Wellington Shields Capital Management as of Sept. 30, 2020
Portfolio Holdings for Wellington Shields Capital Management
Wellington Shields Capital Management holds 224 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Flowers Foods (FLO) | 25.3 | $160M | 6.6M | 24.33 | |
Microsoft Corporation (MSFT) | 4.2 | $26M | 125k | 210.33 | |
Apple (AAPL) | 3.6 | $23M | 197k | 115.81 | |
Amazon (AMZN) | 2.6 | $16M | 5.1k | 3148.75 | |
MasterCard Incorporated (MA) | 2.3 | $15M | 43k | 338.16 | |
Personalis Ord (PSNL) | 2.3 | $15M | 673k | 21.67 | |
Edwards Lifesciences (EW) | 1.7 | $11M | 134k | 79.82 | |
Illumina (ILMN) | 1.7 | $11M | 34k | 309.08 | |
Alphabet Inc Class C cs (GOOG) | 1.6 | $10M | 6.8k | 1469.61 | |
Fidelity National Information Services (FIS) | 1.3 | $8.4M | 57k | 147.20 | |
Thermo Fisher Scientific (TMO) | 1.3 | $8.2M | 19k | 441.54 | |
Alibaba Group Holding (BABA) | 1.3 | $8.2M | 28k | 293.96 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $8.2M | 5.6k | 1465.60 | |
Facebook Inc cl a (META) | 1.3 | $8.1M | 31k | 261.90 | |
Blackstone Group Inc Com Cl A (BX) | 1.2 | $7.7M | 148k | 52.20 | |
Zoetis Inc Cl A (ZTS) | 1.2 | $7.3M | 44k | 165.37 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $7.2M | 75k | 96.27 | |
Lockheed Martin Corporation (LMT) | 1.1 | $7.0M | 18k | 383.26 | |
Verizon Communications (VZ) | 1.1 | $6.8M | 114k | 59.49 | |
Shopify Inc cl a (SHOP) | 1.0 | $6.6M | 6.4k | 1022.90 | |
Johnson & Johnson (JNJ) | 1.0 | $6.4M | 43k | 148.88 | |
salesforce (CRM) | 1.0 | $6.3M | 25k | 251.31 | |
BlackRock (BLK) | 1.0 | $6.0M | 11k | 563.53 | |
Draftkings Inc Com Cl A | 0.9 | $5.8M | 99k | 58.84 | |
Target Corporation (TGT) | 0.8 | $5.2M | 33k | 157.41 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.8 | $5.1M | 131k | 39.16 | |
Accenture (ACN) | 0.8 | $5.0M | 22k | 225.98 | |
Bloom Energy Corp (BE) | 0.8 | $5.0M | 277k | 17.97 | |
Churchill Cap Corp Iii | 0.8 | $4.8M | 471k | 10.25 | |
Advanced Micro Devices (AMD) | 0.7 | $4.7M | 57k | 81.99 | |
Procter & Gamble Company (PG) | 0.7 | $4.7M | 34k | 139.00 | |
Home Depot (HD) | 0.6 | $4.1M | 15k | 277.72 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $4.0M | 8.1k | 490.45 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.6 | $3.9M | 38k | 101.96 | |
Wp Carey (WPC) | 0.6 | $3.8M | 58k | 65.16 | |
Exxon Mobil Corporation (XOM) | 0.6 | $3.7M | 108k | 34.33 | |
Walt Disney Company (DIS) | 0.6 | $3.7M | 30k | 124.08 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.6 | $3.6M | 27k | 135.40 | |
Pfizer (PFE) | 0.6 | $3.6M | 97k | 36.70 | |
Becton, Dickinson and (BDX) | 0.6 | $3.5M | 15k | 232.70 | |
