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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wellington Shields & Co., LLC

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001506071-24-000003

Total Value
$328.9M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT68,525$29.5M8.96%
2APPLE INC COMAAPL110,771$25.8M7.85%
3ELI LILLY & CO COMLLY13,535$12.0M3.65%
4JPMORGAN CHASE & CO. COMVYLD48,351$10.2M3.10%
5NVIDIA CORPORATION COMNVDA67,201$8.2M2.48%
6FLOWERS FOODS INC COMFLO323,528$7.5M2.27%
7EXXON MOBIL CORP COMXOM62,664$7.3M2.23%
8ABBVIE INC COMABBV29,637$5.9M1.78%
9ALPHABET INC CAP STK CL CGOOG34,221$5.7M1.74%
10INTERNATIONAL BUSINESS MACHS COMINTR25,061$5.5M1.68%
11AMAZON COM INC COMAMZN29,012$5.4M1.64%
12BLACKSTONE INC COMBX32,527$5.0M1.51%
13UNION PAC CORP COMUNP18,221$4.5M1.37%
14ILLUMINA INC COMILMN32,775$4.3M1.30%
15HONEYWELL INTL INC COM43851610620,664$4.3M1.30%
16CATERPILLAR INC COMCAT9,608$3.8M1.14%
17S&P GLOBAL INC COMSPGI7,000$3.6M1.10%
18VISA INC COM CL AV12,759$3.5M1.07%
19BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A6,820$3.1M0.95%
20ABBOTT LABS COMABLZF26,736$3.0M0.93%
21DISNEY WALT CO COM25468710631,388$3.0M0.92%
22MERCK & CO INC COMMRK26,416$3.0M0.91%
23ALPHABET INC CAP STK CL AGOOG16,079$2.7M0.81%
24BROADCOM INC COMAVGO15,210$2.6M0.80%
25WALMART INC COMWMT32,215$2.6M0.79%
26JOHNSON & JOHNSON COMJNJ15,845$2.6M0.78%
27PFIZER INC COMPFE78,402$2.3M0.69%
28HOME DEPOT INC COMHD5,493$2.2M0.68%
29KINDER MORGAN INC DEL COMEP-PC93,854$2.1M0.63%
30SPDR S&P 500 ETF TRUSTSPY3,603$2.1M0.63%
31PALO ALTO NETWORKS INC COMPANW5,841$2.0M0.61%
32EQUIFAX INC COMEFX6,729$2.0M0.60%
33APOLLO GLOBAL MGMT INC COM03769M10615,565$1.9M0.59%
34NEWMONT CORP COMNEMCL36,350$1.9M0.59%
35WASTE MGMT INC DEL COM94106L1099,220$1.9M0.58%
36GE AEROSPACE COM NEW36960430110,015$1.9M0.57%
37BRISTOL-MYERS SQUIBB CO COMCELG-RI35,826$1.9M0.56%
38CITIGROUP INC COM NEWC-PR29,511$1.8M0.56%
39AT&T INC COMT-PC83,674$1.8M0.56%
40CHEVRON CORP NEW COMCVX12,464$1.8M0.56%
41THERMO FISHER SCIENTIFIC INC COMTMO2,923$1.8M0.55%
42CVS HEALTH CORP COMCVS28,706$1.8M0.55%
43CHART INDUSTRIES16115Q30814,127$1.8M0.53%
44SHOPIFY INC CL ASHOP21,583$1.7M0.53%
45INVESCO QQQ TRUST SERIES IIVZ3,511$1.7M0.52%
46VERIZON COMMUNICATIONS INC COMVZ37,789$1.7M0.52%
47CORNING INC COMGLW37,120$1.7M0.51%
48ONEOK INC NEW COMOKE17,820$1.6M0.49%
49CISCO SYS INC COMCSCO30,287$1.6M0.49%
50PERSONALIS INC COMPSNL292,489$1.6M0.48%
51SOUTHERN CO COMSOMN17,334$1.6M0.48%
52AMGEN INC COMAMGN4,814$1.6M0.47%
53AFLAC INC COMAFL13,333$1.5M0.45%
54BUILDERS FIRSTSOURCE INC COMBLDR7,210$1.4M0.42%
