Wellington Capital Management, Inc. New Holdings in Q2 2025

Wellington Capital Management, Inc.

  • $66.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
5.63K
New
$55.56 - $60.91 $313K - $343K
5.63K $576K
GOOG
Alphabet Inc.

Communication Services
3.09K
New
$146.58 - $180.01 $453K - $557K
3.09K $575K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.41K
New
$99.37 - $134.05 $338K - $456K
3.41K $574K
ABBV
Abb Vie Inc.

Healthcare
3.85K
New
$170.16 - $206.27 $656K - $795K
3.85K $573K
ABT
Abbott Laboratories

Healthcare
4.21K
New
$123.95 - $138.08 $522K - $581K
4.21K $572K
PM
Philip Morris International Inc.

Consumer Defensive
3.07K
New
$149.23 - $184.95 $458K - $567K
3.07K $559K
PG
Procter & Gamble CO

Consumer Defensive
3.51K
New
$157.66 - $172.39 $553K - $605K
3.51K $559K
VEA
Vanguard Ftse Developed Market

ETFs
9.02K
New
$45.65 - $57.01 $412K - $514K
9.02K $514K
VBR
Vanguard Small Cap Value ETF

ETFs
2.61K
New
$162.76 - $195.77 $425K - $511K
2.61K $509K
MSTR
Microstrategy Inc

Technology
1.2K
New
$237.95 - $421.61 $286K - $506K
1.2K $485K
SYK
Stryker Corp

Healthcare
1.09K
New
$337.37 - $395.63 $368K - $432K
1.09K $432K
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
New
$221.86 - $362.89 $265K - $434K
1.2K $379K
ORCL
Oracle Corp

Technology
1.73K
New
$122.82 - $218.63 $212K - $378K
1.73K $378K
MRK
Merck & Co., Inc.

Healthcare
4.37K
New
$73.47 - $87.12 $321K - $381K
4.37K $346K
UNH
Unitedhealth Group Inc

Healthcare
1.1K
New
$274.35 - $599.47 $301K - $658K
1.1K $342K
UBSI
United Bankshares Inc

Financial Services
9.13K
New
$31.5 - $37.32 $287K - $341K
9.13K $332K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
585
New
$456.74 - $568.03 $267K - $332K
585 $332K
NFLX
Netflix Inc

Communication Services
200
New
$855.86 - $1339.13 $171K - $268K
200 $268K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.35K
New
$149.76 - $186.42 $202K - $251K
1.35K $251K
WFC
Wells Fargo & Company

Financial Services
3.02K
New
$60.98 - $80.12 $184K - $242K
3.02K $242K
VB
Vanguard Small Cap ETF

ETFs
996
New
$193.73 - $237.37 $193K - $236K
996 $236K
JPM
Jpmorgan Chase & CO

Financial Services
784
New
$210.28 - $289.91 $165K - $227K
784 $227K
NKE
Nike, Inc.

Consumer Cyclical
3.2K
New
$53.27 - $72.04 $170K - $231K
3.2K $227K
MDT
Medtronic PLC

Healthcare
2.58K
New
$80.68 - $88.86 $208K - $229K
2.58K $225K
CRM
Salesforce, Inc.

Technology
799
New
$236.26 - $291.15 $189K - $233K
799 $218K
IWF
Ishares Russell 1000 Gr ETF

ETFs
511
New
$320.42 - $424.58 $164K - $217K
511 $217K
SYY
Sysco Corp

Consumer Defensive
2.84K
New
$68.0 - $75.91 $193K - $215K
2.84K $215K
VUG
Vanguard Growth ETF

ETFs
484
New
$329.49 - $438.4 $159K - $212K
484 $212K
KHC
Kraft Heinz CO

Consumer Defensive
7.98K
New
$25.61 - $30.81 $204K - $246K
7.98K $206K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.1K
New
$10.8 - $16.92 $120K - $188K
11.1K $152K
Activity Summary
Buys All Purchases 81 New Holdings 81 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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