Fund HoldingsWealthTrust Axiom LLC

Total Portfolio Value
$340.10M
Total Bought
$15.42M
Total Sold
$30.57M
Net Transaction
-$15.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)028,388+28,388014,1214.15%+14,121
INNOVATIVE SOLUTIONS & SUPPO0475,225+475,22506,5961.94%+6,596
CONSTELLATION ENERGY CORP(CEG)015,281+15,28104,9321.45%+4,932
FIDELITY MERRIMACK STR TR34,38662,350+27,9641,7233,1220.92%+1,398
HOWMET AEROSPACE INC(HWM)033,128+33,12806,1661.81%+6,166
AGNICO EAGLE MINES LTD(AEM)47,07554,341+7,2665,1036,4631.90%+1,359
NUTRIEN LTD(NTR)109,678106,429-3,2495,4486,1981.82%+751
CERAGON NETWORKS LTD0464,200+464,20001,1420.34%+1,142
NOVO-NORDISK A S(NVO)9,06918,595+9,5266301,2830.38%+654
CORNING INC(GLW)094,301+94,30104,9591.46%+4,959
NVIDIA CORPORATION(NVDA)011,562+11,56201,8270.54%+1,827
INTERNATIONAL BUSINESS MACHS(IBM)49,35743,424-5,93312,27312,8013.76%+527
ELECTROVAYA INC394,079415,604+21,5259101,4170.42%+507
GRAHAM CORP(GHM)026,780+26,78001,3260.39%+1,326
IRON MTN INC DEL(IRM)042,649+42,64904,3751.29%+4,375
ORACLE CORP(ORCL)06,796+6,79601,4860.44%+1,486
WESCO INTL INC(WCC)02,474+2,47404580.13%+458
ADVANCED MICRO DEVICES INC(AMD)11,22211,352+1301,1531,6110.47%+458
EATON VANCE TX ADV GLBL DIV(ETG)0128,344+128,34402,6880.79%+2,688
TORTOISE CAPITAL SERIES TRUS010,800+10,80003860.11%+386
GE AEROSPACE(GE)6,8986,773-1251,3811,7430.51%+363
COHERENT CORP(COHR)014,570+14,57001,3000.38%+1,300
GE VERNOVA INC(GEV)01,670+1,67008840.26%+884
AMERICAS GOLD AND SILVER COR1,936,0621,695,238-240,8241,0211,3690.40%+349
AMAZON COM INC(AMZN)011,090+11,09002,4330.72%+2,433
EQT CORP(EQT)05,056+5,05602950.09%+295
WILLDAN GROUP INC(WLDN)04,695+4,69502930.09%+293
BARRICK MNG CORP(B)013,334+13,33402780.08%+278
QUANTA SVCS INC02,416+2,41609130.27%+913
STANLEY BLACK & DECKER INC(SWK)03,888+3,88802630.08%+263
CENTRUS ENERGY CORP(LEU)02,684+2,68404920.14%+492
FLEX LTD(FLEX)016,470+16,47008220.24%+822
AMERICAN EXPRESS CO(AXP)05,088+5,08801,6230.48%+1,623
JPMORGAN CHASE & CO.(JPM)05,680+5,68001,6470.48%+1,647
KOPIN CORP0431,168+431,16806600.19%+660
SERVICENOW INC(NOW)0242+24202490.07%+249
SPDR SERIES TRUST
ST STR NUVEE ETF
05,500+5,50002460.07%+246
INVESCO QQQ TR02,323+2,32301,2810.38%+1,281
WISDOMTREE TR(WT)04,900+4,90002360.07%+236
CAPITAL ONE FINL CORP(COF)01,048+1,04802230.07%+223
TORONTO DOMINION BK ONT(TD)28,77626,511-2,2651,7251,9470.57%+222
BROADCOM INC(AVGO)0807+80702220.07%+222
IDEXX LABS INC(IDXX)0409+40902190.06%+219
ISHARES TR2,0712,163+921,1641,3430.39%+180
KAYNE ANDERSON ENERGY INFRST(KYN)014,000+14,00001780.05%+178
PRECISION OPTICS CORP INC MA0249,131+249,13101,2210.36%+1,221
BLACKROCK TAX MUNICPAL BD TR(BBN)010,259+10,25901650.05%+165
PALO ALTO NETWORKS INC(PANW)04,680+4,68009580.28%+958
