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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 Q1 2023 · Filed February 15, 2023 · Accession 0001506073-23-000001

Total Value
$452.8M
Positions
692
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1FLOWERS FOODS INC COMFLO6,849,098$196.8M44.73%
2MICROSOFT CORP COMMSFT67,746$16.2M3.69%
3APPLE INC COMAAPL107,778$14.0M3.18%
4ILLUMINA INC COMILMN59,362$12.0M2.73%
5JPMORGAN CHASE & CO COMVYLD46,858$6.3M1.43%
6EXXON MOBIL CORP COMXOM52,262$5.8M1.31%
7ABBVIE INC COMABBV33,317$5.4M1.22%
8LILLY ELI & CO COMLLY13,787$5.0M1.15%
9HONEYWELL INTL INC COM43851610621,338$4.6M1.04%
10UNION PAC CORP COMUNP18,208$3.8M0.86%
11CVS HEALTH CORP COMCVS40,229$3.7M0.85%
12PFIZER INC COMPFE70,542$3.6M0.82%
13INTERNATIONAL BUSINESS MACHS COMINTR25,098$3.5M0.80%
14ABBOTT LABS COMABLZF29,780$3.3M0.74%
15BLACKSTONE INC COMBX38,656$2.9M0.65%
16JOHNSON & JOHNSON COMJNJ16,108$2.8M0.65%
17MERCK & CO INC COMMRK25,510$2.8M0.64%
18S&P GLOBAL INC COMSPGI8,400$2.8M0.64%
19ALPHABET INC CAP STK CL CGOOG31,001$2.8M0.63%
20BRISTOL-MYERS SQUIBB CO COMCELG-RI37,665$2.7M0.62%
21DISNEY WALT CO COM25468710630,700$2.7M0.61%
22FLUOR CORP NEW COMFLR76,313$2.6M0.60%
23BOEING CO COMBA-PA12,956$2.5M0.56%
24VISA INC COM CL AV11,664$2.4M0.55%
25CHEVRON CORP NEW COMCVX12,973$2.3M0.53%
26CATERPILLAR INC COMCAT9,600$2.3M0.52%
27AMAZON COM INC COMAMZN27,248$2.3M0.52%
28KINDER MORGAN INC DEL COMEP-PC123,824$2.2M0.51%
29PERSONALIS INC COMPSNL1,013,313$2.0M0.46%
30EQUIFAX INC COMEFX9,631$1.9M0.43%
31BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,936$1.8M0.42%
32AT&T INC COMT-PC95,310$1.8M0.40%
33DUCKHORN PORTFOLIO INC COM26414D10699,555$1.6M0.37%
34VERIZON COMMUNICATIONS INC COMVZ41,084$1.6M0.37%
35DEVON ENERGY CORP NEW COM25179M10326,205$1.6M0.37%
36WASTE MGMT INC DEL COM94106L10910,064$1.6M0.36%
37HOME DEPOT INC COMHD4,966$1.6M0.36%
38PEOPLES BANCORP INC COMPEBO53,830$1.5M0.35%
39SOUTHERN CO COMSOMN21,160$1.5M0.34%
40NEXTERA ENERGY INC COMNEE-PW17,459$1.5M0.33%
41ENTERPRISE PRODS PARTNERS L P COM29379210756,948$1.4M0.31%
42GENERAL MLS INC COM37033410416,377$1.4M0.31%
43AFLAC INC COMAFL19,006$1.4M0.31%
44ROYALTY PHARMA PLC SHS CLASS ARPRX34,318$1.4M0.31%
45WEYERHAEUSER CO MTN BE COM NEWWY43,517$1.3M0.31%
46CITIZENS FINL GROUP INC COMCIA34,000$1.3M0.30%
47PATRIA INVESTMENTS LIMITED COM CL APAX88,800$1.2M0.28%
48WP CAREY INC COM92936U10915,633$1.2M0.28%
49AMGEN INC COMAMGN4,614$1.2M0.28%
50ALPHABET INC CAP STK CL AGOOG13,363$1.2M0.27%
51THERMO FISHER SCIENTIFIC INC COMTMO2,120$1.2M0.27%
52LOCKHEED MARTIN CORP COMLMT2,385$1.2M0.26%
53CITIGROUP INC COM NEWC-PR24,628$1.1M0.25%
54UNILEVER PLC SPON ADR NEWUNLYF22,100$1.1M0.25%
55FEDEX CORP COMFDX6,412$1.1M0.25%
56WALMART INC COMWMT7,825$1.1M0.25%
57ONEOK INC NEW COMOKE16,820$1.1M0.25%
58BLACKROCK INC COMBLK1,512$1.1M0.24%
59PEPSICO INC COMPEP5,913$1.1M0.24%
60KEYCORP COM49326710861,200$1.1M0.24%
61COCA COLA CO COMKO16,675$1.1M0.24%
