Fund HoldingsWealthTrust Axiom LLC

Total Portfolio Value
$301.68M
Total Bought
$7.83M
Total Sold
$26.43M
Net Transaction
-$18.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)076,961+76,961016,2095.37%+16,209
ELI LILLY & CO(LLY)11,05310,891-1628,5999,8603.27%+1,262
MICROSOFT CORP(MSFT)30,46130,481+2012,81513,6234.52%+808
KINDER MORGAN INC DEL(KMI)564,584559,029-5,55510,35411,1083.68%+753
CORNING INC(GLW)97,39496,001-1,3933,2103,7301.24%+520
NOVARTIS AG(NVS)035,045+35,04503,7311.24%+3,731
PFIZER INC(PFE)148,262162,142+13,8804,1144,5371.50%+422
NVIDIA CORPORATION(NVDA)6247,641+7,0175639440.31%+381
IRON MTN INC DEL(IRM)063,539+63,53905,6941.89%+5,694
GE VERNOVA INC(GEV)01,773+1,77303040.10%+304
HOWMET AEROSPACE INC(HWM)54,56751,721-2,8463,7344,0151.33%+281
AMAZON COM INC(AMZN)10,07410,754+6801,8172,0780.69%+261
CONSTELLATION ENERGY CORP(CEG)16,29416,229-653,0123,2501.08%+238
PRECISION OPTICS CORP INC MA0233,767+233,76701,3790.46%+1,379
AGNICO EAGLE MINES LTD(AEM)47,10746,313-7942,8103,0291.00%+219
AMKOR TECHNOLOGY INC05,250+5,25002100.07%+210
NEXTERA ENERGY INC(NEE)30,36330,314-491,9412,1470.71%+206
COHERENT CORP(COHR)14,92014,92009041,0810.36%+177
INVESCO QQQ TR0863+86304140.14%+414
ISHARES TR8371,102+2654406030.20%+163
AT&T INC(T)119,686118,337-1,3492,1062,2610.75%+155
ALPHABET INC(GOOG)4,3604,36006648000.27%+136
AMGEN INC(AMGN)04,723+4,72301,4760.49%+1,476
PALO ALTO NETWORKS INC(PANW)02,340+2,34007930.26%+793
INTREPID POTASH INC017,500+17,50004100.14%+410
ORACLE CORP(ORCL)7,9117,891-209941,1140.37%+121
ANIKA THERAPEUTICS INC9,30014,050+4,7502363560.12%+120
ONTO INNOVATION INC(ONTO)2,8662,86605196290.21%+110
ALPHABET INC(GOOG)03,285+3,28505980.20%+598
ENCORE WIRE CORP3,5403,54009301,0260.34%+96
UNIVERSAL HEALTH RLTY INCOME042,567+42,56701,6660.55%+1,666
QUALCOMM INC(QCOM)3,1713,173+25376320.21%+95
TRIUMPH GROUP INC NEW094,032+94,03201,4490.48%+1,449
SHELL PLC(SHEL)019,457+19,45701,4040.47%+1,404
AMERICAS GOLD AND SILVER COR02,166,190+2,166,19005180.17%+518
JUMIA TECHNOLOGIES AG012,125+12,1250850.03%+85
APPLIED MATLS INC03,022+3,02207130.24%+713
WALMART INC(WMT)9,6009,730+1305786590.22%+81
GSE SYS INC014,861+14,8610680.02%+68
TEXAS INSTRS INC(TXN)03,070+3,07005970.20%+597
ISHARES TR7,9507,95006857500.25%+65
JPMORGAN CHASE & CO.(JPM)5,5125,775+2631,1041,1680.39%+64
DUKE ENERGY CORP NEW(DUK)016,182+16,18201,6220.54%+1,622
CASEYS GEN STORES INC(CASY)1,0001,00003183820.13%+63
TESLA INC(TSLA)01,775+1,77503510.12%+351
MICRON TECHNOLOGY INC(MU)1,9712,221+2502322920.10%+60
ISHARES TR7,4167,41605556140.20%+59
PULSE BIOSCIENCES INC(PLSE)021,500+21,50002410.08%+241
PANGAEA LOGISTICS SOLUTION L
SHS
025,326+25,32601980.07%+198
