SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / ADP

Wellington Wealth Strategies, LLC.’s Automatic Data Processing In Position

Does Wellington Wealth Strategies, LLC. own Automatic Data Processing In (ADP)? Yes — 5.2K shares worth $2M (+1.47% of its 13F portfolio) as of Q4 2024, down from 6.3K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
5.2K
% of Portfolio
+1.47%
Quarters Held
3
currently held

Position History ADP

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.2K$2M+1.47%
Q3 20246.3K$2M+1.37%
Q4 20238.1K$2M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of ADP.