Wealth Trust Axiom LLC Reduced Holdings in Q2 2025

Wealth Trust Axiom LLC

  • $330 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-4.02K
- 3.19%
$44.12 - $59.6 $177K - $239K
122K $5.65M
LLY
Eli Lilly & CO

Healthcare
-367
- 3.6%
$713.71 - $898.95 $262K - $330K
9.83K $7.67M
GILD
Gilead Sciences, Inc.

Healthcare
-6.26K
- 12.31%
$96.91 - $113.0 $606K - $707K
44.6K $4.94M
MRK
Merck & Co., Inc.

Healthcare
-1.66K
- 3.96%
$73.47 - $87.12 $122K - $145K
40.2K $3.19M
CVX
Chevron Corp

Energy
-1.27K
- 8.32%
$133.73 - $168.51 $170K - $214K
14K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-225
- 2.9%
$483.48 - $539.8 $109K - $121K
7.55K $3.67M
ED
Consolidated Edison Inc

Utilities
-1.49K
- 4.97%
$98.05 - $113.3 $146K - $169K
28.5K $2.86M
VZ
Verizon Communications Inc

Communication Services
-3.58K
- 2.92%
$41.67 - $45.62 $149K - $163K
119K $5.15M
UMH
Umh Properties, Inc.

Real Estate
-8.55K
- 6.94%
$16.36 - $18.82 $140K - $161K
115K $1.93M
CMS
Cms Energy Corp

Utilities
-2K
- 6.99%
$68.57 - $75.51 $137K - $151K
26.6K $1.84M
VOD
Vodafone Group Public LTD CO

Communication Services
-38.9K
- 32.75%
$8.19 - $10.66 $319K - $415K
80K $852K
XOM
Exxon Mobil Corp

Energy
-229
- 1.43%
$99.93 - $119.04 $22.9K - $27.3K
15.8K $1.7M
GM
General Motors CO

Consumer Cyclical
-4.05K
- 46.06%
$42.48 - $50.46 $172K - $204K
4.74K $233K
TFC
Truist Financial Corp

Financial Services
-4.51K
- 45.97%
$34.79 - $42.99 $157K - $194K
5.3K $227K
EXC
Exelon Corp

Utilities
-696
- 1.44%
$42.2 - $47.37 $29.4K - $33K
47.6K $2.07M
KMI
Kinder Morgan, Inc.

Energy
-20.6K
- 4.0%
$25.21 - $29.4 $519K - $605K
493K $14.5M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-5.16K
- 1.89%
$18.11 - $18.97 $93.4K - $97.8K
267K $5.03M
EPD
Enterprise Products Partners L.P.

Energy
-675
- 1.59%
$28.95 - $34.22 $19.5K - $23.1K
41.7K $1.29M
VTRS
Viatris Inc

Healthcare
-17.9K
- 45.28%
$7.26 - $9.12 $130K - $163K
21.6K $192K
T
At&T Inc.

Communication Services
-8.12K
- 6.15%
$26.33 - $28.94 $214K - $235K
124K $3.59M
CVS
Cvs Health Corp

Healthcare
-2.32K
- 22.47%
$60.04 - $70.18 $139K - $163K
8K $551K
DUK
Duke Energy Corp

Utilities
-676
- 4.36%
$112.46 - $124.05 $76K - $83.9K
14.8K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
-324
- 4.7%
$157.66 - $172.39 $51.1K - $55.9K
6.57K $1.05M
INTC
Intel Corp

Technology
-5K
- 11.61%
$18.13 - $22.69 $90.7K - $113K
38.1K $852K
DOW
Dow Inc.

Basic Materials
-1.25K
- 11.89%
$25.81 - $34.89 $32.2K - $43.5K
9.23K $244K
HBI
Hanesbrands Inc.

Consumer Cyclical
-11.5K
- 21.53%
$4.32 - $5.95 $49.5K - $68.1K
41.7K $191K
IDV
Ishares Tr

ETFs
-6.2K
- 20.8%
$27.79 - $34.84 $172K - $216K
23.6K $814K
MCD
Mcdonalds Corp

Consumer Cyclical
-230
- 11.82%
$285.55 - $321.23 $65.7K - $73.9K
1.72K $501K
SHEL
Shell PLC

Energy
-694
- 3.65%
$59.75 - $73.05 $41.5K - $50.7K
18.3K $1.29M
EVRG
Evergy, Inc.

Utilities
-1.37K
- 4.58%
$64.06 - $69.64 $87.5K - $95.1K
28.5K $1.96M
PTEN
Patterson Uti Energy Inc

Energy
-3.25K
- 9.87%
$5.46 - $8.56 $17.8K - $27.8K
29.7K $176K
F
Ford Motor CO

Consumer Cyclical
-11.7K
- 28.85%
$8.69 - $10.85 $102K - $127K
28.9K $313K
PEP
Pepsico Inc

Consumer Defensive
-310
- 10.73%
$128.02 - $151.37 $39.7K - $46.9K
2.58K $340K
NOK
Nokia Corp

Technology
-17.3K
- 44.88%
$4.65 - $5.43 $80.4K - $93.9K
21.3K $110K
OBE
Obsidian Energy Ltd.

Energy
-13.6K
- 23.48%
$3.95 - $6.02 $53.6K - $81.7K
44.2K $245K
ABBV
Abb Vie Inc.

Healthcare
-80
- 3.02%
$170.16 - $206.27 $13.6K - $16.5K
2.57K $477K
NEE
Nextera Energy Inc

Utilities
-460
- 1.54%
$64.11 - $75.0 $29.5K - $34.5K
29.5K $2.05M
ENB
Enbridge Inc

Energy
-2K
- 10.42%
$41.09 - $47.16 $82.2K - $94.3K
17.2K $779K
UHT
Universal Health Realty Income Trust

Real Estate
-783
- 2.05%
$36.71 - $41.51 $28.7K - $32.5K
37.4K $1.5M
TX
Ternium S.A.

Basic Materials
-1.3K
- 5.5%
$24.63 - $31.28 $32K - $40.7K
22.4K $672K
TRVI
Trevi Therapeutics, Inc.

Healthcare
-2K
- 3.15%
$5.28 - $7.06 $10.6K - $14.1K
61.5K $336K
ALC
Alcon Inc

Healthcare
-241
- 4.28%
$82.88 - $98.3 $20K - $23.7K
5.39K $475K
DD
Du Pont De Nemours, Inc.

Basic Materials
-45
- 0.53%
$55.13 - $75.25 $2.48K - $3.39K
8.52K $584K
EQNR
Equinor Asa

Energy
-300
- 1.11%
$22.04 - $28.08 $6.61K - $8.42K
26.7K $671K
AMAT
Applied Materials Inc

Technology
-830
- 28.24%
$126.95 - $183.52 $105K - $152K
2.11K $386K
CMCSA
Comcast Corp

Communication Services
-349
- 1.6%
$32.84 - $36.72 $11.5K - $12.8K
21.5K $767K
KIO
Kkr Income Opportunities Fund

Financial Services
-3.68K
- 13.83%
$10.99 - $12.56 $40.4K - $46.2K
22.9K $287K
ASC
Ardmore Shipping Corp

Industrials
-3.1K
- 7.19%
$8.51 - $10.54 $26.4K - $32.7K
40K $384K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-7.67K
- 7.31%
$7.6 - $8.89 $58.3K - $68.2K
97.2K $864K
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
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