Wealth Trust Axiom LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $294 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.2M, Microsoft Corp with a value of $13.6M, Kinder Morgan, Inc. with a value of $11.1M, Lsi Industries Inc with a value of $10.1M, and Eli Lilly & CO with a value of $9.86M.
Examining the 13F form we can see an decrease of $9.09M in the current position value, from $303M to 294M.
Below you can find more details about Wealth Trust Axiom LLC portfolio as well as his latest detailed transactions.
Portfolio value
$294 Million
Technology: $68.6 Million
Healthcare: $43 Million
Energy: $42.1 Million
Industrials: $30.5 Million
Financial Services: $23.7 Million
Utilities: $17.4 Million
Basic Materials: $15.8 Million
ETFs: $14.7 Million
Other: $38.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions