Wellington Shields Capital Management as of March 31, 2020
Portfolio Holdings for Wellington Shields Capital Management
Wellington Shields Capital Management holds 233 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Flowers Foods (FLO) | 25.5 | $135M | 6.6M | 20.52 | |
Microsoft Corporation (MSFT) | 4.2 | $22M | 142k | 157.71 | |
Apple (AAPL) | 2.8 | $15M | 59k | 254.29 | |
Amazon (AMZN) | 2.3 | $12M | 6.3k | 1949.68 | |
MasterCard Incorporated (MA) | 2.0 | $11M | 44k | 241.57 | |
Illumina (ILMN) | 1.9 | $10M | 37k | 273.12 | |
Blackstone Group Inc Com Cl A (BX) | 1.6 | $8.7M | 191k | 45.57 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $8.5M | 7.3k | 1162.00 | |
Edwards Lifesciences (EW) | 1.6 | $8.4M | 44k | 188.61 | |
Alphabet Inc Class C cs (GOOG) | 1.5 | $7.9M | 6.8k | 1162.75 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $7.2M | 80k | 90.04 | |
Fidelity National Information Services (FIS) | 1.3 | $6.9M | 57k | 121.64 | |
Johnson & Johnson (JNJ) | 1.3 | $6.7M | 51k | 131.13 | |
Lockheed Martin Corporation (LMT) | 1.2 | $6.3M | 19k | 338.97 | |
Verizon Communications (VZ) | 1.2 | $6.2M | 116k | 53.73 | |
Alibaba Group Holding (BABA) | 1.0 | $5.3M | 27k | 194.50 | |
Thermo Fisher Scientific (TMO) | 1.0 | $5.3M | 19k | 283.58 | |
Raytheon Company | 1.0 | $5.2M | 40k | 131.14 | |
CVS Caremark Corporation (CVS) | 0.9 | $5.0M | 84k | 59.33 | |
Zoetis Inc Cl A (ZTS) | 0.9 | $5.0M | 42k | 117.68 | |
Facebook Inc cl a (META) | 0.9 | $4.9M | 29k | 166.79 | |
Northrop Grumman Corporation (NOC) | 0.9 | $4.8M | 16k | 302.57 | |
BlackRock (BLK) | 0.9 | $4.6M | 10k | 439.94 | |
At&t (T) | 0.8 | $4.5M | 154k | 29.15 | |
Personalis Ord (PSNL) | 0.8 | $4.4M | 550k | 8.07 | |
salesforce (CRM) | 0.8 | $4.4M | 31k | 143.96 | |
Walt Disney Company (DIS) | 0.8 | $4.3M | 45k | 96.60 | |
American Express Company (AXP) | 0.8 | $4.2M | 49k | 85.61 | |
Exxon Mobil Corporation (XOM) | 0.8 | $4.1M | 108k | 37.97 | |
Procter & Gamble Company (PG) | 0.7 | $3.8M | 35k | 110.01 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.7 | $3.7M | 38k | 98.97 | |
Accenture (ACN) | 0.7 | $3.6M | 22k | 163.27 | |
Becton, Dickinson and (BDX) | 0.7 | $3.5M | 15k | 229.75 | |
Hain Celestial (HAIN) | 0.7 | $3.5M | 134k | 25.97 | |
Wp Carey (WPC) | 0.6 | $3.4M | 59k | 58.07 | |
AES Corporation (AES) | 0.6 | $3.2M | 234k | 13.60 | |
Pfizer (PFE) | 0.6 | $3.1M | 96k | 32.64 | |
Carlyle Group (CG) | 0.6 | $3.1M | 142k | 21.65 | |
Target Corporation (TGT) | 0.6 | $2.9M | 32k | 92.97 | |
Berkshire Hathaway (BRK.B) | 0.5 | $2.9M | 16k | 182.86 | |
Comcast Corporation (CMCSA) | 0.5 | $2.8M | 83k | 34.38 | |
Shopify Inc cl a (SHOP) | 0.5 | $2.8M | 6.7k | 416.94 | |
Casi Pharmaceuticalsinc Com Stk | 0.5 | $2.7M | 1.3M | 2.04 | |
