Managed by Wellington Wealth Strategies, Llc. • Latest filing Q4 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | Q QQQ — | $12M | 289.4K | 0.00% | — |
| 6 | Q QQQ — | $12M | 289.4K | 0.00% | — |
| 7 | Q QQQ — | $10.4M | 243.0K | 0.00% | — |
| 8 | A AAPL — | $8.1M | 35.9K | 0.00% | — |
| 9 | Q QQQ — | $8M | 380.0K | 0.00% | — |
| 10 | G | $7.8M | 55.1K | 0.00% | — |
| 11 | G | $7.8M | 55.1K | 0.00% | — |
| 12 | I IAU — | $7M | 138.5K | 0.00% | — |
| 13 | M META — | $6.6M | 11.7K | 0.00% | — |
| 14 | M META — | $6.4M | 18.2K | 0.00% | — |
| 15 | M META — | $6.4M | 18.2K | 0.00% | — |
| 16 | M MSFT — | $6.4M | 15.3K | 0.00% | — |
| 17 | G | $6.4M | 41.8K | 0.00% | — |
| 18 | Q QQQ — | $6.1M | 289.6K | 0.00% | — |
| 19 | N NVDA — | $6M | 45.2K | 0.00% | — |
| 20 | I IAU — | $5.9M | 115.5K | 0.00% | — |