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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 2024 · Filed August 7, 2024 · Accession 0001506073-24-000004

Total Value
$307.0M
Positions
304
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (304)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT68,625$30.7M9.99%
2APPLE INC COMAAPL111,335$23.4M7.64%
3ELI LILLY & CO COMLLY13,536$12.3M3.99%
4JPMORGAN CHASE & CO. COMVYLD48,348$9.8M3.19%
5NVIDIA CORPORATION COMNVDA65,510$8.1M2.64%
6EXXON MOBIL CORP COMXOM62,998$7.3M2.36%
7FLOWERS FOODS INC COMFLO323,468$7.2M2.34%
8ALPHABET INC CAP STK CL CGOOG34,000$6.2M2.03%
9AMAZON COM INC COMAMZN27,830$5.4M1.75%
10ABBVIE INC COMABBV29,604$5.1M1.65%
11INTERNATIONAL BUSINESS MACHS COMINTR25,658$4.4M1.45%
12HONEYWELL INTL INC COM43851610620,664$4.4M1.44%
13BLACKSTONE INC COMBX32,951$4.1M1.33%
14UNION PAC CORP COMUNP17,488$4.0M1.29%
15VISA INC COM CL AV14,346$3.8M1.23%
16ILLUMINA INC COMILMN32,772$3.4M1.11%
17MERCK & CO INC COMMRK26,516$3.3M1.07%
18CATERPILLAR INC COMCAT9,608$3.2M1.04%
19DISNEY WALT CO COM25468710631,696$3.1M1.03%
20S&P GLOBAL INC COMSPGI7,000$3.1M1.02%
21ALPHABET INC CAP STK CL AGOOG16,349$3.0M0.97%
22ABBOTT LABS COMABLZF27,118$2.8M0.92%
23BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A6,799$2.8M0.90%
24BROADCOM INC COMAVGO1,521$2.4M0.80%
25JOHNSON & JOHNSON COMJNJ15,845$2.3M0.75%
26WALMART INC COMWMT32,866$2.2M0.72%
27PFIZER INC COMPFE77,794$2.2M0.71%
28KINDER MORGAN INC DEL COMEP-PC107,989$2.1M0.70%
29WASTE MGMT INC DEL COM94106L1099,219$2.0M0.64%
30CHEVRON CORP NEW COMCVX12,541$2.0M0.64%
31CHART INDUSTRIES16115Q30813,336$1.9M0.63%
32HOME DEPOT INC COMHD5,583$1.9M0.63%
33CITIGROUP INC COM NEWC-PR28,271$1.8M0.58%
34CVS HEALTH CORP COMCVS30,348$1.8M0.58%
35SPDR S&P 500 ETF TRUSTSPY3,234$1.8M0.57%
36APOLLO GLOBAL MGMT INC COM03769M10614,834$1.8M0.57%
37INVESCO QQQ TRUST SERIES IIVZ3,634$1.7M0.57%
38PALO ALTO NETWORKS INC COMPANW5,075$1.7M0.56%
39AT&T INC COMT-PC86,143$1.6M0.54%
40EQUIFAX INC COMEFX6,729$1.6M0.53%
41SHOPIFY INC CL ASHOP24,693$1.6M0.53%
42THERMO FISHER SCIENTIFIC INC COMTMO2,867$1.6M0.52%
43BOEING CO COMBA-PA8,703$1.6M0.52%
44AMGEN INC COMAMGN5,014$1.6M0.51%
45VERIZON COMMUNICATIONS INC COMVZ37,157$1.5M0.50%
46BRISTOL-MYERS SQUIBB CO COMCELG-RI35,979$1.5M0.49%
47ONEOK INC NEW COMOKE18,320$1.5M0.49%
48CISCO SYS INC COMCSCO29,787$1.4M0.46%
49RTX CORPORATION COMRTX13,952$1.4M0.46%
50CORNING INC COMGLW34,620$1.3M0.44%
51SOUTHERN CO COMSOMN17,334$1.3M0.44%
52DEVON ENERGY CORP NEW COM25179M10328,133$1.3M0.43%