Union Pacific Corporation (UNP) | 0.5 | $3.3M | 17k | 196.86 | |
Abbott Laboratories (ABT) | 0.5 | $3.1M | 29k | 108.84 | |
Solaredge Technologies (SEDG) | 0.5 | $3.1M | 13k | 238.38 | |
Fortune Brands (FBIN) | 0.5 | $3.1M | 35k | 86.51 | |
Wheaton Precious Metals Corp (WPM) | 0.5 | $3.0M | 61k | 49.07 | |
New Oriental Education & Tech | 0.5 | $3.0M | 20k | 149.49 | |
CVS Caremark Corporation (CVS) | 0.4 | $2.7M | 47k | 58.40 | |
Stepan Company (SCL) | 0.4 | $2.7M | 25k | 108.98 | |
Paypal Holdings (PYPL) | 0.4 | $2.6M | 13k | 197.01 | |
L3harris Technologies (LHX) | 0.4 | $2.4M | 14k | 169.85 | |
Coca-Cola Company (KO) | 0.4 | $2.4M | 49k | 49.37 | |
American Express Company (AXP) | 0.4 | $2.4M | 24k | 100.27 | |
Abbvie (ABBV) | 0.4 | $2.4M | 28k | 87.57 | |
Comcast Corporation (CMCSA) | 0.4 | $2.3M | 49k | 46.27 | |
CSX Corporation (CSX) | 0.4 | $2.2M | 29k | 77.66 | |
Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | 38k | 57.54 | |
Snap-on Incorporated (SNA) | 0.4 | $2.2M | 15k | 147.13 | |
Casi Pharmaceuticalsinc Com Stk | 0.3 | $2.2M | 1.4M | 1.53 | |
UnitedHealth (UNH) | 0.3 | $2.2M | 7.0k | 311.75 | |
Booking Holdings (BKNG) | 0.3 | $2.2M | 1.3k | 1710.65 | |
Sprott (SII) | 0.3 | $2.1M | 62k | 34.14 | |
Carlyle Group (CG) | 0.3 | $2.1M | 85k | 24.67 | |
Pepsi (PEP) | 0.3 | $2.1M | 15k | 138.63 | |
At&t (T) | 0.3 | $2.1M | 73k | 28.50 | |
Ii-vi | 0.3 | $2.0M | 50k | 40.56 | |
Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.3 | $2.0M | 11k | 174.17 | |
Bristol Myers Squibb (BMY) | 0.3 | $1.9M | 31k | 60.28 | |
Ansys (ANSS) | 0.3 | $1.8M | 5.6k | 327.14 | |
Starbucks Corporation (SBUX) | 0.3 | $1.8M | 21k | 85.93 | |
Honeywell International (HON) | 0.3 | $1.8M | 11k | 164.64 | |
Palo Alto Networks (PANW) | 0.3 | $1.7M | 7.2k | 244.76 | |
Wynn Resorts (WYNN) | 0.3 | $1.7M | 24k | 71.82 | |
Visa (V) | 0.3 | $1.7M | 8.5k | 199.91 | |
Northrop Grumman Corporation (NOC) | 0.3 | $1.6M | 5.1k | 315.55 | |
Mondelez Int (MDLZ) | 0.3 | $1.6M | 28k | 57.46 | |
Universal Electronics (UEIC) | 0.3 | $1.6M | 42k | 37.73 | |
Marriott International (MAR) | 0.2 | $1.5M | 16k | 92.57 | |
Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 11k | 142.82 | |
International Business Machines (IBM) | 0.2 | $1.5M | 12k | 121.64 | |
Nextera Energy (NEE) | 0.2 | $1.4M | 5.2k | 277.52 | |
Chevron Corporation (CVX) | 0.2 | $1.4M | 20k | 72.00 | |
Capital One Financial (COF) | 0.2 | $1.4M | 20k | 71.84 | |
SPDR S&P Homebuilders (XHB) | 0.2 | $1.4M | 26k | 53.89 | |
Cigna Corp (CI) | 0.2 | $1.4M | 8.2k | 169.36 | |
Crown Castle Intl (CCI) | 0.2 | $1.3M | 8.1k | 166.54 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.3M | 16k | 82.85 | |
