StockDriftsStockDriftsTop 50 Wellington Shields & Co., LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 7.06% | 109.2K | $27.7M | -0.97%(-1.07K) | $87.67(+240.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 6.58% | 69.7K | $25.8M | -0.35%(-243) | $169.22(+139.45%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3.57% | 47.6K | $14.0M | +0.11%(+50) | $128.87(+132.99%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 3.4% | 78.7K | $13.4M | +2.32%(+1.79K) | $87.79(+72.66%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 3.04% | 13.0K | $11.9M | -0.11%(-14) | $131.79(+670.74%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.04% | 68.3K | $11.9M | +0.25%(+172) | $20.69(+991.29%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.58% | 35.4K | $10.1M | -0.51%(-183) | $98.26(+306.11%) | 2026-03-31 | |
| CAT | CATERPILLAR INC COM | 1.71% | 9.5K | $6.7M | +0.70%(+66) | $159.16(+466.92%) | 2026-03-31 | |
| ABBV | ABBVIE INC COM | 1.71% | 30.8K | $6.7M | +0.00%(+0) | $91.20(+128.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.63% | 30.6K | $6.4M | +1.28%(+387) | $132.00(+104.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.58% | +21.08% |
| Top 20 Holdings Unweighted | +14.92% | +51.76% |
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