62SHOPIFY INC CL ASHOP30,510$1.1M0.24%
63CISCO SYS INC COMCSCO21,604$1.0M0.23%
64NEWMONT CORP COMNEMCL21,600$1.0M0.23%
65COMCAST CORP NEW CL ACCZ28,527$997,5900.23%
66ENBRIDGE INC COMENNPF25,268$987,9790.22%
67NVIDIA CORPORATION COMNVDA6,736$984,3990.22%
68FREEPORT-MCMORAN INC CL BFCX25,857$982,5660.22%
69PIONEER NAT RES CO COM7237871074,108$938,2260.21%
70AMN HEALTHCARE SVCS INC COM0017441019,115$937,2040.21%
71CSX CORP COMCSX30,130$933,4270.21%
72NORTHROP GRUMMAN CORP COMNOC1,614$880,6150.20%
73INTEL CORP COMINTC32,595$861,4960.20%
74BROADCOM INC COMAVGO1,500$838,6950.19%
75WYNN RESORTS LTD COMWYNN9,800$808,2060.18%
76FIDELITY NATL INFORMATION SVCS COM31620M10611,632$789,2310.18%
77MODERNA INC COMMRNA4,376$786,0170.18%
78PROCTER AND GAMBLE CO COM7427181095,045$764,6640.17%
79PNC FINL SVCS GROUP INC COM6934751054,727$746,6120.17%
80GILEAD SCIENCES INC COMGILD8,598$738,1380.17%
81ENCOMPASS HEALTH CORP COMEHC12,330$737,4570.17%
82FIRST HORIZON CORPORATION COMFHN-PH30,000$735,0000.17%
83CONOCOPHILLIPS COMCOP6,166$727,5880.17%
84CORNING INC COMGLW22,746$726,4990.17%
85CARMAX INC COMKMX11,874$723,0080.16%
86SIMON PPTY GROUP INC NEW COM8288061096,120$718,9780.16%
87PHILIP MORRIS INTL INC COM7181721097,000$708,4700.16%
88CIGNA CORP NEW COM1255231002,131$706,0860.16%
89RAYTHEON TECHNOLOGIES CORP COMRTX6,952$701,5960.16%
90DOW INC COMDOW13,203$665,2990.15%
91FIRST SOLAR INC COMFSLR4,403$659,5250.15%
92FUNKO INC COM CL AFNKO60,000$654,6000.15%
93BP PLC SPONSORED ADRBPPFF18,728$654,1690.15%
94DUPONT DE NEMOURS INC COMDD9,282$637,0240.14%
95AGNICO EAGLE MINES LTD COMAEM12,059$626,9470.14%
96AMERICAN EXPRESS CO COMAXP4,220$623,5050.14%
97OCCIDENTAL PETE CORP COM6745991059,800$617,3020.14%
98MCDONALDS CORP COMMCD2,341$617,0330.14%
99CHART INDUSTRIES16115Q3085,339$615,2130.14%
100APOLLO GLOBAL MGMT INC COM03769M1069,557$609,6410.14%
101L3HARRIS TECHNOLOGIES INC COMLHX2,905$604,8500.14%
102UNIVERSAL ELECTRS INC COM91348310328,317$589,2770.13%
103ENERGY TRANSFER L P COM UT LTD PTNET-PI49,348$585,7610.13%
104SEI INVTS CO COM78411710310,000$583,0000.13%
105DUKE ENERGY CORP NEW COM NEWDUKB5,585$575,1520.13%
106UNITEDHEALTH GROUP INC COMUNH1,082$573,6550.13%
107IRON MTN INC DEL COM46284V10111,483$572,4280.13%
108KODIAK SCIENCES INC COMKOD79,000$565,6400.13%
1093M CO COMMMM4,710$564,8100.13%
110GENERAL ELECTRIC CO COM NEW3696043016,641$556,4410.13%
111ALBEMARLE CORP COMALB-PA2,535$549,7400.12%
112DIGI INTL INC COM25379810214,978$547,4460.12%
113SYSCO CORP COMSYY7,075$540,8840.12%
114ILLINOIS TOOL WKS INC COM4523081092,400$528,7200.12%
115BLACKSTONE MTG TR INC COM CL ABX24,886$526,8370.12%
116QUALCOMM INC COMQCOM4,711$517,9270.12%
117SMUCKER J M CO COM NEW8326964053,250$514,9950.12%
118BUILDERS FIRSTSOURCE INC COMBLDR7,823$507,5560.12%
119BECTON DICKINSON & CO COMBDX1,977$502,8630.11%
120THE BEAUTY HEALTH COMPANY COM CL A88331L10854,100$492,3100.11%
121GENERAL MTRS CO COM37045V10014,364$483,2050.11%
