Wellington Wealth Strategies, LLC. — 13F holdings

Wellington Wealth Strategies, LLC. reported 68 holdings worth $110M in its 13F filing for Q4 2024, filed February 14, 2025.

Largest positions

  1. JPST J P MORGAN EXCHANGE TRADED F — $19.0M (17.3%)
  2. BKLN INVESCO EXCH TRADED FD TR II — $6.10M (5.6%)
  3. NVDA NVIDIA CORPORATION — $5.45M (5.0%)
  4. MSFT MICROSOFT CORP — $4.80M (4.4%)
  5. GOOGL ALPHABET INC — $4.51M (4.1%)
  6. TFLO ISHARES TR — $4.33M (3.9%)
  7. ICSH ISHARES TR — $4.27M (3.9%)
  8. AMZN AMAZON COM INC — $3.84M (3.5%)
  9. IEFA ISHARES TR — $3.71M (3.4%)
  10. SPSB SPDR SERIES TRUST — $2.77M (2.5%)