Wealth Trust Axiom LLC Incresed Positions in Q3 2024

Wealth Trust Axiom LLC

  • $329 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.5K
+ 4.54%
$207.23 - $234.82 $725K - $821K
80.5K $18.7M
SLB
Schlumberger Limited

Energy
41.3K
+ 90.11%
$39.57 - $49.67 $1.64M - $2.05M
87.2K $3.66M
NTR
Nutrien Ltd.

Basic Materials
26.9K
+ 31.75%
$45.26 - $52.2 $1.22M - $1.4M
112K $5.36M
IGR
Cbre Global Real Estate Income Fund

Financial Services
47.9K
+ 16.32%
$5.02 - $6.62 $240K - $317K
341K $2.24M
PFE
Pfizer Inc

Healthcare
16.5K
+ 10.16%
$27.7 - $31.39 $456K - $517K
179K $5.17M
T
At&T Inc.

Communication Services
8.48K
+ 7.17%
$18.21 - $22.28 $154K - $189K
127K $2.79M
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 1.62%
$38.89 - $45.0 $72.6K - $84K
117K $5.27M
EPD
Enterprise Products Partners L.P.

Energy
17K
+ 56.1%
$27.88 - $30.0 $473K - $509K
47.2K $1.37M
BAC
Bank Of America Corp

Financial Services
11K
+ 70.29%
$36.65 - $44.13 $403K - $485K
26.6K $1.06M
AXP
American Express CO

Financial Services
644
+ 14.45%
$225.92 - $271.17 $145K - $175K
5.1K $1.38M
OKE
Oneok Inc

Energy
1.45K
+ 7.1%
$78.62 - $95.27 $114K - $138K
21.8K $1.99M
EPM
Evolution Petroleum Corp

Energy
45.4K
+ 2.74%
$4.64 - $5.75 $211K - $261K
1.71M $9.05M
ET
Energy Transfer LP

Energy
17.8K
+ 81.91%
$15.43 - $16.44 $274K - $292K
39.4K $632K
PNC
Pnc Financial Services Group, Inc.

Financial Services
403
+ 6.04%
$156.14 - $187.2 $62.9K - $75.4K
7.08K $1.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
536
+ 62.11%
$434.77 - $502.96 $233K - $270K
1.4K $682K
BK
Bank Of New York Mellon Corp

Financial Services
1.29K
+ 10.38%
$59.54 - $72.17 $76.9K - $93.2K
13.7K $986K
ENB
Enbridge Inc

Energy
3.71K
+ 22.91%
$35.27 - $41.18 $131K - $153K
19.9K $808K
IVV
Ishares Core S&P 500 ETF

ETFs
272
+ 24.68%
$520.18 - $576.82 $141K - $157K
1.37K $792K
MO
Altria Group, Inc.

Consumer Defensive
2.66K
+ 53.32%
$45.95 - $54.71 $122K - $145K
7.63K $389K
VOD
Vodafone Group Public LTD CO

Communication Services
1.18K
+ 0.89%
$8.8 - $10.35 $10.4K - $12.2K
133K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 1.18%
$333.64 - $405.2 $9.68K - $11.8K
2.49K $1.01M
KO
Coca Cola CO

Consumer Defensive
914
+ 8.11%
$62.69 - $73.01 $57.3K - $66.7K
12.2K $875K
NVDA
Nvidia Corp

Technology
1.42K
+ 18.6%
$98.91 - $134.91 $141K - $192K
9.06K $1.1M
USAS
Americas Gold & Silver Corp

Basic Materials
3.5K
+ 0.16%
$0.21 - $0.32 $736 - $1.12K
2.17M $672K
CRNT
Ceragon Networks LTD

Technology
39K
+ 54.71%
$2.44 - $3.08 $95K - $120K
110K $301K
TTI
Tetra Technologies Inc

Energy
202K
+ 14.12%
$2.76 - $3.78 $557K - $763K
1.63M $5.06M
STM
St Microelectronics N.V.

Technology
6.05K
+ 79.08%
$27.83 - $42.72 $168K - $258K
13.7K $407K
RSP
Invesco S&P 500 Equal Weight E

ETFs
295
+ 8.6%
$162.83 - $179.16 $48K - $52.9K
3.73K $667K
CAT
Caterpillar Inc

Industrials
14
+ 0.88%
$316.8 - $391.12 $4.44K - $5.48K
1.61K $631K
RMTI
Rockwell Medical, Inc.

Healthcare
6.5K
+ 20.63%
$1.67 - $4.4 $10.9K - $28.6K
38K $150K
RIO
Rio Tinto PLC

Basic Materials
401
+ 3.17%
$59.71 - $71.21 $23.9K - $28.6K
13K $928K
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
PPL
Ppl Corp

Utilities
122
+ 1.5%
$27.36 - $33.08 $3.34K - $4.04K
8.24K $272K
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
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
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