Fund Holdings — WealthTrust Axiom LLC

Total Portfolio Value
$406.43M
Total Bought
$31.42M
Total Sold
$36.64M
Net Transaction
-$5.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EVOLUTION PETE CORP(EPM)1,948,6572,136,216+187,5596,8989,7842.41%+2,886
KINDER MORGAN INC DEL(KMI)486,009484,042-1,96713,36016,2303.99%+2,870
DOCUSIGN INC(DOCU)059,080+59,08002,8010.69%+2,801
SLB LIMITED(SLB)154,361154,652+2915,9247,9481.96%+2,023
BOEING CO(BA)4,95915,078+10,1191,0773,0010.74%+1,924
VICI PPTYS INC(VICI)32,25090,461+58,2119072,4710.61%+1,565
PFIZER INC(PFE)240,215258,107+17,8925,9817,2481.78%+1,266
CORNING INC(GLW)86,14462,926-23,2187,5438,5562.11%+1,013
NORDIC AMERICAN TANKERS LIMI
COM
519,733476,460-43,2731,7882,7920.69%+1,004
VERIZON COMMUNICATIONS INC(VZ)114,826112,215-2,6114,6775,6331.39%+956
FIDELITY MERRIMACK STR TR158,401176,586+18,1857,9578,8382.17%+882
BRISTOL-MYERS SQUIBB CO(BMY)121,362121,471+1096,5467,3671.81%+821
AGNICO EAGLE MINES LTD(AEM)53,59648,661-4,9359,0869,8772.43%+791
CHEVRON CORPORATION(CVX)15,06314,822-2412,2963,0670.75%+771
JOHNSON & JOHNSON(JNJ)20,95420,869-854,3365,1011.26%+765
IRON MTN INC DEL(IRM)39,34739,384+373,2644,0230.99%+759
EXXON MOBIL CORP16,78316,375-4082,0202,7780.68%+759
AMCOR PLC
COM NEW
017,627+17,62707010.17%+701
GILEAD SCIENCES INC(GILD)42,79742,372-4255,2535,9051.45%+652
MERCK & CO INC(MRK)40,70740,712+54,2854,8971.20%+612
HOWMET AEROSPACE INC(HWM)24,09523,610-4854,9405,4411.34%+501
AT&T INC(T)121,897121,412-4853,0283,5200.87%+492
EQUINOR ASA(EQNR)26,25026,25006201,1080.27%+487
NOVARTIS AG(NVS)32,88532,741-1444,5345,0011.23%+467
GSK PLC(GSK)69,59669,439-1573,4133,8320.94%+419
PPL CORP(PPL)8,17918,391+10,2122867030.17%+416
QUANTA SVCS INC2,4362,568+1321,0281,4100.35%+382
NEXTERA ENERGY INC(NEE)29,79729,798+12,3922,7680.68%+376
PHILLIPS 66(PSX)6,8526,880+288841,2530.31%+369
SHELL PLC(SHEL)17,77017,972+2021,3061,6710.41%+366
CONSOLIDATED EDISON INC(ED)28,20327,973-2302,8013,1660.78%+365
ONEOK INC NEW(OKE)21,05021,069+191,5471,9040.47%+357
GE VERNOVA INC(GEV)1,5881,598+101,0381,3950.34%+357
ODDITY TECH LTD
SHS CL A
024,450+24,45003270.08%+327
PACER FDS TR
US CASH COWS 100
04,877+4,87703050.08%+305
VALERO ENERGY CORP(VLO)3,4393,477+385608590.21%+299
NUTRIEN LTD(NTR)103,78088,656-15,1246,4056,6901.65%+285
AMERICAN CENTY ETF TR02,509+2,50902770.07%+277
APPLIED MATLS INC2,8142,925+1117231,0000.25%+277
ASTRAZENECA PLC(AZN)01,383+1,38302730.07%+273
BLOOM ENERGY CORP02,003+2,00302710.07%+271
EXELON CORP(EXC)47,42347,550+1272,0672,3310.57%+264
IMPERIAL OIL LTD(IMO)02,000+2,00002620.06%+262
ARGAN INC0475+47502590.06%+259
LUMENTUM HLDGS INC(LITE)0365+36502570.06%+257
EVERGY INC(EVRG)28,85328,659-1942,0922,3480.58%+256
ENTERPRISE PRODS PARTNERS L(EPD)43,13943,13901,3831,6320.40%+249
FIDELITY COVINGTON TRUST
ENHANCED INTL
06,530+6,53002430.06%+243