122WEST PHARMACEUTICAL SVSC INC COM9553061052,000$470,7000.11%
123CLEVELAND-CLIFFS INC NEW COMCLF28,090$452,5300.10%
124ALTRIA GROUP INC COMMO9,537$435,9380.10%
125EMERSON ELEC CO COMEMR4,511$433,3270.10%
126GREIF INC CL BGEF-B5,524$432,1430.10%
127PARSONS CORP DEL COMPSN9,000$416,2500.09%
128JACKSON FINANCIAL INC COM CL AJXN-PA11,927$414,9310.09%
129DTE ENERGY CO COMDTK3,500$411,3550.09%
130RPM INTL INC COM7496851034,200$409,2900.09%
131MONDELEZ INTL INC CL A6092071056,056$403,6320.09%
132EOG RES INC COMEOG3,085$399,5690.09%
133MARRIOTT INTL INC NEW CL A5719032022,660$396,0470.09%
134META PLATFORMS INC CL AMETA3,143$378,2290.09%
135COSTCO WHSL CORP NEW COM22160K105825$376,6130.09%
136EVEREST RE GROUP LTD COMEG1,100$364,3970.08%
137GENERAL DYNAMICS CORP COMGD1,416$351,3240.08%
138LINDE PLC SHSLIN1,074$350,3170.08%
139FORD MTR CO DEL COM34537086030,037$349,3300.08%
140CROWDSTRIKE HLDGS INC CL ACRWD3,300$347,4570.08%
141NUCOR CORP COMNUE2,600$342,7060.08%
142TRINITY INDS INC COM89652210911,300$334,1410.08%
143SCHLUMBERGER LTD COM STKSLB6,200$331,4520.08%
144METLIFE INC COMMET-PF4,545$328,9220.07%
145EASTMAN CHEM CO COMEMN4,000$325,7600.07%
146CF INDS HLDGS INC COM1252691003,802$323,9300.07%
147SPDR S&P BIOTECH ETF78464A8703,900$323,7000.07%
148AES CORP COMAES11,186$321,7090.07%
149TE CONNECTIVITY LTD SHSTEL2,800$321,4400.07%
150MOTOROLA SOLUTIONS INC COM NEWMSI1,240$319,5600.07%
151VALERO ENERGY CORP COMVLO2,500$317,1500.07%
152PRUDENTIAL FINL INC COMPUKPF3,095$307,8290.07%
153WILLIAMS COS INC COM9694571009,274$305,1310.07%
154AMERICAN WTR WKS CO INC NEW COM0304201032,000$304,8400.07%
155NEW YORK CMNTY BANCORP INC COM64944510335,407$304,5000.07%
156CALIFORNIA WTR SVC GROUP COM1307881025,000$303,2000.07%
157UNITED PARCEL SERVICE INC CL BUPS1,705$296,3970.07%
158CHENIERE ENERGY INC COM NEWLNG1,944$291,5220.07%
159PAYPAL HLDGS INC COMPYPL4,087$291,0410.07%
160PARAMOUNT GLOBAL CLASS B COM92556H20617,034$287,5340.07%
161TRAVELERS COMPANIES INC COMTRV1,526$286,1100.07%
162VANGUARD TOTAL STOCK MARKET ETF9229087691,486$284,1080.06%
163SCOTTS MIRACLE-GRO CO CL ASMG5,770$280,3810.06%
164VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208056,000$280,2600.06%
165MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801065,500$276,1550.06%
166BLACKSTONE SECD LENDING FD COMMON STOCKBX12,284$274,5470.06%
167ISHARES TIPS BOND ETF4642871762,567$273,2310.06%
168M & T BK CORP COM55261F1041,841$267,0550.06%
169OLIN CORP COM PAR $1OLN5,000$264,7000.06%
170HP INC COMHPQ9,800$263,3260.06%
171STRATASYS LTD SHSSSYS22,000$260,9200.06%
172CASI PHARMACEUTICALS INC COMCASIF145,315$260,1140.06%
173STERIS PLC SHS USDSTE1,400$258,5660.06%
174ROCKWELL AUTOMATION INC COMROK1,000$257,5700.06%
175KRAFT HEINZ CO COMKHC6,322$257,3690.06%
176YUM BRANDS INC COMYUM1,950$249,7560.06%
177SPDR S&P 500 ETF TRUSTSPY649$248,1970.06%
178FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF6,590$247,9160.06%
