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Wellington-altus Usa

Latest statistics and disclosures from Wellington-altus Usa's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, HEFA, SHY, AGG, BOND, and represent 23.18% of Wellington-altus Usa's stock portfolio.
Added to shares of these 10 stocks: SHOP, AAPL, PLTR, MSFT, Hamilton Lane Private, MU, GOOGL, BNS, GE, LMT.
Started 46 new stock positions in FISV, SNOW, XEL, LMT, ARKK, IWR, CME, XMMO, CAH, BF.B.
Reduced shares in these 10 stocks: KLAC, VO, MGK, FTLS, BKNG, RSP, PJAN, AGG, KJAN, IGSB.
Sold out of its positions in ATS, BOXX, DIVO, ATZAF, Baron Etf Tr, BERKSHIRE HATHAWAYS - CLASS B Common Stock cmn, BIIB, GMMF, PMMF, COF.
Wellington-altus Usa was a net seller of stock by $-24M.
Wellington-altus Usa has $143M in assets under management (AUM), dropping by -17.41%.
Central Index Key (CIK): 0001760398

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Portfolio Holdings for Wellington-altus Usa

Wellington-altus Usa holds 661 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wellington-altus Usa has 661 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wellington-altus Usa June 30, 2026 positions
Download the Wellington-altus Usa June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Funds Vanguard Total Stock Market (VTI)	8.1	$12M	-4%	36k	320.81	View chart
Ishares Trust Ishares Currency Hedged (HEFA)	4.8	$6.9M	-6%	163k	42.49	View chart
Ishares Trust Ishares 1 3 Year Treasury (SHY)	4.3	$6.1M		74k	82.57	View chart
Ishares Core U S Aggregate Bd Etf (AGG)	3.8	$5.5M	-13%	55k	99.27	View chart
Pimco Active Bond Exchange Traded Fund (BOND)	2.1	$3.0M	-18%	33k	92.28	View chart
Apple Common Stock (AAPL)	1.9	$2.7M	+78%	11k	253.79	View chart
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)	1.8	$2.6M	-8%	49k	51.93	View chart
Nvidia Corp Common Stock (NVDA)	1.8	$2.5M	+8%	15k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$2.3M	-17%	4.0k	577.18	View chart
Spdr Series Trust State Street Spdr Portfolio (SPAB)	1.5	$2.2M	-5%	84k	25.62	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$2.1M	+63%	5.7k	370.17	View chart
Banque Royale Du Canada Common Stock (RY)	1.4	$2.0M	-3%	9.0k	225.04	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	1.1	$1.6M	-3%	18k	90.53	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.1	$1.6M	+15%	5.4k	294.16	View chart
Amazon.com Common Stock (AMZN)	1.1	$1.6M	+2%	7.6k	208.27	View chart
World Gold Trust Spdr Gold Minishares (GLDM)	1.1	$1.5M	-3%	17k	92.69	View chart
Ishares Core S&p Total U S Stock Market Etf (ITOT)	1.0	$1.5M	-5%	11k	142.43	View chart
Alphabet Class A Common Stock (GOOGL)	1.0	$1.5M	+56%	5.1k	287.56	View chart
Spdr Series Trust State Street Spdr Portfolio (SPYM)	1.0	$1.4M	-4%	19k	76.54	View chart
J P Morgan Exchange Traded Fund Trust Jpmorgan Equity (JEPI)	1.0	$1.4M	-29%	25k	56.68	View chart
Ishares Global Infrastructure Etf (IGF)	1.0	$1.4M	-3%	21k	67.00	View chart
Hamilton Lane Private Assets Fd Shs Ben Int Cl I (XHLIX)	0.9	$1.3M		69k	19.43	View chart
