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
TSCO
Tractor Supply CO

Consumer Cyclical
-45
- 0.31%
$47.86 - $55.77 $2.15K - $2.51K
14.3K $754K
RIO
Rio Tinto PLC

Basic Materials
-262
- 2.31%
$52.32 - $62.75 $13.7K - $16.4K
11.1K $647K
PSX
Phillips 66

Energy
-19
- 0.26%
$92.87 - $125.73 $1.76K - $2.39K
7.22K $861K
PPL
Ppl Corp

Utilities
-400
- 4.66%
$33.45 - $36.5 $13.4K - $14.6K
8.18K $277K
VLO
Valero Energy Corp

Energy
-302
- 8.69%
$104.69 - $141.77 $31.6K - $42.8K
3.17K $426K
KMB
Kimberly Clark Corp

Consumer Defensive
-10
- 0.44%
$126.84 - $145.22 $1.27K - $1.45K
2.28K $293K
AGNC
Agnc Investment Corp.

Real Estate
-2.5K
- 12.38%
$8.12 - $9.49 $20.3K - $23.7K
17.7K $162K
NAT
Nordic American Tankers LTD

Industrials
-7.39K
- 1.18%
N/A
618K $2.46M
RVP
Retractable Technologies Inc

Healthcare
-28.5K
- 28.07%
$0.63 - $0.76 $18K - $21.7K
73K $46K
CNP
Centerpoint Energy Inc

Utilities
-778
- 9.44%
$35.5 - $39.05 $27.6K - $30.4K
7.46K $274K
VUG
Vanguard Growth ETF

ETFs
-251
- 19.06%
$329.49 - $438.4 $82.7K - $110K
1.07K $467K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-2K
- 10.53%
$5.64 - $6.2 $11.3K - $12.4K
17K $100K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-2.82K
- 12.43%
$3.99 - $4.93 $11.2K - $13.9K
19.9K $93K
TGI
Triumph Group Inc

Industrials
-784
- 4.87%
$24.53 - $25.94 $19.2K - $20.3K
15.3K $394K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-1.5K
- 11.28%
$9.25 - $10.26 $13.9K - $15.4K
11.8K $121K
HLN
Haleon PLC

Healthcare
-1.45K
- 2.94%
$9.27 - $11.41 $13.4K - $16.5K
47.9K $496K
GOGL
Golden Ocean Group LTD

Industrials
-200
- 1.57%
$6.48 - $8.39 $1.3K - $1.68K
12.5K $91K
MATV
Schweitzer Mauduit International Inc

Basic Materials
-4.7K
- 10.08%
$4.58 - $6.98 $21.5K - $32.8K
42K $286K
EMR
Emerson Electric CO

Industrials
-330
- 17.82%
$94.15 - $133.33 $31.1K - $44K
1.52K $202K
Liqtech Intl Inc
-38.8K
- 22.59%
N/A
133K $0
Ge Vernova Inc
-68
- 3.91%
N/A
1.67K $0
Brookfield Renewable Corp
-587
- 7.99%
N/A
6.76K $0
Te Connectivity PLC
-200
- 8.7%
N/A
2.1K $0
Gsk PLC
-670
- 0.91%
N/A
72.8K $0
POCI
Precision Optics Corp Inc Mass
-4.78K
- 1.88%
N/A
249K $0
IRDM
Iridium Communications Inc.

Communication Services
-4.7K
- 9.38%
$21.57 - $30.17 $101K - $142K
45.4K $1.37M
ETN
Eaton Corp PLC

Industrials
-463
- 23.59%
$246.52 - $356.99 $114K - $165K
1.5K $535K
QCOM
Qualcomm Inc

Technology
-102
- 2.97%
$124.66 - $159.48 $12.7K - $16.3K
3.34K $531K
RTX
Raytheon Technologies Corp

Industrials
-100
- 2.9%
$113.75 - $148.48 $11.4K - $14.8K
3.35K $489K
MPC
Marathon Petroleum Corp

Energy
-100
- 3.98%
$118.55 - $170.08 $11.9K - $17K
2.41K $400K
BEP
Brookfield Renewable Partners L.P.

Utilities
-750
- 4.58%
$20.16 - $26.41 $15.1K - $19.8K
15.6K $398K
IXN
Ishares Global Information Tec

ETFs
-744
- 11.84%
$65.81 - $92.34 $49K - $68.7K
5.54K $511K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-700
- 2.86%
$13.86 - $18.24 $9.7K - $12.8K
23.8K $434K
C
Citigroup Inc

Financial Services
-10
- 0.35%
$58.13 - $85.12 $581 - $851
2.88K $245K
GOOGL
Alphabet Inc.

Communication Services
-139
- 3.97%
$144.7 - $178.6 $20.1K - $24.8K
3.37K $593K
GOOG
Alphabet Inc.

Communication Services
-195
- 4.67%
$146.58 - $180.01 $28.6K - $35.1K
3.98K $706K
META
Meta Platforms, Inc.

Communication Services
-100
- 12.59%
$484.66 - $738.09 $48.5K - $73.8K
694 $512K
FIDI
Fidelity Covington Tr

ETFs
-2K
- 3.46%
$19.44 - $23.7 $38.9K - $47.4K
55.9K $1.3M
NVS
Novartis Ag

Healthcare
-2.24K
- 6.41%
$101.96 - $121.01 $228K - $270K
32.7K $3.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-69
- 4.12%
$221.86 - $362.89 $15.3K - $25K
1.6K $509K
CTVA
Corteva, Inc.

Basic Materials
-44
- 0.57%
$55.52 - $74.53 $2.44K - $3.28K
7.63K $568K
CAT
Caterpillar Inc

Industrials
-18
- 1.12%
$273.94 - $388.21 $4.93K - $6.99K
1.6K $619K
STM
St Microelectronics N.V.

Technology
-350
- 2.97%
$17.78 - $30.41 $6.22K - $10.6K
11.5K $348K
WMT
Walmart Inc.

Consumer Defensive
-45
- 0.48%
$81.79 - $99.98 $3.68K - $4.5K
9.32K $911K
IGM
Ishares Expanded Tech Sector E

ETFs
-621
- 7.81%
$79.8 - $112.34 $49.6K - $69.8K
7.33K $823K
BAC
Bank Of America Corp

Financial Services
-497
- 2.15%
$34.39 - $47.46 $17.1K - $23.6K
22.6K $1.07M
FITB
Fifth Third Bancorp

Financial Services
-750
- 0.91%
$33.32 - $41.51 $25K - $31.1K
82.1K $3.37M
CSCO
Cisco Systems, Inc.

Technology
-8.89K
- 9.12%
$53.19 - $69.38 $473K - $617K
88.6K $6.15M
DIS
Walt Disney CO

Communication Services
-165
- 2.49%
$81.72 - $124.01 $13.5K - $20.5K
6.46K $801K
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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