Wellington Wealth Strategies, Llc. Purchases in Q4 2024

Wellington Wealth Strategies, Llc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
307K
+ 326.35%
$50.37 - $50.6 $15.5M - $15.6M
402K $19B
MSFT
Microsoft Corp

Technology
11.7K
New
$406.35 - $454.46 $4.75M - $5.32M
11.7K $4.8B
FISV
Fiserv Inc

Technology
7.64K
New
N/A
7.64K $1.76B
HSY
Hershey CO

Consumer Defensive
10.8K
New
$168.67 - $193.65 $1.82M - $2.09M
10.8K $1.73B
INTU
Intuit Inc

Technology
2.84K
New
$602.01 - $706.25 $1.71M - $2M
2.84K $1.66B
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
21.1K
New
N/A
21.1K $1.64B
Tidal Tr Ii
19.8K
New
N/A
19.8K $1.56B
CL
Colgate Palmolive CO

Consumer Defensive
17.5K
New
$90.22 - $102.31 $1.58M - $1.79M
17.5K $1.53B
FDS
Factset Research Systems Inc

Financial Services
3.24K
New
$449.69 - $495.72 $1.46M - $1.61M
3.24K $1.49B
GOOGL
Alphabet Inc.

Communication Services
5.12K
+ 27.07%
$161.86 - $196.66 $829K - $1.01M
24K $4.51B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.55K
New
$100.16 - $100.7 $756K - $760K
7.55K $759M
SPYI
Shp ETF Tr Neos S&P 500 High I
796
New
N/A
796 $485M
HD
Home Depot, Inc.

Consumer Cyclical
1.03K
New
$385.02 - $431.37 $397K - $444K
1.03K $425M
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
New
$288.47 - $316.54 $369K - $405K
1.28K $396M
AVGO
Broadcom Inc.

Technology
685
+ 28.1%
$159.67 - $250.0 $109K - $171K
3.12K $736M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.3K
New
$209.89 - $233.24 $274K - $304K
1.3K $301M
XLK
Technology Sector Spdr

ETFs
1.24K
New
$220.26 - $241.44 $272K - $298K
1.24K $296M
IEFA
Ishares Tr

ETFs
2.47K
+ 5.32%
$70.06 - $77.43 $173K - $191K
48.8K $3.71B
VGSH
Vanguard

ETFs
4.9K
+ 51.77%
$58.02 - $58.88 $284K - $289K
14.4K $836M
CVX
Chevron Corp

Energy
1.78K
New
$141.15 - $162.53 $251K - $288K
1.78K $277M
DFS
Discover Financial Services

Financial Services
1.4K
New
$136.3 - $182.67 $190K - $255K
1.4K $266M
PFE
Pfizer Inc

Healthcare
10.3K
New
$24.8 - $30.19 $255K - $311K
10.3K $264M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.29K
New
$95.27 - $107.82 $218K - $247K
2.29K $245M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.73K
New
$80.87 - $87.69 $221K - $239K
2.73K $233M
PLTR
Palantir Technologies Inc.

Technology
1.85K
New
$36.46 - $82.38 $67.3K - $152K
1.85K $218M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.09K
New
$22.21 - $24.22 $202K - $220K
9.09K $204M
IEMG
Ishares Inc

ETFs
3.41K
+ 16.27%
N/A
24.3K $1.33B
MSCI
Msci Inc.

Financial Services
187
+ 7.84%
$569.09 - $635.99 $106K - $119K
2.57K $1.47B
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 34.62%
$4100.99 - $5300.34 $73.8K - $95.4K
70 $351M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.32K
+ 19.8%
$12.74 - $14.23 $93.2K - $104K
44.3K $602M
MNST
Monster Beverage Corp

Consumer Defensive
2.87K
+ 10.17%
$49.24 - $56.38 $141K - $162K
31K $1.54B
CMCSA
Comcast Corp

Communication Services
2.31K
+ 5.15%
$37.39 - $45.14 $86.5K - $104K
47.2K $1.67B
Activity Summary
Buys All Purchases 33 New Holdings 22 Increased Positions 11 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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