WealthTrust Axiom LLC

Q1 2025 13F Holdings

  • Location
    wayne, PA
  • Num holdings

    255

  • Value ($000)

    $328,411

  • Date Filed
    05/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.50M
5 %

78,792

KMI
KMI

KINDER MORGAN INC DEL

COM
49456B101
$14.67M
5 %

514,031

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$12.27M
4 %

49,357

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.23M
3 %

29,903

LYTS
LYTS

LSI INDS INC OHIO

COM
50216C108
$10.24M
3 %

602,597

EPM
EPM

EVOLUTION PETE CORP

COM
30049A107
$9.15M
3 %

1,767,188

LLY
LLY

ELI LILLY & CO

COM
532457108
$8.42M
3 %

10,200

BMY
BMY

BRISTOL-MYERS SQUIBB CO

COM
110122108
$7.69M
2 %

126,014

PFE
PFE

PFIZER INC

COM
717081103
$6.03M
2 %

238,105

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$6.02M
2 %

97,477

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