WealthTrust Axiom LLC

Q4 2024 13F Holdings

  • Location
    wayne, PA
  • Num holdings

    255

  • Value ($000)

    $335,596

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001425949
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$20.02M
6 %

79,931

KMI
KMI

KINDER MORGAN INC DEL

COM
49456B101
$15.01M
5 %

547,802

LYTS
LYTS

LSI INDS INC OHIO

COM
50216C108
$13.53M
4 %

696,685

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.85M
4 %

30,493

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$11.43M
3 %

51,998

EPM
EPM

EVOLUTION PETE CORP

COM
30049A107
$9.09M
3 %

1,737,867

LLY
LLY

ELI LILLY & CO

COM
532457108
$8.14M
2 %

10,544

BMY
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$7.18M
2 %

126,892

ISSC
ISSC

INNOVATIVE SOLUTIONS & SUPPO

COM
45769N105
$6.43M
2 %

752,419

TTI
TTI

TETRA TECHNOLOGIES INC DEL

COM
88162F105
$6.08M
2 %

1,697,050

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