Wealthtrust Axiom LLC Top Holdings and 13F Report (2025) About Wealthtrust Axiom LLCInvestment ActivityWealthtrust Axiom LLC has $335.60 million in total holdings as of December 31, 2024.Wealthtrust Axiom LLC owns shares of 255 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, Wealthtrust Axiom LLC has purchased 264 new stocks and bought additional shares in 73 stocks.Wealthtrust Axiom LLC sold shares of 92 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $20,016,271Kinder Morgan $15,009,765LSI Industries $13,529,617Microsoft $12,852,627International Business Machines $11,430,787 Largest New Holdings this Quarter Advanced Micro Devices $282,407 HoldingL.B. Foster $243,460 HoldingServiceNow $230,046 HoldingEmerson Electric $229,463 HoldingMorgan Stanley $222,524 Holding Largest Purchases this Quarter Schlumberger 40,260 shares (about $1.54M)Tractor Supply 11,374 shares (about $603.52K)Pfizer 19,035 shares (about $505.00K)Palo Alto Networks 2,340 shares (about $425.79K)Starwood Property Trust 20,850 shares (about $395.11K) Largest Sales this Quarter Manitex International 269,335 shares (about $1.56M)Triumph Group 24,495 shares (about $457.07K)CSX 9,351 shares (about $301.75K)Blackstone 1,704 shares (about $293.81K)Iron Mountain 2,142 shares (about $225.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthtrust Axiom LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$20,016,271$131,971 ▼-0.7%79,9316.0%Computer and TechnologyKMIKinder Morgan$15,009,765$184,840 ▼-1.2%547,8024.5%Oils/EnergyLYTSLSI Industries$13,529,617$148,505 ▲1.1%696,6854.0%ConstructionMSFTMicrosoft$12,852,627$59,431 ▲0.5%30,4933.8%Computer and TechnologyIBMInternational Business Machines$11,430,787$108,377 ▼-0.9%51,9983.4%Computer and TechnologyEPMEvolution Petroleum$9,089,044$171,173 ▲1.9%1,737,8672.7%Oils/EnergyLLYEli Lilly and Company$8,139,959$110,396 ▲1.4%10,5442.4%MedicalBMYBristol-Myers Squibb$7,176,999$44,852 ▲0.6%126,8922.1%MedicalISSCInnovative Solutions and Support$6,425,662$14,902 ▲0.2%752,4191.9%AerospaceTTITETRA Technologies$6,075,439$232,070 ▲4.0%1,697,0501.8%Oils/EnergyCSCOCisco Systems$5,921,291$44,282 ▲0.8%100,0221.8%Computer and TechnologyPFFDGlobal X U.S. Preferred ETF$5,256,883$164,430 ▲3.2%269,4461.6%ETFPFEPfizer$5,243,606$504,999 ▲10.7%197,6481.6%MedicalNTRNutrien$5,093,760$102,970 ▲2.1%113,8271.5%Basic MaterialsHWMHowmet Aerospace$5,037,787$193,147 ▲4.0%46,0621.5%AerospaceSLBSchlumberger$4,885,798$1,543,574 ▲46.2%127,4331.5%Oils/EnergyIRMIron Mountain$4,864,395$225,146 ▼-4.4%46,2791.4%Business ServicesGILDGilead Sciences$4,789,551$65,860 ▼-1.4%51,8521.4%MedicalVZVerizon Communications$4,674,175$15,676 ▼-0.3%116,8841.4%Computer and TechnologyGLWCorning$4,567,608$126,926 ▲2.9%96,1201.4%Computer and TechnologyMRKMerck & Co., Inc.$4,204,195$6,765 ▲0.2%42,2621.3%MedicalBRK.BBerkshire Hathaway$3,663,375$2,266 ▲0.1%8,0821.1%FinanceAEMAgnico Eagle Mines$3,649,381$28,703 ▲0.8%46,6611.1%Basic MaterialsFITBFifth Third Bancorp$3,492,446$6,342 ▼-0.2%82,6031.0%FinanceCEGConstellation Energy$3,489,036$30,425 ▲0.9%15,5961.0%Oils/EnergyNVSNovartis$3,292,521$94,878 ▼-2.8%33,8351.0%MedicalMNTXManitex International$3,057,388$1,562,143 ▼-33.8%527,1360.9%Industrial ProductsTAT&T$2,937,853$50,253 ▲1.7%129,0230.9%Computer and TechnologyJNJJohnson & Johnson$2,855,842$83,447 ▼-2.8%19,7470.9%MedicalEDConsolidated Edison$2,664,2290.0%29,8580.8%UtilitiesUMHUMH Properties$2,425,418$7,552 ▲0.3%128,4650.7%FinanceAMZNAmazon.com$2,382,356$8,776 ▲0.4%10,8590.7%Retail/WholesaleETGEaton Vance Tax-Advantaged Global Dividend Income Fund$2,349,463$26,433 ▼-1.1%128,8790.7%Financial ServicesGSKGSK$2,309,223$188,918 ▲8.9%68,2800.7%MedicalCVXChevron$2,220,265$28,968 ▲1.3%15,3290.7%Oils/EnergyOKEONEOK$2,183,180$9,438 ▼-0.4%21,7450.7%Oils/EnergyNEENextEra Energy$2,158,478$5,735 ▼-0.3%30,1090.6%UtilitiesCMSCMS Energy$2,006,1640.0%30,1000.6%UtilitiesEVERGY INC$1,879,688$51,025 ▲2.8%30,5390.6%COMEXCExelon$1,793,680$37,978 ▲2.2%47,6540.5%UtilitiesADPAutomatic Data Processing$1,752,281$39,519 ▼-2.2%5,9860.5%Business ServicesXOMExxon Mobil$1,740,014$72,285 ▲4.3%16,1760.5%Oils/EnergyDUKDuke Energy$1,702,811$11,097 ▼-0.6%15,8050.5%UtilitiesIRDMIridium Communications$1,689,869$23,390 ▼-1.4%58,2310.5%Computer and TechnologyGHMGraham$1,662,267$112,107 ▼-6.3%37,3800.5%Industrial ProductsNATNordic American Tankers$1,631,707$11,662 ▲0.7%652,6830.5%TransportationIGRCBRE Global Real Estate Income Fund$1,625,686$14,805 ▼-0.9%337,9810.5%Financial ServicesTDToronto-Dominion Bank$1,537,087$11,713 ▼-0.8%28,8710.5%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,526,251$57,504 ▲3.9%63,7000.5%ETFUHTUniversal Health Realty Income Trust$1,519,995$55,145 ▼-3.5%40,8490.5%FinanceAXPAmerican Express$1,508,498$5,342 ▼-0.4%5,0830.4%FinanceEPDEnterprise Products Partners$1,458,642$21,952 ▼-1.5%46,5130.4%Oils/EnergyPNCThe PNC Financial Services Group$1,442,793$77,916 ▲5.7%7,4810.4%FinanceCOHRCoherent$1,380,216$33,155 ▼-2.3%14,5700.4%Business ServicesJPMJPMorgan Chase & Co.$1,376,461$8,150 ▼-0.6%5,7420.4%FinanceAMGNAmgen$1,259,907$3,910 ▲0.3%4,8340.4%MedicalTGITriumph Group$1,258,385$457,074 ▼-26.6%67,4380.4%AerospaceNVDANVIDIA$1,237,811$20,816 ▲1.7%9,2170.4%Computer and TechnologyORCLOracle$1,228,303$61,657 ▼-4.8%7,3710.4%Computer and TechnologyPOCIPrecision Optics$1,191,889$45,144 ▲3.9%247,2800.4%MedicalSHELShell$1,186,028$9,084 ▼-0.8%18,9310.4%Oils/EnergyFIDIFidelity International High Dividend ETF$1,185,608$38,998 ▲3.4%60,8040.4%ETFGEGeneral Electric$1,150,517$40,530 ▼-3.4%6,8980.3%TransportationBACBank of America$1,145,031$25,667 ▼-2.2%26,0530.3%FinanceINTCIntel$1,138,234$13,333 ▼-1.2%56,7700.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,114,546$305,573 ▲37.8%1,8930.3%ETFPGProcter & Gamble$1,114,221$5,868 ▲0.5%6,6460.3%Consumer StaplesVODVodafone Group Public$1,051,095$81,725 ▼-7.2%123,8040.3%Computer and TechnologyHDHome Depot$1,044,862$77,801 ▲8.0%2,6860.3%Retail/WholesaleWMWaste Management$1,040,8270.0%5,1580.3%Business ServicesQQQInvesco QQQ$1,027,001$311,832 ▲43.6%2,0090.3%FinanceUNHUnitedHealth Group$990,9790.0%1,9590.3%MedicalOLNOlin$990,4370.0%29,3030.3%Basic MaterialsXELXcel Energy$979,0970.0%14,5010.3%UtilitiesBKBank of New York Mellon$972,221$82,363 ▼-7.8%12,6540.3%FinanceAMCRAmcor$905,9400.0%96,2740.3%Industrial ProductsWMTWalmart$883,623$4,518 ▲0.5%9,7800.3%Retail/WholesaleBDJBlackRock Enhanced Equity Dividend Trust$870,6640.0%105,1530.3%Financial ServicesOHIOmega Healthcare Investors$862,9800.0%22,8000.3%FinanceMTRXMatrix Service$856,417$74,848 ▼-8.0%71,5470.3%Oils/EnergyPANWPalo Alto Networks$851,572$425,786 ▲100.0%4,6800.3%Computer and TechnologyENBEnbridge$844,7170.0%19,9080.3%Oils/EnergyCRNTCeragon Networks$831,960$317,560 ▲61.7%178,1500.2%Computer and TechnologyIDViShares International Select Dividend ETF$821,644$64,288 ▼-7.3%30,0090.2%ETFSPYSPDR S&P 500 ETF Trust$816,317$586 ▲0.1%1,3930.2%FinancePSXPhillips 66$815,753$23,470 ▲3.0%7,1600.2%Oils/EnergyCMCSAComcast$814,486$65,603 ▲8.8%21,7020.2%Consumer DiscretionaryIGMiShares Expanded Tech Sector ETF$811,6150.0%7,9500.2%ETFPATKPatrick Industries$811,442$270,425 ▲50.0%9,7670.2%ConstructionBXBlackstone$806,590$293,807 ▼-26.7%4,6780.2%FinancePWRQuanta Services$802,0150.0%2,5380.2%ConstructionNLYAnnaly Capital Management$801,417$21,960 ▼-2.7%43,7930.2%FinanceDVYiShares Select Dividend ETF$800,2120.0%6,0950.2%ETFUSASAmericas Silver$792,995$22,592 ▼-2.8%2,109,5930.2%Basic MaterialsGOOGAlphabet$792,2380.0%4,1600.2%Computer and TechnologyTXTernium$789,522$49,436 ▼-5.9%27,1500.2%Basic MaterialsCSXCSX$783,022$301,753 ▼-27.8%24,2650.2%TransportationETEnergy Transfer$772,4690.0%39,4320.2%Oils/EnergyRIORio Tinto Group$766,390$941 ▼-0.1%13,0320.2%Basic MaterialsKOCoca-Cola$758,9390.0%12,1900.2%Consumer StaplesShowing largest 100 holdings. 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