Wealth Trust Axiom LLC Purchases in Q4 2024

Wealth Trust Axiom LLC

  • $328 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYTS
Lsi Industries Inc

Technology
7.65K
+ 1.11%
$15.88 - $20.86 $121K - $160K
697K $13.5M
ISSC
Innovative Solutions & Support Inc

Industrials
1.75K
+ 0.23%
$6.19 - $8.75 $10.8K - $15.3K
752K $6.43M
SLB
Schlumberger Limited

Energy
40.3K
+ 46.18%
$36.83 - $45.59 $1.48M - $1.84M
127K $4.89M
TTI
Tetra Technologies Inc

Energy
64.8K
+ 3.97%
$2.95 - $4.04 $191K - $262K
1.7M $6.08M
BMY
Bristol Myers Squibb CO

Healthcare
793
+ 0.63%
$51.92 - $59.94 $41.2K - $47.5K
127K $7.18M
CSCO
Cisco Systems, Inc.

Technology
748
+ 0.75%
$52.45 - $60.02 $39.2K - $44.9K
100K $5.92M
HWM
Howmet Aerospace Inc.

Industrials
1.77K
+ 3.99%
$99.72 - $120.09 $176K - $212K
46.1K $5.04M
CRNT
Ceragon Networks LTD

Technology
68K
+ 61.73%
$2.4 - $4.95 $163K - $337K
178K $831K
STWD
Starwood Property Trust, Inc.

Real Estate
20.9K
+ 210.08%
$18.95 - $20.37 $395K - $425K
30.8K $583K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.37%
$180.88 - $232.93 $7.24K - $9.32K
10.9K $2.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
610
+ 43.6%
$481.22 - $538.17 $294K - $328K
2.01K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
519
+ 37.77%
$570.51 - $610.59 $296K - $317K
1.89K $1.11M
AMD
Advanced Micro Devices Inc

Technology
2.34K
New
$118.88 - $172.8 $278K - $404K
2.34K $282K
FSTR
Foster L B CO

Industrials
9.05K
New
$18.85 - $29.45 $171K - $267K
9.05K $243K
NOW
Service Now, Inc.

Technology
217
New
$867.18 - $1148.42 $188K - $249K
217 $230K
EMR
Emerson Electric CO

Industrials
1.85K
New
$108.13 - $134.33 $200K - $249K
1.85K $229K
MS
Morgan Stanley

Financial Services
1.77K
New
$104.42 - $134.99 $185K - $239K
1.77K $222K
HSBC
Hsbc Holdings PLC

Financial Services
4.08K
New
$43.83 - $49.51 $179K - $202K
4.08K $201K
T
At&T Inc.

Communication Services
2.21K
+ 1.74%
$21.22 - $23.88 $46.8K - $52.7K
129K $2.94M
VUG
Vanguard Growth ETF

ETFs
276
+ 26.51%
$378.79 - $428.11 $105K - $118K
1.32K $540K
ATOM
Atomera Inc

Technology
2K
+ 15.38%
$2.46 - $14.27 $4.92K - $28.5K
15K $174K
NVDA
Nvidia Corp

Technology
155
+ 1.71%
$117.0 - $148.88 $18.1K - $23.1K
9.22K $1.24M
PNC
Pnc Financial Services Group, Inc.

Financial Services
404
+ 5.71%
$178.39 - $215.0 $72.1K - $86.9K
7.48K $1.44M
DIS
Walt Disney CO

Communication Services
250
+ 3.94%
$92.39 - $117.6 $23.1K - $29.4K
6.6K $734K
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.51%
$79.1 - $95.7 $3.95K - $4.79K
9.78K $883K
PFE
Pfizer Inc

Healthcare
19K
+ 10.66%
$24.8 - $30.19 $472K - $575K
198K $5.24M
TRVI
Trevi Therapeutics, Inc.

Healthcare
2K
+ 3.15%
$2.53 - $4.5 $5.06K - $9K
65.5K $279K
PANW
Palo Alto Networks Inc

Technology
2.34K
+ 100.0%
$181.96 - $405.9 $426K - $950K
4.68K $851K
OBE
Obsidian Energy Ltd.

Energy
4K
+ 5.96%
$4.91 - $6.36 $19.6K - $25.4K
71.1K $413K
EVRG
Evergy, Inc.

Utilities
829
+ 2.79%
$59.06 - $65.0 $49K - $53.9K
30.5K $1.88M
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 8.05%
$385.02 - $431.37 $77K - $86.3K
2.69K $1.04M
EPM
Evolution Petroleum Corp

Energy
32.7K
+ 1.92%
$4.88 - $6.11 $160K - $200K
1.74M $9.09M
COP
Conocophillips

Energy
645
+ 12.7%
$95.12 - $114.72 $61.4K - $74K
5.72K $567K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.4K
+ 3.92%
$23.88 - $24.32 $57.3K - $58.4K
63.7K $1.53M
MO
Altria Group, Inc.

Consumer Defensive
269
+ 3.52%
$49.06 - $57.74 $13.2K - $15.5K
7.9K $413K
SYY
Sysco Corp

Consumer Defensive
400
+ 7.69%
$73.63 - $81.77 $29.5K - $32.7K
5.6K $428K
NAT
Nordic American Tankers LTD

Industrials
4.67K
+ 0.72%
N/A
653K $2.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$567.81 - $607.81 $568 - $608
1.39K $816K
CTVA
Corteva, Inc.

Basic Materials
429
+ 5.99%
$55.21 - $64.13 $23.7K - $27.5K
7.59K $432K
IWD
Ishares Russell 1000 Val ETF

ETFs
81
+ 6.08%
$183.23 - $199.79 $14.8K - $16.2K
1.41K $261K
TXN
Texas Instruments Inc

Technology
30
+ 0.98%
N/A
3.1K $603K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.22%
$563.99 - $620.12 $564 - $620
466 $265K
Gsk PLC
5.59K
+ 8.91%
N/A
68.3K $0
Electrovaya Inc
109K
+ 181.22%
N/A
168K $0
POCI
Precision Optics Corp Inc Mass
9.37K
+ 3.94%
N/A
247K $0
Liqtech Intl Inc
27.3K
+ 15.12%
N/A
208K $0
VVR
Invesco Senior Income Trust

Financial Services
35
+ 0.13%
$3.83 - $4.07 $134 - $142
27.9K $110K
PPL
Ppl Corp

Utilities
6
+ 0.07%
$31.47 - $35.0 $189 - $210
8.24K $267K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.38%
$131.76 - $143.99 $922 - $1.01K
1.85K $243K
Activity Summary
Buys All Purchases 79 New Holdings 6 Increased Positions 73 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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