DOSSIER · 13F-HR · Q4 2024

Wellington Wealth Strategies, LLC.

Wellington Wealth Strategies's hedge fund based in New York, NY — $110M in tracked AUM across 68 positions as of Q4 2024.

WW

Wellington Wealth Strategies·New York, NY·Hedge Fund

CIK 0002007383 · last filed Dec 31, 2024

Total AUM

$110M

▼ 12.0%

vs prior

Holdings

68

—

positions

Whale Score

41

tracked

Activity

—

no data

changes this Q

Top sector

Financials

5% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Wellington Wealth Strategies, LLC. filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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