Wellington Shields & Co., LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $319 Million distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.7M, Apple Inc. with a value of $27.4M, Jpmorgan Chase & CO with a value of $11.6M, Eli Lilly & CO with a value of $10.2M, and Nvidia Corp with a value of $8.92M.
Examining the 13F form we can see an decrease of $2.84M in the current position value, from $321M to 319M.
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
$319 Million
Technology: $92.2 Million
Financial Services: $48.5 Million
Healthcare: $44 Million
Industrials: $36.2 Million
Energy: $21.3 Million
Communication Services: $19.2 Million
Consumer Defensive: $18.3 Million
Consumer Cyclical: $13.4 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
