Long-term investor
Wellington Shields & Co., LLC @wellingtonshieldscollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001506073).
Record
- Tracked since 2025-06-30 (434 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +10.6% · 1 year +19.1% · all +19.1%
- Max drawdown -3.2% · Sharpe 1.10 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.5% · long · since 2025-06-30
- MSFT · 5.8% · long · since 2025-06-30
- JPM · 3.5% · long · since 2025-06-30
- LLY · 3.5% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- 02079K107 · 2.8% · long · since 2025-06-30
- 30233Q108 · 2.4% · long · since 2026-06-30
- CAT · 2.4% · long · since 2025-06-30
- ABBV · 1.7% · long · since 2025-06-30
- AMZN · 1.7% · long · since 2025-06-30
- IBM · 1.5% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.