179CONAGRA BRANDS INC COMCAG6,300$243,8100.06%
180APPLIED MATLS INC COM0382221052,500$243,4500.06%
181REAVES UTIL INCOME FD COM SH BEN INT7561581018,539$241,3980.05%
182WARNER BROS DISCOVERY INC COM SER AWBD25,370$240,5060.05%
183ACCENTURE PLC IRELAND SHS CLASS AACN901$240,4230.05%
184TEXAS PACIFIC LAND CORPORATION COMTPL100$234,4230.05%
185SEMPRA COMSREA1,500$231,8100.05%
186CORTEVA INC COMCTVA3,880$228,0660.05%
187WALGREENS BOOTS ALLIANCE INC COM9314271086,100$227,8960.05%
188ZOETIS INC CL AZTS1,527$223,7820.05%
189SENSIENT TECHNOLOGIES CORP COMSXT3,000$218,7600.05%
190ERIE INDTY CO CL A29530P102872$216,8840.05%
191COMPASS DIVERSIFIED SH BEN INTCODI-PC11,875$216,4810.05%
192TJX COS INC NEW COM8725401092,700$214,9200.05%
193INVESCO WATER RESOURCES ETFIVZ4,132$212,9630.05%
194GOLDMAN SACHS BDC INC SHSGSBD15,280$209,6420.05%
195TPI COMPOSITES INC COMTPICQ20,556$208,4380.05%
196ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF3,417$205,1570.05%
197BAXTER INTL INC COM0718131094,000$203,8800.05%
198INVESCO QQQ TRUSTIVZ757$201,5740.05%
199LOWES COS INC COM5486611071,000$199,2400.05%
200LAMB WESTON HLDGS INC COMLW2,223$198,6470.05%
201TEXAS INSTRS INC COM8825081041,200$198,2640.05%
202CLOROX CO DEL COMCLX1,400$196,4620.04%
203B & G FOODS INC NEW COMBGS17,600$196,2400.04%
204AIR LEASE CORP CL AAIIR5,091$195,5960.04%
205TRUIST FINL CORP COM89832Q1094,455$191,6990.04%
206PHILLIPS 66 COMPSX1,832$190,6750.04%
207CONSOLIDATED EDISON INC COMED1,992$189,8580.04%
208ORGANON & COOGN6,702$187,1870.04%
209QUEST DIAGNOSTICS INC COMDGX1,180$184,5970.04%
210LUMEN TECHNOLOGIES INC COMLUMN34,601$180,6170.04%
211LI-CYCLE HOLDINGS CORP COMMON SHARES50202P10537,439$178,2100.04%
212INTERNATIONAL PAPER CO COM4601461035,060$175,2280.04%
213COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPCOCSF2,550$173,0940.04%
214DEERE & CO COMDE400$171,5040.04%
215NAVIGATOR HLDGS LTD SHSNVGS13,871$165,8970.04%
216ISHARES BIOTECHNOLOGY ETF4642875561,258$165,1630.04%
217ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,867$164,4640.04%
218ORACLE CORP COMORCL-PD2,000$163,4800.04%
219DELTA AIR LINES INC DEL COM NEWDAL4,845$159,2070.04%
220DIAMONDBACK ENERGY INC COMFANG1,147$156,9120.04%
221CHIPOTLE MEXICAN GRILL INC COMCMG110$152,6240.03%
222TRANSOCEAN LTD REG SHSRIG33,446$152,5140.03%
223EXACT SCIENCES CORP COM30063P1053,058$151,4020.03%
224GSK PLC SPONSORED ADRGLAXF4,266$149,9070.03%
225HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,100$149,4350.03%
226ENERGY SELECT SECTOR SPDR FUND81369Y5061,690$147,8240.03%
227SHELL PLC SPON ADSRYDAF2,455$139,8230.03%
228KKR & CO INC COMKKRT3,000$139,2600.03%
229INVESCO PREFERRED ETFIVZ12,444$139,1240.03%
230PALO ALTO NETWORKS INC COMPANW986$137,5860.03%
231MANNKIND CORP COM NEWMNKD26,040$137,2310.03%
232NORTH EUROPEAN OIL RTY TR SH BEN INT65931010610,800$137,0520.03%
233UNIFI INC COM NEWUFI15,917$137,0450.03%
234GEO GROUP INC NEW COMGEO12,500$136,8750.03%
