Wellington Wealth Strategies, LLC. - Portfolio overview

Wellington Wealth Strategies, LLC. has 66 reported holdings in this dataset, with the latest filing dated 2025-02-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 14.31%
2. BKLN - INVESCO EXCH TRADED FD TR II, 5.78%
3. NVDA - NVIDIA CORPORATION, 5.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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