Shopify Cl A (SHOP)	0.9	$1.3M	+977%	8.0k	165.00	View chart
Alphabet Class C Capital Stock (GOOG)	0.9	$1.2M		4.3k	286.86	View chart
Spdr Series Trust State Street Spdr Bloomberg (BIL)	0.9	$1.2M	+10%	14k	91.64	View chart
Vanguard S&p 500 Etf Equity ETF (VOO)	0.9	$1.2M	-30%	2.1k	597.55	View chart
Costco Wholesale Corp- Common Stock (COST)	0.8	$1.2M	+16%	1.2k	996.43	View chart
Enbridge Common Stock (ENB)	0.8	$1.1M	+10%	15k	75.31	View chart
Palantir Technologies Class A Common Stock (PLTR)	0.8	$1.1M	+453%	7.6k	146.28	View chart
Banque Toronto Dominion Common Stock (TD)	0.8	$1.1M	+3%	8.4k	129.79	View chart
Dimensional Etf Trust Dimensional World Equity Etf (DFAW)	0.7	$1.1M	-16%	14k	73.78	View chart
J P Morgan Exchange Traded Fund Trust Jpmorgan Ultra (JPST)	0.7	$1.0M	-4%	20k	50.61	View chart
State Street Spdr S&p 500 Etf Trust Units (SPY)	0.6	$926k	-7%	1.4k	650.34	View chart
Invesco Exchange Traded Fd Tr Ii S&p 500 Low Volatility Etf (SPLV)	0.6	$912k		13k	73.14	View chart
Ishares Select Dividend Etf Equity ETF (DVY)	0.6	$818k		5.4k	151.41	View chart
Banque De Nouvelle-ecosse Common Stock (BNS)	0.6	$807k	+84%	8.4k	96.41	View chart
Vanguard Index Funds Vanguard Value Etf (VTV)	0.5	$770k		3.9k	196.20	View chart
Ishares Core Msci Emerging Markets Etf (IEMG)	0.5	$755k	-4%	11k	69.75	View chart
Goldman Sachs Group Common Stock (GS)	0.5	$739k	-3%	874.00	845.99	View chart
Vanguard Short Term Bond Etf Fixed Income ETF (BSV)	0.5	$736k	-5%	9.4k	78.41	View chart
Broadcom Common Stock (AVGO)	0.5	$726k	+18%	2.3k	309.51	View chart
Applied Materials Common Stock (AMAT)	0.5	$718k	-10%	2.1k	341.79	View chart
Micron Technology Common Stock (MU)	0.5	$715k	+497%	2.1k	337.84	View chart
Ishares Bitcoin Tr Ishares Bitcoin Trust Etf (IBIT)	0.5	$690k	+40%	18k	38.42	View chart
Hamilton Lane Private Infrastructure Fd Cl I Shs	0.5	$667k	NEW	44k	15.01	View chart
Vanguard Index Funds Vanguard Mid-cap Etf (VO)	0.5	$665k	-76%	2.3k	287.18	View chart
Berkshire Hathaway Inc Del CL B (BRK.B)	0.5	$663k	+39%	1.4k	479.20	View chart
Visa Cl A Common Stock (V)	0.5	$653k		2.2k	302.24	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$650k	-44%	3.8k	169.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$619k	-10%	1.4k	430.29	View chart
Meta Platforms Class A Common Stock (META)	0.4	$612k	+7%	1.1k	572.13	View chart
Ishares 20 Plus Year Treasury Bond Etf (TLT)	0.4	$608k		7.0k	86.69	View chart
Tesla Common Stock (TSLA)	0.4	$606k		1.6k	371.75	View chart
Ishares Russell 2000 Etf Equity ETF (IWM)	0.4	$582k	-2%	2.3k	248.00	View chart
Canadian Natural Resources LTD (CNQ)	0.4	$579k	-40%	8.5k	67.78	View chart
Caterpillar Common Stock (CAT)	0.4	$577k	-14%	815.00	708.46	View chart
Banque De Montreal Common Stock (BMO)	0.4	$575k		3.1k	188.26	View chart
Ishares Tr Broad Usd High Yield Corporate (USHY)	0.4	$560k	-11%	15k	36.84	View chart
Taiwan Semiconductor Mfg Ltd-sponsored Adr Repstg 5 Com (TSM)	0.4	$560k	-8%	1.7k	337.95	View chart
Vanguard International High Dividend Yield Etf (VYMI)	0.4	$525k		5.6k	94.24	View chart
