Wellington Wealth Strategies, LLC.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Indianapolis, IN
CIK
0002007383
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 151 215,027 LLY, VO, RWJ, GOOGL 13F-HR 5/14/2024 000200738324000003
Q4 2023 96 118,285 RWJ, GOOGL, META, MRK 13F-HR 2/20/2024 000200738324000002
Q4 2020 96 118,285 RWJ, GOOGL, META, MRK 13F-HR 2/14/2024 000200738324000001