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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 Q2 2023 · Filed May 11, 2023 · Accession 0001506073-23-000002

Total Value
$446,085
Positions
298
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1FLOWERS FOODS INC COMFLO6,849,120$187.7M42.08%
2MICROSOFT CORP COMMSFT70,387$20.3M4.55%
3APPLE INC COMAAPL110,854$18.3M4.10%
4ILLUMINA INC COMILMN59,362$13.8M3.09%
5JPMORGAN CHASE & CO COMVYLD48,079$6.3M1.40%
6EXXON MOBIL CORP COMXOM52,718$5.8M1.30%
7ABBVIE INC COMABBV34,685$5.5M1.24%
8LILLY ELI & CO COMLLY13,799$4.7M1.06%
9HONEYWELL INTL INC COM43851610621,538$4.1M0.92%
10UNION PAC CORP COMUNP18,208$3.7M0.82%
11ALPHABET INC CAP STK CL CGOOG33,797$3.5M0.79%
12BLACKSTONE INC COMBX39,202$3.4M0.77%
13INTERNATIONAL BUSINESS MACHS COMINTR26,026$3.4M0.76%
14DISNEY WALT CO COM25468710631,680$3.2M0.71%
15PFIZER INC COMPFE72,597$3.0M0.66%
16AMAZON COM INC COMAMZN28,482$2.9M0.66%
17ABBOTT LABS COMABLZF28,816$2.9M0.65%
18CVS HEALTH CORP COMCVS39,132$2.9M0.65%
19VISA INC COM CL AV12,772$2.9M0.65%
20MERCK & CO INC COMMRK26,866$2.9M0.64%
21PERSONALIS INC COMPSNL1,013,313$2.8M0.63%
22S&P GLOBAL INC COMSPGI7,900$2.7M0.61%
23BRISTOL-MYERS SQUIBB CO COMCELG-RI37,965$2.6M0.59%
24BOEING CO COMBA-PA12,282$2.6M0.58%
25JOHNSON & JOHNSON COMJNJ16,543$2.6M0.57%
26FLUOR CORP NEW COMFLR76,313$2.4M0.53%
27KINDER MORGAN INC DEL COMEP-PC127,824$2.2M0.50%
28CATERPILLAR INC COMCAT9,600$2.2M0.49%
29CHEVRON CORP NEW COMCVX12,608$2.1M0.46%
30BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A6,604$2.0M0.46%
31EQUIFAX INC COMEFX9,631$2.0M0.44%
32AT&T INC COMT-PC96,370$1.9M0.42%
33HOME DEPOT INC COMHD6,041$1.8M0.40%
34NVIDIA CORPORATION COMNVDA6,415$1.8M0.40%
35WASTE MGMT INC DEL COM94106L10910,815$1.8M0.40%
36SHOPIFY INC CL ASHOP35,710$1.7M0.38%
37WALMART INC COMWMT11,218$1.7M0.37%
38VERIZON COMMUNICATIONS INC COMVZ41,680$1.6M0.36%
39ALPHABET INC CAP STK CL AGOOG15,412$1.6M0.36%
40DUCKHORN PORTFOLIO INC COM26414D10699,555$1.6M0.35%
41DEVON ENERGY CORP NEW COM25179M10329,939$1.5M0.34%
42ENTERPRISE PRODS PARTNERS L P COM29379210756,948$1.5M0.33%
43FEDEX CORP COMFDX6,312$1.4M0.32%
44SOUTHERN CO COMSOMN20,691$1.4M0.32%
45GENERAL MLS INC COM37033410416,441$1.4M0.31%
46PEOPLES BANCORP INC COMPEBO53,830$1.4M0.31%
47THERMO FISHER SCIENTIFIC INC COMTMO2,364$1.4M0.31%
48PATRIA INVESTMENTS LIMITED COM CL APAX88,800$1.3M0.29%
49WEYERHAEUSER CO MTN BE COM NEWWY43,214$1.3M0.29%
50NEXTERA ENERGY INC COMNEE-PW16,209$1.2M0.28%
51CITIGROUP INC COM NEWC-PR24,828$1.2M0.26%
52WP CAREY INC COM92936U10915,031$1.2M0.26%
53AMGEN INC COMAMGN4,814$1.2M0.26%
54CISCO SYS INC COMCSCO22,237$1.2M0.26%
55LOCKHEED MARTIN CORP COMLMT2,325$1.1M0.25%
56AFLAC INC COMAFL17,006$1.1M0.25%
57RAYTHEON TECHNOLOGIES CORP COMRTX10,952$1.1M0.24%
58ONEOK INC NEW COMOKE16,820$1.1M0.24%
59NEWMONT CORP COMNEMCL21,800$1.1M0.24%
60FREEPORT-MCMORAN INC CL BFCX25,602$1.0M0.23%
61BLACKROCK INC COMBLK1,563$1.0M0.23%
62UNILEVER PLC SPON ADR NEWUNLYF20,012$1.0M0.23%
