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WealthTrust Axiom LLC

WealthTrust Axiom LLC is an Investment Adviser institutional filer with the SEC under CIK 1425949, reporting 302 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: PA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-11

Top 10 portfolio positions

The largest reported holdings in WealthTrust Axiom LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. KINDER MORGAN INC DEL (KMI)
  3. LSI INDS INC OHIO (LYTS)
  4. TETRA TECHNOLOGIES INC DEL (TTI)
  5. CORNING INC (GLW)
  6. INTERNATIONAL BUSINESS MACHS (IBM)
  7. MICROSOFT CORP (MSFT)
  8. ELI LILLY & CO (LLY)
  9. CISCO SYS INC (CSCO)
  10. FIDELITY MERRIMACK STR TR (FLDR)
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