Wellington Shields & Co., LLC Portfolio Holdings

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.