Vanguard Short Term Corporate Bond Etf (VCSH)	0.4	$524k		6.6k	79.27	View chart
Netflix (NFLX)	0.4	$517k	-5%	5.4k	96.15	View chart
Brookfield Corporation Vtg Shs Cl A (BN)	0.4	$508k	+34%	9.0k	56.29	View chart
Tidal Tr Ii Return Stacked U S Stks & (RSST)	0.4	$504k	-10%	18k	28.28	View chart
Banque Canadienne Imperiale De Commerce (CM)	0.3	$498k	-38%	3.8k	131.80	View chart
Dimensional Etf Trust Dimensional World Ex U S Core (DFAX)	0.3	$497k	-16%	15k	33.97	View chart
Corporation Financiere Manuvie Common Stock (MFC)	0.3	$494k	-44%	10k	47.91	View chart
Vanguard Mega Cap Growth Etf Crsp U S Mega Cap Growth Index (MGK)	0.3	$493k	-80%	1.3k	367.44	View chart
Vanguard Star Vanguard Total Intl Stock (VXUS)	0.3	$492k	-24%	6.4k	77.11	View chart
Bank New York Mellon Corp Common Stock (BNY)	0.3	$488k	-2%	4.1k	118.63	View chart
Ishares Trust Ishares 7 10 Year Treasury (IEF)	0.3	$461k	-3%	4.8k	95.44	View chart
Tc Energy Corp (TRP)	0.3	$458k	+24%	5.3k	87.08	View chart
Iamgold Corporation Common Stock (IAG)	0.3	$455k	+80%	24k	18.82	View chart
Ishares Msci World Etf Equity ETF (URTH)	0.3	$451k		2.5k	180.02	View chart
Walmart Common Stock (WMT)	0.3	$444k	+6%	3.6k	124.28	View chart
Ishares Gold Trust Shares Of The Ishares Gold (IAU)	0.3	$427k		4.8k	88.16	View chart
American Electric Power Company Inc Common Stock (AEP)	0.3	$421k	+64%	3.2k	131.08	View chart
Dlocal Class A Common Shares (DLO)	0.3	$410k		32k	12.97	View chart
Suncor Energie Common Stock (SU)	0.3	$402k	+26%	4.4k	91.96	View chart
J P Morgan Exchange-traded Tr J P Morgan Nasdaq Equity (JEPQ)	0.3	$401k	-21%	7.2k	55.52	View chart
Vanguard Instl Index Vanguard 0 3 Month Treasury (VBIL)	0.3	$392k	+88%	5.2k	75.65	View chart
Chevron Corporation Common Stock (CVX)	0.3	$380k		1.8k	206.90	View chart
Mastercard Incorporated Common Stock (MA)	0.3	$378k	+32%	756.00	499.66	View chart
Pimco Enhanced Short Maturity Active Exchange Traded Fund (MINT)	0.3	$366k	-25%	3.6k	100.57	View chart
Ishares 0 To 5 Year Tips Bond Etf (STIP)	0.3	$361k	-9%	3.5k	103.43	View chart
Lam Research Corporation Common Stock (LRCX)	0.3	$360k	+39%	1.7k	213.66	View chart
Home Depot Common Stock (HD)	0.2	$355k	+4%	1.1k	328.89	View chart
Corporation Cameco Common Stock (CCJ)	0.2	$345k	-47%	3.2k	108.61	View chart
Analog Devices Common Stock (ADI)	0.2	$319k	+212%	1.0k	318.14	View chart
Ishares Silver Shares Commodity ETF (SLV)	0.2	$316k		4.6k	68.14	View chart
Morgan Stanley Common Stock (MS)	0.2	$303k	-14%	1.8k	164.57	View chart
Rtx Corporation Common Stock (RTX)	0.2	$299k	+148%	1.6k	192.90	View chart
Fidelity Covington Trust Fidelity Value Factor Etf (FVAL)	0.2	$293k		4.2k	69.40	View chart
Ishares Trust Ishares International Select (IDV)	0.2	$292k	-45%	6.9k	42.56	View chart
Eli Lilly & Co Common Stock (LLY)	0.2	$286k	+38%	311.00	919.77	View chart
Intel Corp Common Stock (INTC)	0.2	$275k	+45%	6.2k	44.13	View chart
Asml Holding N V N Y Registry Shs 2012 (ASML)	0.2	$273k	-16%	207.00	1320.83	View chart
Freeport Mcmoran Common Stock (FCX)	0.2	$267k	-47%	4.5k	58.78	View chart
