Wellington Shields & Co., LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    316

  • Value ($000)

    $353,268

  • Date Filed
    08/05/2025
  • Form type
    13F-HR
  • CIK
    0001506073
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP COM

STOCK
594918104
$34.22M
10 %

68,792

AAPL
AAPL

APPLE INC COM

STOCK
037833100
$22.72M
6 %

110,733

JPM
JPM

JPMORGAN CHASE & CO. COM

STOCK
46625H100
$14.45M
4 %

49,835

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$10.54M
3 %

66,693

LLY
LLY

ELI LILLY & CO COM

STOCK
532457108
$9.95M
3 %

12,765

IBM
IBM

INTERNATIONAL BUSINESS MACHS COM

STOCK
459200101
$8.04M
2 %

27,267

XOM
XOM

EXXON MOBIL CORP COM

STOCK
30231G102
$7.32M
2 %

67,916

AMZN
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.50M
2 %

29,623

GOOG
GOOG

ALPHABET INC CAP STK CL C

STOCK
02079K107
$6.06M
2 %

34,167

ABBV
ABBV

ABBVIE INC COM

STOCK
00287Y109
$5.52M
2 %

29,742

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