Fund Holdings — WealthTrust Axiom LLC

Total Portfolio Value
$373.31M
Total Bought
$28.59M
Total Sold
$29.74M
Net Transaction
-$1.15M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
APPLE INC(AAPL)79,12479,231+10716,23420,1755.40%+3,941
TETRA TECHNOLOGIES INC DEL(TTI)1,680,3441,643,341-37,0035,6469,4492.53%+3,803
LSI INDS INC OHIO(LYTS)586,141563,809-22,3329,97013,3123.57%+3,341
FIDELITY MERRIMACK STR TR62,350125,000+62,6503,1226,2751.68%+3,153
AGNICO EAGLE MINES LTD(AEM)54,34153,685-6566,4639,0492.42%+2,586
AMERICAS GOLD AND SILVER COR(USAS)0612,790+612,79002,2800.61%+2,280
CORNING INC(GLW)94,30187,993-6,3084,9597,2181.93%+2,259
MICROSOFT CORP(MSFT)28,38829,363+97514,12115,2084.07%+1,088
SCHLUMBERGER LTD(SLB)143,309171,594+28,2854,8445,8981.58%+1,054
ELECTROVAYA INC(ELVA)415,604410,904-4,7001,4172,4200.65%+1,003
JOHNSON & JOHNSON(JNJ)20,50920,952+4433,1333,8851.04%+752
MICRON TECHNOLOGY INC(MU)2,3156,060+3,7452851,0140.27%+729
NOVO-NORDISK A S(NVO)18,59535,990+17,3951,2831,9970.53%+714
CERAGON NETWORKS LTD(CRNT)464,200795,500+331,3001,1421,8540.50%+712
ORACLE CORP(ORCL)6,7967,181+3851,4862,0200.54%+534
NVIDIA CORPORATION(NVDA)11,56212,598+1,0361,8272,3510.63%+524
SPDR S&P 500 ETF TR(SPY)1,2371,718+4817641,1440.31%+380
ALPHABET INC(GOOG)3,9814,441+4607061,0820.29%+375
HEXCEL CORP NEW(HXL)05,900+5,90003700.10%+370
CHEVRON CORP NEW(CVX)13,99415,218+1,2242,0042,3630.63%+360
ALPHABET INC(GOOG)3,3663,906+5405939490.25%+356
BROADCOM INC(AVGO)8071,708+9012225630.15%+341
PFIZER INC(PFE)239,925241,622+1,6975,8166,1571.65%+341
GENERAL DYNAMICS CORP(GD)0976+97603330.09%+333
INTEL CORP(INTC)38,05335,083-2,9708521,1770.32%+325
KOPIN CORP(KOPN)431,168400,486-30,6826609730.26%+313
TELA BIO INC(TELA)20,500231,938+211,438403460.09%+306
NOVARTIS AG(NVS)32,65033,159+5093,9514,2521.14%+301
AMAZON COM INC(AMZN)11,09012,444+1,3542,4332,7320.73%+299
SEMPRA(SRE)02,758+2,75802480.07%+248
CENTRUS ENERGY CORP(LEU)2,6842,384-3004927390.20%+248
SPDR GOLD TR(GLD)0696+69602470.07%+247
NEXTERA ENERGY INC(NEE)29,49930,343+8442,0482,2910.61%+243
NEXTRACKER INC03,174+3,17402350.06%+235
MERCK & CO INC(MRK)40,23540,741+5063,1853,4190.92%+234
FOSTER L B CO(FSTR)08,651+8,65102330.06%+233
TORONTO DOMINION BK ONT(TD)26,51127,271+7601,9472,1800.58%+233
VANGUARD SPECIALIZED FUNDS01,070+1,07002310.06%+231
ADVANCED MICRO DEVICES INC(AMD)11,35211,377+251,6111,8410.49%+230
D R HORTON INC(DHI)01,351+1,35102290.06%+229
ISHARES INC02,200+2,20002270.06%+227
EVERGY INC(EVRG)28,47928,802+3231,9632,1900.59%+227
TREVI THERAPEUTICS INC(TRVI)61,50061,50003365630.15%+226
BANK NEW YORK MELLON CORP12,65412,65401,1531,3790.37%+226
INTERFACE INC(TILE)07,700+7,70002230.06%+223
VANGUARD INDEX FDS0746+74602190.06%+219
ASTRAZENECA PLC(AZN)02,766+2,76602120.06%+212
MONDELEZ INTL INC(MDLZ)03,390+3,39002120.06%+212
