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Home > Institutional Investor > Wellington Shields & Co., Llc > Profile

Instuitional Investor - Wellington Shields & Co., Llc

Fund Profile
Filing Period:
Fund Name: Wellington Shields & Co., Llc
Portfolio Value $326,125,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 68,202 $28,747,196 8.81%
2.
Apple Inc.
 AAPL 109,510 $27,423,502 8.4%
3.
Jpmorgan Chase & Co
 JPM 48,224 $11,559,767 3.54%
4.
Eli Lilly & Co
 LLY 13,235 $10,217,584 3.13%
5.
Nvidia Corp
 NVDA 66,437 $8,921,864 2.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)