Wellington Shields & Co., LLC Purchases in Q2 2025

Wellington Shields & Co., LLC

  • $341 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
51
+ 0.07%
$354.56 - $497.45 $18.1K - $25.4K
68.8K $34.2M
NVDA
Nvidia Corp

Technology
467
+ 0.71%
$94.31 - $157.99 $44K - $73.8K
66.7K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 3.34%
$210.28 - $289.91 $339K - $467K
49.8K $14.4M
IBM
International Business Machines Corp

Technology
2.32K
+ 9.29%
$221.03 - $294.78 $512K - $683K
27.3K $8.04M
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 5.82%
$167.32 - $223.3 $273K - $364K
29.6K $6.5M
CEG
Constellation Energy Corp

Utilities
2.5K
+ 122.77%
$170.96 - $322.76 $428K - $808K
4.54K $1.47M
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 7.27%
$74.01 - $144.25 $83.6K - $163K
16.7K $2.27M
KO
Coca Cola CO

Consumer Defensive
11.8K
+ 69.51%
$68.37 - $73.9 $807K - $872K
28.8K $2.04M
WMT
Walmart Inc.

Consumer Defensive
4.31K
+ 13.39%
$81.79 - $99.98 $353K - $431K
36.5K $3.57M
GE
General Electric CO

Industrials
388
+ 3.79%
$166.81 - $257.39 $64.7K - $99.9K
10.6K $2.73M
GOOGL
Alphabet Inc.

Communication Services
900
+ 4.99%
$144.7 - $178.6 $130K - $161K
18.9K $3.33M
COIN
Coinbase Global, Inc.

Technology
1.56K
New
$151.47 - $375.07 $236K - $583K
1.56K $545K
C
Citigroup Inc

Financial Services
977
+ 3.18%
$58.13 - $85.12 $56.8K - $83.2K
31.7K $2.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
234
+ 6.28%
$416.06 - $551.64 $97.4K - $129K
3.96K $2.19M
PANW
Palo Alto Networks Inc

Technology
9
+ 0.07%
$152.44 - $204.64 $1.37K - $1.84K
12.2K $2.49M
META
Meta Platforms, Inc.

Communication Services
28
+ 1.28%
$484.66 - $738.09 $13.6K - $20.7K
2.21K $1.63M
AXP
American Express CO

Financial Services
383
+ 8.3%
$231.39 - $318.98 $88.6K - $122K
5K $1.59M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.39K
New
$105.2 - $141.69 $252K - $339K
2.39K $338K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
5.61K
New
$42.84 - $56.9 $240K - $319K
5.61K $319K
APO
Apollo Global Management, Inc.

Financial Services
1.6K
+ 9.49%
$108.68 - $145.07 $173K - $231K
18.4K $2.61M
APP
App Lovin Corp

Technology
850
New
$219.37 - $417.89 $186K - $355K
850 $297K
NKE
Nike, Inc.

Consumer Cyclical
3.5K
+ 63.51%
$53.27 - $72.04 $186K - $252K
9.01K $640K
FSLR
First Solar, Inc.

Technology
473
+ 9.18%
$120.38 - $192.98 $56.9K - $91.3K
5.63K $931K
MCK
Mckesson Corp

Healthcare
207
+ 9.69%
$652.83 - $732.78 $135K - $152K
2.34K $1.72M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.2K
New
$110.55 - $126.65 $243K - $279K
2.2K $270K
SJM
J M Smucker CO

Consumer Defensive
2.7K
New
$94.41 - $118.52 $255K - $320K
2.7K $265K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.3%
$496.48 - $617.85 $6.45K - $8.03K
4.39K $2.71M
PNQI
Invesco Nasdaq Internet ETF

ETFs
4.68K
New
$39.02 - $52.21 $183K - $244K
4.68K $244K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 62.72%
$58.13 - $69.92 $174K - $209K
7.77K $542K
PRN
Invesco Dwa Industrials Moment

ETFs
1.46K
New
$122.83 - $157.05 $179K - $229K
1.46K $228K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
+ 16.04%
$483.48 - $539.8 $545K - $608K
8.15K $3.96M
PH
Parker Hannifin Corp

Industrials
287
New
$517.23 - $700.54 $148K - $201K
287 $200K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2K
+ 14.29%
$45.98 - $56.15 $92K - $112K
16K $898K
ASML
Asml Holding Nv

Technology
187
+ 58.62%
$595.37 - $815.24 $111K - $152K
506 $405K
EMR
Emerson Electric CO

Industrials
244
+ 3.71%
$94.15 - $133.33 $23K - $32.5K
6.81K $908K
PINS
Pinterest, Inc.

Communication Services
5.21K
New
$24.21 - $35.95 $126K - $187K
5.21K $186K
SYY
Sysco Corp

Consumer Defensive
2.3K
+ 55.53%
$68.0 - $75.91 $156K - $175K
6.44K $487K
GNRC
Generac Holdings Inc.

Industrials
338
+ 4.68%
$101.92 - $143.21 $34.4K - $48.4K
7.56K $1.08M
PRU
Prudential Financial Inc

Financial Services
1.8K
+ 19.72%
$95.12 - $112.71 $171K - $203K
10.9K $1.17M
RGTI
Rigetti Computing, Inc.

Technology
12.5K
New
$7.5 - $14.29 $93.8K - $179K
12.5K $148K
SPG
Simon Property Group Inc

Real Estate
1K
+ 17.54%
$140.37 - $171.44 $140K - $171K
6.7K $1.08M
QCOM
Qualcomm Inc

Technology
600
+ 10.17%
$124.66 - $159.48 $74.8K - $95.7K
6.5K $1.04M
CW
Curtiss Wright Corp

Industrials
256
New
$283.18 - $488.55 $72.5K - $125K
256 $125K
MP
Mp Materials Corp.

Basic Materials
3.6K
New
$18.77 - $37.74 $67.6K - $136K
3.6K $119K
TTWO
Take Two Interactive Software Inc

Communication Services
408
New
$194.58 - $243.05 $79.4K - $99.2K
408 $99K
V
Visa Inc.

Financial Services
99
+ 0.81%
$308.27 - $373.31 $30.5K - $37K
12.3K $4.38M
TPR
Tapestry, Inc.

Consumer Cyclical
1.06K
New
$60.6 - $87.81 $63.9K - $92.6K
1.06K $92K
LBRT
Liberty Energy Inc.

Energy
8K
New
$10.0 - $16.08 $80K - $129K
8K $91K
LMT
Lockheed Martin Corp

Industrials
100
+ 3.76%
$430.82 - $486.45 $43.1K - $48.6K
2.76K $1.28M
Activity Summary
Buys All Purchases 104 New Holdings 26 Increased Positions 78 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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