Wealth Trust Axiom LLC Purchases in Q3 2024

Wealth Trust Axiom LLC

  • $329 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RMTI
Rockwell Medical, Inc.

Healthcare
6.5K
+ 20.63%
$1.67 - $4.4 $10.9K - $28.6K
38K $150K
ABBV
Abb Vie Inc.

Healthcare
115
+ 4.53%
$163.84 - $199.33 $18.8K - $22.9K
2.65K $523K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2K
+ 3.37%
$23.63 - $24.42 $47.3K - $48.8K
61.3K $1.49M
UL
Unilever PLC

Consumer Defensive
77
+ 0.95%
$54.7 - $65.59 $4.21K - $5.05K
8.15K $529K
AMGN
Amgen Inc

Healthcare
96
+ 2.03%
$309.38 - $337.38 $29.7K - $32.4K
4.82K $1.55M
RTX
Raytheon Technologies Corp

Industrials
28
+ 0.81%
$99.55 - $123.34 $2.79K - $3.45K
3.48K $422K
AMP
Ameriprise Financial Inc

Financial Services
83
+ 12.3%
$391.53 - $469.81 $32.5K - $39K
758 $356K
PG
Procter & Gamble CO

Consumer Defensive
45
+ 0.69%
$160.76 - $177.82 $7.23K - $8K
6.61K $1.14M
XOM
Exxon Mobil Corp

Energy
163
+ 1.06%
$109.72 - $119.0 $17.9K - $19.4K
15.5K $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$194.9 - $224.8 $195 - $225
5.78K $1.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.14%
$517.38 - $573.86 $1.03K - $1.15K
1.39K $798K
ITOT
Ishares Core S&P Total U.S. St

ETFs
162
+ 8.83%
$113.41 - $125.62 $18.4K - $20.4K
2K $250K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
209
+ 9.26%
$96.25 - $101.98 $20.1K - $21.3K
2.47K $249K
BP
Bp PLC

Energy
2.02K
+ 23.65%
$30.78 - $37.05 $62.1K - $74.8K
10.6K $331K
YUM
Yum Brands Inc

Consumer Cyclical
45
+ 2.16%
$125.95 - $139.96 $5.67K - $6.3K
2.13K $296K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.03%
$161.9 - $179.3 $162 - $179
3.13K $531K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
340
+ 1.59%
$7.45 - $8.23 $2.53K - $2.8K
21.8K $175K
PED
Pedevco Corp

Energy
12K
+ 96.0%
$0.83 - $1.08 $9.96K - $13K
24.5K $23K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
15
+ 0.06%
$6.1 - $6.6 $91.5 - $99
24.4K $158K
Ge Healthcare Technologies I
47
+ 1.25%
N/A
3.8K $0
Te Connectivity PLC
2.3K
New
N/A
2.3K $0
Annaly Capital Management In
4.95K
+ 12.37%
N/A
45K $0
POCI
Precision Optics Corp Inc Mass
4.15K
+ 1.77%
N/A
238K $0
Electrovaya Inc
14K
+ 30.55%
N/A
59.9K $0
VIRX
Viracta Therapeutics, Inc.

Healthcare
5K
+ 43.88%
$0.21 - $0.56 $1.05K - $2.8K
16.4K $3K
DIS
Walt Disney CO

Communication Services
152
+ 2.45%
$85.6 - $98.61 $13K - $15K
6.35K $610K
ADM
Archer Daniels Midland CO

Consumer Defensive
3
+ 0.03%
$57.96 - $65.72 $174 - $197
9.08K $542K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20
+ 0.18%
$44.66 - $49.15 $893 - $983
11.1K $522K
JMIA
Jumia Technologies Ag

Consumer Cyclical
1K
+ 8.25%
$4.16 - $14.56 $4.16K - $14.6K
13.1K $70K
GOOGL
Alphabet Inc.

Communication Services
55
+ 1.67%
$148.65 - $191.18 $8.18K - $10.5K
3.34K $553K
COP
Conocophillips

Energy
2
+ 0.04%
$102.3 - $116.61 $205 - $233
5.08K $534K
KOPN
Kopin Corp

Technology
2.95K
+ 0.6%
$0.6 - $1.19 $1.77K - $3.51K
491K $358K
MU
Micron Technology Inc

Technology
91
+ 4.1%
$86.27 - $136.82 $7.85K - $12.5K
2.31K $239K
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 0.6%
$161.02 - $200.0 $10.5K - $13K
10.8K $2.02M
BA
Boeing CO

Industrials
200
+ 5.72%
$152.04 - $190.6 $30.4K - $38.1K
3.7K $562K
OBE
Obsidian Energy Ltd.

Energy
6.85K
+ 11.38%
$5.51 - $7.8 $37.7K - $53.4K
67.1K $371K
QCOM
Qualcomm Inc

Technology
9
+ 0.28%
$156.12 - $209.64 $1.41K - $1.89K
3.18K $541K
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email