Wellington Shields & Co., LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $303 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 $30.7M, Apple Inc. with a value of $23.4M, Eli Lilly & CO with a value of $12.3M, Jpmorgan Chase & CO with a value of $9.78M, and Nvidia Corp with a value of $8.09M.
Examining the 13F form we can see an increase of $7.64M in the current position value, from $296M to 303M.
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
$303 Million
Technology: $86.1 Million
Healthcare: $46 Million
Financial Services: $41.6 Million
Industrials: $34.1 Million
Energy: $22.1 Million
Communication Services: $18.6 Million
Consumer Defensive: $18.1 Million
Consumer Cyclical: $11.5 Million
Other: $25.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