63CITIZENS FINL GROUP INC COMCIA34,000$1.0M0.23%
64PEPSICO INC COMPEP5,613$1.0M0.23%
65COMCAST CORP NEW CL ACCZ26,334$998,3230.22%
66BROADCOM INC COMAVGO1,550$994,3870.22%
67COCA COLA CO COMKO15,975$990,9290.22%
68CSX CORP COMCSX32,230$964,9660.22%
69ENBRIDGE INC COMENNPF25,268$963,9740.22%
70INTEL CORP COMINTC29,389$960,1250.22%
71FIRST SOLAR INC COMFSLR4,403$957,6530.21%
72PIONEER NAT RES CO COM7237871074,448$908,4600.20%
73PROCTER AND GAMBLE CO COM7427181095,765$857,2000.19%
74CARMAX INC COMKMX12,789$822,0770.18%
75CORNING INC COMGLW22,746$802,4700.18%
76QUALCOMM INC COMQCOM6,111$779,6410.17%
77AMN HEALTHCARE SVCS INC COM0017441019,329$773,9340.17%
78MEDTRONIC PLC SHSMDT9,535$768,7120.17%
79KEYCORP COM49326710861,200$766,2240.17%
80CHART INDUSTRIES16115Q3086,079$762,3070.17%
81NORTHROP GRUMMAN CORP COMNOC1,616$746,1400.17%
82DOW INC COMDOW13,278$727,9000.16%
83BP PLC SPONSORED ADRBPPFF18,869$715,8900.16%
84AMERICAN EXPRESS CO COMAXP4,320$712,5840.16%
85DUPONT DE NEMOURS INC COMDD9,657$693,0830.16%
86WEST PHARMACEUTICAL SVSC INC COM9553061052,000$692,9400.16%
87THE BEAUTY HEALTH COMPANY COM CL A88331L10854,100$683,2830.15%
88PHILIP MORRIS INTL INC COM7181721097,000$680,7500.15%
89MODERNA INC COMMRNA4,400$675,7520.15%
90GILEAD SCIENCES INC COMGILD8,098$671,8910.15%
91MCDONALDS CORP COMMCD2,388$667,8070.15%
92ENCOMPASS HEALTH CORP COMEHC12,330$667,0530.15%
93BUILDERS FIRSTSOURCE INC COMBLDR7,199$639,1270.14%
94SIMON PPTY GROUP INC NEW COM8288061095,700$638,2290.14%
95GENERAL ELECTRIC CO COM NEW3696043016,641$634,8700.14%
96FIDELITY NATL INFORMATION SVCS COM31620M10611,632$631,9670.14%
97CROWDSTRIKE HLDGS INC CL ACRWD4,500$617,6700.14%
98PALO ALTO NETWORKS INC COMPANW3,090$617,1970.14%
99ENERGY TRANSFER L P COM UT LTD PTNET-PI49,348$615,3700.14%
100META PLATFORMS INC CL AMETA2,893$613,1420.14%
101CONOCOPHILLIPS COMCOP6,166$611,7290.14%
102ALBEMARLE CORP COMALB-PA2,759$609,8490.14%
103IRON MTN INC DEL COM46284V10111,483$607,5660.14%
104APOLLO GLOBAL MGMT INC COM03769M1069,557$603,6200.14%
105PNC FINL SVCS GROUP INC COM6934751054,727$600,8550.13%
106L3HARRIS TECHNOLOGIES INC COMLHX3,027$594,0180.13%
107ILLINOIS TOOL WKS INC COM4523081092,400$584,2800.13%
108GENERAL MTRS CO COM37045V10015,064$552,5480.12%
109SYSCO CORP COMSYY7,075$546,4020.12%
110THE CIGNA GROUP COM1255231002,131$544,5340.12%
111DUKE ENERGY CORP NEW COM NEWDUKB5,591$539,3600.12%
112DIGI INTL INC COM25379810215,888$535,1080.12%
113PARAMOUNT GLOBAL CLASS B COM92556H20623,934$533,9680.12%
114FIRST HORIZON CORPORATION COMFHN-PH30,000$533,4000.12%
115SEI INVTS CO COM7841171039,000$517,9500.12%
116CLEVELAND-CLIFFS INC NEW COMCLF28,130$515,6230.12%
117SMUCKER J M CO COM NEW8326964053,251$511,6100.11%
118JACKSON FINANCIAL INC COM CL AJXN-PA13,536$506,3950.11%
1193M CO COMMMM4,668$490,6520.11%
120KODIAK SCIENCES INC COMKOD79,000$489,8000.11%
121ORACLE CORP COMORCL-PD5,242$487,0870.11%
122OCCIDENTAL PETE CORP COM6745991057,800$486,9540.11%
123SCOTTS MIRACLE-GRO CO CL ASMG6,781$472,9180.11%
