| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | 4 | Q2 2024 | 10.2% |
| INVSC ACTVLY MNG OPTM YD DVRS ETF IV | 4 | Q2 2024 | 3.4% |
| GLOBAL X FDS | 4 | Q2 2024 | 1.8% |
| 3M CO TRADES WITH DUE BILLS | 4 | Q2 2024 | 1.8% |
| VANGUARD SCOTTSDALE FDS | 4 | Q2 2024 | 1.7% |
| VANGUARD SCOTTSDALE FDS | 4 | Q2 2024 | 1.6% |
| INVESCO S&P SMALLCAP 600 REV ETF | 3 | Q1 2024 | 10.1% |
| ALPHABET INC. CLASS C | 3 | Q1 2024 | 9.2% |
| META PLATFORMS INC CLASS A | 3 | Q1 2024 | 5.4% |
| MERCK & CO. INC. | 3 | Q1 2024 | 4.3% |
View Wellington Wealth Strategies, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-20 |
| 13F-HR | 2024-02-14 |
View Wellington Wealth Strategies, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.