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Home > Institutional Investor > Wealthtrust Axiom Llc > Profile

Instuitional Investor - Wealthtrust Axiom Llc

Fund Profile
Filing Period:
Fund Name: Wealthtrust Axiom Llc
Portfolio Value $340,102,714
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 79,124 $16,233,883 4.77%
2.
Kinder Morgan Inc.
 KMI 493,449 $14,507,397 4.27%
3.
Microsoft Corp
 MSFT 28,388 $14,120,550 4.15%
4.
International Business Machines Corp
 IBM 43,424 $12,800,637 3.76%
5.
Lsi Industries Inc
 LYTS 586,141 $9,970,265 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)