53NEWMONT CORP COMNEMCL31,200$1.3M0.43%
54GE AEROSPACE COM NEW3696043018,115$1.3M0.42%
55ENTERPRISE PRODS PARTNERS L P COM29379210744,170$1.3M0.42%
56MCKESSON CORP COMMCK2,170$1.3M0.41%
57LINDE PLC SHSLIN2,845$1.2M0.41%
58CITIZENS FINL GROUP INC COMCIA34,000$1.2M0.40%
59AFLAC INC COMAFL13,629$1.2M0.40%
60WEYERHAEUSER CO MTN BE COM NEWWY40,030$1.1M0.37%
61QUALCOMM INC COMQCOM5,700$1.1M0.37%
62MEDTRONIC PLC SHSMDT14,200$1.1M0.36%
63FLUOR CORP NEW COMFLR25,000$1.1M0.35%
64COCA COLA CO COMKO17,075$1.1M0.35%
65META PLATFORMS INC CL AMETA2,108$1.1M0.35%
66ENCOMPASS HEALTH CORP COMEHC12,330$1.1M0.34%
67LOCKHEED MARTIN CORP COMLMT2,260$1.1M0.34%
68BLACKROCK INC COMBLK1,327$1.0M0.34%
69PROCTER AND GAMBLE CO COM7427181096,318$1.0M0.34%
70FREEPORT-MCMORAN INC CL BFCX20,937$1.0M0.33%
71FIRST SOLAR INC COMFSLR4,480$1.0M0.33%
72CSX CORP COMCSX30,000$1.0M0.33%
73PRUDENTIAL FINL INC COMPUKPF8,519$998,3420.33%
74BUILDERS FIRSTSOURCE INC COMBLDR7,210$997,9360.33%
75GENERAL MLS INC COM37033410415,730$995,0600.32%
76NEXTERA ENERGY INC COMNEE-PW13,964$988,7910.32%
77AMERICAN EXPRESS CO COMAXP4,220$977,1410.32%
78PEPSICO INC COMPEP5,915$975,5610.32%
79GENERAC HLDGS INC COMGNRC7,224$955,1570.31%
80IRON MTN INC DEL COM46284V10110,643$953,8260.31%
81CARMAX INC COMKMX12,836$941,3920.31%
82COMCAST CORP NEW CL ACCZ23,965$938,4690.31%
83COSTCO WHSL CORP NEW COM22160K1051,100$934,9890.30%
84JACKSON FINANCIAL INC COM CL AJXN-PA12,384$919,6360.30%
85ALBEMARLE CORP COMALB-PA9,483$905,8160.30%
86SUPER MICRO COMPUTER INC COMSMCI1,075$880,8010.29%
87KEYCORP COM49326710861,200$869,6520.28%
88SIMON PPTY GROUP INC NEW COM8288061095,700$865,2600.28%
893M CO COMMMM7,965$813,9920.27%
90ENBRIDGE INC COMENNPF22,642$805,8290.26%
91MODERNA INC COMMRNA6,776$804,6500.26%
92ENERGY TRANSFER L P COM UT LTD PTNET-PI49,527$803,3280.26%
93BLACKSTONE SECD LENDING FD COMMON STOCKBX26,214$802,6730.26%
94FIDELITY NATL INFORMATION SVCS COM31620M10610,500$791,2800.26%
95PNC FINL SVCS GROUP INC COM6934751055,027$781,5850.25%
96AES CORP COMAES42,586$748,2360.24%
97ON HLDG AG NAMEN AKT AH5919C10419,000$737,2000.24%
98CONOCOPHILLIPS COMCOP6,213$710,6430.23%
99PHILIP MORRIS INTL INC COM7181721097,000$709,3100.23%
100DOW INC COMDOW12,831$680,6850.22%
101CROWDSTRIKE HLDGS INC CL ACRWD1,755$672,4980.22%
102NORTHROP GRUMMAN CORP COMNOC1,530$667,0040.22%
103WEST PHARMACEUTICAL SVSC INC COM9553061052,000$658,7800.21%
104EATON CORP PLC SHSETN2,050$642,8240.21%
105TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,831$640,4570.21%
