Wealth Trust Axiom LLC Incresed Positions in Q3 2025

Wealth Trust Axiom LLC

  • $360 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
107
+ 0.14%
$202.38 - $256.87 $21.7K - $27.5K
79.2K $20.2M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
62.7K
+ 100.48%
$50.05 - $50.36 $3.14M - $3.16M
125K $6.28M
MSFT
Microsoft Corp

Technology
975
+ 3.43%
$491.09 - $535.64 $479K - $522K
29.4K $15.2M
SLB
Schlumberger Limited

Energy
28.3K
+ 19.74%
$32.37 - $37.31 $916K - $1.06M
172K $5.9M
JNJ
Johnson & Johnson

Healthcare
443
+ 2.16%
$155.17 - $185.42 $68.7K - $82.1K
21K $3.88M
MU
Micron Technology Inc

Technology
3.75K
+ 161.77%
$104.88 - $168.89 $393K - $632K
6.06K $1.01M
NVO
Novo Nordisk A S

Healthcare
17.4K
+ 93.55%
$45.38 - $71.7 $789K - $1.25M
36K $2M
CRNT
Ceragon Networks LTD

Technology
331K
+ 71.37%
$1.84 - $2.62 $610K - $868K
796K $1.85M
ORCL
Oracle Corp

Technology
385
+ 5.67%
$218.96 - $328.33 $84.3K - $126K
7.18K $2.02M
NVDA
Nvidia Corp

Technology
1.04K
+ 8.96%
$153.3 - $186.58 $159K - $193K
12.6K $2.35M
GOOG
Alphabet Inc.

Communication Services
460
+ 11.55%
$175.16 - $255.24 $80.6K - $117K
4.44K $1.08M
CVX
Chevron Corp

Energy
1.22K
+ 8.75%
$145.57 - $161.83 $178K - $198K
15.2K $2.36M
GOOGL
Alphabet Inc.

Communication Services
540
+ 16.04%
$174.36 - $254.72 $94.2K - $138K
3.91K $949K
PFE
Pfizer Inc

Healthcare
1.7K
+ 0.71%
$23.29 - $25.88 $39.5K - $43.9K
242K $6.16M
AVGO
Broadcom Inc.

Technology
901
+ 111.65%
$264.74 - $369.57 $239K - $333K
1.71K $563K
NVS
Novartis Ag

Healthcare
509
+ 1.56%
$113.5 - $129.73 $57.8K - $66K
33.2K $4.25M
TELA
Tela Bio, Inc.

Healthcare
211K
+ 1031.4%
$1.45 - $2.14 $307K - $452K
232K $340K
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 12.21%
$211.65 - $238.24 $287K - $323K
12.4K $2.73M
NEE
Nextera Energy Inc

Utilities
844
+ 2.86%
$69.77 - $77.54 $58.9K - $65.4K
30.3K $2.29M
MRK
Merck & Co., Inc.

Healthcare
506
+ 1.26%
$77.6 - $87.37 $39.3K - $44.2K
40.7K $3.42M
TD
Toronto Dominion Bank

Financial Services
760
+ 2.87%
$72.55 - $79.95 $55.1K - $60.8K
27.3K $2.18M
AMD
Advanced Micro Devices Inc

Technology
25
+ 0.22%
$134.8 - $184.42 $3.37K - $4.61K
11.4K $1.84M
EVRG
Evergy, Inc.

Utilities
323
+ 1.13%
$67.73 - $76.02 $21.9K - $24.6K
28.8K $2.19M
STWD
Starwood Property Trust, Inc.

Real Estate
11.6K
+ 36.54%
$19.37 - $20.97 $225K - $243K
43.4K $840K
ETN
Eaton Corp PLC

Industrials
463
+ 30.87%
$342.99 - $392.76 $159K - $182K
1.96K $734K
ABBV
Abb Vie Inc.

Healthcare
330
+ 12.84%
$184.85 - $231.54 $61K - $76.4K
2.9K $671K
AMAT
Applied Materials Inc

Technology
714
+ 33.85%
$156.25 - $204.95 $112K - $146K
2.82K $577K
BX
Blackstone Inc.

Financial Services
502
+ 10.72%
$152.77 - $188.68 $76.7K - $94.7K
5.18K $885K
XOM
Exxon Mobil Corp

Energy
937
+ 5.93%
$105.83 - $117.22 $99.2K - $110K
16.7K $1.89M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.41K
+ 30.3%
$46.51 - $50.07 $205K - $221K
19K $889K
PIM
Putnam Master Intermediate Income Trust

Financial Services
46K
+ 90.2%
$3.29 - $3.49 $151K - $161K
97K $334K
MPC
Marathon Petroleum Corp

Energy
507
+ 21.03%
$158.59 - $198.69 $80.4K - $101K
2.92K $562K
VLO
Valero Energy Corp

Energy
266
+ 8.39%
$131.77 - $175.63 $35.1K - $46.7K
3.44K $585K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$282.78 - $316.06 $283 - $316
5.68K $1.79M
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
RTX
Raytheon Technologies Corp

Industrials
144
+ 4.29%
$144.19 - $167.33 $20.8K - $24.1K
3.5K $585K
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
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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