WealthTrust Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationdestin, FL
- CIK0001867894
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
77 | $133.72M | WLTG, KRE, VANGUARD WORLD FDS, IWB | 13F-HR | Aug 8, 2025 | 000166773125001078 | ||
85 | $134.88M | WLTG, KRE, AGG, CHRW | 13F-HR | May 1, 2025 | 000166773125000563 | ||
91 | $139.24M | WLTG, NDQ, AGG, CHRW | 13F-HR | Feb 10, 2025 | 000166773125000232 | ||
87 | $134.16M | WLTG, NDQ, CHRW, AGG | 13F-HR | Nov 12, 2024 | 000186789424000004 | ||
88 | $136.95M | WLTG, NDQ, AGG, SPDR SER TR | 13F-HR | Aug 12, 2024 | 000186789424000003 | ||
85 | $131.33M | WLTG, NDQ, KRE, FLOT | 13F-HR | May 3, 2024 | 000186789424000002 | ||
83 | $118.88M | WLTG, NDQ, KRE, FLOT | 13F-HR | Feb 8, 2024 | 000186789424000001 | ||
75 | $107.41M | WLTG, NDQ, KRE, SPDR SER TR | 13F-HR | Nov 8, 2023 | 000186789423000004 | ||
71 | $110.27M | KRE, WLTG, CHRW, SPY | 13F-HR | Aug 4, 2023 | 000186789423000003 | ||
73 | $105.13M | KRE, WLTG, CHRW, LMBS | 13F-HR | Apr 28, 2023 | 000186789423000002 | ||
67 | $103.39M | WLTG, KRE, LMBS, RPV | 13F-HR | Feb 6, 2023 | 000186789423000001 | ||
65 | $94.87M | LMBS, WLTG, KRE, CHRW | 13F-HR | Nov 3, 2022 | 000186789422000005 | ||
71 | $105.92M | LMBS, WLTG, RPV, FPEI | 13F-HR | Aug 8, 2022 | 000186789422000004 | ||
80 | $140.45M | RPV, SPY, LMBS, FPEI | 13F-HR | May 27, 2022 | 000186789422000003 | ||
76 | $150.33M | LMBS, NDQ, SCHG, FPEI | 13F-HR | May 27, 2022 | 000186789422000002 | ||
70 | $112.36M | NDQ, SCHG, FPEI, SCHV | 13F-HR | Oct 27, 2021 | 000186789421000006 | ||
75 | $115.19M | SCHV, FPEI, CHRW, USB | 13F-HR | Jul 9, 2021 | 000186789421000004 |