13F Filings History of Wellington Wealth Strategies, LLC.

Latest 13F report
Q4 2024 - 14 Feb 2025
Value $
$109,127,897
Signature - Title
Sarah Schmidt - Consultant
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Wellington Wealth Strategies, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wellington Wealth Strategies, LLC. reported 66 stock holdings with total value $109,127,897 as of Q4 2024. Top holdings included JPST, BKLN, NVDA, MSFT, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 66 $109,127,897 +$37,874,199 -$63,538,652 -$25,664,453 JPST, BKLN, NVDA, MSFT, GOOGL 13F-HR 14 Feb 2025, 16:12
Q3 2024 71 $131,495,008 +$122,132,241 -$12,908,240 +$109,224,001 RWJ, AAPL, BKLN, META, NVDA 13F-HR 12 Nov 2024, 11:29
Q2 2024 48 $22,676,427 +$17,329,439 -$201,057,307 -$183,727,868 TFLO, VCIT, AMAT, PDBC, AVGO 13F-HR 14 Aug 2024, 18:05
Q1 2024 150 $207,522,168 +$131,274,893 -$46,385,334 +$84,889,559 LLY, VO, RWJ, GOOGL, MSFT 13F-HR 14 May 2024, 14:41
Q4 2023 94 $114,596,983 $0 $0 $0 RWJ, GOOGL, META, MRK, ADBE 13F-HR 20 Feb 2024, 10:47
Q4 2020 94 $49,649,244 $0 $0 $0 ADBE, BKLN, IEFA, ICSH, JPST 13F-HR 14 Feb 2024, 17:04