Wellington Shields & Co., LLC Incresed Positions 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
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
APO
Apollo Global Management, Inc.

Financial Services
1.6K
+ 9.49%
$108.68 - $145.07 $173K - $231K
18.4K $2.61M
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
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.3%
$496.48 - $617.85 $6.45K - $8.03K
4.39K $2.71M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 62.72%
$58.13 - $69.92 $174K - $209K
7.77K $542K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
+ 16.04%
$483.48 - $539.8 $545K - $608K
8.15K $3.96M
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
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
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
V
Visa Inc.

Financial Services
99
+ 0.81%
$308.27 - $373.31 $30.5K - $37K
12.3K $4.38M
LMT
Lockheed Martin Corp

Industrials
100
+ 3.76%
$430.82 - $486.45 $43.1K - $48.6K
2.76K $1.28M
T
At&T Inc.

Communication Services
754
+ 0.92%
$26.33 - $28.94 $19.9K - $21.8K
82.6K $2.39M
MMM
3 M CO

Industrials
210
+ 2.92%
$126.09 - $154.15 $26.5K - $32.4K
7.41K $1.13M
TSLA
Tesla, Inc.

Consumer Cyclical
69
+ 8.47%
$221.86 - $362.89 $15.3K - $25K
884 $280K
F
Ford Motor CO

Consumer Cyclical
5K
+ 27.49%
$8.69 - $10.85 $43.5K - $54.3K
23.2K $251K
ED
Consolidated Edison Inc

Utilities
876
+ 42.26%
$98.05 - $113.3 $85.9K - $99.3K
2.95K $295K
WPC
W. P. Carey Inc.

Real Estate
1K
+ 12.15%
$56.12 - $64.53 $56.1K - $64.5K
9.23K $575K
GD
General Dynamics Corp

Industrials
105
+ 8.3%
$247.68 - $291.66 $26K - $30.6K
1.37K $399K
PL
Planet Labs Pbc

Industrials
3.74K
+ 32.47%
$2.96 - $6.1 $11.1K - $22.8K
15.3K $93K
CTVA
Corteva, Inc.

Basic Materials
134
+ 3.58%
$55.52 - $74.53 $7.44K - $9.99K
3.88K $289K
MS
Morgan Stanley

Financial Services
200
+ 28.13%
$99.83 - $140.86 $20K - $28.2K
911 $128K
AMD
Advanced Micro Devices Inc

Technology
50
+ 5.32%
$78.21 - $143.81 $3.91K - $7.19K
989 $140K
NEE
Nextera Energy Inc

Utilities
900
+ 6.71%
$64.11 - $75.0 $57.7K - $67.5K
14.3K $993K
MKL
Markel Corp

Financial Services
5
+ 3.33%
$1678.5 - $1997.36 $8.39K - $9.99K
155 $309K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
+ 100.0%
$180.84 - $240.32 $18.1K - $24K
200 $48K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2K
+ 23.19%
$10.49 - $12.99 $21K - $26K
10.6K $135K
MRK
Merck & Co., Inc.

Healthcare
3.76K
+ 14.37%
$73.47 - $87.12 $276K - $327K
29.9K $2.37M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.14K
+ 25.85%
$17.17 - $19.9 $19.6K - $22.7K
5.55K $106K
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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