55CITIZENS FINL GROUP INC COMCIA34,000$1.4M0.42%
56LINDE PLC SHSLIN2,906$1.4M0.42%
57WEYERHAEUSER CO MTN BE COM NEWWY40,047$1.4M0.41%
58LOCKHEED MARTIN CORP COMLMT2,263$1.3M0.40%
59BLACKROCK INC COMBLK1,348$1.3M0.39%
60ENTERPRISE PRODS PARTNERS L P COM29379210743,670$1.3M0.39%
61IRON MTN INC DEL COM46284V10110,643$1.3M0.38%
62MEDTRONIC PLC SHSMDT13,975$1.3M0.38%
63COCA COLA CO COMKO17,075$1.2M0.37%
64META PLATFORMS INC CL AMETA2,105$1.2M0.37%
65ENCOMPASS HEALTH CORP COMEHC12,330$1.2M0.36%
66GENERAL MLS INC COM37033410416,060$1.2M0.36%
67RTX CORPORATION COMRTX9,752$1.2M0.36%
68CSX CORP COMCSX33,847$1.2M0.36%
69MCKESSON CORP COMMCK2,353$1.2M0.35%
70QXO INC COM NEWQXO-PB73,500$1.2M0.35%
71AMERICAN EXPRESS CO COMAXP4,220$1.1M0.35%
72FIRST SOLAR INC COMFSLR4,579$1.1M0.35%
73NEXTERA ENERGY INC COMNEE-PW13,414$1.1M0.34%
74EATON CORP PLC SHSETN3,416$1.1M0.34%
75JACKSON FINANCIAL INC COM CL AJXN-PA12,385$1.1M0.34%
76GENERAC HLDGS INC COMGNRC7,091$1.1M0.34%
77PROCTER AND GAMBLE CO COM7427181096,469$1.1M0.34%
78BOEING CO COMBA-PA7,278$1.1M0.34%
79PRUDENTIAL FINL INC COMPUKPF9,082$1.1M0.33%
803M CO COMMMM7,815$1.1M0.32%
81FREEPORT-MCMORAN INC CL BFCX20,837$1.0M0.32%
82KEYCORP COM49326710861,200$1.0M0.31%
83COMCAST CORP NEW CL ACCZ23,959$1.0M0.30%
84DEVON ENERGY CORP NEW COM25179M10325,506$997,7950.30%
85CARMAX INC COMKMX12,836$993,2500.30%
86COSTCO WHSL CORP NEW COM22160K1051,100$975,1720.30%
87PEPSICO INC COMPEP5,715$971,8360.30%
88QUALCOMM INC COMQCOM5,700$969,2850.29%
89SIMON PPTY GROUP INC NEW COM8288061095,700$963,4140.29%
90ON HLDG AG NAMEN AKT AH5919C10419,000$952,8500.29%
91PNC FINL SVCS GROUP INC COM6934751054,983$921,1400.28%
92ENBRIDGE INC COMENNPF22,642$919,4920.28%
93FIDELITY NATL INFORMATION SVCS COM31620M10610,500$879,3750.27%
94AES CORP COMAES42,586$854,2750.26%
95PHILIP MORRIS INTL INC COM7181721097,000$849,8000.26%
96SPDR GOLD SHARESGLD3,356$815,7090.25%
97NORTHROP GRUMMAN CORP COMNOC1,530$807,9470.25%
98BLACKSTONE SECD LENDING FD COMMON STOCKBX27,214$797,0980.24%
99ALBEMARLE CORP COMALB-PA8,399$795,4690.24%
100ENERGY TRANSFER L P COM UT LTD PTNET-PI49,527$794,9080.24%
101DUPONT DE NEMOURS INC COMDD8,605$766,7920.23%
102ROCKET LAB USA INC COMRKLB74,139$721,3720.22%
103DOW INC COMDOW13,106$715,9810.22%
104CROWN CASTLE INC COMCCI6,000$711,7800.22%
105MCDONALDS CORP COMMCD2,289$697,1590.21%
106EMERSON ELEC CO COMEMR6,193$677,3280.21%
107CONOCOPHILLIPS COMCOP6,213$654,1050.20%
108DUKE ENERGY CORP NEW COM NEWDUKB5,631$649,2190.20%
109ILLINOIS TOOL WKS INC COM4523081092,400$628,9680.19%
