Wellington Shields & Co., LLC

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    295

  • Value ($000)

    $326,126

  • Date Filed
    02/10/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP COM

STOCK
594918104
$28.75M
9 %

68,202

AAPL
AAPL

APPLE INC COM

STOCK
037833100
$27.42M
8 %

109,510

JPM
JPM

JPMORGAN CHASE & CO. COM

STOCK
46625H100
$11.56M
4 %

48,224

LLY
LLY

ELI LILLY & CO COM

STOCK
532457108
$10.22M
3 %

13,235

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$8.92M
3 %

66,437

FLO
FLO

FLOWERS FOODS INC COM

STOCK
343498101
$6.68M
2 %

323,528

XOM
XOM

EXXON MOBIL CORP COM

STOCK
30231G102
$6.61M
2 %

61,437

GOOG
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$6.41M
2 %

33,663

AMZN
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.09M
2 %

27,759

BX
BX

BLACKSTONE INC COM

STOCK
09260D107
$5.56M
2 %

32,246

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