Wellington Shields & Co., LLC Portfolio Holdings
Wellington Shields & Co., LLC
- $303 Million
- Q2 2024
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.