Wealth Trust Axiom LLC Purchases in Q1 2025

Wealth Trust Axiom LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLDR
Fidelity Merrimack Str Tr Low

ETFs
34.4K
New
$49.92 - $50.3 $1.72M - $1.73M
34.4K $1.72M
AEM
Agnico Eagle Mines LTD

Basic Materials
414
+ 0.89%
$79.66 - $108.41 $33K - $44.9K
47.1K $5.1M
VZ
Verizon Communications Inc

Communication Services
5.7K
+ 4.88%
$37.81 - $46.49 $216K - $265K
123K $5.56M
AMD
Advanced Micro Devices Inc

Technology
8.88K
+ 379.98%
$96.63 - $129.55 $858K - $1.15M
11.2K $1.15M
T
At&T Inc.

Communication Services
2.99K
+ 2.32%
$21.56 - $28.28 $64.6K - $84.7K
132K $3.73M
PFE
Pfizer Inc

Healthcare
40.5K
+ 20.47%
$25.01 - $27.13 $1.01M - $1.1M
238K $6.03M
ED
Consolidated Edison Inc

Utilities
130
+ 0.44%
$88.0 - $110.59 $11.4K - $14.4K
30K $3.32M
NVO
Novo Nordisk A S

Healthcare
9.07K
New
$69.3 - $90.95 $628K - $825K
9.07K $629K
NVS
Novartis Ag

Healthcare
1.05K
+ 3.1%
$97.14 - $115.57 $102K - $121K
34.9K $3.89M
JNJ
Johnson & Johnson

Healthcare
760
+ 3.85%
$142.06 - $167.7 $108K - $127K
20.5K $3.4M
WTRG
Essential Utilities, Inc.

Utilities
12K
New
$33.49 - $40.57 $403K - $489K
12K $476K
EXC
Exelon Corp

Utilities
663
+ 1.39%
$37.3 - $46.08 $24.7K - $30.6K
48.3K $2.23M
KIO
Kkr Income Opportunities Fund

Financial Services
26.6K
New
$12.16 - $13.6 $323K - $362K
26.6K $326K
USFD
Us Foods Holding Corp.

Consumer Defensive
4.87K
New
$63.38 - $72.02 $309K - $351K
4.87K $318K
CVS
Cvs Health Corp

Healthcare
901
+ 9.57%
$44.22 - $68.64 $39.8K - $61.8K
10.3K $698K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.83K
New
$34.58 - $45.97 $201K - $268K
5.83K $267K
AMGN
Amgen Inc

Healthcare
66
+ 1.37%
$258.59 - $327.36 $17.1K - $21.6K
4.9K $1.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.05K
New
$56.12 - $68.15 $171K - $208K
3.05K $206K
SHEL
Shell PLC

Energy
67
+ 0.35%
$62.84 - $73.29 $4.21K - $4.91K
19K $1.39M
C
Citigroup Inc

Financial Services
2.89K
New
$67.23 - $84.63 $194K - $245K
2.89K $205K
MU
Micron Technology Inc

Technology
2.32K
New
$86.89 - $109.38 $201K - $253K
2.32K $201K
IGR
Cbre Global Real Estate Income Fund

Financial Services
14.2K
+ 4.2%
$4.79 - $5.34 $68.1K - $75.9K
352K $1.82M
EFC
Ellington Financial Inc.

Real Estate
10.4K
New
$12.08 - $14.35 $126K - $149K
10.4K $137K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.68K
+ 15.64%
$48.65 - $53.06 $81.7K - $89.1K
12.4K $645K
PDI
Pimco Dynamic Income Fund

Financial Services
5.36K
+ 42.45%
$18.51 - $20.05 $99.3K - $108K
18K $356K
KO
Coca Cola CO

Consumer Defensive
90
+ 0.74%
$60.81 - $72.32 $5.47K - $6.51K
12.3K $879K
SPG
Simon Property Group Inc

Real Estate
800
+ 40.0%
$159.48 - $187.78 $128K - $150K
2.8K $465K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
15K
New
$7.72 - $9.45 $116K - $142K
15K $119K
BP
Bp PLC

Energy
1.3K
+ 13.24%
$29.93 - $35.31 $38.9K - $45.9K
11.1K $375K
GOLD
Barrick Gold Corp

Basic Materials
222
+ 1.1%
$15.45 - $19.56 $3.43K - $4.34K
20.4K $395K
PSX
Phillips 66

Energy
81
+ 1.13%
$113.93 - $131.55 $9.23K - $10.7K
7.24K $894K
EPM
Evolution Petroleum Corp

Energy
29.3K
+ 1.69%
$4.82 - $5.6 $141K - $164K
1.77M $9.15M
WFC
Wells Fargo & Company

Financial Services
750
+ 17.7%
$66.78 - $81.42 $50.1K - $61.1K
4.99K $358K
PG
Procter & Gamble CO

Consumer Defensive
244
+ 3.67%
$158.56 - $176.26 $38.7K - $43K
6.89K $1.17M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 3.16%
$1187.71 - $1432.58 $7.13K - $8.6K
196 $280K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.83%
$279.74 - $321.29 $9.79K - $11.2K
1.95K $607K
CTVA
Corteva, Inc.

Basic Materials
77
+ 1.01%
$55.94 - $66.15 $4.31K - $5.09K
7.67K $482K
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 9.4%
$554.06 - $615.85 $98.6K - $110K
2.07K $1.16M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.5K
+ 14.29%
$18.63 - $21.12 $27.9K - $31.7K
12K $247K
PIM
Putnam Master Intermediate Income Trust

Financial Services
13.4K
+ 98.69%
$3.23 - $3.35 $43.3K - $44.9K
27K $89K
AGNC
Agnc Investment Corp.

Real Estate
4K
+ 24.69%
$9.12 - $10.54 $36.5K - $42.2K
20.2K $193K
STWD
Starwood Property Trust, Inc.

Real Estate
930
+ 3.02%
$18.41 - $20.53 $17.1K - $19.1K
31.7K $626K
PPL
Ppl Corp

Utilities
337
+ 4.09%
$31.68 - $36.11 $10.7K - $12.2K
8.58K $309K
VLO
Valero Energy Corp

Energy
65
+ 1.91%
$121.76 - $142.99 $7.91K - $9.29K
3.47K $458K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1K
+ 11.05%
$23.43 - $25.55 $23.4K - $25.6K
10.1K $256K
TSCO
Tractor Supply CO

Consumer Cyclical
106
+ 0.75%
$51.66 - $57.94 $5.48K - $6.14K
14.3K $789K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
10K
New
$3.33 - $7.79 $33.3K - $77.9K
10K $33K
NRZ
New Residential Investment Corp.

Real Estate
4.25K
+ 21.96%
N/A
23.6K $171K
FENY
Fidelity Covington Tr Msci Ene

ETFs
300
+ 2.94%
$23.24 - $26.16 $6.97K - $7.85K
10.5K $268K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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