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
CVX
Chevron Corp

Energy
200
+ 1.32%
$141.15 - $162.53 $28.2K - $32.5K
15.3K $2.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
31
+ 0.83%
$174.22 - $187.62 $5.4K - $5.82K
3.76K $658K
CMCSA
Comcast Corp

Communication Services
1.75K
+ 8.76%
$37.39 - $45.14 $65.4K - $78.9K
21.7K $814K
MMM
3 M CO

Industrials
1
+ 0.03%
$124.74 - $137.12 $125 - $137
3.28K $423K
QCOM
Qualcomm Inc

Technology
177
+ 5.56%
$150.4 - $178.04 $26.6K - $31.5K
3.36K $516K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$130.37 - $146.09 $130 - $146
2.28K $299K
HSY
Hershey CO

Consumer Defensive
30
+ 2.13%
$168.67 - $193.65 $5.06K - $5.81K
1.44K $243K
F
Ford Motor CO

Consumer Cyclical
55
+ 0.12%
$9.69 - $11.4 $533 - $627
44.6K $441K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.53%
$161.05 - $179.7 $5.64K - $6.29K
6.65K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.06%
$442.29 - $483.08 $2.21K - $2.42K
8.08K $3.66M
TSCO
Tractor Supply CO

Consumer Cyclical
11.4K
+ 398.53%
$52.59 - $303.74 $598K - $3.45M
14.2K $754K
XOM
Exxon Mobil Corp

Energy
672
+ 4.33%
$105.51 - $125.37 $70.9K - $84.2K
16.2K $1.74M
AEM
Agnico Eagle Mines LTD

Basic Materials
367
+ 0.79%
$75.99 - $88.85 $27.9K - $32.6K
46.7K $3.65M
DD
Du Pont De Nemours, Inc.

Basic Materials
281
+ 3.43%
$75.95 - $88.05 $21.3K - $24.7K
8.48K $646K
UMH
Umh Properties, Inc.

Real Estate
400
+ 0.31%
$18.21 - $19.85 $7.28K - $7.94K
128K $2.43M
FIDI
Fidelity Covington Tr

ETFs
2K
+ 3.4%
$19.3 - $21.68 $38.6K - $43.4K
60.8K $1.18M
EXC
Exelon Corp

Utilities
1.01K
+ 2.16%
$36.22 - $40.97 $36.5K - $41.3K
47.7K $1.79M
PSX
Phillips 66

Energy
206
+ 2.96%
$110.35 - $138.93 $22.7K - $28.6K
7.16K $815K
PATK
Patrick Industries Inc

Consumer Cyclical
3.26K
+ 49.98%
$82.71 - $146.16 $269K - $476K
9.77K $811K
DOW
Dow Inc.

Basic Materials
390
+ 3.87%
$39.1 - $55.34 $15.2K - $21.6K
10.5K $420K
BHP
Bhp Group LTD

Basic Materials
500
+ 4.2%
$48.78 - $62.43 $24.4K - $31.2K
12.4K $605K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8.43K
+ 3.23%
$19.47 - $20.95 $164K - $177K
269K $5.26M
MSFT
Microsoft Corp

Technology
141
+ 0.46%
$406.35 - $454.46 $57.3K - $64.1K
30.5K $12.9M
NTR
Nutrien Ltd.

Basic Materials
2.3K
+ 2.06%
$44.04 - $50.78 $101K - $117K
114K $5.09M
AMGN
Amgen Inc

Healthcare
15
+ 0.31%
$258.78 - $328.31 $3.88K - $4.92K
4.83K $1.26M
CEG
Constellation Energy Corp

Utilities
136
+ 0.88%
$224.28 - $285.52 $30.5K - $38.8K
15.6K $3.51M
MRK
Merck & Co., Inc.

Healthcare
68
+ 0.16%
$96.31 - $114.76 $6.55K - $7.8K
42.3K $4.2M
LLY
Eli Lilly & CO

Healthcare
143
+ 1.37%
$727.2 - $932.06 $104K - $133K
10.5K $8.14M
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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