WealthTrust Axiom LLC - Portfolio overview

WealthTrust Axiom LLC has 302 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.86%
2. KMI - KINDER MORGAN INC DEL, 3.97%
3. MSFT - MICROSOFT CORP, 2.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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