Wellington Wealth Strategies, Llc. New Holdings in Q3 2024

Wellington Wealth Strategies, Llc.

  • $132 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
349K
New
$39.15 - $46.02 $13.7M - $16M
349K $15.4B
AAPL
Apple Inc.

Technology
35.9K
New
$207.23 - $234.82 $7.44M - $8.43M
35.9K $8.11B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
380K
New
$20.69 - $21.17 $7.86M - $8.04M
380K $7.98B
META
Meta Platforms, Inc.

Communication Services
11.7K
New
$453.41 - $572.44 $5.3M - $6.69M
11.7K $6.63B
NVDA
Nvidia Corp

Technology
45.2K
New
$98.91 - $134.91 $4.47M - $6.1M
45.2K $6B
ICSH
Blackrock Ultra Short Term Bon

ETFs
109K
New
$50.32 - $50.75 $5.49M - $5.53M
109K $5.53B
AMZN
Amazon Com Inc

Consumer Cyclical
27.5K
New
$161.02 - $200.0 $4.43M - $5.51M
27.5K $5.13B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
94.2K
New
$50.25 - $50.74 $4.73M - $4.78M
94.2K $4.77B
IEFA
Ishares Tr

ETFs
46.4K
New
$70.09 - $78.74 $3.25M - $3.65M
46.4K $3.42B
SPSB
Spdr Portfolio Short Term Corp

ETFs
111K
New
$29.58 - $30.31 $3.28M - $3.36M
111K $3.33B
ORCL
Oracle Corp

Technology
17.5K
New
$125.9 - $170.35 $2.2M - $2.98M
17.5K $2.94B
MRK
Merck & Co., Inc.

Healthcare
28.2K
New
$111.15 - $128.97 $3.14M - $3.64M
28.2K $2.89B
ADBE
Adobe Inc.

Technology
6.03K
New
$508.13 - $586.55 $3.06M - $3.53M
6.03K $2.88B
AMGN
Amgen Inc

Healthcare
7.68K
New
$309.38 - $337.38 $2.38M - $2.59M
7.68K $2.46B
COST
Costco Wholesale Corp

Consumer Defensive
2.7K
New
$801.83 - $917.05 $2.16M - $2.48M
2.7K $2.36B
AZO
Autozone Inc

Consumer Cyclical
757
New
$2815.0 - $3212.87 $2.13M - $2.43M
757 $2.28B
UNH
Unitedhealth Group Inc

Healthcare
4.02K
New
$488.01 - $604.18 $1.96M - $2.43M
4.02K $2.27B
ICE
Intercontinental Exchange, Inc.

Financial Services
14.2K
New
$136.93 - $162.81 $1.94M - $2.31M
14.2K $2.21B
ACN
Accenture PLC

Technology
6.27K
New
$295.44 - $355.81 $1.85M - $2.23M
6.27K $2.16B
ABC
Amerisourcebergen Corp

Healthcare
8.45K
New
N/A
8.45K $1.93B
ADP
Automatic Data Processing Inc

Industrials
6.26K
New
$233.44 - $279.45 $1.46M - $1.75M
6.26K $1.81B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.7K
New
$63.28 - $70.06 $1.63M - $1.8M
25.7K $1.78B
CHKP
Check Point Software Technologies LTD

Technology
8.86K
New
$165.0 - $195.47 $1.46M - $1.73M
8.86K $1.53B
MNST
Monster Beverage Corp

Consumer Defensive
28.2K
New
$45.01 - $52.47 $1.27M - $1.48M
28.2K $1.48B
MSCI
Msci Inc.

Financial Services
2.38K
New
$479.31 - $584.91 $1.14M - $1.39M
2.38K $1.36B
V
Visa Inc.

Financial Services
4.6K
New
$253.74 - $291.56 $1.17M - $1.34M
4.6K $1.33B
AMD
Advanced Micro Devices Inc

Technology
8.86K
New
$128.67 - $183.96 $1.14M - $1.63M
8.86K $1.28B
IEMG
Ishares Inc

ETFs
20.9K
New
$53.64 - $53.64 $1.12M - $1.12M
20.9K $1.16B
XOM
Exxon Mobil Corp

Energy
8.44K
New
$109.72 - $119.0 $925K - $1M
8.44K $985M
MA
Mastercard Inc

Financial Services
1.92K
New
$429.6 - $500.99 $826K - $963K
1.92K $961M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
New
$517.38 - $573.86 $846K - $938K
1.64K $930M
ABBV
Abb Vie Inc.

Healthcare
4.36K
New
$163.84 - $199.33 $714K - $868K
4.36K $888M
AXP
American Express CO

Financial Services
3.21K
New
$225.92 - $271.17 $725K - $870K
3.21K $866M
TSLA
Tesla, Inc.

Consumer Cyclical
3.02K
New
$191.76 - $263.26 $580K - $796K
3.02K $755M
GS
Goldman Sachs Group Inc

Financial Services
1.4K
New
$459.02 - $510.25 $641K - $712K
1.4K $723M
JPM
Jpmorgan Chase & CO

Financial Services
3.17K
New
$194.9 - $224.8 $618K - $713K
3.17K $704M
CRM
Salesforce, Inc.

Technology
2.32K
New
$238.42 - $276.53 $554K - $642K
2.32K $677M
XLE
Energy Sector Spdr

ETFs
7.41K
New
$84.35 - $93.39 $625K - $692K
7.41K $657M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.9K
New
$33.74 - $37.96 $571K - $643K
16.9K $604M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.25K
New
$211.47 - $281.27 $475K - $632K
2.25K $543M
ACGL
Arch Capital Group Ltd.

Financial Services
5.19K
New
$94.47 - $114.25 $491K - $593K
5.19K $512M
BXSL
Blackstone Secured Lending Fund

Financial Services
15.5K
New
$28.75 - $31.59 $446K - $490K
15.5K $482M
CBRE
Cbre Group, Inc.

Real Estate
3.47K
New
$85.97 - $124.48 $298K - $431K
3.47K $454M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.8K
New
$47.18 - $48.74 $415K - $429K
8.8K $423M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.29K
New
$162.83 - $179.16 $372K - $410K
2.29K $403M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
348
New
$1015.62 - $1159.62 $353K - $404K
348 $401M
SPGI
S&P Global Inc.

Financial Services
689
New
$446.32 - $527.38 $308K - $363K
689 $331M
NVR
Nvr Inc

Consumer Cyclical
35
New
$7421.51 - $9811.8 $260K - $343K
35 $320M
BAC
Bank Of America Corp

Financial Services
7K
New
$36.65 - $44.13 $257K - $309K
7K $293M
Activity Summary
Buys All Purchases 60 New Holdings 57 Increased Positions 3 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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