106BP PLC SPONSORED ADRBPPFF17,619$636,0460.21%
107APPLIED MATLS INC COM0382221052,600$613,5740.20%
108DUPONT DE NEMOURS INC COMDD7,305$587,9790.19%
109SEI INVTS CO COM7841171039,000$582,2100.19%
110MCDONALDS CORP COMMCD2,266$577,5810.19%
111SPDR GOLD SHARESGLD2,656$571,0670.19%
112ILLINOIS TOOL WKS INC COM4523081092,400$568,7040.19%
113UNITED PARCEL SERVICE INC CL BUPS4,125$564,5060.18%
114DUKE ENERGY CORP NEW COM NEWDUKB5,625$563,7800.18%
115RPM INTL INC COM7496851035,000$538,4000.18%
116ORACLE CORP COMORCL-PD3,812$538,2540.18%
117EMERSON ELEC CO COMEMR4,798$528,5480.17%
118INTEL CORP COMINTC16,962$525,3230.17%
119SALESFORCE INC COMCRM1,919$493,3750.16%
120OCCIDENTAL PETE CORP COM6745991057,800$491,6340.16%
121MOTOROLA SOLUTIONS INC COM NEWMSI1,253$483,7210.16%
122WILLIAMS COS INC COM96945710011,274$479,1660.16%
123ADOBE INC COMADBE860$477,7640.16%
124BAXTER INTL INC COM07181310914,268$477,2720.16%
125FIRST HORIZON CORPORATION COMFHN-PH30,000$473,1000.15%
126WP CAREY INC COM92936U1098,156$448,9880.15%
127ENERGY SELECT SECTOR SPDR FUND81369Y5064,900$446,6350.15%
128COHERENT CORP COMCOHR6,000$434,7600.14%
129BECTON DICKINSON & CO COMBDX1,857$433,9720.14%
130GILEAD SCIENCES INC COMGILD6,269$430,1160.14%
131THE CIGNA GROUP COM1255231001,286$425,1130.14%
132TE CONNECTIVITY LTD SHSTEL2,800$421,2040.14%
133COLGATE PALMOLIVE CO COMCL4,333$420,4740.14%
134EVEREST GROUP LTD COMEG1,100$419,1220.14%
135EASTMAN CHEM CO COMEMN4,250$416,3730.14%
136CUMMINS INC COMCMI1,466$405,9790.13%
137DIAMONDBACK ENERGY INC COMFANG2,005$401,3100.13%
138ALTRIA GROUP INC COMMO8,807$401,1620.13%
139LOEWS CORP COML5,290$395,3750.13%
140VALERO ENERGY CORP COMVLO2,500$391,9000.13%
141PATRIA INVESTMENTS LIMITED COM CL APAX32,400$390,7440.13%
142DTE ENERGY CO COMDTK3,500$388,5350.13%
143VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208058,000$388,3200.13%
144EOG RES INC COMEOG3,085$388,3090.13%
145MASTERCARD INCORPORATED CL AMA867$382,4860.12%
146NEWS CORP NEW CL ANWSLL13,800$380,4660.12%
147ISHARES TIPS BOND ETF4642871763,454$368,8180.12%
148TRIMBLE INC COMTRMB6,500$363,4800.12%
149CHIPOTLE MEXICAN GRILL INC COMCMG5,800$363,3700.12%
150SPDR S&P BIOTECH ETF78464A8703,900$361,5690.12%
151GENERAL DYNAMICS CORP COMGD1,219$353,6810.12%
152PERSONALIS INC COMPSNL292,489$342,2120.11%
153SCOTTS MIRACLE-GRO CO CL ASMG5,196$338,0520.11%
154ROCKET LAB USA INC COMRKLB69,142$331,8820.11%
155SNOWFLAKE INC CL ASNOW2,400$324,2160.11%
156FLUTTER ENTMT PLC SHSG3643J1081,767$322,2300.10%
157HP INC COMHPQ9,200$322,1840.10%
158FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF6,420$317,2760.10%
159KKR & CO INC COMKKRT3,000$315,7200.10%
160HERSHEY CO COMHSY1,700$312,5110.10%
161TRAVELERS COMPANIES INC COMTRV1,518$308,6700.10%
162GOLDMAN SACHS BDC INC SHSGSBD20,465$307,5890.10%
163METLIFE INC COMMET-PF4,345$304,9760.10%
164GE VERNOVA INC COMGEV1,778$304,9450.10%
165INVESCO WATER RESOURCES ETFIVZ4,605$298,9110.10%
166STERIS PLC SHS USDSTE1,350$296,3790.10%
167FORD MTR CO DEL COM34537086023,491$294,5770.10%
168SYSCO CORP COMSYY4,082$291,4140.09%
169TOAST INC CL ATOST11,200$288,6240.09%
170BANK NEW YORK MELLON CORP COM0640581004,740$283,8790.09%
171L3HARRIS TECHNOLOGIES INC COMLHX1,254$281,6230.09%
172MONDELEZ INTL INC CL A6092071054,302$281,5230.09%
173TRINITY INDS INC COM8965221099,400$281,2480.09%
174UNILEVER PLC SPON ADR NEWUNLYF5,012$275,6100.09%
175ROCKWELL AUTOMATION INC COMROK1,000$275,2800.09%
176GREIF INC CL BGEF-B4,389$274,2690.09%
177SIMPSON MFG INC COM8290731051,607$270,8280.09%
178SCHLUMBERGER LTD COM STKSLB5,600$264,2080.09%
179M & T BK CORP COM55261F1041,723$260,7930.08%
180LOWES COS INC COM5486611071,175$259,0410.08%
181PHILLIPS 66 COMPSX1,832$258,6230.08%
182AMERICAN WTR WKS CO INC NEW COM0304201032,000$258,3200.08%
183PINTEREST INC CL APINS5,858$258,1620.08%
184WYNN RESORTS LTD COMWYNN2,800$250,6000.08%
185HUBSPOT INC COMHUBS422$248,8910.08%
186CALIFORNIA WTR SVC GROUP COM1307881025,000$242,4500.08%
187NAVIGATOR HLDGS LTD SHSNVGS13,825$241,3850.08%
188ARCOSA INC COMACA2,860$238,5530.08%
189NUCOR CORP COMNUE1,500$237,1200.08%
190CASI PHARMACEUTICALS INC COMCASIF43,091$237,0010.08%
191ROPER TECHNOLOGIES INC COMROP420$236,9780.08%
192OLIN CORP COM PAR $1OLN5,000$235,7500.08%
193TEXAS INSTRS INC COM8825081041,200$233,4360.08%
194TEXAS PACIFIC LAND CORPORATION COMTPL315$231,2950.08%
195SEMPRA COMSREA3,000$228,1800.07%
196PARAMOUNT GLOBAL CLASS B COM92556H20621,753$226,0140.07%
197CF INDS HLDGS INC COM1252691003,023$224,0650.07%
198SENSIENT TECHNOLOGIES CORP COMSXT3,000$222,5700.07%
199ISHARES BIOTECHNOLOGY ETF4642875561,600$219,6160.07%
200FLUENCE ENERGY INC COM CL AFLNC12,500$216,7500.07%
201MARKEL GROUP INC COMMKL136$214,2900.07%
202NOVO-NORDISK A S ADRNONOF1,500$214,1100.07%
203KROGER CO COMKR4,222$210,8040.07%
204FEDEX CORP COMFDX700$209,8880.07%
205CORTEVA INC COMCTVA3,880$209,2870.07%
206NAPCO SEC TECHNOLOGIES INC COM6304021054,000$207,8000.07%
207SYNOPSYS INC COMSNPS343$204,1060.07%
208OTIS WORLDWIDE CORP COMOTIS2,116$203,6860.07%
209KRAFT HEINZ CO COMKHC6,311$203,3400.07%
