Wellington Wealth Strategies, Llc. Reduced Holdings in Q4 2024

Wellington Wealth Strategies, Llc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-25.4K
- 90.01%
$96.31 - $114.76 $2.45M - $2.92M
2.82K $238M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-90.4K
- 23.8%
$20.98 - $21.19 $1.9M - $1.92M
290K $6.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-10.8K
- 39.4%
$180.88 - $232.93 $1.96M - $2.53M
16.7K $3.84B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-24.6K
- 22.59%
$50.35 - $50.69 $1.24M - $1.25M
84.4K $4.27B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-17.3K
- 67.32%
$69.3 - $74.3 $1.2M - $1.28M
8.4K $623M
AMD
Advanced Micro Devices Inc

Technology
-6.19K
- 69.86%
$118.88 - $172.8 $736K - $1.07M
2.67K $299M
TFLO
Ishares Treasury Floating Rate

ETFs
-15.2K
- 15.09%
$50.37 - $50.63 $767K - $771K
85.7K $4.33B
ADBE
Adobe Inc.

Technology
-986
- 16.36%
$437.39 - $552.96 $431K - $545K
5.04K $2.31B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-18.2K
- 16.38%
$29.77 - $30.19 $541K - $549K
92.8K $2.77B
NVDA
Nvidia Corp

Technology
-4.89K
- 10.82%
$117.0 - $148.88 $572K - $728K
40.3K $5.45B
XLE
Energy Sector Spdr

ETFs
-4.82K
- 65.05%
$83.32 - $97.27 $402K - $469K
2.59K $232M
COST
Costco Wholesale Corp

Consumer Defensive
-870
- 32.22%
$873.59 - $994.69 $760K - $865K
1.83K $1.97B
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.31K
- 23.29%
$148.29 - $166.93 $490K - $552K
10.9K $1.84B
CRM
Salesforce, Inc.

Technology
-1.41K
- 60.59%
$270.87 - $367.87 $381K - $518K
915 $302M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.45K
- 64.6%
$238.25 - $261.28 $346K - $379K
795 $200M
UNH
Unitedhealth Group Inc

Healthcare
-376
- 9.36%
$485.52 - $625.25 $183K - $235K
3.64K $1.94B
ORCL
Oracle Corp

Technology
-2.36K
- 13.48%
$165.41 - $192.43 $390K - $454K
15.1K $2.63B
ACN
Accenture PLC

Technology
-1.39K
- 22.19%
$343.9 - $376.86 $478K - $524K
4.88K $1.9B
V
Visa Inc.

Financial Services
-1.47K
- 32.03%
$273.87 - $320.91 $403K - $472K
3.12K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.45K
- 47.87%
$213.65 - $479.86 $309K - $694K
1.58K $561M
ADP
Automatic Data Processing Inc

Industrials
-1.04K
- 16.61%
$280.08 - $307.97 $291K - $320K
5.22K $1.62B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1K
- 43.79%
$174.22 - $187.62 $174K - $188K
1.29K $233M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.97K
- 18.72%
$80.13 - $83.77 $158K - $165K
8.57K $691M
AZO
Autozone Inc

Consumer Cyclical
-128
- 16.91%
$2981.19 - $3370.27 $382K - $431K
629 $2.18B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-115
- 33.05%
$1146.59 - $1270.6 $132K - $146K
233 $311M
MA
Mastercard Inc

Financial Services
-345
- 17.94%
$491.3 - $536.15 $169K - $185K
1.58K $894M
ACGL
Arch Capital Group Ltd.

Financial Services
-187
- 3.6%
$88.71 - $114.86 $16.6K - $21.5K
5.01K $451M
NFLX
Netflix Inc

Communication Services
-182
- 38.4%
$687.65 - $936.56 $125K - $170K
292 $305M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-142
- 20.58%
$408.59 - $476.19 $58K - $67.6K
548 $263M
GLD
Spdr Gold Trust

ETFs
-114
- 11.42%
$236.59 - $257.5 $27K - $29.4K
884 $239M
XLF
Financial Sector Spdr

ETFs
-504
- 11.04%
$44.89 - $51.34 $22.6K - $25.9K
4.06K $210M
CHKP
Check Point Software Technologies LTD

Technology
-1.35K
- 15.23%
$170.18 - $209.01 $230K - $282K
7.51K $1.66B
Activity Summary
Buys All Purchases 33 New Holdings 22 Increased Positions 11 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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