Citigroup (C) | 0.2 | $1.3M | 30k | 43.11 | |
Linde | 0.2 | $1.2M | 5.1k | 238.20 | |
Parsons Corporation (PSN) | 0.2 | $1.2M | 35k | 33.55 | |
Rockwell Automation (ROK) | 0.2 | $1.1M | 5.1k | 220.75 | |
Deere & Company (DE) | 0.2 | $1.1M | 5.0k | 221.56 | |
Philip Morris International (PM) | 0.2 | $1.1M | 15k | 75.02 | |
Citizens Financial (CFG) | 0.2 | $1.1M | 44k | 25.27 | |
Baxter International (BAX) | 0.2 | $1.1M | 14k | 80.44 | |
Nike (NKE) | 0.2 | $1.1M | 8.4k | 125.57 | |
Equifax (EFX) | 0.2 | $1.0M | 6.4k | 156.88 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.0M | 6.8k | 148.07 | |
Materials SPDR (XLB) | 0.2 | $993k | 16k | 63.65 | |
Weyerhaeuser Company (WY) | 0.2 | $993k | 35k | 28.52 | |
Blackstone Mtg Tr (BXMT) | 0.2 | $983k | 45k | 21.97 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $983k | 3.5k | 277.76 | |
Royal Dutch Shell | 0.2 | $977k | 39k | 25.17 | |
JetBlue Airways Corporation (JBLU) | 0.2 | $976k | 86k | 11.33 | |
Scotts Miracle-Gro Company (SMG) | 0.2 | $956k | 6.3k | 152.96 | |
Medtronic (MDT) | 0.2 | $950k | 9.1k | 103.94 | |
Biogen Idec (BIIB) | 0.1 | $945k | 3.3k | 283.70 | |
Cisco Systems (CSCO) | 0.1 | $943k | 24k | 39.40 | |
Microchip Technology (MCHP) | 0.1 | $912k | 8.9k | 102.81 | |
Enbridge (ENB) | 0.1 | $911k | 31k | 29.20 | |
Lowe's Companies (LOW) | 0.1 | $882k | 5.3k | 165.91 | |
Prologis (PLD) | 0.1 | $859k | 8.5k | 100.64 | |
Intel Corporation (INTC) | 0.1 | $858k | 17k | 51.76 | |
McDonald's Corporation (MCD) | 0.1 | $854k | 3.9k | 219.42 | |
Wec Energy Group (WEC) | 0.1 | $844k | 8.7k | 96.88 | |
Yum! Brands (YUM) | 0.1 | $843k | 9.2k | 91.30 | |
Quanta Services (PWR) | 0.1 | $814k | 15k | 52.86 | |
Compass Diversified Holdings (CODI) | 0.1 | $799k | 42k | 19.06 | |
Boeing Company (BA) | 0.1 | $794k | 4.8k | 165.24 | |
Merck & Co (MRK) | 0.1 | $770k | 9.3k | 82.95 | |
Corning Incorporated (GLW) | 0.1 | $762k | 24k | 32.43 | |
3M Company (MMM) | 0.1 | $745k | 4.7k | 160.22 | |
Dow (DOW) | 0.1 | $714k | 15k | 47.04 | |
SYSCO Corporation (SYY) | 0.1 | $709k | 11k | 62.19 | |
Broadcom (AVGO) | 0.1 | $698k | 1.9k | 364.30 | |
Bank of America Corporation (BAC) | 0.1 | $678k | 28k | 24.09 | |
Caterpillar (CAT) | 0.1 | $664k | 4.5k | 149.21 | |
Chubb (CB) | 0.1 | $652k | 5.6k | 116.18 | |
Dollar General (DG) | 0.1 | $644k | 3.1k | 209.77 | |
Berkshire Hathaway (BRK.A) | 0.1 | $640k | 2.00 | 320000.00 | |
Albemarle Corporation (ALB) | 0.1 | $625k | 7.0k | 89.29 | |
Sensient Technologies Corporation (SXT) | 0.1 | $606k | 11k | 57.71 | |
Clorox Company (CLX) | 0.1 | $582k | 2.8k | 210.11 | |
