Fund HoldingsWealthTrust Axiom LLC

Total Portfolio Value
$278.09M
Total Bought
$7.30M
Total Sold
$39.60M
Net Transaction
-$32.30M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TETRA TECHNOLOGIES INC DEL(TTI)1,443,9491,238,119-205,8304,8817,8992.84%+3,019
MATRIX SVC CO183,500217,852+34,3521,0812,5710.92%+1,490
LSI INDS INC OHIO(LYTS)0763,046+763,046012,1174.36%+12,117
ELI LILLY & CO(LLY)12,44712,147-3005,8386,5252.35%+687
PATTERSON-UTI ENERGY INC(PTEN)10,61656,036+45,4201277760.28%+648
INNOVATIVE SOLUTIONS & SUPPO0793,105+793,10506,0282.17%+6,028
NORDIC AMERICAN TANKERS LIMI
COM
614,067654,768+40,7012,2542,6980.97%+444
SCHLUMBERGER LTD(SLB)048,167+48,16702,8081.01%+2,808
INTERNATIONAL BUSINESS MACHS(IBM)54,65854,378-2807,3147,6292.74%+315
SCORPIO TANKERS INC(STNG)11,45015,500+4,0505418390.30%+298
ARDMORE SHIPPING CORP0110,276+110,27601,4350.52%+1,435
CENTRUS ENERGY CORP(LEU)04,405+4,40502500.09%+250
CONSTELLATION ENERGY CORP(CEG)17,15016,652-4981,5701,8170.65%+246
HF SINCLAIR CORP(DINO)03,789+3,78902160.08%+216
TARGA RES CORP(TRGP)02,450+2,45002100.08%+210
ISHARES TR01,333+1,33302020.07%+202
FLUOR CORP NEW(FLR)028,236+28,23601,0360.37%+1,036
PHILLIPS 66(PSX)07,640+7,64009180.33%+918
PRECISION OPTICS CORP INC MA136,992172,473+35,4818431,0260.37%+184
IRON MTN INC DEL(IRM)0106,956+106,95606,3592.29%+6,359
GRAHAM CORP(GHM)41,94043,440+1,5005577210.26%+164
LIQTECH INTL INC106,632125,232+18,6003424870.18%+145
EQUINOR ASA(EQNR)37,21837,21801,0871,2200.44%+133
AUTOMATIC DATA PROCESSING IN06,046+6,04601,4550.52%+1,455
NUTRIEN LTD(NTR)043,426+43,42602,6820.96%+2,682
UNITEDHEALTH GROUP INC(UNH)1,7811,931+1508569740.35%+118
AMGEN INC(AMGN)04,509+4,50901,2120.44%+1,212
BLACKSTONE INC(BX)6,9967,016+206507520.27%+101
OBSIDIAN ENERGY LTD011,638+11,6380960.03%+96
ONEOK INC NEW(OKE)021,619+21,61901,3710.49%+1,371
BERKSHIRE HATHAWAY INC DEL9,6359,63503,2863,3751.21%+90
CONOCOPHILLIPS(COP)5,5025,504+25706590.24%+89
SHELL PLC(SHEL)19,79019,794+41,1951,2740.46%+79
VALERO ENERGY CORP(VLO)03,806+3,80605390.19%+539
CHEVRON CORP NEW(CVX)015,928+15,92802,6860.97%+2,686
OMEGA HEALTHCARE INVS INC(OHI)22,30022,30006847390.27%+55
BGC GROUP INC010,000+10,0000530.02%+53
APPLIED THERAPEUTICS INC043,000+43,00001070.04%+107
ALPHABET INC(GOOG)4,3504,360+105265750.21%+49
ROCKWELL MED INC021,100+21,1000440.02%+44
AKAMAI TECHNOLOGIES INC(AKAM)2,3922,39202152550.09%+40
INTREPID POTASH INC010,500+10,50002640.09%+264
ALPHABET INC(GOOG)3,3203,32003974340.16%+37
RETRACTABLE TECHNOLOGIES INC0126,533+126,53301510.05%+151
BROADRIDGE FINL SOLUTIONS IN(BR)2,6812,68104444800.17%+36
PANGAEA LOGISTICS SOLUTION L
SHS
024,656+24,65601450.05%+145
WALMART INC(WMT)2,9203,070+1504594910.18%+32
