Wellington Shields & Co., LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $312 Million distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.8M, Apple Inc. with a value of $24.8M, Jpmorgan Chase & CO with a value of $11.8M, Eli Lilly & CO with a value of $10.6M, and Exxon Mobil Corp with a value of $7.35M.
Examining the 13F form we can see an decrease of $6.44M in the current position value, from $319M to 312M.
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
$312 Million
Technology: $83.7 Million
Financial Services: $48.8 Million
Healthcare: $44.9 Million
Industrials: $35.5 Million
Energy: $23.9 Million
Communication Services: $18.5 Million
Consumer Defensive: $18.2 Million
Consumer Cyclical: $12.2 Million
Other: $26.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
