WealthTrust Axiom LLC - Portfolio Stock Holdings
WealthTrust Axiom LLC disclosed 309 stock positions in a recent SEC 13F filing. $428,946,760 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and KMI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
309Est. Stock Holding Value:
$428,946,760Top Stock Holdings By Sector
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Portfolio Stock Holdings - WealthTrust Axiom LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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