Wal-Mart Stores (WMT) | 0.1 | $569k | 4.1k | 139.80 | |
Xpo Logistics Inc equity (XPO) | 0.1 | $567k | 6.7k | 84.63 | |
General Electric Company | 0.1 | $565k | 91k | 6.23 | |
Berkshire Hathaway (BRK.B) | 0.1 | $550k | 2.6k | 213.10 | |
West Pharmaceutical Services (WST) | 0.1 | $550k | 2.0k | 275.00 | |
Tesla Motors (TSLA) | 0.1 | $536k | 1.3k | 428.80 | |
American Tower Reit (AMT) | 0.1 | $535k | 2.2k | 241.53 | |
SPDR Gold Trust (GLD) | 0.1 | $531k | 3.0k | 177.00 | |
Owens Corning (OC) | 0.1 | $530k | 7.7k | 68.83 | |
First Solar (FSLR) | 0.1 | $528k | 8.0k | 66.21 | |
First Republic Bank/san F (FRCB) | 0.1 | $526k | 4.8k | 109.02 | |
Jefferies Finl Group (JEF) | 0.1 | $524k | 29k | 18.01 | |
Main Street Capital Corporation (MAIN) | 0.1 | $513k | 17k | 29.57 | |
Cdw (CDW) | 0.1 | $508k | 4.3k | 119.53 | |
RPM International (RPM) | 0.1 | $507k | 6.1k | 82.78 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $498k | 3.4k | 147.56 | |
FedEx Corporation (FDX) | 0.1 | $497k | 2.0k | 251.65 | |
New Residential Investment (RITM) | 0.1 | $481k | 61k | 7.94 | |
American Electric Power Company (AEP) | 0.1 | $471k | 5.8k | 81.74 | |
Constellation Brands (STZ) | 0.1 | $468k | 2.5k | 189.47 | |
Etf Managers Tr purefunds ise cy | 0.1 | $463k | 10k | 46.53 | |
Stratasys (SSYS) | 0.1 | $461k | 37k | 12.46 | |
Akamai Technologies (AKAM) | 0.1 | $457k | 4.1k | 110.60 | |
Yum China Holdings (YUMC) | 0.1 | $455k | 8.6k | 52.91 | |
Travelers Companies (TRV) | 0.1 | $451k | 4.2k | 108.31 | |
Repligen Corporation (RGEN) | 0.1 | $450k | 3.1k | 147.54 | |
Iqvia Holdings (IQV) | 0.1 | $446k | 2.8k | 157.54 | |
Kraft Heinz (KHC) | 0.1 | $445k | 15k | 29.95 | |
General Dynamics Corporation (GD) | 0.1 | $427k | 3.1k | 138.59 | |
PerkinElmer (RVTY) | 0.1 | $414k | 3.3k | 125.45 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $409k | 1.2k | 334.97 | |
Emerson Electric (EMR) | 0.1 | $406k | 6.2k | 65.59 | |
Applied Materials (AMAT) | 0.1 | $405k | 6.8k | 59.41 | |
CoStar (CSGP) | 0.1 | $403k | 475.00 | 848.42 | |
Altria (MO) | 0.1 | $403k | 10k | 38.64 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $399k | 8.0k | 49.88 | |
Thomson Reuters Corp | 0.1 | $398k | 5.0k | 79.71 | |
Steris Plc Ord equities (STE) | 0.1 | $396k | 2.3k | 176.00 | |
Broadridge Financial Solutions (BR) | 0.1 | $394k | 3.0k | 132.08 | |
Intercontinental Exchange (ICE) | 0.1 | $391k | 3.9k | 100.05 | |
Qualcomm (QCOM) | 0.1 | $377k | 3.2k | 117.56 | |
Health Care SPDR (XLV) | 0.1 | $376k | 3.6k | 105.47 | |
Science App Int'l (SAIC) | 0.1 | $369k | 4.7k | 78.51 | |
