Wealth Trust Axiom LLC Reduced Holdings in Q1 2025

Wealth Trust Axiom LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-1.8K
- 7.35%
$4.75 - $5.7 $8.55K - $10.3K
22.7K $107K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-60
- 3.0%
$120.29 - $134.6 $7.22K - $8.08K
1.94K $236K
LEU
Centrus Energy Corp

Energy
-50
- 1.33%
$62.21 - $119.74 $3.11K - $5.99K
3.7K $230K
BHP
Bhp Group LTD

Basic Materials
-250
- 2.02%
$48.18 - $52.11 $12K - $13K
12.2K $589K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-1.25K
- 3.27%
$10.14 - $10.65 $12.6K - $13.3K
36.9K $376K
HLN
Haleon PLC

Healthcare
-5.19K
- 9.52%
$9.02 - $10.67 $46.8K - $55.4K
49.3K $507K
GOGL
Golden Ocean Group LTD

Industrials
-200
- 1.55%
$7.66 - $10.06 $1.53K - $2.01K
12.7K $101K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.9K
- 8.74%
$7.89 - $8.07 $15K - $15.4K
19.9K $158K
EPD
Enterprise Products Partners L.P.

Energy
-4.18K
- 8.98%
$31.75 - $34.14 $133K - $143K
42.3K $1.45M
MPC
Marathon Petroleum Corp

Energy
-203
- 7.48%
$134.72 - $159.03 $27.3K - $32.3K
2.51K $365K
AMCR
Amcor PLC

Consumer Cyclical
-4.05K
- 4.21%
$9.33 - $10.39 $37.8K - $42.1K
92.2K $894K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.03K
- 8.52%
$34.32 - $37.26 $35.2K - $38.2K
11K $400K
UL
Unilever PLC

Consumer Defensive
-533
- 6.58%
$54.72 - $60.29 $29.2K - $32.1K
7.57K $450K
Ge Healthcare Technologies I
-5
- 0.14%
N/A
3.67K $0
Annaly Capital Management In
-16.8K
- 38.34%
N/A
27K $0
Liqtech Intl Inc
-36.1K
- 17.38%
N/A
172K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-42
- 1.7%
$95.85 - $99.25 $4.03K - $4.17K
2.42K $239K
ENB
Enbridge Inc

Energy
-711
- 3.57%
$41.54 - $45.45 $29.5K - $32.3K
19.2K $850K
XLV
Select Sector Spdr Fund Health

ETFs
-20
- 1.07%
$137.61 - $149.68 $2.75K - $2.99K
1.84K $269K
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 1.08%
$225.19 - $279.95 $14K - $17.4K
5.68K $1.39M
COP
Conocophillips

Energy
-31
- 0.54%
$88.6 - $105.85 $2.75K - $3.28K
5.69K $597K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-278
- 0.26%
$8.29 - $8.97 $2.3K - $2.49K
105K $901K
WEC
Wec Energy Group, Inc.

Utilities
-150
- 3.93%
$92.12 - $108.98 $13.8K - $16.3K
3.67K $399K
UHT
Universal Health Realty Income Trust

Real Estate
-2.63K
- 6.45%
$35.13 - $42.02 $92.5K - $111K
38.2K $1.57M
FIDI
Fidelity Covington Tr

ETFs
-2.92K
- 4.81%
$19.41 - $22.35 $56.8K - $65.4K
57.9K $1.24M
VOD
Vodafone Group Public LTD CO

Communication Services
-4.93K
- 3.98%
$8.05 - $9.86 $39.7K - $48.6K
119K $1.11M
CSCO
Cisco Systems, Inc.

Technology
-2.55K
- 2.54%
$58.74 - $64.87 $149K - $165K
97.5K $6.02M
IDV
Ishares Tr

ETFs
-200
- 0.67%
$27.0 - $31.7 $5.4K - $6.34K
29.8K $924K
TRVI
Trevi Therapeutics, Inc.

Healthcare
-2K
- 3.05%
$3.66 - $6.81 $7.32K - $13.6K
63.5K $399K
CMS
Cms Energy Corp

Utilities
-1.5K
- 4.98%
$64.99 - $75.11 $97.5K - $113K
28.6K $2.15M
XOM
Exxon Mobil Corp

Energy
-151
- 0.93%
$105.44 - $118.93 $15.9K - $18K
16K $1.91M
EVRG
Evergy, Inc.

Utilities
-694
- 2.27%
$59.9 - $69.52 $41.6K - $48.2K
29.8K $2.06M
TD
Toronto Dominion Bank

Financial Services
-95
- 0.33%
$53.12 - $61.15 $5.05K - $5.81K
28.8K $1.72M
DUK
Duke Energy Corp

Utilities
-299
- 1.89%
$105.87 - $121.97 $31.7K - $36.5K
15.5K $1.89M
USAS
Americas Gold & Silver Corp

Basic Materials
-174K
- 8.23%
$0.39 - $0.58 $67.7K - $101K
1.94M $1.03M
LLY
Eli Lilly & CO

Healthcare
-344
- 3.26%
$725.72 - $929.72 $250K - $320K
10.2K $8.42M
CVX
Chevron Corp

Energy
-65
- 0.42%
$146.71 - $167.97 $9.54K - $10.9K
15.3K $2.55M
NTR
Nutrien Ltd.

Basic Materials
-4.15K
- 3.65%
$45.28 - $53.84 $188K - $223K
110K $5.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-311
- 3.85%
$442.66 - $534.52 $138K - $166K
7.77K $4.14M
BMY
Bristol Myers Squibb CO

Healthcare
-878
- 0.69%
$53.9 - $63.11 $47.3K - $55.4K
126K $7.69M
IBM
International Business Machines Corp

Technology
-2.64K
- 5.08%
$217.4 - $264.74 $574K - $699K
49.4K $12.3M
GILD
Gilead Sciences, Inc.

Healthcare
-1.02K
- 1.97%
$89.14 - $117.41 $90.9K - $120K
50.8K $5.7M
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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