124BLACKSTONE MTG TR INC COM CL ABX26,136$466,5280.10%
125EXACT SCIENCES CORP COM30063P1056,808$461,6500.10%
126BECTON DICKINSON & CO COMBDX1,857$459,6530.10%
127WYNN RESORTS LTD COMWYNN4,100$458,8310.10%
128APPLIED MATLS INC COM0382221053,700$454,4710.10%
129COSTCO WHSL CORP NEW COM22160K105900$447,1830.10%
130MONDELEZ INTL INC CL A6092071056,056$422,2240.09%
131ZOETIS INC CL AZTS2,527$420,5940.09%
132PARSONS CORP DEL COMPSN9,000$402,6600.09%
133EVEREST RE GROUP LTD COMEG1,100$393,8220.09%
134ALTRIA GROUP INC COMMO8,787$392,0780.09%
135GXO LOGISTICS INCGXO7,740$390,5600.09%
136UNITEDHEALTH GROUP INC COMUNH826$390,3590.09%
137DTE ENERGY CO COMDTK3,500$383,3900.09%
138FORD MTR CO DEL COM34537086029,537$372,1660.08%
139NUCOR CORP COMNUE2,400$370,7280.08%
140NEW YORK CMNTY BANCORP INC COM64944510340,957$370,2510.08%
141TE CONNECTIVITY LTD SHSTEL2,800$367,2200.08%
142RPM INTL INC COM7496851034,200$366,4080.08%
143LINDE PLC SHSLIN1,029$365,7480.08%
144PAYPAL HLDGS INC COMPYPL4,796$364,1700.08%
145STRATASYS LTD SHSSSYS22,000$363,6600.08%
146BLACKSTONE SECD LENDING FD COMMON STOCKBX14,309$356,7230.08%
147MOTOROLA SOLUTIONS INC COM NEWMSI1,240$354,8010.08%
148EOG RES INC COMEOG3,085$353,6340.08%
149GENERAL DYNAMICS CORP COMGD1,546$352,8130.08%
150AGNICO EAGLE MINES LTD COMAEM6,882$350,7760.08%
151VALERO ENERGY CORP COMVLO2,500$349,0000.08%
152WARNER BROS DISCOVERY INC COM SER AWBD22,662$342,1930.08%
153EASTMAN CHEM CO COMEMN4,000$337,3600.08%
154GREIF INC CL BGEF-B4,389$335,8460.08%
155UNITED PARCEL SERVICE INC CL BUPS1,705$330,7530.07%
156MARRIOTT INTL INC NEW CL A5719032021,960$325,4380.07%
157CASI PHARMACEUTICALS INC COMCASIF139,315$323,2110.07%
158VANGUARD TOTAL STOCK MARKET ETF9229087691,511$308,3950.07%
159TPI COMPOSITES INC COMTPICQ23,553$307,3670.07%
160SCHLUMBERGER LTD COM STKSLB6,200$304,4200.07%
161INVESCO QQQ TRUSTIVZ941$301,9950.07%
162MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801065,500$298,4300.07%
163ENERGY SELECT SECTOR SPDR FUND81369Y5063,590$297,3600.07%
164SPDR S&P BIOTECH ETF78464A8703,900$297,2190.07%
165CF INDS HLDGS INC COM1252691004,087$296,2670.07%
166ROCKWELL AUTOMATION INC COMROK1,000$293,4500.07%
167AMERICAN WTR WKS CO INC NEW COM0304201032,000$292,9800.07%
168CALIFORNIA WTR SVC GROUP COM1307881025,000$291,0000.07%
169HP INC COMHPQ9,800$287,6300.06%
170UNIVERSAL ELECTRS INC COM91348310328,317$287,1340.06%
171VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208056,000$286,9200.06%
172ISHARES TIPS BOND ETF4642871762,567$283,0120.06%
173PRUDENTIAL FINL INC COMPUKPF3,400$281,3160.06%
174STARBUCKS CORP COMSBUX2,666$277,6110.06%
175OLIN CORP COM PAR $1OLN5,000$277,5000.06%
176WILLIAMS COS INC COM9694571009,274$276,9360.06%
177TRINITY INDS INC COM89652210911,300$275,2680.06%
178GENERAC HLDGS INC COMGNRC2,534$273,6970.06%
179EMERSON ELEC CO COMEMR3,111$271,0930.06%
180AES CORP COMAES11,186$269,3590.06%
181B & G FOODS INC NEW COMBGS17,300$268,6690.06%
182STERIS PLC SHS USDSTE1,400$267,7920.06%
