WealthTrust Asset Management, LLC - Portfolio Stock Holdings
WealthTrust Asset Management, LLC disclosed 118 stock positions in a recent SEC 13F filing. $184,733,296 of stock holdings were filed, with the largest holdings including WLTG, CHRW, and IWB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $217,382,332 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
118Est. Stock Holding Value:
$184,733,296Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - WealthTrust Asset Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...