Home Depot (HD) | 0.5 | $2.6M | 14k | 186.74 | |
Advanced Micro Devices (AMD) | 0.5 | $2.6M | 57k | 45.48 | |
Union Pacific Corporation (UNP) | 0.4 | $2.4M | 17k | 141.04 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $2.4M | 7.4k | 318.29 | |
Visa (V) | 0.4 | $2.3M | 15k | 161.15 | |
Honeywell International (HON) | 0.4 | $2.3M | 17k | 133.78 | |
Universal Electronics (UEIC) | 0.4 | $2.2M | 59k | 38.36 | |
Abbott Laboratories (ABT) | 0.4 | $2.2M | 28k | 78.93 | |
Coca-Cola Company (KO) | 0.4 | $2.2M | 50k | 44.24 | |
Stepan Company (SCL) | 0.4 | $2.2M | 25k | 88.45 | |
New Oriental Education & Tech | 0.4 | $2.1M | 20k | 108.23 | |
General Motors Company (GM) | 0.4 | $2.1M | 102k | 20.78 | |
L3harris Technologies (LHX) | 0.4 | $2.1M | 12k | 180.08 | |
Merck & Co (MRK) | 0.4 | $2.1M | 28k | 76.96 | |
Ciena Corporation (CIEN) | 0.4 | $2.1M | 53k | 39.81 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.4 | $2.1M | 11k | 190.41 | |
Bristol Myers Squibb (BMY) | 0.4 | $2.1M | 37k | 55.75 | |
Abbvie (ABBV) | 0.4 | $1.9M | 25k | 76.20 | |
CSX Corporation (CSX) | 0.4 | $1.9M | 33k | 57.30 | |
Blackstone Mtg Tr (BXMT) | 0.3 | $1.8M | 97k | 18.62 | |
Pepsi (PEP) | 0.3 | $1.8M | 15k | 120.07 | |
Burlington Stores (BURL) | 0.3 | $1.7M | 11k | 158.49 | |
Wheaton Precious Metals Corp (WPM) | 0.3 | $1.7M | 61k | 27.52 | |
UnitedHealth (UNH) | 0.3 | $1.7M | 6.7k | 249.33 | |
Snap-on Incorporated (SNA) | 0.3 | $1.6M | 15k | 108.80 | |
Nike (NKE) | 0.3 | $1.5M | 19k | 82.74 | |
Fortune Brands (FBIN) | 0.3 | $1.5M | 35k | 43.26 | |
Chevron Corporation (CVX) | 0.3 | $1.5M | 20k | 72.48 | |
Booking Holdings (BKNG) | 0.3 | $1.4M | 1.1k | 1345.64 | |
Abb (ABBNY) | 0.3 | $1.4M | 81k | 17.26 | |
Royal Dutch Shell | 0.3 | $1.4M | 39k | 34.89 | |
International Business Machines (IBM) | 0.2 | $1.3M | 12k | 110.93 | |
Boeing Company (BA) | 0.2 | $1.3M | 8.7k | 149.19 | |
First Solar (FSLR) | 0.2 | $1.3M | 36k | 36.05 | |
Ansys (ANSS) | 0.2 | $1.3M | 5.6k | 232.50 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.2M | 16k | 79.11 | |
Nextera Energy (NEE) | 0.2 | $1.2M | 5.2k | 240.69 | |
Palo Alto Networks (PANW) | 0.2 | $1.2M | 7.5k | 164.03 | |
Parsons Corporation (PSN) | 0.2 | $1.2M | 38k | 31.95 | |
Baxter International (BAX) | 0.2 | $1.2M | 15k | 81.20 | |
United Technologies Corporation | 0.2 | $1.2M | 13k | 94.30 | |
Cigna Corp (CI) | 0.2 | $1.2M | 6.6k | 177.23 | |
Diamond Eagle Acquisition Corp diamond eagle acq cl a | 0.2 | $1.2M | 95k | 12.34 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $1.2M | 51k | 23.03 | |
Constellation Brands (STZ) | 0.2 | $1.1M | 8.0k | 143.34 | |
ViaSat (VSAT) | 0.2 | $1.1M | 32k | 35.91 | |
Cisco Systems (CSCO) | 0.2 | $1.1M | 28k | 39.31 | |
