Wellington Shields Capital Management, LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
313
- Value ($000)
$551,389
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001506071
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $42.16M | 8 % | 112,323 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $28.67M | 5 % | 129,080 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $21.97M | 4 % | 140,595 | ||
BX BLACKSTONE INC COM | STOCK | 09260D107 | $21.39M | 4 % | 153,045 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $18.58M | 3 % | 97,646 | ||
MA MASTERCARD INCORPORATED CL A | STOCK | 57636Q104 | $17.08M | 3 % | 31,157 | ||
JPM JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $16.98M | 3 % | 69,241 | ||
GOOGL ALPHABET INC CAP STK CL A | STOCK | 02079K305 | $15.63M | 3 % | 101,080 | ||
XOM EXXON MOBIL CORP COM | STOCK | 30231G102 | $15.42M | 3 % | 129,665 | ||
PANW PALO ALTO NETWORKS INC COM | STOCK | 697435105 | $10.32M | 2 % | 60,475 |
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