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WealthTrust Axiom LLC
WealthTrust Axiom LLC is an institution, managing $373.3M across 269 long positions as of Q3 2025 with AAPL as the largest holding (5% allocation).
- Portfolio Value
- $373.3M
- Positions
- 269
- Top Holding
- AAPL at 5.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WealthTrust Axiom LLC's portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $20.2M | 5.40% | +$27.2K Bought | 0.00% 79.2K shares | |
Software - Infrastructure Technology | $15.2M | 4.07% | +$505.0K Bought | 0.00% 29.4K shares | |
Oil & Gas Midstream Energy | $13.8M | 3.71% | -$120.9K Sold | 0.02% 489.2K shares | |
Hardware, Equipment & Parts Technology | $13.3M | 3.57% | -$527.3K Sold | 1.84% 563.8K shares | |
Information Technology Services Technology | $12.0M | 3.21% | -$255.1K Sold | 0.00% 42.5K shares | |
Oil & Gas Equipment & Services Energy | $9.4M | 2.53% | -$212.8K Sold | 1.23% 1.6M shares | |
Gold Basic Materials | $9.0M | 2.42% | -$110.6K Sold | 0.01% 53.7K shares | |
Oil & Gas Exploration & Production Energy | $8.6M | 2.30% | -$16.2K Sold | 5.19% 1.8M shares | |
Drug Manufacturers - General Healthcare | $7.6M | 2.03% | +$74.8K Bought | 0.00% 9.9K shares | |
Hardware, Equipment & Parts Technology | $7.2M | 1.93% | -$517.4K Sold | 0.01% 88.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WealthTrust Axiom LLC's latest filing
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Analytics
Portfolio insights and performance metrics for WealthTrust Axiom LLC
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