SEC Form 13F

Wellington Wealth Strategies, LLC. 13F Holdings

Report period2024-12-31
Publicly available2025-02-15
Reported value$109,830,877
Positions66

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$19,021,778401,578
INVESCO EXCH TRADED FD TR IIBKLNSR LN ETF$6,095,617289,578
NVIDIA CORPORATIONNVDACOM$5,453,14740,307
MICROSOFT CORPMSFTCOM$4,801,76611,696
ALPHABET INCGOOGLCAP STK CL A$4,513,49424,047
ISHARES TRTFLOTRS FLT RT BD$4,331,42285,652
ISHARES TRICSHULTRA SHORT-TERM$4,266,99184,428
AMAZON COM INCAMZNCOM$3,843,57016,684
ISHARES TRIEFACORE MSCI EAFE$3,706,71748,824
SPDR SER TRSPSBPORTFOLIO SHORT$2,774,84092,773

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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