WELLINGTON SHIELDS & CO., LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLO | 321K | $3.49M |
 | PSNL | 292K | $2.33M |
 | AAPL | 110K | $29.97M |
 | KMI | 91K | $2.49M |
 | T | 86K | $2.13M |
 | QXO | 82K | $1.58M |
 | PFE | 81K | $2.02M |
 | XOM | 77K | $9.26M |
 | MSFT | 70K | $33.85M |
 | NVDA | 68K | $12.71M |
 | KEY | 61K | $1.26M |
 | RKLB | 58K | $4.02M |
 | JPM | 48K | $15.32M |
 | RKT | 47K | $902.18K |
 | ET | 44K | $722.30K |
 | EPD | 41K | $1.33M |
 | BMY | 41K | $2.19M |
 | WY | 39K | $918.51K |
 | NEM | 36K | $3.61M |
 | WMT | 36K | $4.01M |
Flowers Foods, Inc.
FLO
Shares Held
321K
Value
$3.49M
Personalis, Inc.
PSNL
Shares Held
292K
Value
$2.33M
Apple Inc.
AAPL
Shares Held
110K
Value
$29.97M
Kinder Morgan, Inc.
KMI
Shares Held
91K
Value
$2.49M
AT&T Inc.
T
Shares Held
86K
Value
$2.13M
QXO, Inc.
QXO
Shares Held
82K
Value
$1.58M
Pfizer Inc.
PFE
Shares Held
81K
Value
$2.02M
Exxon Mobil Corporation
XOM
Shares Held
77K
Value
$9.26M
Microsoft Corporation
MSFT
Shares Held
70K
Value
$33.85M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$12.71M
KeyCorp
KEY
Shares Held
61K
Value
$1.26M
Rocket Lab USA, Inc.
RKLB
Shares Held
58K
Value
$4.02M
JPMorgan Chase & Co.
JPM
Shares Held
48K
Value
$15.32M
Rocket Companies, Inc.
RKT
Shares Held
47K
Value
$902.18K
Energy Transfer LP
ET
Shares Held
44K
Value
$722.30K
Enterprise Products Partners L.P.
EPD
Shares Held
41K
Value
$1.33M
Bristol-Myers Squibb Company
BMY
Shares Held
41K
Value
$2.19M
Weyerhaeuser Company
WY
Shares Held
39K
Value
$918.51K
Newmont Corporation
NEM
Shares Held
36K
Value
$3.61M
Walmart Inc.
WMT
Shares Held
36K
Value
$4.01M