183CHENIERE ENERGY INC COM NEWLNG1,694$266,9740.06%
184METLIFE INC COMMET-PF4,545$263,3370.06%
185TRAVELERS COMPANIES INC COMTRV1,524$261,2290.06%
186LI-CYCLE HOLDINGS CORP COMMON SHARES50202P10546,384$261,1420.06%
187SPDR S&P 500 ETF TRUSTSPY623$255,0500.06%
188ACCENTURE PLC IRELAND SHS CLASS AACN871$248,9410.06%
189KRAFT HEINZ CO COMKHC6,322$244,4720.05%
190REAVES UTIL INCOME FD COM SH BEN INT7561581018,539$242,3370.05%
191CONAGRA BRANDS INC COMCAG6,300$236,6280.05%
192CORTEVA INC COMCTVA3,895$234,9070.05%
193LAMB WESTON HLDGS INC COMLW2,223$232,3480.05%
194WALGREENS BOOTS ALLIANCE INC COM9314271086,700$231,6860.05%
195FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF6,590$230,1890.05%
196SENSIENT TECHNOLOGIES CORP COMSXT3,000$229,6800.05%
197ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF3,417$228,0160.05%
198SEMPRA COMSREA1,500$226,7400.05%
199INVESCO WATER RESOURCES ETFIVZ4,210$224,6040.05%
200TEXAS INSTRS INC COM8825081041,200$223,2120.05%
201CLOROX CO DEL COMCLX1,400$221,5360.05%
202ARCOSA INC COMACA3,493$220,4430.05%
203M & T BK CORP COM55261F1041,841$220,1280.05%
204TRANSOCEAN LTD REG SHSRIG33,446$212,7170.05%
205TJX COS INC NEW COM8725401092,700$211,5720.05%
206HERSHEY CO COMHSY800$203,5280.05%
207GOLDMAN SACHS BDC INC SHSGSBD14,780$201,7470.05%
208LOWES COS INC COM5486611071,000$199,9700.04%
209NAVIGATOR HLDGS LTD SHSNVGS13,871$194,1940.04%
210ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,867$190,7700.04%
211CHIPOTLE MEXICAN GRILL INC COMCMG110$187,9120.04%
212PHILLIPS 66 COMPSX1,832$185,7280.04%
213COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPCOCSF2,300$185,0810.04%
214INTERNATIONAL PAPER CO COM4601461035,098$183,8340.04%
215CONSOLIDATED EDISON INC COMED1,892$181,0080.04%
216DELTA AIR LINES INC DEL COM NEWDAL5,145$179,6630.04%
217GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC2,182$178,9890.04%
218DIAMONDBACK ENERGY INC COMFANG1,239$167,5370.04%
219DEERE & CO COMDE400$165,1520.04%
220BAXTER INTL INC COM0718131094,000$162,2400.04%
221OTIS WORLDWIDE CORP COMOTIS1,914$161,5420.04%
222KKR & CO INC COMKKRT3,000$157,5600.04%
223GSK PLC SPONSORED ADRGLAXF4,325$153,8840.03%
224CARRIER GLOBAL CORPORATION COMCARR3,285$150,2890.03%
225TRUIST FINL CORP COM89832Q1094,405$150,2110.03%
226INVESCO PREFERRED ETFIVZ12,444$142,8570.03%
227HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,100$142,4060.03%
228CONSTELLATION BRANDS INC CL ASTZ621$140,2780.03%
229GRAINGER W W INC COM384802104200$137,7620.03%
230SALESFORCE INC COMCRM686$137,0490.03%
231NORTH EUROPEAN OIL RTY TR SH BEN INT65931010610,800$135,4320.03%
232CROWN CASTLE INC COMCCI1,000$133,8400.03%
233SHELL PLC SPON ADSRYDAF2,274$130,8460.03%
234UNIFI INC COM NEWUFI15,917$130,0420.03%
235YUM BRANDS INC COMYUM950$125,4760.03%
236BANK NEW YORK MELLON CORP COM0640581002,698$122,5970.03%
237ALERIAN MLP ETF00162Q4523,120$120,5880.03%
238ARMADA HOFFLER PPTYS INC COM04208T10810,000$118,1000.03%
239ZEBRA TECHNOLOGIES CORPORATION CL AZBRA360$114,4800.03%
