Wellington Wealth Strategies, LLC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationindianapolis, IN
- CIK0002007383
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
66 | $109.83M | JPST, BKLN, NVDA, MSFT | 13F-HR | Feb 14, 2025 | 000200738325000001 | ||
71 | $131.78M | RWJ, AAPL, BKLN, META | 13F-HR | Nov 12, 2024 | 000200738324000006 | ||
48 | $23.85M | TFLO, VCIT, AMAT, PDBC | 13F-HR | Aug 15, 2024 | 000200738324000005 | ||
151 | $215.03M | LLY, VO, RWJ, MSFT | 13F-HR | May 14, 2024 | 000200738324000003 | ||
96 | $118.29M | RWJ, GOOGL, META, MRK | 13F-HR | Feb 20, 2024 | 000200738324000002 | ||
96 | $118.29M | RWJ, GOOGL, META, MRK | 13F-HR | Feb 14, 2024 | 000200738324000001 |