Wealth Trust Axiom LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Kinder Morgan, Inc. with a value of $14.7M, International Business Machines Corp with a value of $12.3M, Microsoft Corp with a value of $11.2M, and Lsi Industries Inc with a value of $10.2M.
Examining the 13F form we can see an decrease of $7.48M in the current position value, from $328M to 321M.
Below you can find more details about Wealth Trust Axiom LLC portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
Technology: $72.1 Million
Energy: $50.3 Million
Healthcare: $46 Million
Financial Services: $27.9 Million
ETFs: $23.5 Million
Industrials: $22.1 Million
Utilities: $20.7 Million
Basic Materials: $17 Million
Other: $41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
