Wellington Shields Capital Management, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $537 Million distributed in 313 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $42.2M, Apple Inc. with a value of $28.7M, Alphabet Inc. with a value of $22M, Blackstone Inc. with a value of $21.4M, and Amazon Com Inc with a value of $18.6M.
Examining the 13F form we can see an decrease of $694M in the current position value, from $1.23B to 537M.
Wellington Shields Capital Management, LLC is based out at New York, NY
Below you can find more details about Wellington Shields Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$537 Million
Technology: $125 Million
Financial Services: $104 Million
Healthcare: $55 Million
Industrials: $53.7 Million
ETFs: $52.4 Million
Communication Services: $44.8 Million
Energy: $31 Million
Consumer Cyclical: $27.5 Million
Other: $41.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
