WealthTrust Axiom LLC - Portfolio Stock Holdings
WealthTrust Axiom LLC disclosed 296 stock positions in a recent SEC 13F filing. $404,040,246 of stock holdings were filed, with the largest holdings including AAPL, KMI, and LYTS. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.We estimate the fund has a total AUM of $899,555,956 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
296Est. Stock Holding Value:
$404,040,246Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - WealthTrust Axiom LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...