The Analysis of Wellington Capital Management, Inc.'s Holdings
Currently, Wellington Capital Management, Inc. holds 81 types of securities in its portfolio with a total value $66.9K. In the most recent quarter, they have increased their positions in MSFT (+20.0K shares, valued at $9.9K), SEIC (+50.2K shares, valued at $4.5K), WMT (+30.2K shares, valued at $3.0K); initiated new positions in MSFT (+20.0K shares, valued at $9.9K), SEIC (+50.2K shares, valued at $4.5K), WMT (+30.2K shares, valued at $3.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP20.0K sharesnew addition2025-06-302025-08-18
SEIC SEI INVTS CO50.2K sharesnew addition2025-06-302025-08-18 WMT WALMART INC30.2K sharesnew addition2025-06-302025-08-18 LOW LOWES COS INC13.1K sharesnew addition2025-06-302025-08-18 TXN TEXAS INSTRS INC11.8K sharesnew addition2025-06-302025-08-18 VTI VANGUARD INDEX FDS7.3K sharesnew addition2025-06-302025-08-18 NVS NOVARTIS AG14.1K sharesnew addition2025-06-302025-08-18 MDLZ MONDELEZ INTL INC21.0K sharesnew addition2025-06-302025-08-18 JNJ JOHNSON & JOHNSON7.9K sharesnew addition2025-06-302025-08-18 VWO VANGUARD INTL EQUITY INDEX F21.5K sharesnew addition2025-06-302025-08-18 PEP PEPSICO INC7.5K sharesnew addition2025-06-302025-08-18 WDC WESTERN DIGITAL CORP13.2K sharesnew addition2025-06-302025-08-18 MCD MCDONALDS CORP2.8K sharesnew addition2025-06-302025-08-18 XLF SELECT SECTOR SPDR TR14.8K sharesnew addition2025-06-302025-08-18 BSV VANGUARD BD INDEX FDS9.8K sharesnew addition2025-06-302025-08-18 VZ VERIZON COMMUNICATIONS INC15.3K sharesnew addition2025-06-302025-08-18 GLD SPDR GOLD TR2.2K sharesnew addition2025-06-302025-08-18 VTV VANGUARD INDEX FDS3.6K sharesnew addition2025-06-302025-08-18 SPY SPDR S&P 500 ETF TR1.0K sharesnew addition2025-06-302025-08-18 T AT&T INC22.0K sharesnew addition2025-06-302025-08-18 INTC INTEL CORP27.1K sharesnew addition2025-06-302025-08-18 NIO NIO INC17.6K sharesnew addition2025-06-302025-08-18 MMC MARSH & MCLENNAN COS INC2.8K sharesnew addition2025-06-302025-08-18 IIPR INNOVATIVE INDL PPTYS INC4.7K sharesnew addition2025-06-302025-08-18 HD HOME DEPOT INC4.8K sharesnew addition2025-06-302025-08-18 HAL HALLIBURTON CO15.6K sharesnew addition2025-06-302025-08-18 GE GE AEROSPACE4.5K sharesnew addition2025-06-302025-08-18 GEV GE VERNOVA INC1.1K sharesnew addition2025-06-302025-08-18 META META PLATFORMS INC680 sharesnew addition2025-06-302025-08-18 XOM EXXON MOBIL CORP6.5K sharesnew addition2025-06-302025-08-18 EPD ENTERPRISE PRODS PARTNERS L6.6K sharesnew addition2025-06-302025-08-18 DIS DISNEY WALT CO7.4K sharesnew addition2025-06-302025-08-18 DE DEERE & CO759 sharesnew addition2025-06-302025-08-18 KO COCA COLA CO5.3K sharesnew addition2025-06-302025-08-18 CSCO CISCO SYS INC42.1K sharesnew addition2025-06-302025-08-18 CVX CHEVRON CORP NEW4.9K sharesnew addition2025-06-302025-08-18 CAKE CHEESECAKE FACTORY INC18.6K sharesnew addition2025-06-302025-08-18 