Wealth Trust Asset Management, LLC Incresed Positions in Q1 2025

Wealth Trust Asset Management, LLC

  • $133 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
86.3K
+ 324.53%
$99.16 - $99.52 $8.56M - $8.59M
113K $11.2M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
103K
+ 9.94%
$27.86 - $31.27 $2.86M - $3.21M
1.13M $32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.6K
+ 23.37%
$50.87 - $51.09 $997K - $1M
103K $5.28M
GLD
Spdr Gold Trust

ETFs
1.93K
+ 34.17%
$243.19 - $288.14 $468K - $555K
7.56K $2.18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.39K
+ 16.83%
$91.45 - $91.75 $767K - $770K
58.2K $5.34M
V
Visa Inc.

Financial Services
2.11K
+ 267.43%
$306.92 - $362.71 $648K - $765K
2.9K $1.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.59K
+ 36.38%
$302.31 - $337.54 $783K - $874K
9.71K $2.98M
AAPL
Apple Inc.

Technology
4.09K
+ 27.14%
$209.68 - $247.1 $857K - $1.01M
19.2K $4.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.83K
+ 65.62%
$165.25 - $224.62 $467K - $635K
7.13K $1.18M
UYG
Proshares Ultra Financials

ETFs
3.6K
+ 150.0%
$80.83 - $98.72 $291K - $355K
6K $534K
BK
Bank Of New York Mellon Corp

Financial Services
289
+ 2.11%
$75.42 - $88.95 $21.8K - $25.7K
14K $1.17M
RTX
Raytheon Technologies Corp

Industrials
56
+ 0.86%
$114.1 - $135.66 $6.39K - $7.6K
6.58K $871K
T
At&T Inc.

Communication Services
269
+ 2.56%
$21.56 - $28.28 $5.8K - $7.61K
10.8K $304K
THC
Tenet Healthcare Corp

Healthcare
63
+ 1.09%
$119.51 - $144.98 $7.53K - $9.13K
5.85K $787K
SGHT
Sight Sciences, Inc.

Healthcare
30.4K
+ 230.23%
$2.36 - $3.58 $71.7K - $109K
43.6K $104K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.95K
+ 33.19%
$23.71 - $27.77 $69.8K - $81.8K
11.8K $280K
DUK
Duke Energy Corp

Utilities
8
+ 0.38%
$105.87 - $121.97 $847 - $976
2.1K $256K
SO
Southern CO

Utilities
4
+ 0.12%
$80.96 - $92.96 $324 - $372
3.28K $301K
XLV
Select Sector Spdr Fund Health

ETFs
24
+ 1.45%
$137.61 - $149.68 $3.3K - $3.59K
1.68K $245K
FVD
First Tr Value Line Divid Inde

ETFs
2
+ 0.04%
$42.61 - $45.51 $85.2 - $91
4.94K $220K
FTA
First Tr Large Cap Value

ETFs
6
+ 0.14%
$74.42 - $80.34 $447 - $482
4.24K $324K
CMU
Mfs High Yield Municipal Trust

Financial Services
164
+ 1.23%
$3.47 - $3.62 $569 - $594
13.4K $46K
Calamos ETF Tr
20
+ 0.2%
N/A
10K $0
Calamos ETF Tr
20
+ 0.2%
N/A
9.84K $0
IVV
Ishares Core S&P 500 ETF

ETFs
36
+ 4.69%
$554.06 - $615.85 $19.9K - $22.2K
804 $451K
FV
First Trust Dorsey Wright Focu

ETFs
4
+ 0.08%
$53.91 - $63.03 $216 - $252
4.84K $265K
LDOS
Leidos Holdings, Inc.

Technology
55
+ 1.19%
$126.82 - $161.11 $6.98K - $8.86K
4.66K $628K
AMP
Ameriprise Financial Inc

Financial Services
10
+ 0.65%
$472.29 - $575.13 $4.72K - $5.75K
1.54K $746K
SYF
Synchrony Financial

Financial Services
1.67K
+ 11.08%
$51.9 - $70.63 $86.8K - $118K
16.8K $887K
EME
Emcor Group, Inc.

Industrials
18
+ 0.88%
$361.16 - $535.99 $6.5K - $9.65K
2.07K $765K
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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