Wellington Wealth Strategies, Llc. Portfolio Holdings
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 2024
Wellington Wealth Strategies, Llc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $15.4B, Apple Inc. with a value of $8.11B, Invesco ETF Tr Ii Sr Ln ETF with a value of $7.98B, Meta Platforms, Inc. with a value of $6.63B, and Nvidia Corp with a value of $6B.
Examining the 13F form we can see an increase of $108B in the current position value, from $23.8B to 132B.
Wellington Wealth Strategies, Llc. is based out at Indianapolis, IN
Below you can find more details about Wellington Wealth Strategies, Llc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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