Kla Corporation Common Stock (KLAC)	0.2	$253k	-90%	172.00	1472.41	View chart
Ishares Trust Ishares 0 3 Month Treasury (SGOV)	0.2	$251k	+43%	2.5k	100.66	View chart
Ishares Core S&p 500 Index Cad Hedged Etf	0.2	$247k		3.8k	64.18	View chart
Dell Technologies Class C Common Stock (DELL)	0.2	$242k	+38%	1.5k	164.13	View chart
Fidelity Global Innovators Etf Ser L Unit	0.2	$241k		10k	23.33	View chart
Sunlife Financial Common Stock (SLF)	0.2	$236k	-5%	2.7k	87.02	View chart
Ge Aerospace Common Stock (GE)	0.2	$236k	NEW	831.00	283.77	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$236k	NEW	390.00	604.39	View chart
Nutrien (NTR)	0.2	$235k	+14%	2.2k	104.96	View chart
Blackrock Common Stock (BLK)	0.2	$234k	-10%	243.00	961.71	View chart
Canadian Pacific Kansas City Limited (CP)	0.2	$233k	-24%	2.1k	109.42	View chart
Us Foods Hldg Corp call (USFD)	0.2	$230k		2.5k	92.21	View chart
Deere & Co Common Stock (DE)	0.2	$228k		404.00	563.30	View chart
First Trust Long Short Equity Etf (FTLS)	0.2	$225k	-83%	3.2k	70.36	View chart
Ishares Tr Intl Divid Growth Etf (IGRO)	0.2	$225k		2.7k	83.77	View chart
Barrick Mining Corp (B)	0.2	$218k		5.3k	40.79	View chart
Coca Cola Company Common Stock (KO)	0.2	$216k	+2%	2.8k	76.05	View chart
Vanguard Intl Equity Ind Ftse All World Ex Us Fd Etf (VEU)	0.2	$215k	-55%	2.9k	75.10	View chart
Ishares Trust Ishares Core Universal Usd (IUSB)	0.1	$210k	-49%	4.5k	46.19	View chart
Mckesson Corp Common Stock (MCK)	0.1	$205k		237.00	865.36	View chart
Advanced Micro Devices (AMD)	0.1	$205k	+48%	1.0k	203.43	View chart
Ally Financial Common Stock (ALLY)	0.1	$204k		5.2k	39.23	View chart
Wsp Global Inc Co L (WSPOF)	0.1	$202k	-4%	935.00	216.37	View chart
Pimco Dynamic Income Fund SHS (PDI)	0.1	$202k		12k	17.11	View chart
Quanta Services Common Stock (PWR)	0.1	$202k	-55%	367.00	549.02	View chart
Annaly Capital Management Common Stock (NLY)	0.1	$200k		9.5k	21.15	View chart
Medtronic (MDT)	0.1	$199k	+18%	2.3k	86.65	View chart
Invesco Exchange Traded Fd Tr Ii China Technology Etf (CQQQ)	0.1	$198k	NEW	4.3k	46.02	View chart
American Express Company Common Stock (AXP)	0.1	$196k	-14%	648.00	302.48	View chart
John Hancock Tax-advantaged Dividend Income Fund (HTD)	0.1	$194k		7.8k	24.77	View chart
Amphenol Corporation Class A Com (APH)	0.1	$193k	+20%	1.5k	126.35	View chart
Vanguard Specialized Funds Vanguard Dividend Appreciation (VIG)	0.1	$190k	+100%	885.00	215.06	View chart
Baker Hughes Company Class A Common Stock (BKR)	0.1	$183k		3.0k	61.05	View chart
Compagnie Des Chemins De Fer Nationaux Du Canada (CNI)	0.1	$181k	-3%	1.8k	102.77	View chart
International Business Machines Corp (IBM)	0.1	$176k	+44%	726.00	242.39	View chart
Pultegroup Common Stock (PHM)	0.1	$176k		1.5k	117.61	View chart
Ishares Morningstar Small Cap Value Etf (ISCV)	0.1	$172k	+25%	2.5k	69.51	View chart
Fidelity Covington Tr Msci Information Technology (FTEC)	0.1	$170k	NEW	819.00	208.05	View chart
Bmo Msci Eafe Index Etf Cad Units	0.1	$170k		5.9k	28.67	View chart
Nextera Energy Common Stock (NEE)	0.1	$170k	+101%	1.8k	92.88	View chart
