WealthTrust Axiom LLC

CIK
1425949
City
WAYNE
State / Country
PA

Top Portfolio Positions

244 positions · $365,639,936 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
78,201 $19,846,631 5.43%
KMI
Kinder Morgan, Inc.
Energy
484,042 $16,229,928 4.44%
MSFT
Microsoft Corp
Technology
29,036 $10,748,256 2.94%
LYTS
Lsi Industries Inc
Technology
576,334 $10,719,812 2.93%
IBM
International Business Machines Corp
Technology
41,476 $10,053,367 2.75%
AEM
Agnico Eagle Mines Ltd
Basic Materials
48,661 $9,877,209 2.70%
EPM
Evolution Petroleum Corp
Energy
2,136,216 $9,783,869 2.68%
TTI
Tetra Technologies Inc
Industrials
1,136,940 $9,686,728 2.65%
GLW
Corning Inc /Ny
Technology
62,926 $8,556,048 2.34%
LLY
ELI LILLY & Co
Healthcare
8,785 $8,080,179 2.21%

Portfolio Trend

25 quarters · across all stocks

Holdings in ODD

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Report Date Value (USD) Shares
2026-03-31 $327,141 24,450