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
SOFI
So Fi Technologies, Inc.

Financial Services
25.2K
New
$6.32 - $8.19 $159K - $206K
25.2K $282M
Linde PLC F
604
New
N/A
604 $276M
VZ
Verizon Communications Inc

Communication Services
5.54K
New
$38.89 - $45.0 $215K - $249K
5.54K $233M
AMT
American Tower Corp

Real Estate
1.02K
New
$192.27 - $242.73 $196K - $247K
1.02K $218M
XLF
Financial Sector Spdr

ETFs
4.56K
New
$40.84 - $45.74 $186K - $209K
4.56K $212M
ELV
Elevance Health, Inc.

Healthcare
502
New
$500.12 - $562.29 $251K - $282K
502 $204M
BNDX
Vanguard Total International B

ETFs
4.03K
New
$48.42 - $50.35 $195K - $203K
4.03K $201M
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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