MARATHON PETE CORP(MPC)2,8992,89904717080.17%+236
CATERPILLAR INC(CAT)1,6351,647+129371,1670.29%+230
PINNACLE WEST CAP CORP(PNW)02,200+2,20002220.05%+222
LYONDELLBASELL INDUSTRIES NV
SHS - A -
02,699+2,69902170.05%+217
ONTO INNOVATION INC(ONTO)01,055+1,05502160.05%+216
TERADYNE INC(TER)0730+73002160.05%+216
VANGUARD INTL EQUITY INDEX F03,979+3,97902150.05%+215
DIAMONDBACK ENERGY INC(FANG)01,077+1,07702130.05%+213
FIDELITY COVINGTON TRUST
ENHANCED LARGE
06,001+6,00102090.05%+209
AKAMAI TECHNOLOGIES INC(AKAM)01,807+1,80702080.05%+208
AMKOR TECHNOLOGY INC04,550+4,55002050.05%+205
STRYKER CORPORATION(SYK)0620+62002040.05%+204
DEVON ENERGY CORP NEW(DVN)04,036+4,03602030.05%+203
OLIN CORP(OLN)22,75122,75104746760.17%+202
CMS ENERGY CORP(CMS)26,40026,40001,8462,0480.50%+202
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,427+2,42702010.05%+201
DUKE ENERGY CORP NEW(DUK)14,39914,400+11,6881,8860.46%+198
CASEYS GEN STORES INC(CASY)1,0001,005+55537310.18%+179
LSI INDS INC OHIO(LYTS)575,515576,334+81910,54310,7202.64%+176
ABRDN GLOBAL PREMIER PPTYS F(AWP)015,915+15,91501760.04%+176
CONOCOPHILLIPS(COP)4,8644,766-984556290.15%+174
BHP BILLITON LIMITED13,67813,67808269950.24%+169
PULSE BIOSCIENCES INC(PLSE)21,50021,50002954640.11%+169
RIO TINTO PLC(RIO)11,92511,938+139541,1140.27%+159
GLOBAL SELF STORAGE INC(SELF)031,000+31,00001580.04%+158
CERAGON NETWORKS LTD(CRNT)900,299944,135+43,8361,8912,0390.50%+149
BP PLC(BP)12,41812,322-964315790.14%+148
STONERIDGE INC(SRI)15,27948,813+33,534882360.06%+147
PRECISION OPTICS CORP INC MA(POCI)231,808254,108+22,3009701,1160.27%+145
STATE STR SPDR S&P 500 ETF T(SPY)1,5691,850+2811,0701,2030.30%+133
QNITY ELECTRONICS INC(Q)4,1934,094-993424720.12%+130
AMGEN INC(AMGN)5,1495,14901,6851,8120.45%+127
ARCHER DANIELS MIDLAND CO8,1358,137+24685910.15%+124
CORTEVA INC(CTVA)7,3107,31004906120.15%+122
ALPS ETF TR
ALERIAN MLP
20,67420,774+1009721,0940.27%+121
ALPHABET INC(GOOG)3,9794,753+7741,2451,3670.34%+121
CBRE GBL REAL ESTATE INC FD(IGR)330,238356,578+26,3401,4461,5650.39%+119
ENERGY TRANSFER L P(ET)39,78439,78406567680.19%+112
LOCKHEED MARTIN CORP(LMT)87787704245300.13%+106
NEXTPOWER INC3,1243,12402723770.09%+104
MOOG INC(MOG-A)3,3003,100-2008049070.22%+103
IOVANCE BIOTHERAPEUTICS INC(IOVA)65,00080,000+15,0001772810.07%+103
WALMART INC(WMT)7,7357,755+208629640.24%+102
GOLAR LNG LTD
SHS
5,8505,85002183170.08%+99
ALTRIA GROUP INC(MO)11,29411,298+46517460.18%+94
FIDELITY COVINGTON TRUST55,38055,38001,4351,5290.38%+94
ISHARES INC2,4663,414+9482553470.09%+93
ABBVIE INC(ABBV)2,9013,458+5576637520.19%+89
INTEL CORP(INTC)33,98230,389-3,5931,2541,3410.33%+87
FIDELITY COVINGTON TRUST10,35010,050-3002563420.08%+86
US FOODS HLDG CORP(USFD)4,9004,90003694520.11%+83
ENBRIDGE INC(ENB)17,19716,697-5008239040.22%+81
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