WW
| |
Wellington Wealth Strategies, LLC.13F | |
Wellington Wealth Strategies, LLC. | |
Last update 2024-11-12 | 71 Stocks (57 new) |
Value $132.00 Mil | Turnover 93 % |
Portfolio Report |
Wellington Wealth Strategies, LLC.'s Top Stock Picks
View Full List
Ticker |
---|
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
Wellington Wealth Strategies, LLC. Total Holding History ($B)
Wellington Wealth Strategies, LLC.'s Asset Allocation
Wellington Wealth Strategies, LLC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Wellington Wealth Strategies, LLC.'s Hypothetical Growth since 2024-09-30
Wellington Wealth Strategies, LLC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Wellington Wealth Strategies, LLC.'s Holdings Heat Map
Size field:
Wellington Wealth Strategies, LLC.'s Holdings Bubble Chart
Wellington Wealth Strategies, LLC. News
- 1