Wellington Shields Capital Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $187M, Amazon Com Inc with a value of $80.5M, International Business Machines Corp with a value of $76.2M, Nvidia Corp with a value of $72.3M, and Amgen Inc with a value of $61.9M.
Examining the 13F form we can see an increase of $672M in the current position value, from $558M to 1.23B.
Wellington Shields Capital Management, LLC is based out at New York, NY
Below you can find more details about Wellington Shields Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
Technology: $414 Million
Healthcare: $206 Million
Financial Services: $152 Million
Consumer Cyclical: $92.3 Million
ETFs: $91.3 Million
Energy: $72.6 Million
Industrials: $63.2 Million
Communication Services: $61.1 Million
Other: $76.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
