contrast to the previous examples, the holdings of JPMORGAN CHASE & CO remained relatively stable. Wells Trecaso Financial Group, LLC held 64,351 shares in the second quarter, which marginally increased to 64,380 shares in the third quarter. The value of these shares also remained consistent at $9,358,000 and $9,336,000, reflecting a minimal change of -0.2%. This suggests that the company maintained its stability during the observed period.

ALPHABET INC (GOOGL)

Wells Trecaso Financial Group, LLC witnessed positive changes in its holdings of ALPHABET INC. The number of shares held in the second quarter was 70,235, which remained steady at 70,295 shares in the third quarter. However, the value of these shares increased from $8,407,000 to $9,199,000, reflecting a 9.4% rise. This indicates a positive performance by the company during this time frame.

These are just a few examples of the changes in holdings observed in the Q2 2023 vs. Q3 2023 13F comparison. Each company's performance is influenced by various factors, including market conditions and internal operations. Investors, analysts, and other financial professionals can use this data to gain insights and make informed decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data mentioned is based on public filings and may not capture the complete picture of the company's holdings. It is always recommended to conduct thorough research and analysis before making any investment decisions.