Citigroup (C)	0.1	$168k	-23%	1.5k	113.41	View chart
Ishares S&p/tsx 60 Index Etf Etf (IUTSF)	0.1	$166k		3.5k	46.98	View chart
Fedex Corp Common Stock (FDX)	0.1	$166k		465.00	356.18	View chart
Ishares Core S&p 500 Etf Equity ETF (IVV)	0.1	$165k	-28%	253.00	653.21	View chart
Endeavour Silver Corp Common Stock (EXK)	0.1	$165k	NEW	18k	9.31	View chart
Spdr Series Trust State Street Spdr S&p Regional (KRE)	0.1	$165k		2.5k	65.15	View chart
Emcor Group Common Stock (EME)	0.1	$165k		223.00	738.31	View chart
Metro (MTRAF)	0.1	$165k		1.7k	95.07	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf (JAAA)	0.1	$164k		3.3k	50.37	View chart
Dimensional Etf Trust Dimensional International Core (DFAI)	0.1	$162k		4.1k	38.96	View chart
Pimco Investment Grade Corporate Bond Index Exchange (CORP)	0.1	$161k	-27%	1.7k	96.80	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$159k	+17%	993.00	160.32	View chart
Spdr Series Trust State Street Spdr Portfolio (SPIB)	0.1	$159k		4.7k	33.54	View chart
Brown-forman Corporation Class B Common Stock (BF.B)	0.1	$159k	NEW	6.0k	26.44	View chart
Enerflex Common Stock (EFXT)	0.1	$158k	NEW	7.5k	20.92	View chart
Blackrock Etf Tr Ishares Systematic (IALT)	0.1	$157k	-55%	5.7k	27.27	View chart
Bed Bath & Beyond Common Stock (BBBY)	0.1	$152k		33k	4.64	View chart
Cisco Systems Common Stock (CSCO)	0.1	$152k		2.0k	77.59	View chart
Schwab Strategic Tr Us Dividend Equity Etf (SCHD)	0.1	$150k	-10%	4.9k	30.68	View chart
Honeywell Intl Common Stock	0.1	$150k		664.00	226.03	View chart
Spdr Index Shs Fds State Street Spdr S&p Emerging (EDIV)	0.1	$148k		3.8k	39.48	View chart
Uber Technologies Common Stock (UBER)	0.1	$147k	+64%	2.0k	71.93	View chart
Live Nation Entertainment Common Stock (LYV)	0.1	$146k		958.00	152.51	View chart
Lululemon Athletica Common Stock (LULU)	0.1	$145k	+770%	949.00	153.10	View chart
Intact Corporation Financiere Common Stock (IFCZF)	0.1	$145k	-10%	575.00	252.16	View chart
Exchange Income Corporation Common Stock (EIFZF)	0.1	$144k		1.4k	104.49	View chart
Blackrock Etf Trust Ishares U S Equity Factor (DYNF)	0.1	$143k		2.5k	58.18	View chart
Fidelity Greenwood Str Tr Fidelity Yield Enhanced Equity (FYEE)	0.1	$141k		5.2k	27.13	View chart
George Weston Limitee Common Stock (WNGRF)	0.1	$141k	+119%	1.4k	98.33	View chart
Verizon Communications Common Stock (VZ)	0.1	$138k		2.7k	50.20	View chart
Banque Nationale Du Canada Common Stock (NTIOF)	0.1	$138k	-10%	765.00	180.12	View chart
Walt Disney Common Stock (DIS)	0.1	$137k	+234%	1.4k	96.38	View chart
Bae Systems Sponsored Adr (BAESY)	0.1	$137k		1.2k	116.05	View chart
Blackstone Private Cr Shs Cl I Common Stock	0.1	$136k	-77%	5.6k	24.38	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$135k	+17%	2.8k	48.75	View chart
Ishares Russell 1000 Growth Etf (IWF)	0.1	$134k	-75%	314.00	426.40	View chart
Constellation Energy Corporation Common Stock (CEG)	0.1	$133k	NEW	476.00	279.25	View chart
Morgan Stanley Etf Trust Eaton Vance Total Return Bond (EVTR)	0.1	$132k		2.6k	50.75	View chart