110SEI INVTS CO COM7841171039,000$622,7100.19%
111UNITED PARCEL SERVICE INC CL BUPS4,485$611,4850.19%
112RPM INTL INC COM7496851035,000$605,0000.18%
113ADOBE INC COMADBE1,149$594,9290.18%
114TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,631$593,9750.18%
115SNOWFLAKE INC CL ASNOW5,100$585,7860.18%
116MOTOROLA SOLUTIONS INC COM NEWMSI1,273$572,3790.17%
117ORACLE CORP COMORCL-PD3,312$564,3650.17%
118BP PLC SPONSORED ADRBPPFF17,619$553,0600.17%
119BAXTER INTL INC COM07181310914,292$542,6740.16%
120MASTERCARD INCORPORATED CL AMA1,091$538,7360.16%
121COHERENT CORP COMCOHR6,000$533,4600.16%
122APPLIED MATLS INC COM0382221052,600$525,3300.16%
123TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391003,000$521,0100.16%
124WILLIAMS COS INC COM96945710011,274$514,6800.16%
125CHIPOTLE MEXICAN GRILL INC COMCMG8,800$507,0560.15%
126WP CAREY INC COM92936U1097,956$495,6590.15%
127GILEAD SCIENCES INC COMGILD5,801$486,3560.15%
128LOWES COS INC COM5486611071,759$476,4250.14%
129EASTMAN CHEM CO COMEMN4,250$475,7880.14%
130FIRST HORIZON CORPORATION COMFHN-PH30,000$465,9000.14%
131FLUTTER ENTMT PLC SHSG3643J1081,959$464,8320.14%
132GE VERNOVA INC COMGEV1,807$460,7490.14%
133MODERNA INC COMMRNA6,763$451,9710.14%
134NIKE INC CL BNKE5,111$451,8120.14%
135ALTRIA GROUP INC COMMO8,823$450,3040.14%
136WEST PHARMACEUTICAL SVSC INC COM9553061051,500$450,2400.14%
137COLGATE PALMOLIVE CO COMCL4,333$449,8090.14%
138DTE ENERGY CO COMDTK3,500$449,4350.14%
139BECTON DICKINSON & CO COMBDX1,857$447,6940.14%
140THE CIGNA GROUP COM1255231001,286$445,5220.14%
141SCOTTS MIRACLE-GRO CO CL ASMG5,041$437,0550.13%
142EVEREST GROUP LTD COMEG1,100$431,0130.13%
143MCCORMICK & CO INC COM NON VTGMKC-V5,100$419,7300.13%
144LOEWS CORP COML5,290$418,1750.13%
145ENERGY SELECT SECTOR SPDR FUND81369Y5064,700$412,6600.13%
146TRIMBLE INC COMTRMB6,500$403,5850.12%
147FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF6,420$398,4250.12%
148VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208058,000$394,4800.12%
149KKR & CO INC COMKKRT3,000$391,7400.12%
150SPDR S&P BIOTECH ETF78464A8703,900$385,3200.12%
151INTEL CORP COMINTC16,274$381,7860.12%
152EOG RES INC COMEOG3,085$379,2390.12%
153TE CONNECTIVITY PLC ORD SHSTEL2,500$377,4750.11%
154KODIAK GAS SVCS INC COM50012A10813,000$377,0000.11%
155NEWS CORP NEW CL ANWSLL13,800$367,4940.11%
156PATRIA INVESTMENTS LIMITED COM CL APAX32,400$361,9080.11%
157OCCIDENTAL PETE CORP COM6745991057,008$361,1920.11%
158METLIFE INC COMMET-PF4,345$358,3760.11%
159TRAVELERS COMPANIES INC COMTRV1,508$353,0530.11%
160DIAMONDBACK ENERGY INC COMFANG2,012$346,9280.11%