DISNEY WALT CO(DIS)06,460+6,46008010.24%+801
BOEING CO(BA)03,648+3,64807640.22%+764
ALTRIA GROUP INC(MO)7,90310,403+2,5004746100.18%+136
CISCO SYS INC(CSCO)97,47788,589-8,8886,0156,1461.81%+131
FIFTH THIRD BANCORP(FITB)082,053+82,05303,3750.99%+3,375
WELLS FARGO CO NEW(WFC)4,9875,987+1,0003584800.14%+122
SPDR S&P 500 ETF TR(SPY)01,237+1,23707640.22%+764
BANK AMERICA CORP022,586+22,58601,0690.31%+1,069
ISHARES TR07,329+7,32908230.24%+823
BANK NEW YORK MELLON CORP12,65412,65401,0611,1530.34%+92
WALMART INC(WMT)09,320+9,32009110.27%+911
STMICROELECTRONICS N V(STM)011,450+11,45003480.10%+348
CATERPILLAR INC(CAT)01,595+1,59506190.18%+619
NORDIC AMERICAN TANKERS LIMI
COM
0617,932+617,93201,6250.48%+1,625
TEXAS INSTRS INC(TXN)03,100+3,10006440.19%+644
CORTEVA INC(CTVA)7,6707,626-444835680.17%+86
MICRON TECHNOLOGY INC(MU)2,3152,31502012850.08%+84
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,797+1,79704550.13%+455
PUTNAM MASTER INTER INCOME T27,00051,000+24,000901710.05%+81
PNC FINL SVCS GROUP INC(PNC)07,490+7,49001,3960.41%+1,396
CASEYS GEN STORES INC(CASY)1,0001,00004345100.15%+76
TESLA INC(TSLA)01,604+1,60405090.15%+509
PATRICK INDS INC(PATK)09,767+9,76709010.26%+901
TETRA TECHNOLOGIES INC DEL(TTI)01,680,344+1,680,34405,6461.66%+5,646
BHP GROUP LTD013,678+13,67806580.19%+658
ALPS ETF TR
ALERIAN MLP
12,42014,554+2,1346457110.21%+66
ISHARES TR03,107+3,10704310.13%+431
NOVARTIS AG(NVS)34,88532,650-2,2353,8893,9511.16%+62
FIDELITY COVINGTON TRUST57,88055,880-2,0001,2411,3010.38%+61
ANNALY CAPITAL MANAGEMENT IN032,265+32,26506070.18%+607
LUMEN TECHNOLOGIES INC(LUMN)013,368+13,3680590.02%+59
US FOODS HLDG CORP(USFD)4,8724,87203193750.11%+56
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,883+3,88307060.21%+706
META PLATFORMS INC(META)0694+69405120.15%+512
ALPHABET INC(GOOG)03,981+3,98107060.21%+706
ALPHABET INC(GOOG)03,366+3,36605930.17%+593
SIMON PPTY GROUP INC NEW(SPG)2,8003,200+4004655140.15%+49
CBRE GBL REAL ESTATE INC FD352,192352,815+6231,8171,8660.55%+49
BLACKSTONE INC(BX)04,681+4,68107000.21%+700
ISHARES TR0714+71403030.09%+303
JUMIA TECHNOLOGIES AG020,161+20,1610810.02%+81
MORGAN STANLEY(MS)01,770+1,77002490.07%+249
CITIGROUP INC(C)2,8912,881-102052450.07%+40
TELA BIO INC020,500+20,5000400.01%+40
ARCHER DANIELS MIDLAND CO08,207+8,20704330.13%+433
SPROTT PHYSICAL GOLD & SILVE(CEF)22,77322,77306476850.20%+38
CALAMOS STRATEGIC TOTAL RETU(CSQ)023,813+23,81304340.13%+434
AMERIPRISE FINL INC(AMP)0748+74803990.12%+399
RITHM CAPITAL CORP(RITM)23,60027,100+3,5002703060.09%+36
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
015,615+15,61503980.12%+398
ISHARES TR05,539+5,53905110.15%+511
VANECK ETF TRUST
GOLD MINERS ETF
5,8265,82602683030.09%+35
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