Fidelity Global Small Cap Opportunities Fd Etf Ser Units	0.1	$130k		8.2k	15.93	View chart
Bce Inc Nouv Com New (BCE)	0.1	$130k	-7%	5.2k	25.24	View chart
Ishares Trust Ishares Trust Ishares 1-5 Yr (IGSB)	0.1	$126k	-86%	2.4k	52.56	View chart
Tourmaline Oil Corp Common Stock (TRMLF)	0.1	$126k	+111%	1.9k	66.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$126k		4.1k	30.96	View chart
SLB Common Shares (SLB)	0.1	$126k		2.4k	51.39	View chart
Arc Resources Common Stock (AETUF)	0.1	$125k		6.0k	20.79	View chart
Manulife Smart Divid Etf Com Unit	0.1	$124k		6.0k	20.58	View chart
Dimensional Etf Tr Dimensional Global Core Plus (DFGP)	0.1	$123k	-61%	2.3k	53.99	View chart
Piper Sandler Companies Common Stock (PIPR)	0.1	$123k		1.6k	76.55	View chart
Target Corp Common Stock (TGT)	0.1	$121k		1.0k	121.20	View chart
Nasdaq Omx (NDAQ)	0.1	$120k	+89%	1.4k	84.89	View chart
Pimco Monthly Income Fd Cda Unit	0.1	$120k		6.6k	18.01	View chart
Aflac Common Stock (AFL)	0.1	$119k		1.1k	109.71	View chart
Dbx Etf Trust Xtrackers Usd High Yield (HYLB)	0.1	$119k	-6%	3.3k	36.16	View chart
Amplify Etf Trust Amplify Ai Powered Equity Etf (AIEQ)	0.1	$119k	+161%	2.8k	43.23	View chart
Dimensional Etf Trust Dimensional Us Core Equity (DFAU)	0.1	$118k		2.6k	45.12	View chart
Dimensional Etf Trust Dimensional International (DXIV)	0.1	$118k	-61%	1.7k	67.54	View chart
Dimensional Etf Tr Dimensional International Core (DFIC)	0.1	$117k	-61%	3.3k	35.53	View chart
Atmos Energy Corp Common Stock (ATO)	0.1	$117k		634.00	184.72	View chart
Ge Vernova Common Stock (GEV)	0.1	$117k	-63%	134.00	872.90	View chart
Wisdomtree Trust U S Quality Dividend Growth (DGRW)	0.1	$117k	NEW	1.3k	87.84	View chart
Air Products & Chemicals Common Stock (APD)	0.1	$117k	+4%	402.00	290.49	View chart
Whitecap Resources Common Stock (WCPRF)	0.1	$115k		7.4k	15.66	View chart
Goldman Sachs Etf Tr Goldman Sachs Ultra Short Bond (GSST)	0.1	$115k	-9%	2.3k	50.55	View chart
Ishares Ishares Msci Global Gold (RING)	0.1	$115k		1.5k	78.98	View chart
Brookfield Renewable Partners Lp (BEP)	0.1	$114k	+600%	3.5k	32.64	View chart
Cava Group Common Stock (CAVA)	0.1	$113k	NEW	1.4k	80.90	View chart
Dimensional Etf Trust Dimensional Us Vector Equity (DXUV)	0.1	$113k	-61%	1.9k	59.35	View chart
Mines Agnico Eagle Limitee Common Stock (AEM)	0.1	$113k	+40%	555.00	202.98	View chart
Alimentation Couche Tard Inc Com (ANCTF)	0.1	$111k		1.4k	78.69	View chart
Firstservice Corp (FSV)	0.1	$110k		791.00	138.94	View chart
Pembina Pipeline Corp Common Stock (PBA)	0.1	$109k	-84%	1.8k	62.26	View chart
Pgim Etf Trust Pgim Aaa Clo Etf (PAAA)	0.1	$107k		2.1k	51.18	View chart
L3harris Technologies Common Stock (LHX)	0.1	$105k	NEW	304.00	345.15	View chart
Fidelity Merrimack Street Trust Total Bd Etf (FBND)	0.1	$105k	-10%	2.3k	45.62	View chart
Vanguard Total International Bond Etf (BNDX)	0.1	$105k	-4%	2.2k	48.05	View chart
Ford Motor Par $0.01 (F)	0.1	$104k	NEW	9.0k	11.54	View chart
Kraneshares Csi China Internet Etf (KWEB)	0.1	$102k		3.6k	28.43	View chart