161GENERAL DYNAMICS CORP COMGD1,144$345,7170.11%
162CUMMINS INC COMCMI1,066$345,1600.10%
163BANK NEW YORK MELLON CORP COM0640581004,740$340,6160.10%
164VALERO ENERGY CORP COMVLO2,500$337,5750.10%
165M & T BK CORP COM55261F1041,868$332,7280.10%
166HP INC COMHPQ9,200$330,0040.10%
167STERIS PLC SHS USDSTE1,350$327,4290.10%
168HERSHEY CO COMHSY1,700$326,0260.10%
169WYNN RESORTS LTD COMWYNN3,400$325,9920.10%
170INVESCO WATER RESOURCES ETFIVZ4,605$324,8370.10%
171SYSCO CORP COMSYY4,082$318,6410.10%
172TRINITY INDS INC COM8965221099,100$317,0440.10%
173MONDELEZ INTL INC CL A6092071054,302$316,9280.10%
174SIMPSON MFG INC COM8290731051,610$307,9450.09%
175GOLDMAN SACHS BDC INC SHSGSBD22,045$303,3390.09%
176L3HARRIS TECHNOLOGIES INC COMLHX1,254$298,2890.09%
177GREIF INC CL BGEF-B4,256$297,1960.09%
178CROWDSTRIKE HLDGS INC CL ACRWD1,058$296,7370.09%
179AMERICAN WTR WKS CO INC NEW COM0304201032,000$292,4800.09%
180COREBRIDGE FINL INC COM21871X10910,000$291,6000.09%
181COMFORT SYS USA INC COM199908104746$291,2010.09%
182FLUENCE ENERGY INC COM CL AFLNC12,500$283,8750.09%
183ISHARES TIPS BOND ETF4642871762,567$283,5760.09%
184ROYAL GOLD INC COMRGLD2,000$280,6000.09%
185UNILEVER PLC SPON ADR NEWUNLYF4,312$280,1080.09%
186TEXAS PACIFIC LAND CORPORATION COMTPL315$278,6930.08%
187CALIFORNIA WTR SVC GROUP COM1307881025,000$271,1000.08%
188ROCKWELL AUTOMATION INC COMROK1,000$268,4600.08%
189ERIE INDTY CO CL A29530P102494$266,6710.08%
190CASI PHARMACEUTICALS INC COMCASIF43,091$265,4410.08%
191AGNICO EAGLE MINES LTD COMAEM3,275$263,8630.08%
192PALANTIR TECHNOLOGIES INC CL APLTR7,049$262,2230.08%
193ARCOSA INC COMACA2,760$261,5380.08%
194SEMPRA COMSREA3,000$250,8900.08%
195PAYPAL HLDGS INC COMPYPL3,185$248,5260.08%
196TEXAS INSTRS INC COM8825081041,200$247,8840.08%
197FORD MTR CO COM34537086023,391$247,0090.08%
198KROGER CO COMKR4,222$241,9210.07%
199PHILLIPS 66 COMPSX1,832$240,8160.07%
200SENSIENT TECHNOLOGIES CORP COMSXT3,000$240,6600.07%
201OLIN CORP COM PAR $1OLN5,000$239,9000.07%
202SCHLUMBERGER LTD COM STKSLB5,600$234,9200.07%
203ROPER TECHNOLOGIES INC COMROP421$234,0670.07%
204ISHARES BIOTECHNOLOGY ETF4642875561,600$232,9600.07%
205CLOROX CO DEL COMCLX1,400$228,0740.07%
206NUCOR CORP COMNUE1,500$225,5100.07%
207CF INDS HLDGS INC COM1252691002,601$223,1660.07%
208NAVIGATOR HLDGS LTD SHSNVGS13,825$222,1680.07%
209OTIS WORLDWIDE CORP COMOTIS2,137$222,1200.07%
210CONSOLIDATED EDISON INC COMED2,132$222,0050.07%
211KRAFT HEINZ CO COMKHC6,311$221,5790.07%
212CORTEVA INC COMCTVA3,747$220,2860.07%
213MARKEL GROUP INC COMMKL139$218,0330.07%
214GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC2,313$217,0750.07%
215SALESFORCE INC COMCRM793$217,0520.07%
216PARAMOUNT GLOBAL CLASS B COM92556H20620,327$215,8730.07%
217NOVO-NORDISK A S ADRNONOF1,800$214,3260.07%
218WHEATON PRECIOUS METALS CORP COMWPM3,400$207,6720.06%
219VANGUARD TOTAL STOCK MARKET ETF922908769730$206,7070.06%
220INVESCO BUILDING & CONSTRUCTION ETFIVZ2,530$201,3260.06%
221ZOETIS INC CL AZTS1,027$200,6550.06%
222PINTEREST INC CL APINS5,858$189,6230.06%
223ACCENTURE PLC IRELAND SHS CLASS AACN527$186,2840.06%
224SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109432$182,7880.06%
225PUBLIC STORAGE OPER CO COMPSA-PS500$181,9350.06%
226CONAGRA BRANDS INC COMCAG5,300$172,3560.05%
227ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,616$171,4900.05%
228TRUIST FINL CORP COM89832Q1094,000$171,0800.05%
229FEDEX CORP COMFDX600$164,2080.05%
230CARRIER GLOBAL CORPORATION COMCARR2,000$160,9800.05%
231INTUIT COMINTU256$158,9760.05%
232ISHARES PREFERRED & INCOME SECURITIES ETF4642886874,740$157,5100.05%
233INVESCO PREFERRED ETFIVZ12,444$153,6830.05%
234INTERNATIONAL PAPER CO COM4601461033,097$151,3100.05%
235EQUITY RESIDENTIAL SH BEN INTEQR2,000$148,9200.05%
236JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3322,500$148,7750.05%
237MANNKIND CORP COM NEWMNKD22,660$142,5310.04%
238ALERIAN MLP ETF00162Q4523,020$142,3330.04%
239TRANSOCEAN LTD REGISTERED SHSRIG33,323$141,6230.04%
240WARNER BROS DISCOVERY INC COM SER AWBD17,050$140,6620.04%
241SHELL PLC SPON ADSRYDAF2,074$136,7800.04%
242DELTA AIR LINES INC DEL COM NEWDAL2,620$133,0700.04%
243CONSTELLATION ENERGY CORP COMCEG505$131,3240.04%
244B & G FOODS INC NEW COMBGS14,582$129,4890.04%
245TESLA INC COMTSLA494$129,2450.04%
246MARRIOTT INTL INC NEW CL A571903202519$129,0230.04%
247FLAGSTAR FINANCIAL INC COM NEWFLG-PU11,236$126,1800.04%
248FISERV INC COMFISV682$122,5210.04%
249SURO CAPITAL CORP COM NEWSSSSL30,290$122,3720.04%
250FASTENAL CO COMFAST1,700$121,4140.04%
251UNITEDHEALTH GROUP INC COMUNH205$119,8590.04%
252LUMEN TECHNOLOGIES INC COMLUMN16,056$113,9980.03%
253STARBUCKS CORP COMSBUX1,165$113,5760.03%
254GRAIL INC COMGRAL8,241$113,3960.03%
255ARMADA HOFFLER PPTYS INC COM04208T10810,000$108,3000.03%
256DEERE & CO COMDE252$105,1670.03%
257CHUBB LIMITED COMCB361$104,1090.03%
258TPI COMPOSITES INC COMTPICQ22,386$101,8560.03%
259ISHARES CORE U.S. AGGREGATE BOND ETF464287226978$99,0420.03%
260PUBLIC SVC ENTERPRISE GRP INC COM7445731061,100$98,1310.03%
261ADVANCED MICRO DEVICES INC COMAMD593$97,2990.03%
262GSK PLC SPONSORED ADRGLAXF2,379$97,2540.03%
