Wellington Wealth Strategies, LLC.

Q4 2020 13F Holdings Report, Stock Holdings

Signature - Title
Christopher Payne - Chief Compliance Officer
Location
Indianapolis, IN
Holdings as of
31 Dec 2020
Value $
$49,649,244
Num holdings
94
Filing time
14 Feb 2024, 17:04:08 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ADBE, BKLN, IEFA, ICSH, and JPST.
Next filing
Q4 2023 - 20 Feb 2024
SEC
View on sec.gov
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Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christopher Payne Chief Compliance Officer Covington, Kentucky 14 Feb 2024