Wellington Shields & Co., LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $321 Million distributed in 310 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.5M, Apple Inc. with a value of $25.8M, Eli Lilly & CO with a value of $12M, Jpmorgan Chase & CO with a value of $10.2M, and Nvidia Corp with a value of $8.16M.
Examining the 13F form we can see an increase of $18M in the current position value, from $303M to 321M.
Wellington Shields & Co., LLC is based out at New York, NY
Below you can find more details about Wellington Shields & Co., LLC portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
Technology: $87.7 Million
Healthcare: $49.2 Million
Financial Services: $45.3 Million
Industrials: $36.7 Million
Energy: $21.4 Million
Consumer Defensive: $20 Million
Communication Services: $18.3 Million
Consumer Cyclical: $13 Million
Other: $29.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
