Wellington Shields & Co., LLC Portfolio Holdings
Wellington Shields & Co., LLC
- $296 Million
- Q1 2024
Wellington Shields & Co., LLC has filed its 13F form on May 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $296 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 $28.4M, Apple Inc. with a value of $18.4M, Eli Lilly & CO with a value of $10.7M, Jpmorgan Chase & CO with a value of $9.68M, and Flowers Foods Inc with a value of $7.68M.
Examining the 13F form we can see an increase of $26.5M in the current position value, from $269M to 296M.
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.