Wealth Trust Axiom LLC Purchases in Q3 2025

Wealth Trust Axiom LLC

  • $360 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
890
+ 3.94%
$44.92 - $52.42 $40K - $46.7K
23.5K $1.21M
BHP
Bhp Group LTD

Basic Materials
650
+ 4.75%
$48.67 - $56.22 $31.6K - $36.5K
14.3K $798K
RIO
Rio Tinto PLC

Basic Materials
821
+ 7.39%
$57.66 - $66.01 $47.3K - $54.2K
11.9K $787K
MCD
Mcdonalds Corp

Consumer Cyclical
386
+ 22.49%
$291.67 - $316.99 $113K - $122K
2.1K $638K
CVS
Cvs Health Corp

Healthcare
1.11K
+ 13.87%
$58.75 - $76.5 $65.2K - $84.8K
9.11K $686K
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 1.76%
$620.67 - $670.08 $23.6K - $25.5K
2.2K $1.47M
DVY
Ishares Tr

ETFs
480
+ 7.88%
$133.88 - $142.57 $64.3K - $68.4K
6.58K $934K
MO
Altria Group, Inc.

Consumer Defensive
691
+ 6.64%
$57.75 - $67.68 $39.9K - $46.8K
11.1K $732K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.3%
$546.99 - $602.2 $3.83K - $4.22K
2.33K $1.4M
LMT
Lockheed Martin Corp

Industrials
181
+ 26.01%
$410.74 - $499.21 $74.3K - $90.4K
877 $437K
PWR
Quanta Services, Inc.

Industrials
7
+ 0.29%
$372.29 - $421.68 $2.61K - $2.95K
2.42K $1M
BA
Boeing CO

Industrials
260
+ 7.13%
$209.79 - $237.38 $54.5K - $61.7K
3.91K $843K
WFC
Wells Fargo & Company

Financial Services
626
+ 10.46%
$77.05 - $85.16 $48.2K - $53.3K
6.61K $554K
PEP
Pepsico Inc

Consumer Defensive
312
+ 12.1%
$133.81 - $152.16 $41.7K - $47.5K
2.89K $406K
AMGN
Amgen Inc

Healthcare
161
+ 3.25%
$271.18 - $309.22 $43.7K - $49.8K
5.12K $1.44M
EPD
Enterprise Products Partners L.P.

Energy
1.48K
+ 3.54%
$30.74 - $32.14 $45.4K - $47.4K
43.1K $1.35M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
22K
+ 122.22%
$1.7 - $3.97 $37.4K - $87.3K
40K $86K
C
Citigroup Inc

Financial Services
1
+ 0.03%
$85.57 - $103.49 $85.6 - $103
2.88K $292K
UNP
Union Pacific Corp

Industrials
160
+ 11.27%
$214.91 - $237.16 $34.4K - $37.9K
1.58K $373K
AGNC
Agnc Investment Corp.

Real Estate
3.5K
+ 19.77%
$9.2 - $10.37 $32.2K - $36.3K
21.2K $207K
XLV
Select Sector Spdr Fund Health

ETFs
228
+ 12.36%
$129.01 - $139.72 $29.4K - $31.9K
2.07K $288K
COP
Conocophillips

Energy
67
+ 1.18%
$91.0 - $98.99 $6.1K - $6.63K
5.76K $544K
PG
Procter & Gamble CO

Consumer Defensive
464
+ 7.07%
$150.47 - $161.22 $69.8K - $74.8K
7.03K $1.08M
PLD
Prologis, Inc.

Real Estate
127
+ 6.2%
$104.08 - $115.35 $13.2K - $14.6K
2.18K $249K
IWP
Ishares Russell Mid Cap Growth

ETFs
145
+ 4.67%
$137.51 - $145.26 $19.9K - $21.1K
3.25K $463K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.28K
+ 1.31%
$8.7 - $9.11 $11.1K - $11.6K
98.5K $897K
SWK
Stanley Black & Decker, Inc.

Industrials
100
+ 2.57%
$66.98 - $79.52 $6.7K - $7.95K
3.99K $296K
EMR
Emerson Electric CO

Industrials
271
+ 17.81%
$128.6 - $149.63 $34.9K - $40.5K
1.79K $235K
CNP
Centerpoint Energy Inc

Utilities
357
+ 4.78%
$35.77 - $39.16 $12.8K - $14K
7.82K $303K
VTV
Vanguard Value ETF

ETFs
68
+ 5.34%
$175.51 - $186.57 $11.9K - $12.7K
1.34K $250K
QCOM
Qualcomm Inc

Technology
2
+ 0.06%
$145.84 - $173.55 $292 - $347
3.34K $555K
NOW
Service Now, Inc.

Technology
50
+ 20.66%
$850.86 - $1044.69 $42.5K - $52.2K
292 $268K
ABT
Abbott Laboratories

Healthcare
131
+ 4.61%
$120.51 - $136.62 $15.8K - $17.9K
2.97K $397K
Annaly Capital Management In
3.3K
+ 10.22%
N/A
35.6K $0
USFD
Us Foods Holding Corp.

Consumer Defensive
28
+ 0.57%
$76.35 - $84.68 $2.14K - $2.37K
4.9K $375K
Nextracker Inc
3.17K
New
N/A
3.17K $0
Americas Gold And Silver Cor
613K
New
N/A
613K $0
Barrick Mng Corp
1.14K
+ 8.53%
N/A
14.5K $0
BDN
Brandywine Realty Trust

Real Estate
445
+ 3.94%
$3.81 - $4.58 $1.7K - $2.04K
11.7K $48K
Cohen & Steers Infrastructur
10.1K
New
N/A
10.1K $0
EQT
Eqt Corp

Energy
74
+ 1.46%
$49.19 - $59.19 $3.64K - $4.38K
5.13K $279K
DIS
Walt Disney CO

Communication Services
279
+ 4.32%
$112.25 - $124.0 $31.3K - $34.6K
6.74K $771K
ALC
Alcon Inc

Healthcare
86
+ 1.6%
$73.24 - $92.22 $6.3K - $7.93K
5.48K $407K
LLY
Eli Lilly & CO

Healthcare
98
+ 1.0%
$625.65 - $812.69 $61.3K - $79.6K
9.93K $7.58M
CMCSA
Comcast Corp

Communication Services
101
+ 0.47%
$31.41 - $36.33 $3.17K - $3.67K
21.6K $678K
OKE
Oneok Inc

Energy
8
+ 0.04%
$71.36 - $83.47 $571 - $668
19.8K $1.44M
Activity Summary
Buys All Purchases 97 New Holdings 18 Increased Positions 79 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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