Wellington Wealth Strategies »

Discover Financial Services shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Discover Financial Services shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Wellington Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Discover Financial Services by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $266k 1.4k 190.11

More positions owned by Wellington Wealth Strategies

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ultra Short-term (ICSH)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Portfolio Short (SPSB)
Oracle Corporation (ORCL)
Adobe Systems Incorporated (ADBE)
AutoZone (AZO)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding Discover Financial Services

Van Eck Associates Corp.
Oliver Lagore Vanvalin Investment Group
Huntington National Bank

View all funds holding Discover Financial Services