NOVARTIS AG(NVS)33,19033,19003,3493,3811.22%+32
FIDELITY COVINGTON TRUST015,450+15,45003850.14%+385
ENTERPRISE PRODS PARTNERS L(EPD)029,129+29,12907970.29%+797
ENERGY TRANSFER L P(ET)032,478+32,47804560.16%+456
BP PLC(BP)08,208+8,20803180.11%+318
MATIV HOLDINGS INC037,835+37,83505400.19%+540
CASEYS GEN STORES INC(CASY)1,0001,00002442720.10%+28
ALPS ETF TR
ALERIAN MLP
011,827+11,82704990.18%+499
ONTO INNOVATION INC(ONTO)2,2632,26302642890.10%+25
CATERPILLAR INC(CAT)1,7521,667-854314550.16%+24
EATON CORP PLC(ETN)1,9621,96203954190.15%+24
AMERICAS GOLD AND SILVER COR01,827,519+1,827,51906510.23%+651
DUPONT DE NEMOURS INC(DD)08,778+8,77806550.24%+655
PLAINS ALL AMERN PIPELINE L(PAA)15,25015,25002152340.08%+19
CSI COMPRESSCO LP0154,486+154,48602130.08%+213
MOOG INC(MOG-A)3,6003,60003904070.15%+16
CISCO SYS INC(CSCO)0104,765+104,76505,6322.03%+5,632
INVESCO QQQ TR564614+502092200.08%+12
CONSTELLATION BRANDS INC(STZ)2,2002,20005415530.20%+11
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,999+2,99902840.10%+284
TERNIUM SA(TX)029,100+29,10001,1610.42%+1,161
MARATHON PETE CORP(MPC)02,487+2,48703760.14%+376
EATON VANCE SR INCOME TR012,797+12,7970760.03%+76
GENERAL ELECTRIC CO(GE)7,7307,73008498550.31%+5
GSE SYS INC087,417+87,4170180.01%+18
EZFILL HOLDINGS INC11,81311,813028320.01%+4
INVESCO SR INCOME TR035,858+35,85801410.05%+141
ICL GROUP LTD(ICL)011,500+11,5000640.02%+64
HYCROFT MINING HOLDING CORP033,500+33,500010.00%+1
ARCHER DANIELS MIDLAND CO08,642+8,64206520.23%+652
BRANDYWINE RLTY TR010,000+10,0000450.02%+45
UNION PAC CORP(UNP)02,201+2,20104480.16%+448
RIO TINTO PLC(RIO)12,66212,663+18088060.29%-2
MEDICINOVA INC012,500+12,5000260.01%+26
BENITEC BIOPHARMA INC000000
ORANGE(FNCTF)021,429+21,42902460.09%+246
MANAGED PORTFOLIO SERIES016,523+16,52304040.15%+404
SPDR S&P 500 ETF TR(SPY)1,4561,500+446466410.23%-4
NUVEEN PFD & INCOME SECS FD021,656+21,65601340.05%+134
BLACKROCK ENHANCED INTL DIV010,500+10,5000520.02%+52
EATON VANCE LTD DURATION INC
COM
014,799+14,79901340.05%+134
GOLDEN OCEAN GROUP LTD017,416+17,41601370.05%+137
ABRDN ASIA PACIFIC INCOME FU027,113+27,1130660.02%+66
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,803+1,80302320.08%+232
PUTNAM MASTER INTER INCOME T015,088+15,0880460.02%+46
META PLATFORMS INC(META)1,5581,458-1004474380.16%-9
GERON CORP(GERN)010,000+10,0000210.01%+21
UNIVEST FINANCIAL CORPORATIO(UVSP)10,43410,227-2071891780.06%-11
OREILLY AUTOMOTIVE INC(ORLY)23823802272160.08%-11
SRH TOTAL RETURN FUND INC(STEW)36,86936,86904904790.17%-11
VANGUARD INDEX FDS1,0501,05002972860.10%-11
ENCORE WIRE CORP03,331+3,33106080.22%+608
SPDR S&P MIDCAP 400 ETF TR(MDY)0532+53202430.09%+243
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