Wellington Wealth Strategies, Llc. Portfolio Holdings

Wellington Wealth Strategies, Llc.

  • $132 Billion
  • Q3 2024

Wellington Wealth Strategies, Llc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $15.4B, Apple Inc. with a value of $8.11B, Invesco ETF Tr Ii Sr Ln ETF with a value of $7.98B, Meta Platforms, Inc. with a value of $6.63B, and Nvidia Corp with a value of $6B.

Examining the 13F form we can see an increase of $108B in the current position value, from $23.8B to 132B.

Wellington Wealth Strategies, Llc. is based out at Indianapolis, IN

Below you can find more details about Wellington Wealth Strategies, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $54.6 Billion
Technology: $26.4 Billion
Communication Services: $12.4 Billion
Healthcare: $10.8 Billion
Financial Services: $10.1 Billion
Consumer Cyclical: $9.42 Billion
Consumer Defensive: $4.1 Billion
Industrials: $2.03 Billion
Other: $1.66 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $132 Billion
  • Prior Value $23.8 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 57 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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