Kinder Morgan (KMI) | 0.1 | $361k | 29k | 12.35 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $354k | 1.6k | 216.78 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $353k | 3.3k | 108.02 | |
FTI Consulting (FCN) | 0.1 | $344k | 3.3k | 105.85 | |
Schlumberger (SLB) | 0.1 | $338k | 22k | 15.57 | |
2u | 0.1 | $337k | 10k | 33.84 | |
Amcor (AMCR) | 0.1 | $331k | 30k | 11.03 | |
Dominion Resources (D) | 0.1 | $330k | 4.2k | 78.91 | |
Ida (IDA) | 0.1 | $320k | 4.0k | 80.00 | |
Dupont De Nemours (DD) | 0.1 | $319k | 5.8k | 55.46 | |
Essential Utils (WTRG) | 0.1 | $319k | 7.9k | 40.30 | |
Ingredion Incorporated (INGR) | 0.0 | $315k | 4.2k | 75.72 | |
CoreSite Realty | 0.0 | $315k | 2.7k | 118.87 | |
Wabtec Corporation (WAB) | 0.0 | $304k | 4.9k | 61.90 | |
Avient Corp (AVNT) | 0.0 | $300k | 11k | 26.44 | |
United Parcel Service (UPS) | 0.0 | $294k | 1.8k | 166.86 | |
Eaton (ETN) | 0.0 | $290k | 2.8k | 102.04 | |
Ballard Pwr Sys (BLDP) | 0.0 | $287k | 19k | 15.11 | |
Truist Financial Corp equities (TFC) | 0.0 | $283k | 7.5k | 37.99 | |
Analog Devices (ADI) | 0.0 | $282k | 2.4k | 116.72 | |
Tate & Lyle | 0.0 | $281k | 8.1k | 34.69 | |
Ishares Msci Japan (EWJ) | 0.0 | $278k | 4.7k | 59.15 | |
Consolidated Edison (ED) | 0.0 | $262k | 3.4k | 77.79 | |
Walgreen Boots Alliance (WBA) | 0.0 | $262k | 7.3k | 35.89 | |
Otis Worldwide Corp (OTIS) | 0.0 | $261k | 4.2k | 62.35 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $258k | 7.5k | 34.40 | |
Asml Holding (ASML) | 0.0 | $258k | 700.00 | 368.57 | |
Automatic Data Processing (ADP) | 0.0 | $255k | 1.8k | 139.65 | |
Amgen (AMGN) | 0.0 | $254k | 1.0k | 254.00 | |
General Mills (GIS) | 0.0 | $247k | 4.0k | 61.75 | |
Costco Wholesale Corporation (COST) | 0.0 | $243k | 685.00 | 354.74 | |
Waste Management (WM) | 0.0 | $238k | 2.1k | 113.17 | |
First Horizon National Corporation (FHN) | 0.0 | $236k | 25k | 9.44 | |
Loews Corporation (L) | 0.0 | $233k | 6.7k | 34.72 | |
Wuxi Apptec (WUXIF) | 0.0 | $229k | 18k | 12.98 | |
Stryker Corporation (SYK) | 0.0 | $229k | 1.1k | 208.18 | |
Entergy Corporation (ETR) | 0.0 | $217k | 2.2k | 98.64 | |
Ameriprise Financial (AMP) | 0.0 | $216k | 1.4k | 154.29 | |
Roche Holding (RHHBY) | 0.0 | $214k | 5.0k | 42.80 | |
Alcon (ALC) | 0.0 | $212k | 3.7k | 56.84 | |
Vale (VALE) | 0.0 | $212k | 20k | 10.60 | |
Activision Blizzard | 0.0 | $210k | 2.6k | 80.77 | |
Dentsply Sirona (XRAY) | 0.0 | $206k | 4.7k | 43.83 | |
Gray Television (GTN) | 0.0 | $164k | 12k | 13.78 | |
Chimera Investment Corp etf | 0.0 | $129k | 16k | 8.19 | |
Searchlight Minerals (SRCH) | 0.0 | $0 | 15k | 0.00 | |
Genoil (GNOLF) | 0.0 | $0 | 54k | 0.00 | |
Crown Labs | 0.0 | $0 | 25k | 0.00 | |
Stone & Webster, Inc. equities | 0.0 | $0 | 95k | 0.00 |