Wellington Wealth Strategies, Llc. Purchases in Q2 2024

Wellington Wealth Strategies, Llc.

  • $23.8 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
78.9K
+ 132.29%
$50.44 - $50.7 $3.98M - $4M
139K $7.02B
VCIT
Vanguard Intermediate Term Cor

ETFs
16.9K
+ 125.44%
$77.99 - $80.49 $1.32M - $1.36M
30.4K $2.43B
AMAT
Applied Materials Inc

Technology
3.62K
New
$189.46 - $247.83 $686K - $898K
3.62K $855M
AVGO
Broadcom Inc.

Technology
375
New
$1204.71 - $1828.87 $452K - $686K
375 $602M
NVRO
Nevro Corp

Healthcare
71
New
$7.96 - $13.59 $565 - $965
71 $539M
DPZ
Dominos Pizza Inc

Consumer Cyclical
911
New
$471.28 - $533.64 $429K - $486K
911 $470M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
32.1K
+ 128.45%
$13.7 - $14.47 $440K - $465K
57.1K $802M
NFLX
Netflix Inc

Communication Services
645
New
$550.64 - $686.12 $355K - $443K
645 $435M
DFSB
Dimensional ETF Tr Dimensional
3.2K
New
N/A
3.2K $418M
PSA
Public Storage

Real Estate
1.43K
New
$257.73 - $293.34 $368K - $419K
1.43K $411M
SPMD
Spdr Portfolio

ETFs
7.21K
New
$49.54 - $53.39 $357K - $385K
7.21K $370M
VGSH
Vanguard

ETFs
5.76K
New
$57.55 - $58.0 $332K - $334K
5.76K $334M
ABT
Abbott Laboratories

Healthcare
3.21K
New
$100.73 - $112.44 $324K - $361K
3.21K $334M
TRV
Travelers Companies, Inc.

Financial Services
1.55K
New
$203.34 - $230.89 $315K - $358K
1.55K $315M
XLK
Technology Sector Spdr

ETFs
1.38K
New
$192.53 - $231.41 $265K - $318K
1.38K $311M
BKNG
Booking Holdings Inc.

Consumer Cyclical
76
New
$3414.82 - $4014.38 $260K - $305K
76 $301M
STRA
Strategic Education, Inc.

Consumer Defensive
2.69K
New
$96.71 - $123.0 $260K - $331K
2.69K $298M
AMP
Ameriprise Financial Inc

Financial Services
690
New
$407.69 - $442.22 $281K - $305K
690 $295M
DGX
Quest Diagnostics Inc

Healthcare
2.15K
New
$125.91 - $144.34 $271K - $310K
2.15K $294M
DHI
Horton D R Inc

Consumer Cyclical
2.04K
New
$139.4 - $161.88 $285K - $331K
2.04K $288M
CMCSA
Comcast Corp

Communication Services
7.05K
New
$36.9 - $42.28 $260K - $298K
7.05K $276M
WRB
Berkley W R Corp

Financial Services
3.45K
New
$76.65 - $87.49 $264K - $302K
3.45K $269M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.54K
New
$167.6 - $185.5 $257K - $285K
1.54K $261M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.57K
New
$26.06 - $27.96 $249K - $267K
9.57K $260M
MDT
Medtronic PLC

Healthcare
3.27K
New
$78.71 - $87.02 $257K - $284K
3.27K $257M
MO
Altria Group, Inc.

Consumer Defensive
5.62K
New
$40.75 - $46.83 $229K - $263K
5.62K $256M
ZTS
Zoetis Inc.

Healthcare
1.43K
New
$145.54 - $178.83 $208K - $256K
1.43K $248M
ISRG
Intuitive Surgical Inc

Healthcare
541
New
$366.34 - $445.11 $198K - $241K
541 $241M
ANSS
Ansys Inc

Technology
740
New
$314.53 - $347.48 $233K - $257K
740 $238M
CEG
Constellation Energy Corp

Utilities
1.18K
New
$180.9 - $231.27 $214K - $274K
1.18K $237M
A
Agilent Technologies, Inc.

Healthcare
1.78K
New
$129.63 - $154.64 $231K - $276K
1.78K $231M
PSN
Parsons Corp

Industrials
2.79K
New
$74.01 - $84.28 $206K - $235K
2.79K $228M
NEAR
Blackrock Short Maturity Bond

ETFs
4.48K
New
$49.93 - $50.33 $223K - $225K
4.48K $225M
USVM
Victory Portfolios Ii Victorys

ETFs
2.84K
New
$74.23 - $80.3 $211K - $228K
2.84K $221M
NOW
Service Now, Inc.

Technology
275
New
$643.29 - $786.67 $177K - $216K
275 $216M
Direxion Shs ETF Tr
454
New
N/A
454 $216M
VRSK
Verisk Analytics, Inc.

Industrials
759
New
$217.96 - $272.27 $165K - $207K
759 $204M
KEYS
Keysight Technologies, Inc.

Technology
1.49K
New
$135.22 - $160.14 $202K - $239K
1.49K $204M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.12K
New
$47.37 - $50.09 $195K - $206K
4.12K $201M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.92K
+ 82.52%
$81.38 - $94.58 $156K - $182K
4.25K $399M
DRIV
Global X Fds Global X Autonomo

ETFs
8.34K
+ 83.05%
$22.32 - $24.98 $186K - $208K
18.4K $432M
MMM
3 M CO

Industrials
1.82K
+ 79.96%
$90.54 - $105.26 $165K - $191K
4.09K $418M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.16K
+ 78.22%
$74.36 - $78.65 $160K - $170K
4.92K $376M
AMCR
Amcor PLC

Consumer Cyclical
12.7K
New
$8.83 - $10.43 $112K - $133K
12.7K $124M
DNA
Ginkgo Bioworks Holdings, Inc.

Healthcare
123K
New
$0.28 - $1.16 $34.4K - $142K
123K $41M
SABR
Sabre Corp

Consumer Cyclical
12K
New
$2.42 - $3.18 $29K - $38.2K
12K $32M
VTNR
Vertex Energy Inc.

Energy
12.1K
New
$0.94 - $1.68 $11.4K - $20.3K
12.1K $13.4M
Activity Summary
Buys All Purchases 48 New Holdings 41 Increased Positions 7 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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