Top 50 Wellington Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.85% | 20.0K | $10K | โ | โ | โ | 2025-06-30 |
| SEIC | SEI INVTS CO | 6.74% | 50.2K | $5K | โ | โ | โ | 2025-06-30 |
| WMT | WALMART INC | 4.41% | 30.2K | $3K | โ | โ | โ | 2025-06-30 |
| LOW | LOWES COS INC | 4.33% | 13.1K | $3K | โ | โ | โ | 2025-06-30 |
| TXN | TEXAS INSTRS INC | 3.66% | 11.8K | $2K | โ | โ | โ | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 3.33% | 7.3K | $2K | โ | โ | โ | 2025-06-30 |
| NVS | NOVARTIS AG | 2.56% | 14.1K | $2K | โ | โ | โ | 2025-06-30 |
| MDLZ | MONDELEZ INTL INC | 2.12% | 21.0K | $1K | โ | โ | โ | 2025-06-30 |
| JNJ | JOHNSON & JOHNSON | 1.81% | 7.9K | $1K | โ | โ | โ | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.59% | 21.5K | $1K | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | โ | โ |
| Top 20 Holdings Unweighted | โ | โ |
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