Kinder Morgan (KMI) | 0.2 | $1.1M | 78k | 13.92 | |
Philip Morris International (PM) | 0.2 | $1.1M | 15k | 72.93 | |
Solaredge Technologies (SEDG) | 0.2 | $1.1M | 13k | 81.85 | |
Biogen Idec (BIIB) | 0.2 | $1.1M | 3.3k | 316.42 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 11k | 99.90 | |
Mondelez Int (MDLZ) | 0.2 | $1.0M | 21k | 50.10 | |
Sprott Inc C ommon | 0.2 | $998k | 616k | 1.62 | |
IAC/InterActive | 0.2 | $994k | 5.5k | 179.26 | |
Enbridge (ENB) | 0.2 | $969k | 33k | 29.08 | |
General Electric Company | 0.2 | $947k | 119k | 7.94 | |
Eli Lilly & Co. (LLY) | 0.2 | $946k | 6.8k | 138.69 | |
Mgm Growth Properties | 0.2 | $931k | 39k | 23.66 | |
Atlas Air Worldwide Holdings | 0.2 | $927k | 36k | 25.68 | |
Paypal Holdings (PYPL) | 0.2 | $910k | 9.5k | 95.79 | |
Starbucks Corporation (SBUX) | 0.2 | $908k | 14k | 65.75 | |
Intel Corporation (INTC) | 0.2 | $900k | 17k | 54.14 | |
Huntington Ingalls Inds (HII) | 0.2 | $854k | 4.7k | 182.28 | |
Hill-Rom Holdings | 0.2 | $848k | 8.4k | 100.64 | |
Truist Financial Corp equities (TFC) | 0.2 | $821k | 27k | 30.83 | |
Medtronic (MDT) | 0.2 | $809k | 9.0k | 90.19 | |
Equifax (EFX) | 0.1 | $769k | 6.4k | 119.45 | |
Wec Energy Group (WEC) | 0.1 | $768k | 8.7k | 88.15 | |
Rockwell Automation (ROK) | 0.1 | $764k | 5.1k | 150.99 | |
Bank of America Corporation (BAC) | 0.1 | $734k | 35k | 21.23 | |
Williams Companies (WMB) | 0.1 | $725k | 51k | 14.15 | |
Deere & Company (DE) | 0.1 | $692k | 5.0k | 138.12 | |
JetBlue Airways Corporation (JBLU) | 0.1 | $687k | 77k | 8.95 | |
Prologis (PLD) | 0.1 | $686k | 8.5k | 80.37 | |
Vanguard Energy ETF (VDE) | 0.1 | $668k | 18k | 38.23 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $651k | 2.5k | 257.72 | |
Marriott International (MAR) | 0.1 | $650k | 8.7k | 74.80 | |
Wynn Resorts (WYNN) | 0.1 | $647k | 11k | 60.21 | |
Weyerhaeuser Company (WY) | 0.1 | $641k | 38k | 16.95 | |
Citizens Financial (CFG) | 0.1 | $640k | 34k | 18.82 | |
McDonald's Corporation (MCD) | 0.1 | $639k | 3.9k | 165.29 | |
3M Company (MMM) | 0.1 | $635k | 4.7k | 136.56 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $629k | 13k | 48.76 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $629k | 6.1k | 103.03 | |
Chubb (CB) | 0.1 | $627k | 5.6k | 111.72 | |
Scotts Miracle-Gro Company (SMG) | 0.1 | $625k | 6.1k | 102.46 | |
Yum! Brands (YUM) | 0.1 | $624k | 9.1k | 68.57 | |
Microchip Technology (MCHP) | 0.1 | $601k | 8.9k | 67.75 | |
MGM Resorts International. (MGM) | 0.1 | $599k | 51k | 11.81 | |
Ross Stores (ROST) | 0.1 | $591k | 6.8k | 86.91 | |
Compass Diversified Holdings (CODI) | 0.1 | $575k | 43k | 13.40 | |
Financial Select Sector SPDR (XLF) | 0.1 | $567k | 27k | 20.83 | |
Berkshire Hathaway (BRK.A) | 0.1 | $544k | 2.00 | 272000.00 | |
