Wellington Shields & Co., LLC

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    324

  • Value ($000)

    $383,408

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001506073
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP COM

STOCK
$35.32 M
9 %

68,186

AAPL
AAPL

APPLE INC COM

STOCK
$28.33 M
7 %

111,255

JPM
JPM

JPMORGAN CHASE & CO. COM

STOCK
$15.55 M
4 %

49,308

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
$12.42 M
3 %

66,573

LLY
LLY

ELI LILLY & CO COM

STOCK
$9.78 M
3 %

12,820

GOOG
GOOG

ALPHABET INC CAP STK CL C

STOCK
$8.48 M
2 %

34,823

XOM
XOM

EXXON MOBIL CORP COM

STOCK
$7.62 M
2 %

67,596

IBM
IBM

INTERNATIONAL BUSINESS MACHS COM

STOCK
$7.61 M
2 %

26,969

ABBV
ABBV

ABBVIE INC COM

STOCK
$6.82 M
2 %

29,442

AMZN
AMZN

AMAZON COM INC COM

STOCK
$6.65 M
2 %

30,268

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