Wealth Trust Axiom LLC Reduced Holdings in Q4 2024

Wealth Trust Axiom LLC

  • $328 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.86%
$114.45 - $127.21 $3.43K - $3.82K
3.45K $399K
PARA
Paramount Global

Communication Services
-1.64K
- 5.68%
$10.27 - $11.57 $16.8K - $19K
27.2K $284K
ASYS
Amtech Systems Inc

Technology
-684
- 1.54%
$5.42 - $6.01 $3.71K - $4.11K
43.6K $237K
ZYXI
Zynex Inc

Healthcare
-1.65K
- 5.45%
$7.51 - $9.3 $12.4K - $15.3K
28.6K $229K
BK
Bank Of New York Mellon Corp

Financial Services
-1.07K
- 7.81%
$70.82 - $81.87 $75.9K - $87.8K
12.7K $972K
META
Meta Platforms, Inc.

Communication Services
-50
- 5.42%
$554.08 - $632.68 $27.7K - $31.6K
872 $514K
PAA
Plains All American Pipeline LP

Energy
-500
- 3.85%
$16.27 - $18.67 $8.14K - $9.34K
12.5K $213K
PEAK
Healthpeak Properties, Inc.

Real Estate
-463
- 4.32%
N/A
10.3K $194K
VLUE
Ishares Msci Usa Value Factor

ETFs
-2
- 0.1%
$104.01 - $115.38 $208 - $231
1.93K $203K
LEU
Centrus Energy Corp

Energy
-905
- 19.44%
$55.8 - $109.53 $50.5K - $99.1K
3.75K $249K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-350
- 3.16%
$46.48 - $51.32 $16.3K - $18K
10.7K $517K
DE
Deere & CO

Industrials
-12
- 1.91%
$389.45 - $466.0 $4.67K - $5.59K
617 $261K
Coherent Corp
-350
- 2.35%
N/A
14.6K $0
STEW
Boulder Growth & Income Fund

Financial Services
-500
- 1.37%
$15.33 - $16.73 $7.67K - $8.37K
36.1K $578K
Ge Healthcare Technologies I
-121
- 3.19%
N/A
3.68K $0
Ge Vernova Inc
-35
- 1.97%
N/A
1.74K $0
TFC
Truist Financial Corp

Financial Services
-133
- 1.34%
$41.51 - $48.1 $5.52K - $6.4K
9.81K $425K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-6
- 3.06%
$1146.59 - $1270.6 $6.88K - $7.62K
190 $225K
Annaly Capital Management In
-1.2K
- 2.67%
N/A
43.8K $0
MOGA
Moog Inc Cla
-75
- 2.22%
N/A
3.3K $0
VTRS
Viatris Inc

Healthcare
-2.78K
- 5.89%
$11.32 - $13.37 $31.5K - $37.2K
44.5K $553K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-550
- 4.37%
$31.7 - $36.82 $17.4K - $20.3K
12K $409K
HBI
Hanesbrands Inc.

Consumer Cyclical
-2.66K
- 4.37%
$6.91 - $8.91 $18.4K - $23.7K
58.2K $473K
IWP
Ishares Russell Mid Cap Growth

ETFs
-9
- 0.29%
$116.4 - $138.52 $1.05K - $1.25K
3.11K $393K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 1.32%
$473.15 - $574.01 $4.73K - $5.74K
748 $398K
GM
General Motors CO

Consumer Cyclical
-650
- 6.88%
$44.82 - $60.2 $29.1K - $39.1K
8.79K $468K
ADP
Automatic Data Processing Inc

Industrials
-135
- 2.21%
$280.08 - $307.97 $37.8K - $41.6K
5.99K $1.75M
TGI
Triumph Group Inc

Industrials
-24.5K
- 26.64%
$11.65 - $19.39 $285K - $475K
67.4K $1.26M
BA
Boeing CO

Industrials
-50
- 1.35%
$138.14 - $180.72 $6.91K - $9.04K
3.65K $645K
EPD
Enterprise Products Partners L.P.

Energy
-700
- 1.48%
$28.66 - $34.43 $20.1K - $24.1K
46.5K $1.46M
BAC
Bank Of America Corp

Financial Services
-584
- 2.19%
$39.22 - $47.77 $22.9K - $27.9K
26.1K $1.15M
TSLA
Tesla, Inc.

Consumer Cyclical
-406
- 22.87%
$213.65 - $479.86 $86.7K - $195K
1.37K $552K
AXP
American Express CO

Financial Services
-18
- 0.35%
$267.35 - $305.57 $4.81K - $5.5K
5.08K $1.51M
USAS
Americas Gold & Silver Corp

Basic Materials
-60.1K
- 2.77%
$0.32 - $0.53 $19.2K - $31.9K
2.11M $801K
JPM
Jpmorgan Chase & CO

Financial Services
-34
- 0.59%
$205.18 - $250.29 $6.98K - $8.51K
5.74K $1.38M
OKE
Oneok Inc

Energy
-94
- 0.43%
$92.28 - $117.05 $8.67K - $11K
21.7K $2.18M
KOPN
Kopin Corp

Technology
-18.4K
- 3.75%
$0.69 - $1.53 $12.7K - $28.2K
473K $642K
GILD
Gilead Sciences, Inc.

Healthcare
-713
- 1.36%
$83.95 - $97.9 $59.9K - $69.8K
51.9K $4.79M
GHM
Graham Corp

Industrials
-2.52K
- 6.32%
$28.02 - $45.51 $70.6K - $115K
37.4K $1.7M
AAPL
Apple Inc.

Technology
-527
- 0.66%
$221.69 - $259.02 $117K - $137K
79.9K $20M
KMI
Kinder Morgan, Inc.

Energy
-6.75K
- 1.22%
$22.59 - $28.54 $152K - $193K
548K $15M
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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