Emerson Electric (EMR) | 0.1 | $531k | 11k | 47.62 | |
Caterpillar (CAT) | 0.1 | $516k | 4.5k | 115.96 | |
Oneok (OKE) | 0.1 | $503k | 23k | 21.80 | |
Vanguard Telecommunication Services ETF (VOX) | 0.1 | $501k | 6.6k | 76.12 | |
Stratasys (SSYS) | 0.1 | $494k | 31k | 15.94 | |
Quanta Services (PWR) | 0.1 | $489k | 15k | 31.75 | |
Corning Incorporated (GLW) | 0.1 | $485k | 24k | 20.55 | |
Suno (SUN) | 0.1 | $484k | 31k | 15.63 | |
Clorox Company (CLX) | 0.1 | $480k | 2.8k | 173.29 | |
American Tower Reit (AMT) | 0.1 | $479k | 2.2k | 217.73 | |
SYSCO Corporation (SYY) | 0.1 | $475k | 10k | 45.67 | |
Citigroup (C) | 0.1 | $471k | 11k | 42.13 | |
American Electric Power Company (AEP) | 0.1 | $461k | 5.8k | 80.02 | |
SPDR Gold Trust (GLD) | 0.1 | $459k | 3.1k | 148.06 | |
Sensient Technologies Corporation (SXT) | 0.1 | $457k | 11k | 43.52 | |
Lowe's Companies (LOW) | 0.1 | $456k | 5.3k | 86.04 | |
Cdw (CDW) | 0.1 | $452k | 4.9k | 93.20 | |
Dow (DOW) | 0.1 | $444k | 15k | 29.21 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $432k | 3.4k | 128.00 | |
Vanguard European ETF (VGK) | 0.1 | $422k | 9.8k | 43.25 | |
General Dynamics Corporation (GD) | 0.1 | $421k | 3.2k | 132.35 | |
Travelers Companies (TRV) | 0.1 | $414k | 4.2k | 99.42 | |
Jefferies Finl Group (JEF) | 0.1 | $410k | 30k | 13.67 | |
Crown Castle Intl (CCI) | 0.1 | $410k | 2.8k | 144.26 | |
Albemarle Corporation (ALB) | 0.1 | $395k | 7.0k | 56.43 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $391k | 8.0k | 48.88 | |
Yum China Holdings (YUMC) | 0.1 | $388k | 9.1k | 42.64 | |
Proshares Invt Grade Etf etf/closed end (IGHG) | 0.1 | $374k | 5.8k | 65.04 | |
Health Care SPDR (XLV) | 0.1 | $370k | 4.2k | 88.62 | |
Kraft Heinz (KHC) | 0.1 | $369k | 15k | 24.72 | |
Main Street Capital Corporation (MAIN) | 0.1 | $356k | 17k | 20.52 | |
RPM International (RPM) | 0.1 | $353k | 5.9k | 59.48 | |
Ida (IDA) | 0.1 | $351k | 4.0k | 87.75 | |
Walgreen Boots Alliance (WBA) | 0.1 | $348k | 7.6k | 45.79 | |
Thomson Reuters Corp | 0.1 | $339k | 5.0k | 67.90 | |
Altria (MO) | 0.1 | $334k | 8.6k | 38.63 | |
Xpo Logistics Inc equity (XPO) | 0.1 | $327k | 6.7k | 48.81 | |
E TRADE Financial Corporation | 0.1 | $326k | 9.5k | 34.32 | |
Essential Utils (WTRG) | 0.1 | $322k | 7.9k | 40.68 | |
Broadcom (AVGO) | 0.1 | $318k | 1.3k | 237.14 | |
Steris Plc Ord equities (STE) | 0.1 | $315k | 2.3k | 140.00 | |
Ingredion Incorporated (INGR) | 0.1 | $314k | 4.2k | 75.48 | |
Applied Materials (AMAT) | 0.1 | $312k | 6.8k | 45.79 | |
CoreSite Realty | 0.1 | $307k | 2.7k | 115.85 | |
Iqvia Holdings (IQV) | 0.1 | $305k | 2.8k | 107.74 | |
West Pharmaceutical Services (WST) | 0.1 | $304k | 2.0k | 152.00 | |
Dominion Resources (D) | 0.1 | $302k | 4.2k | 72.25 | |