263KAYNE ANDERSON ENERGY INFRSTR COM4866061068,625$94,8750.03%
264INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704694$93,9340.03%
265INVESCO S&P 500 EQUAL WEIGHT ETFIVZ505$90,4440.03%
266PROLOGIS INC. COMPLDGP700$88,3960.03%
267UNITED RENTALS INC COMURI107$86,6410.03%
268BLACKSTONE MTG TR INC COM CL ABX4,555$86,5910.03%
269STEREOTAXIS INC COM NEWSTXS41,193$84,0340.03%
270CHENIERE ENERGY INC COM NEWLNG451$81,1080.02%
271EDWARDS LIFESCIENCES CORP COMEW1,150$75,8890.02%
272QUANTA SVCS INC COM74762E102253$75,4320.02%
273CARLYLE GROUP INC COMCGABL1,745$75,1400.02%
274AMERICAN ELEC PWR CO INC COM025537101700$71,8200.02%
275AMPLIFY CYBERSECURITY ETF0321086641,050$71,6940.02%
276BANK AMERICA CORP COM0605051041,798$71,3450.02%
277ISHARES SEMICONDUCTOR ETF464287523309$71,2520.02%
278MORGAN STANLEY COM NEWMS-PQ675$70,3620.02%
279FINANCIAL SELECT SECTOR SPDR FUND81369Y6051,502$68,0710.02%
280NEW FORTRESS ENERGY INC COM CL ANFE7,164$65,1210.02%
281TARGET CORP COMTGT400$62,3440.02%
282HEALTH CARE SELECT SECTOR SPDR FUND81369Y209400$61,6080.02%
283ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515650$58,0910.02%
284NORTH EUROPEAN OIL RTY TR SH BEN INT65931010610,800$56,7000.02%
285ZEBRA TECHNOLOGIES CORPORATION CL AZBRA150$55,5480.02%
286JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2031,000$54,9300.02%
287ELECTRONIC ARTS INC COMEA364$52,2120.02%
288IDACORP INC COMIDA500$51,5450.02%
289ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396222$45,0130.01%
290CURTISS WRIGHT CORP COMCW132$43,3870.01%
291ISHARES RUSSELL 2000 ETF464287655196$43,2940.01%
292NETFLIX INC COMNFLX60$42,5560.01%
293CINTAS CORP COMCTAS200$41,1760.01%
294CONSTELLATION BRANDS INC CL ASTZ150$38,6540.01%
295WABTEC COM929740108197$35,7690.01%
296UBER TECHNOLOGIES INC COMUBER454$34,1230.01%
297GXO LOGISTICS INCGXO635$33,0640.01%
298GABELLI EQUITY TR INC COMGAB-PK5,428$29,8000.01%
299FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846500$29,6150.01%
300STRYKER CORPORATION COMSYK75$27,0950.01%
301STEEL DYNAMICS INC COMSTLD200$25,2160.01%
302PRECIGEN INC COMPGEN17,000$16,1010.00%
303AUTOMATIC DATA PROCESSING INC COMADP39$10,7920.00%
304SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66399$9,0890.00%
305COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85296$8,6780.00%
306INTUITIVE SURGICAL INC COM NEWISRG11$5,4040.00%
307ASML HOLDING N V N Y REGISTRY SHSASMLF5$4,1660.00%
308ISHARES SILVER TRUSTSLV100$2,8410.00%
309PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V408130$1,8730.00%
310VANGUARD S&P 500 ETF9229083631$5280.00%