240UNITED BANKSHARES INC WEST VA COMUNTCW3,173$111,6900.03%
241SPDR GOLD SHARESGLD606$111,0310.02%
242INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,089$110,1660.02%
243LOEWS CORP COML1,890$109,6580.02%
244MANNKIND CORP COM NEWMNKD26,040$106,7640.02%
245SPDR S&P METALS & MINING ETF78464A7552,000$106,3200.02%
246ABB LTD SPONSORED ADRABLZF3,090$105,9870.02%
247CARLYLE GROUP INC COMCGABL3,388$105,2160.02%
248INVESCO S&P 500 EQUAL WEIGHT ETFIVZ724$104,6810.02%
249AMERICAN ELEC PWR CO INC COM0255371011,150$104,6390.02%
250EATON CORP PLC SHSETN600$102,8040.02%
251ROCKET LAB USA INC COMRKLB25,314$102,2690.02%
252GEO GROUP INC NEW COMGEO12,500$98,6250.02%
253ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G2011,965$93,9660.02%
254IDACORP INC COMIDA850$92,0810.02%
255LINCOLN ELEC HLDGS INC COM533900106500$84,5500.02%
256LUMEN TECHNOLOGIES INC COMLUMN31,651$83,8750.02%
257NOVO-NORDISK A S ADRNONOF500$79,5700.02%
258UNITED RENTALS INC COMURI196$77,5690.02%
259STEREOTAXIS INC COM NEWSTXS37,393$76,2820.02%
260COLGATE PALMOLIVE CO COMCL1,000$75,1500.02%
261KAYNE ANDERSON ENERGY INFRSTR COM4866061068,625$74,5200.02%
262TESLA INC COMTSLA353$73,2330.02%
263ESSENTIAL UTILS INC COM29670G1021,666$72,7210.02%
264ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396522$72,5790.02%
265SURO CAPITAL CORP COM NEWSSSSL18,629$67,4370.02%
266TARGET CORP COMTGT400$66,2520.01%
267BANK AMERICA CORP COM0605051042,298$65,7230.01%
268ADOBE SYSTEMS INCORPORATED COMADBE165$63,5860.01%
269VANGUARD S&P 500 ETF922908363146$54,9060.01%
270EDWARDS LIFESCIENCES CORP COMEW658$54,4360.01%
271MASTERCARD INCORPORATED CL AMA140$50,8770.01%
272VANECK GOLD MINERS ETF92189F1061,500$48,5250.01%
273CURTISS WRIGHT CORP COMCW256$45,1230.01%
274EATON VANCE TAX MNGED BUY WRIT COMETN3,200$41,7600.01%
275BIOGEN INC COMBIIB150$41,7050.01%
276COMPASS DIVERSIFIED SH BEN INTCODI-PC1,875$35,7750.01%
277STEEL DYNAMICS INC COMSTLD300$33,9180.01%
278REPUBLIC FIRST BANCORP INC COM76041610724,000$32,6400.01%
279AQUA METALS INC COMAQMS31,900$31,9000.01%
280GABELLI EQUITY TR INC COMGAB-PK5,428$31,1570.01%
281AUTOMATIC DATA PROCESSING INC COMADP139$30,9460.01%
282ISHARES SEMICONDUCTOR ETF46428752365$28,9040.01%
283GRANITE CONSTR INC COMGVA650$26,7020.01%
284ACTIVISION BLIZZARD INC COM00507V109251$21,4830.00%
285FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846500$21,3750.00%
286CONSTELLATION ENERGY CORP COMCEG265$20,8030.00%
287PRECIGEN INC COMPGEN17,000$18,0200.00%
288MORGAN STANLEY COM NEWMS-PQ200$17,5600.00%
289MCKESSON CORP COMMCK35$12,4620.00%
290QUANTA SVCS INC COM74762E10265$10,8320.00%
291INSEEGO CORP COMINSG14,865$8,6570.00%
292STRYKER CORPORATION COMSYK25$7,1370.00%
293ROSS STORES INC COMROST54$5,7310.00%
294ADVANCED MICRO DEVICES INC COMAMD57$5,5870.00%
295COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85296$5,5650.00%
296ISHARES SILVER TRUSTSLV100$2,2120.00%
297PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V408180$1,8770.00%
298MULLEN AUTOMOTIVE INC COM62526P2081,000$1310.00%