EATON VANCE TX ADV GLBL DIV(ETG)0130,829+130,82902,4350.81%+2,435
SPROTT PHYSICAL GOLD & SILVE(CEF)026,773+26,77305900.20%+590
OMEGA HEALTHCARE INVS INC(OHI)023,800+23,80008150.27%+815
MOTOROLA SOLUTIONS INC(MSI)0847+84703270.11%+327
EQUINOR ASA(EQNR)032,688+32,68809340.31%+934
SPDR S&P 500 ETF TR(SPY)01,390+1,39007570.25%+757
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
017,940+17,94004440.15%+444
UNILEVER PLC(UL)08,077+8,07704440.15%+444
UNITEDHEALTH GROUP INC(UNH)01,959+1,95909980.33%+998
COCA COLA CO(KO)011,276+11,27607180.24%+718
ELECTROVAYA INC22,63245,882+23,250831180.04%+36
NOKIA CORP(NOK)075,843+75,84302870.10%+287
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,797+1,79704070.13%+407
VANGUARD INDEX FDS01,041+1,04103890.13%+389
ALCON AG(ALC)05,838+5,83805200.17%+520
SOUTHERN CO(SO)05,138+5,13803990.13%+399
ONEOK INC NEW(OKE)20,38520,392+71,6341,6630.55%+29
BANK NEW YORK MELLON CORP012,435+12,43507450.25%+745
MOOG INC(MOG-A)3,4003,40005435690.19%+26
TSAKOS ENERGY NAVIGATION LTD(TEN)8,3068,056-2502112360.08%+25
OBSIDIAN ENERGY LTD51,81360,213+8,4004264500.15%+24
IRIDIUM COMMUNICATIONS INC(IRDM)062,464+62,46401,6630.55%+1,663
BANK AMERICA CORP15,84915,642-2076016220.21%+21
UNIVEST FINANCIAL CORPORATIO(UVSP)010,227+10,22702330.08%+233
AMTECH SYS INC44,30844,30802402600.09%+20
ISHARES TR0714+71402600.09%+260
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,4767,47604915090.17%+19
PROCTER AND GAMBLE CO(PG)6,5666,56601,0651,0830.36%+18
TRACTOR SUPPLY CO(TSCO)2,8782,854-247537700.26%+17
AMERICAN EXPRESS CO(AXP)4,4574,45701,0151,0320.34%+17
VANECK ETF TRUST
GOLD MINERS ETF
06,826+6,82602320.08%+232
LOCKHEED MARTIN CORP(LMT)0896+89604190.14%+419
KIMBERLY-CLARK CORP(KMB)02,312+2,31203200.11%+320
INVESCO PA VALUE MUN INC TR(VPV)040,343+40,34304380.15%+438
ALPS ETF TR
ALERIAN MLP
011,070+11,07005310.18%+531
EXXON MOBIL CORP15,08015,341+2611,7531,7660.59%+13
CALAMOS STRATEGIC TOTAL RETU(CSQ)26,17426,17404284410.15%+12
TE CONNECTIVITY LTD(TEL)02,300+2,30003460.11%+346
PEDEVCO CORP012,500+12,5000110.00%+11
CENTERPOINT ENERGY INC(CNP)08,541+8,54102650.09%+265
RTX CORPORATION(RTX)03,456+3,45603470.11%+347
RIO TINTO PLC(RIO)012,647+12,64708340.28%+834
ALTRIA GROUP INC(MO)04,979+4,97902270.08%+227
GERON CORP(GERN)010,000+10,0000420.01%+42
HEALTHPEAK PROPERTIES INC(DOC)10,72510,72502012100.07%+9
ORGANON & CO(OGN)12,98512,230-7552442530.08%+9
GENERAL DYNAMICS CORP(GD)0867+86702520.08%+252
ISHARES TR1,8351,83502122180.07%+6
WELLS FARGO CO NEW(WFC)04,237+4,23702520.08%+252
BGC GROUP INC010,000+10,0000830.03%+83
GOLDEN OCEAN GROUP LTD13,41612,916-5001741780.06%+4
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