0001221073-22-000026.txt : 20220414 0001221073-22-000026.hdr.sgml : 20220414 20220414170129 ACCESSION NUMBER: 0001221073-22-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wells Trecaso Financial Group, LLC CENTRAL INDEX KEY: 0001737987 IRS NUMBER: 823327138 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18726 FILM NUMBER: 22828063 BUSINESS ADDRESS: STREET 1: 3560 WEST MARKET STREET STREET 2: SUITE 340 CITY: AKRON STATE: OH ZIP: 44333 BUSINESS PHONE: 3307527951 MAIL ADDRESS: STREET 1: 3560 WEST MARKET STREET STREET 2: SUITE 340 CITY: AKRON STATE: OH ZIP: 44333 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001737987 XXXXXXXX 03-31-2022 03-31-2022 false Wells Trecaso Financial Group, LLC

3560 WEST MARKET STREET SUITE 340 AKRON OH 44333

13F HOLDINGS REPORT 028-18726 N CHRISTOPHER WALTERS 330-752-7951 /s/CHRISTOPHER WALTERS AKRON OH 04-12-2022 3 114 224514 01 0001348883 028-11611 Clearbridge Investments, LLC 02 0000053417 028-00074 JENNISON ASSOCIATES LLC 03 0000790502 028-01666 EAGLE ASSET MANAGEMENT INC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 538 3613 SH SOLE 0 0 3613 ABBOTT LABS COM 002824100 5 46 SH DFND 02 0 0 46 ABBOTT LABS COM 002824100 1529 12916 SH SOLE 0 0 12916 ABBVIE INC COM 00287Y109 2164 13352 SH SOLE 0 0 13352 ABERDEEN ASIA-PACIFIC INCOME COM 003009107 85 25128 SH SOLE 0 0 25128 ALPHABET INC CAP STK CL A 02079K305 9382 3373 SH SOLE 0 0 3373 ALPHABET INC CAP STK CL C 02079K107 198 71 SH SOLE 0 0 71 ALPHABET INC CAP STK CL C 02079K107 56 20 SH DFND 02 0 0 20 ALTRIA GROUP INC COM 02209S103 358 6845 SH SOLE 0 0 6845 AMAZON COM INC COM 023135106 1454 446 SH SOLE 0 0 446 AMAZON COM INC COM 023135106 121 37 SH DFND 01, 02 0 0 37 AMGEN INC COM 031162100 481 1987 SH SOLE 0 0 1987 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