Invesco Exchange Traded Self Indexed Fd Tr Invesco Russell (OMFL)	0.1	$102k	-63%	1.7k	60.12	View chart
Dimensional Etf Trust Dimensional U S Core Equity (DFAC)	0.1	$101k	-64%	2.6k	38.86	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$101k	-12%	685.00	147.11	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$100k		1.6k	62.75	View chart
Boeing Common Stock (BA)	0.1	$100k		500.00	199.03	View chart
Toromont Industries Common Stock (TMTNF)	0.1	$99k		516.00	192.03	View chart
Manulife Smart Short Term Bd Etf Com Unit	0.1	$97k		10k	9.71	View chart
Fortis Common Stock (FTS)	0.1	$93k		1.2k	77.60	View chart
Welltower Common Stock (WELL)	0.1	$92k		465.00	197.71	View chart
Macom Technology Solutions Holdings Inc Com (MTSI)	0.1	$92k		413.00	222.07	View chart
Ishares Trust Ishares U S Treasury Bond (GOVT)	0.1	$92k		4.0k	22.91	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.1	$92k	+11%	472.00	194.14	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf (LQD)	0.1	$91k		839.00	108.99	View chart
Lvmh Moet Hennessy Louis Vuitton Sa Unsponsored Adr (LVMUY)	0.1	$88k		827.00	106.72	View chart
Novo Nordisk A/s- Each Cnv Into 1 Class B (NVO)	0.1	$88k	NEW	2.4k	36.75	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$87k		196.00	444.40	View chart
Waste Management Inc Del Common Stock (WM)	0.1	$86k		375.00	229.79	View chart
Ishares Tr Ishares Biotechnology Etf (IBB)	0.1	$86k		510.00	168.85	View chart
Ishares Trust Ishares Core 60/40 Balanced (AOR)	0.1	$86k		1.3k	64.35	View chart
Cenovus Energy Common Stock (CVE)	0.1	$86k	-79%	2.3k	36.90	View chart
United Rentals Common Stock (URI)	0.1	$84k		115.00	728.56	View chart
Arista Networks Common Stock (ANET)	0.1	$84k		680.00	122.78	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$83k	+5%	267.00	310.79	View chart
Advanced Energy Industries Common Stock (AEIS)	0.1	$82k		255.00	322.71	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange (HYS)	0.1	$82k	+229%	880.00	93.27	View chart
Spdr Series Trust State Street Spdr Portfolio (SPTL)	0.1	$82k	+377%	3.1k	26.30	View chart
Vanguard Intermediate Term Bond Etf (BIV)	0.1	$80k		1.0k	77.18	View chart
American Century Etf Trust American Century Us Quality (QGRO)	0.1	$79k	+1400%	750.00	105.03	View chart
Ishares Tips Bond Etf Fixed Income ETF (TIP)	0.1	$78k		710.00	110.36	View chart
Ishares Nasdaq 100 Index Etf Cad Hedged	0.1	$78k		1.4k	56.20	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$77k		56.00	1378.98	View chart
Vanguard Index Funds Vanguard Growth Etf (VUG)	0.1	$76k	-85%	175.00	436.79	View chart
Deutsche Boerse Unsponsored Adr (DBOEY)	0.1	$76k		2.6k	28.93	View chart
Telus Corporation Common Stock (TU)	0.1	$76k	-31%	5.9k	12.83	View chart
Jabil Common Stock (JBL)	0.1	$75k		283.00	265.63	View chart

Past Filings by Wellington-altus Usa

SEC 13F filings are viewable for Wellington-altus Usa going back to 2026

Wellington-altus Usa 2025 Q4 filed Sept. 17, 2026
Wellington-altus Usa 2026 Q1 filed Sept. 17, 2026
Wellington-altus Usa 2026 Q2 filed Sept. 17, 2026

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