Owens Corning (OC) | 0.1 | $299k | 7.7k | 38.83 | |
LKQ Corporation (LKQ) | 0.1 | $297k | 15k | 20.52 | |
Broadridge Financial Solutions (BR) | 0.1 | $292k | 3.1k | 94.71 | |
Intercontinental Exchange (ICE) | 0.1 | $289k | 3.6k | 80.84 | |
Pilgrim's Pride Corporation (PPC) | 0.1 | $288k | 16k | 18.12 | |
Schlumberger (SLB) | 0.1 | $285k | 21k | 13.50 | |
Digital Realty Trust (DLR) | 0.1 | $285k | 2.1k | 138.96 | |
CoStar (CSGP) | 0.1 | $279k | 475.00 | 587.37 | |
Knowles (KN) | 0.1 | $276k | 21k | 13.40 | |
FedEx Corporation (FDX) | 0.1 | $276k | 2.3k | 121.32 | |
New Residential Investment (RITM) | 0.1 | $271k | 54k | 5.00 | |
Tate & Lyle | 0.0 | $258k | 8.1k | 31.85 | |
Pra Health Sciences | 0.0 | $257k | 3.1k | 82.90 | |
PerkinElmer (RVTY) | 0.0 | $256k | 3.4k | 75.29 | |
Automatic Data Processing (ADP) | 0.0 | $250k | 1.8k | 136.91 | |
Medical Properties Trust (MPW) | 0.0 | $248k | 14k | 17.28 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $246k | 5.6k | 44.23 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $246k | 1.6k | 150.64 | |
H&E Equipment Services (HEES) | 0.0 | $244k | 17k | 14.70 | |
Consolidated Edison (ED) | 0.0 | $244k | 3.1k | 78.08 | |
Amcor (AMCR) | 0.0 | $244k | 30k | 8.13 | |
Wabtec Corporation (WAB) | 0.0 | $240k | 5.0k | 48.09 | |
Technology SPDR (XLK) | 0.0 | $239k | 3.0k | 80.36 | |
Fnf (FNF) | 0.0 | $234k | 9.4k | 24.89 | |
Welltower Inc Com reit (WELL) | 0.0 | $233k | 5.1k | 45.69 | |
BP (BP) | 0.0 | $232k | 9.5k | 24.42 | |
Ishares Msci Japan (EWJ) | 0.0 | $232k | 4.7k | 49.36 | |
Etf Managers Tr purefunds ise cy | 0.0 | $225k | 6.3k | 35.71 | |
Analog Devices (ADI) | 0.0 | $215k | 2.4k | 89.58 | |
PolyOne Corporation | 0.0 | $215k | 11k | 18.95 | |
General Mills (GIS) | 0.0 | $211k | 4.0k | 52.75 | |
Entergy Corporation (ETR) | 0.0 | $207k | 2.2k | 94.09 | |
WD-40 Company (WDFC) | 0.0 | $206k | 1.0k | 200.98 | |
Amgen (AMGN) | 0.0 | $203k | 1.0k | 203.00 | |
Roche Holding (RHHBY) | 0.0 | $203k | 5.0k | 40.60 | |
Eaton (ETN) | 0.0 | $203k | 2.6k | 77.72 | |
Vale (VALE) | 0.0 | $166k | 20k | 8.30 | |
Wuxi Apptec (WUXIF) | 0.0 | $155k | 13k | 12.30 | |
Ballard Pwr Sys (BLDP) | 0.0 | $145k | 19k | 7.63 | |
Chimera Investment Corp etf | 0.0 | $143k | 16k | 9.08 | |
Gray Television (GTN) | 0.0 | $139k | 13k | 10.78 | |
First Horizon National Corporation (FHN) | 0.0 | $121k | 15k | 8.07 | |
Precigen (PGEN) | 0.0 | $68k | 20k | 3.40 | |
Annaly Capital Management | 0.0 | $67k | 13k | 5.08 | |
Searchlight Minerals (SRCH) | 0.0 | $0 | 15k | 0.00 | |
Genoil (GNOLF) | 0.0 | $0 | 54k | 0.00 | |
Calcol (CLCL) | 0.0 | $0 | 20k | 0.00 | |
Crown Labs | 0.0 | $0 | 25k | 0.00 | |
Stone & Webster, Inc. equities | 0.0 | $0 | 95k | 0.00 |