235SPDR GOLD SHARESGLD806$136,7300.03%
236CROWN CASTLE INC COMCCI1,000$135,6400.03%
237UNITED BANKSHARES INC WEST VA COMUNTCW3,173$128,4750.03%
238STARBUCKS CORP COMSBUX1,266$125,5870.03%
239BANK NEW YORK MELLON CORP COM0640581002,698$122,8130.03%
240ALERIAN MLP ETF00162Q4523,120$118,7780.03%
241EXELON CORP COMEXC2,715$117,3690.03%
242ARMADA HOFFLER PPTYS INC COM04208T10810,000$115,0000.03%
243LOEWS CORP COML1,890$110,2440.03%
244CARLYLE GROUP INC COMCGABL3,685$109,9600.02%
245AMERICAN ELEC PWR CO INC COM0255371011,150$109,1930.02%
246CARRIER GLOBAL CORPORATION COMCARR2,600$107,2500.02%
247SALESFORCE INC COMCRM781$103,5530.02%
248EATON CORP PLC SHSETN600$94,1700.02%
249ABB LTD SPONSORED ADRABLZF3,090$94,1210.02%
250IDACORP INC COMIDA850$91,6730.02%
251ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G2011,965$86,5580.02%
252UNITED RENTALS INC COMURI231$82,1020.02%
253ESSENTIAL UTILS INC COM29670G1021,666$79,5180.02%
254COLGATE PALMOLIVE CO COMCL1,000$78,7900.02%
255STEREOTAXIS INC COM NEWSTXS37,393$77,4040.02%
256ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396522$76,1750.02%
257BANK AMERICA CORP COM0605051042,298$76,1100.02%
258KAYNE ANDERSON ENERGY INFRSTR COM4866061068,625$73,8300.02%
259GENERAC HLDGS INC COMGNRC718$72,2740.02%
260LINCOLN ELEC HLDGS INC COM533900106500$72,2450.02%
261GXO LOGISTICS INCGXO1,440$61,4740.01%
262ADOBE SYSTEMS INCORPORATED COMADBE165$55,5270.01%
263VANGUARD S&P 500 ETF922908363146$51,2960.01%
264EDWARDS LIFESCIENCES CORP COMEW658$49,0930.01%
265MASTERCARD INCORPORATED CL AMA140$48,6820.01%
266ISHARES U.S. CONSUMER STAPLES ETF464287812240$48,6670.01%
267CURTISS WRIGHT CORP COMCW256$42,7490.01%
268EATON VANCE TAX MNGED BUY WRIT COMETN3,200$42,0800.01%
269BIOGEN INC COMBIIB150$41,5380.01%
270SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R556300$40,7640.01%
271AQUA METALS INC COMAQMS31,900$39,8750.01%
272TARGET CORP COMTGT250$37,2600.01%
273AUTOMATIC DATA PROCESSING INC COMADP139$33,2020.01%
274OCCIDENTAL PETE CORP WT EXP 080327674599162775$31,9530.01%
275GABELLI EQUITY TR INC COMGAB-PK5,428$29,7450.01%
276STEEL DYNAMICS INC COMSTLD300$29,3100.01%
277TESLA INC COMTSLA217$26,7300.01%
278PRECIGEN INC COMPGEN17,000$25,8400.01%
279REPUBLIC FIRST BANCORP INC COM76041610712,000$25,8000.01%
280CONSTELLATION BRANDS INC CL ASTZ100$23,1750.01%
281MCKESSON CORP COMMCK50$18,7560.00%
282CONSTELLATION ENERGY CORP COMCEG203$17,5010.00%
283MORGAN STANLEY COM NEWMS-PQ200$17,0040.00%
284INSEEGO CORP COMINSG14,365$12,1030.00%
285QUANTA SVCS INC COM74762E10265$9,2630.00%
286INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70488$8,6420.00%
287STRYKER CORPORATION COMSYK25$6,1120.00%
288COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85296$4,6070.00%
289ADVANCED MICRO DEVICES INC COMAMD57$3,6920.00%
290PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V408230$2,4500.00%
291ISHARES SILVER TRUSTSLV100$2,2020.00%
292ISHARES SEMICONDUCTOR ETF4642875235$1,7400.00%