WEALTHTRUST AXIOM LLC

PrivateCIK: 1425949
Location

WAYNE, PA

290
Positions
$406.43M
Total AUM (reported)
13.35M
Total Shares

Allocation by class

TOTAL AUM$406.43M290 positions
COM$301.78M74.3%
COM NEW$15.33M3.8%
SPONSORED ADR$12.37M3.0%
LOW DURTIN ETF$8.84M2.2%
COM STK$7.95M2.0%
US PFD ETF$6.06M1.5%
CL B NEW$3.42M0.8%

Portfolio Concentration

Top 311.5%4–1016.6%11–2522.3%Rest49.6%TOP 1028.1%0%100%
Top 3$46.82M11.5%
4–10$67.52M16.6%
11–25$90.56M22.3%
Rest$201.53M49.6%

Top 3 weight

11.5%

Top 10 weight

28.1%

Voting Authority Distribution

Total shares with voting rights: 13.35M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.35M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole290
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings290
Rows:

APPLE INC

SOLE
COM
Shares78.20K
TypeSH
Market value$19.85M
4.88%
Sole
0.00
Shared
0.00
None
78.20K

KINDER MORGAN INC DEL

SOLE
COM
Shares484.04K
TypeSH
Market value$16.23M
3.99%
Sole
0.00
Shared
0.00
None
484.04K

MICROSOFT CORP

SOLE
COM
Shares29.04K
TypeSH
Market value$10.75M
2.64%
Sole
0.00
Shared
0.00
None
29.04K

LSI INDS INC OHIO

SOLE
COM
Shares576.33K
TypeSH
Market value$10.72M
2.64%
Sole
0.00
Shared
0.00
None
576.33K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares41.48K
TypeSH
Market value$10.05M
2.47%
Sole
0.00
Shared
0.00
None
41.48K

AGNICO EAGLE MINES LTD

SOLE
COM
Shares48.66K
TypeSH
Market value$9.88M
2.43%
Sole
0.00
Shared
0.00
None
48.66K

EVOLUTION PETE CORP

SOLE
COM
Shares2.14M
TypeSH
Market value$9.78M
2.41%
Sole
0.00
Shared
0.00
None
2.14M

TETRA TECHNOLOGIES INC DEL

SOLE
COM
Shares1.14M
TypeSH
Market value$9.69M
2.38%
Sole
0.00
Shared
0.00
None
1.14M

FIDELITY MERRIMACK STR TR

SOLE
LOW DURTIN ETF
Shares176.59K
TypeSH
Market value$8.84M
2.17%
Sole
0.00
Shared
0.00
None
176.59K

CORNING INC

SOLE
COM
Shares62.93K
TypeSH
Market value$8.56M
2.11%
Sole
0.00
Shared
0.00
None
62.93K

ELI LILLY & CO

SOLE
COM
Shares8.79K
TypeSH
Market value$8.08M
1.99%
Sole
0.00
Shared
0.00
None
8.79K

SLB LIMITED

SOLE
COM STK
Shares154.65K
TypeSH
Market value$7.95M
1.96%
Sole
0.00
Shared
0.00
None
154.65K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares121.47K
TypeSH
Market value$7.37M
1.81%
Sole
0.00
Shared
0.00
None
121.47K

PFIZER INC

SOLE
COM
Shares258.11K
TypeSH
Market value$7.25M
1.78%
Sole
0.00
Shared
0.00
None
258.11K

CISCO SYS INC

SOLE
COM
Shares86.89K
TypeSH
Market value$6.74M
1.66%
Sole
0.00
Shared
0.00
None
86.89K

NUTRIEN LTD

SOLE
COM
Shares88.66K
TypeSH
Market value$6.69M
1.65%
Sole
0.00
Shared
0.00
None
88.66K

GLOBAL X FDS

SOLE
US PFD ETF
Shares329.51K
TypeSH
Market value$6.06M
1.49%
Sole
0.00
Shared
0.00
None
329.51K

GILEAD SCIENCES INC

SOLE
COM
Shares42.37K
TypeSH
Market value$5.91M
1.45%
Sole
0.00
Shared
0.00
None
42.37K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares112.22K
TypeSH
Market value$5.63M
1.39%
Sole
0.00
Shared
0.00
None
112.22K

HOWMET AEROSPACE INC

SOLE
COM
Shares23.61K
TypeSH
Market value$5.44M
1.34%
Sole
0.00
Shared
0.00
None
23.61K

JOHNSON & JOHNSON

SOLE
COM
Shares20.87K
TypeSH
Market value$5.10M
1.26%
Sole
0.00
Shared
0.00
None
20.87K

NOVARTIS AG

SOLE
SPONSORED ADR
Shares32.74K
TypeSH
Market value$5.00M
1.23%
Sole
0.00
Shared
0.00
None
32.74K

MERCK & CO INC

SOLE
COM
Shares40.71K
TypeSH
Market value$4.90M
1.20%
Sole
0.00
Shared
0.00
None
40.71K

INNOVATIVE SOLUTIONS & SUPPO

SOLE
COM
Shares206.33K
TypeSH
Market value$4.24M
1.04%
Sole
0.00
Shared
0.00
None
206.33K

CONSTELLATION ENERGY CORP

SOLE
COM
Shares15.07K
TypeSH
Market value$4.21M
1.04%
Sole
0.00
Shared
0.00
None
15.07K
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