Wellington Wealth Strategies, LLC.
Q4 2024 13F Holdings
- Locationindianapolis, IN
- Num holdings
66
- Value ($000)
$109,831
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002007383
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $19.02M | 17 % | 401,578 | ||
BKLN INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | $6.10M | 6 % | 289,578 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.45M | 5 % | 40,307 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.80M | 4 % | 11,696 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $4.51M | 4 % | 24,047 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $4.33M | 4 % | 85,652 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $4.27M | 4 % | 84,428 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.84M | 4 % | 16,684 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.71M | 3 % | 48,824 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $2.77M | 3 % | 92,773 |
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