210VANGUARD TOTAL STOCK MARKET ETF922908769730$195,2820.06%
211CLOROX CO DEL COMCLX1,400$191,0580.06%
212KODIAK GAS SVCS INC COM50012A1087,000$190,8200.06%
213CONSOLIDATED EDISON INC COMED2,132$190,6430.06%
214NEW FORTRESS ENERGY INC COM CL ANFE8,566$188,2810.06%
215CLEARWATER ANALYTICS HLDGS INC CL ACWAN10,000$185,2000.06%
216GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC2,336$182,0210.06%
217CLEVELAND-CLIFFS INC NEW COMCLF11,790$181,4480.06%
218TRANSOCEAN LTD REGISTERED SHSRIG33,323$178,2780.06%
219ZOETIS INC CL AZTS1,027$178,0410.06%
220GENERAL MTRS CO COM37045V1003,800$176,5480.06%
221PAYPAL HLDGS INC COMPYPL3,032$175,9470.06%
222GXO LOGISTICS INCGXO3,470$175,2350.06%
223STARBUCKS CORP COMSBUX2,222$172,9830.06%
224PALANTIR TECHNOLOGIES INC CL APLTR6,789$171,9650.06%
225SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109432$168,9680.06%
226SPDR S&P METALS & MINING ETF78464A7552,700$160,1910.05%
227TESLA INC COMTSLA800$158,3040.05%
228TRUIST FINL CORP COM89832Q1094,000$155,4000.05%
229ACCENTURE PLC IRELAND SHS CLASS AACN512$155,3460.05%
230CONAGRA BRANDS INC COMCAG5,300$150,6260.05%
231SHELL PLC SPON ADSRYDAF2,074$149,7010.05%
232ALERIAN MLP ETF00162Q4523,120$149,6980.05%
233MARRIOTT INTL INC NEW CL A571903202619$149,6560.05%
234CROWN CASTLE INC COMCCI1,500$146,5500.05%
235INVESCO PREFERRED ETFIVZ12,444$143,7280.05%
236DELTA AIR LINES INC DEL COM NEWDAL3,020$143,2690.05%
237JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3322,500$141,7000.05%
238ISHARES PREFERRED & INCOME SECURITIES ETF4642886874,290$135,3500.04%
239WARNER BROS DISCOVERY INC COM SER AWBD18,050$134,2920.04%
240INTERNATIONAL PAPER CO COM4601461033,088$133,2320.04%
241HEALTH CARE SELECT SECTOR SPDR FUND81369Y209900$131,1750.04%
242CARRIER GLOBAL CORPORATION COMCARR2,000$126,1600.04%
243SURO CAPITAL CORP COM NEWSSSSL30,290$121,4630.04%
244UNITEDHEALTH GROUP INC COMUNH238$121,2040.04%
245MANNKIND CORP COM NEWMNKD23,040$120,2690.04%
246B & G FOODS INC NEW COMBGS14,758$119,2490.04%
247INTUIT COMINTU181$118,9550.04%
248ARMADA HOFFLER PPTYS INC COM04208T10810,000$110,9000.04%
249NEW YORK CMNTY BANCORP INC COM NEWFLG-PU33,740$108,6430.04%
250EDWARDS LIFESCIENCES CORP COMEW1,150$106,2260.03%
251ISHARES CORE U.S. AGGREGATE BOND ETF464287226978$94,9340.03%
252DEERE & CO COMDE252$94,1550.03%
253GSK PLC SPONSORED ADRGLAXF2,379$91,5920.03%
254TPI COMPOSITES INC COMTPICQ22,366$89,2400.03%
255KAYNE ANDERSON ENERGY INFRSTR COM4866061068,625$89,0960.03%
256ADVANCED MICRO DEVICES INC COMAMD526$85,3220.03%
257INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704693$84,4430.03%
258CHENIERE ENERGY INC COM NEWLNG481$84,0930.03%
259INVESCO S&P 500 EQUAL WEIGHT ETFIVZ504$82,8020.03%
260PUBLIC SVC ENTERPRISE GRP INC COM7445731061,100$81,0700.03%
261BLACKSTONE MTG TR INC COM CL ABX4,555$79,3480.03%
262ISHARES SEMICONDUCTOR ETF464287523309$76,2090.02%
263HESS CORP COMHESM500$73,7600.02%
264BANK AMERICA CORP COM0605051041,798$71,5060.02%
265CONSTELLATION ENERGY CORP COMCEG354$70,9660.02%
266NORTH EUROPEAN OIL RTY TR SH BEN INT65931010610,800$69,2280.02%
267UNITED RENTALS INC COMURI107$69,2000.02%
268STEREOTAXIS INC COM NEWSTXS37,193$67,6910.02%
269FINANCIAL SELECT SECTOR SPDR FUND81369Y6051,502$61,7470.02%
270MORGAN STANLEY COM NEWMS-PQ626$60,8410.02%
271CARLYLE GROUP INC COMCGABL1,475$59,2210.02%
272TARGET CORP COMTGT400$59,2160.02%
273FISERV INC COMFISV382$56,9330.02%
274ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515650$56,4850.02%
275JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2031,000$55,5000.02%
276GRANITE CONSTR INC COMGVA850$52,6750.02%
277WALGREENS BOOTS ALLIANCE INC COM9314271084,200$50,7990.02%
278ELECTRONIC ARTS INC COMEA364$50,7160.02%
279IDACORP INC COMIDA500$46,5750.02%
280ZEBRA TECHNOLOGIES CORPORATION CL AZBRA150$46,3400.02%
281ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396222$43,2610.01%
282NETFLIX INC COMNFLX63$42,5170.01%
283CONSTELLATION BRANDS INC CL ASTZ150$38,5920.01%
284CURTISS WRIGHT CORP COMCW132$35,7690.01%
285CINTAS CORP COMCTAS50$35,0130.01%
286UBER TECHNOLOGIES INC COMUBER454$32,9970.01%
287QUANTA SVCS INC COM74762E102128$32,5240.01%
288GABELLI EQUITY TR INC COMGAB-PK5,428$28,2260.01%
289FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846500$28,2100.01%
290PRECIGEN INC COMPGEN17,000$26,8600.01%
291STEEL DYNAMICS INC COMSTLD200$25,9000.01%
292STRYKER CORPORATION COMSYK75$25,5190.01%
293BIOGEN INC COMBIIB100$23,1820.01%
294LUMEN TECHNOLOGIES INC COMLUMN16,056$17,6620.01%
295ISHARES RUSSELL 2000 ETF46428765575$15,2170.00%
296AQUA METALS INC COMAQMS31,900$10,2080.00%
297AUTOMATIC DATA PROCESSING INC COMADP39$9,3090.00%
298SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66399$9,0860.00%
299COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85296$8,2230.00%
300ASML HOLDING N V N Y REGISTRY SHSASMLF5$5,1140.00%
301INTUITIVE SURGICAL INC COM NEWISRG11$4,8930.00%
302ISHARES SILVER TRUSTSLV100$2,6570.00%
303PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V408130$1,8840.00%
304VANGUARD S&P 500 ETF9229083631$5000.00%