CAH CARDINAL HEALTH INC8.0K sharesnew addition2025-06-302025-08-18 CGMS CAPITAL GRP FIXED INCM ETF T74.0K sharesnew addition2025-06-302025-08-18 CGDV CAPITAL GROUP DIVIDEND VALUE9.9K sharesnew addition2025-06-302025-08-18 CGUS CAPITAL GROUP CORE EQUITY ET7.2K sharesnew addition2025-06-302025-08-18 CGGR CAPITAL GROUP GROWTH ETF17.5K sharesnew addition2025-06-302025-08-18 CVS CVS HEALTH CORP7.2K sharesnew addition2025-06-302025-08-18 SCHW SCHWAB CHARLES CORP6.4K sharesnew addition2025-06-302025-08-18 AVGO BROADCOM INC839 sharesnew addition2025-06-302025-08-18 AMAT APPLIED MATLS INC1.9K sharesnew addition2025-06-302025-08-18 AAPL APPLE INC2.3K sharesnew addition2025-06-302025-08-18 AMGN AMGEN INC2.9K sharesnew addition2025-06-302025-08-18 AME AMETEK INC2.0K sharesnew addition2025-06-302025-08-18 AMZN AMAZON COM INC2.4K sharesnew addition2025-06-302025-08-18 MO ALTRIA GROUP INC5.6K sharesnew addition2025-06-302025-08-18 GOOG ALPHABET INC3.1K sharesnew addition2025-06-302025-08-18 BABA ALIBABA GROUP HLDG LTD3.4K sharesnew addition2025-06-302025-08-18 ABBV ABBVIE INC3.9K sharesnew addition2025-06-302025-08-18 ABT ABBOTT LABS4.2K sharesnew addition2025-06-302025-08-18 PM PHILIP MORRIS INTL INC3.1K sharesnew addition2025-06-302025-08-18 PG PROCTER AND GAMBLE CO3.5K sharesnew addition2025-06-302025-08-18 VEA VANGUARD TAX-MANAGED FDS9.0K sharesnew addition2025-06-302025-08-18 VBR VANGUARD INDEX FDS2.6K sharesnew addition2025-06-302025-08-18 MSTR MICROSTRATEGY INC1.2K sharesnew addition2025-06-302025-08-18 PFE PFIZER INC18.2K sharesnew addition2025-06-302025-08-18 SYK STRYKER CORPORATION1.1K sharesnew addition2025-06-302025-08-18 TSLA TESLA INC1.2K sharesnew addition2025-06-302025-08-18 ORCL ORACLE CORP1.7K sharesnew addition2025-06-302025-08-18 MRK MERCK & CO INC4.4K sharesnew addition2025-06-302025-08-18 UNH UNITEDHEALTH GROUP INC1.1K sharesnew addition2025-06-302025-08-18 UBSI UNITED BANKSHARES INC WEST V9.1K sharesnew addition2025-06-302025-08-18 VOO VANGUARD INDEX FDS585 sharesnew addition2025-06-302025-08-18 NFLX NETFLIX INC200 sharesnew addition2025-06-302025-08-18 PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2025-06-302025-08-18 WFC WELLS FARGO CO NEW3.0K sharesnew addition2025-06-302025-08-18 VB VANGUARD INDEX FDS996 sharesnew addition2025-06-302025-08-18 JPM JPMORGAN CHASE & CO.784 sharesnew addition2025-06-302025-08-18 NKE NIKE INC3.2K sharesnew addition2025-06-302025-08-18 MDT MEDTRONIC PLC2.6K sharesnew addition2025-06-302025-08-18 CRM SALESFORCE INC799 sharesnew addition2025-06-302025-08-18 IWF ISHARES TR511 sharesnew addition2025-06-302025-08-18 SYY SYSCO CORP2.8K sharesnew addition2025-06-302025-08-18 VUG VANGUARD INDEX FDS484 sharesnew addition2025-06-302025-08-18 KHC KRAFT HEINZ CO8.0K sharesnew addition2025-06-302025-08-18 RIVN RIVIAN AUTOMOTIVE INC11.1K sharesnew addition2025-06-302025-08-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available