Wealth Trust Axiom LLC Incresed Positions in Q2 2025

Wealth Trust Axiom LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLDR
Fidelity Merrimack Str Tr Low

ETFs
28K
+ 81.32%
$49.82 - $50.25 $1.39M - $1.41M
62.4K $3.12M
AEM
Agnico Eagle Mines LTD

Basic Materials
7.27K
+ 15.43%
$99.48 - $124.46 $723K - $904K
54.3K $6.46M
CRNT
Ceragon Networks LTD

Technology
294K
+ 172.1%
$2.01 - $2.5 $590K - $734K
464K $1.14M
NVO
Novo Nordisk A S

Healthcare
9.53K
+ 105.04%
$58.08 - $81.05 $553K - $772K
18.6K $1.28M
NVDA
Nvidia Corp

Technology
123
+ 1.08%
$94.31 - $157.99 $11.6K - $19.4K
11.6K $1.83M
AMD
Advanced Micro Devices Inc

Technology
130
+ 1.16%
$78.21 - $143.81 $10.2K - $18.7K
11.4K $1.61M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
2.67K
+ 2.12%
$15.84 - $20.94 $42.2K - $55.8K
128K $2.69M
AXP
American Express CO

Financial Services
5
+ 0.1%
$231.39 - $318.98 $1.16K - $1.59K
5.09K $1.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
110
+ 4.97%
$416.06 - $551.64 $45.8K - $60.7K
2.32K $1.28M
IVV
Ishares Core S&P 500 ETF

ETFs
92
+ 4.44%
$498.8 - $620.9 $45.9K - $57.1K
2.16K $1.34M
WFC
Wells Fargo & Company

Financial Services
1K
+ 20.05%
$60.98 - $80.12 $61K - $80.1K
5.99K $479K
SPY
Spdr S&P 500 ETF Trust

ETFs
71
+ 6.09%
$496.48 - $617.85 $35.3K - $43.9K
1.24K $764K
PIM
Putnam Master Intermediate Income Trust

Financial Services
24K
+ 88.89%
$3.18 - $3.37 $76.3K - $80.9K
51K $170K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.07%
$149.76 - $186.42 $749 - $932
7.49K $1.4M
TTI
Tetra Technologies Inc

Energy
21.7K
+ 1.31%
$2.13 - $3.77 $46.2K - $81.9K
1.68M $5.65M
BHP
Bhp Group LTD

Basic Materials
1.53K
+ 12.55%
$40.22 - $50.88 $61.3K - $77.6K
13.7K $657K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.13K
+ 17.18%
$45.07 - $52.57 $96.2K - $112K
14.6K $711K
RSP
Invesco S&P 500 Equal Weight E

ETFs
126
+ 3.35%
$152.93 - $181.74 $19.3K - $22.9K
3.88K $705K
SPG
Simon Property Group Inc

Real Estate
400
+ 14.29%
$140.37 - $171.44 $56.1K - $68.6K
3.2K $514K
IGR
Cbre Global Real Estate Income Fund

Financial Services
623
+ 0.18%
$4.33 - $5.29 $2.7K - $3.3K
353K $1.87M
BX
Blackstone Inc.

Financial Services
1
+ 0.02%
$120.07 - $151.11 $120 - $151
4.68K $700K
JMIA
Jumia Technologies Ag

Consumer Cyclical
3K
+ 17.48%
$1.73 - $4.02 $5.19K - $12.1K
20.2K $81K
EFC
Ellington Financial Inc.

Real Estate
2.75K
+ 26.44%
$11.53 - $13.28 $31.7K - $36.5K
13.2K $170K
NRZ
New Residential Investment Corp.

Real Estate
3.5K
+ 14.83%
N/A
27.1K $196K
PDI
Pimco Dynamic Income Fund

Financial Services
1.68K
+ 9.35%
$17.02 - $19.87 $28.6K - $33.4K
19.7K $373K
STWD
Starwood Property Trust, Inc.

Real Estate
69
+ 0.22%
$17.28 - $20.41 $1.19K - $1.41K
31.8K $637K
BDN
Brandywine Realty Trust

Real Estate
1.3K
+ 13.0%
$3.5 - $4.58 $4.55K - $5.95K
11.3K $48K
HSY
Hershey CO

Consumer Defensive
55
+ 3.82%
$151.29 - $173.13 $8.32K - $9.52K
1.5K $248K
Annaly Capital Management In
5.26K
+ 19.49%
N/A
32.3K $0
Electrovaya Inc
21.5K
+ 5.46%
N/A
416K $0
Ge Healthcare Technologies I
161
+ 4.39%
N/A
3.83K $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
8K
+ 80.0%
$1.66 - $3.61 $13.3K - $28.9K
18K $30K
RMTI
Rockwell Medical, Inc.

Healthcare
8K
+ 20.25%
$0.79 - $1.23 $6.32K - $9.84K
47.5K $40K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
9
+ 0.02%
$9.65 - $10.3 $86.9 - $92.7
37K $371K
KO
Coca Cola CO

Consumer Defensive
55
+ 0.45%
$68.37 - $73.9 $3.76K - $4.06K
12.3K $872K
UNP
Union Pacific Corp

Industrials
1
+ 0.07%
$208.27 - $238.46 $208 - $238
1.42K $326K
BP
Bp PLC

Energy
1K
+ 8.99%
$26.11 - $33.81 $26.1K - $33.8K
12.1K $362K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.74K
+ 1400.0%
$87.84 - $1441.89 $241K - $3.96M
2.94K $264K
COP
Conocophillips

Energy
3
+ 0.05%
$82.66 - $106.1 $248 - $318
5.69K $510K
AMGN
Amgen Inc

Healthcare
55
+ 1.12%
$262.28 - $309.85 $14.4K - $17K
4.96K $1.38M
PFE
Pfizer Inc

Healthcare
1.82K
+ 0.76%
$21.59 - $24.84 $39.3K - $45.2K
240K $5.82M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.01%
$146.36 - $159.82 $293 - $320
20.5K $3.13M
OKE
Oneok Inc

Energy
7
+ 0.04%
$78.71 - $100.37 $551 - $703
19.8K $1.61M
SLB
Schlumberger Limited

Energy
14.9K
+ 11.59%
$31.95 - $42.2 $476K - $628K
143K $4.84M
EPM
Evolution Petroleum Corp

Energy
18.2K
+ 1.03%
$4.07 - $5.19 $74.1K - $94.5K
1.79M $8.39M
AAPL
Apple Inc.

Technology
332
+ 0.42%
$172.42 - $223.89 $57.2K - $74.3K
79.1K $16.2M
Activity Summary
Buys All Purchases 62 New Holdings 15 Increased Positions 47 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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