NORFOLK SOUTHN CORP(NSC)0700+70002100.06%+210
GSK PLC(GSK)72,77469,492-3,2822,7952,9990.80%+205
TESLA INC(TSLA)1,6041,60405097130.19%+204
STARWOOD PPTY TR INC(STWD)31,77443,383+11,6096388400.23%+203
TRAVELERS COMPANIES INC(TRV)0724+72402020.05%+202
EATON CORP PLC(ETN)1,5001,963+4635357340.20%+199
EVOLUTION PETE CORP(EPM)1,785,4001,782,033-3,3678,3918,5892.30%+198
FIFTH THIRD BANCORP(FITB)82,05380,175-1,8783,3753,5720.96%+197
BARRICK MNG CORP(B)13,33414,472+1,1382784740.13%+197
ABBVIE INC(ABBV)2,5712,901+3304776720.18%+194
APPLIED MATLS INC2,1092,823+7143865780.15%+192
BLACKSTONE INC(BX)4,6815,183+5027008860.24%+185
EXXON MOBIL CORP15,79616,733+9371,7031,8870.51%+184
ALPS ETF TR
ALERIAN MLP
14,55418,964+4,4107118900.24%+179
GE AEROSPACE(GE)6,7736,373-4001,7431,9170.51%+174
PUTNAM MASTER INTER INCOME T(PIM)51,00097,000+46,0001713340.09%+163
MARATHON PETE CORP(MPC)2,4112,918+5074005620.15%+162
WILLDAN GROUP INC(WLDN)4,6954,69502934540.12%+160
VALERO ENERGY CORP(VLO)3,1723,438+2664265850.16%+159
JUMIA TECHNOLOGIES AG(JMIA)20,16120,125-36812340.06%+153
SPROTT ASSET MANAGEMENT LP(CEF)22,77322,77306858360.22%+150
JPMORGAN CHASE & CO.(JPM)5,6805,681+11,6471,7920.48%+145
AMTECH SYS INC42,12435,800-6,3241873320.09%+144
BANK AMERICA CORP22,58623,476+8901,0691,2110.32%+142
CATERPILLAR INC(CAT)1,5951,59506197610.20%+142
VANECK ETF TRUST
GOLD MINERS ETF
5,8265,82603034450.12%+142
BHP GROUP LTD13,67814,328+6506587990.21%+141
RIO TINTO PLC(RIO)11,10411,925+8216487870.21%+139
MCDONALDS CORP(MCD)1,7162,102+3865016390.17%+137
CVS HEALTH CORP(CVS)7,9989,107+1,1095526870.18%+135
GLOBAL X FDS
US PFD ETF
267,231265,831-1,4005,0325,1651.38%+133
ISHARES TR2,1632,201+381,3431,4730.39%+130
ISHARES TR6,0956,575+4808099340.25%+125
ALTRIA GROUP INC(MO)10,40311,094+6916107330.20%+123
FLEX LTD(FLEX)16,47016,270-2008229430.25%+121
INVESCO QQQ TR2,3232,330+71,2811,3990.37%+117
LOCKHEED MARTIN CORP(LMT)696877+1813234380.12%+115
CMB.TECH NV(CMBT)011,890+11,89001120.03%+112
ANNALY CAPITAL MANAGEMENT IN32,26535,561+3,2966077190.19%+111
TE CONNECTIVITY PLC(TEL)2,1002,10003544610.12%+107
CMS ENERGY CORP(CMS)26,60026,60001,8431,9490.52%+106
NORDIC AMERICAN TANKERS LIMI
COM
617,932550,146-67,7861,6251,7270.46%+102
GE VERNOVA INC(GEV)1,6701,603-678849860.26%+102
ISHARES TR7,3297,32908239230.25%+100
HOME DEPOT INC(HD)2,6892,679-109861,0860.29%+100
RTX CORPORATION(RTX)3,3543,498+1444905850.16%+96
OMEGA HEALTHCARE INVS INC(OHI)16,70016,70006127050.19%+93
QUANTA SVCS INC2,4162,423+79131,0040.27%+91
ENBRIDGE INC(ENB)17,19717,19707798680.23%+88
MOOG INC(MOG-A)3,3003,30005976850.18%+88
SIMON PPTY GROUP INC NEW(SPG)3,2003,20005146010.16%+86
XCEL ENERGY INC(XEL)14,50113,251-1,2509881,0690.29%+81
Page 1 of 3
WealthTrust Axiom LLC — 13F Holdings — Q3 2025 | TickerTrail