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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WealthTrust Axiom LLC

Quarter ended Q3 2023 · Filed August 4, 2023 · Accession 0001085146-23-003093

Total Value
$301.5M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL92,593$18.0M5.96%
2EVOLUTION PETE CORP30049A1071,654,020$13.3M4.43%
3LSI INDS INC OHIO50216C108882,140$11.1M3.68%
4MICROSOFT CORPMSFT31,742$10.8M3.59%
5KINDER MORGAN INC DELEP-PC568,136$9.8M3.25%
6BRISTOL-MYERS SQUIBB COCELG-RI115,713$7.4M2.45%
7INTERNATIONAL BUSINESS MACHSINTR54,658$7.3M2.43%
8IRON MTN INC DEL46284V101108,983$6.2M2.05%
9IRIDIUM COMMUNICATIONS INCIRDM96,778$6.0M1.99%
10LILLY ELI & COLLY12,447$5.8M1.94%
11CISCO SYS INCCSCO108,600$5.6M1.86%
12INNOVATIVE SOLUTIONS & SUPPOISSC768,754$5.5M1.83%
13MANITEX INTL INC5634201081,000,080$5.4M1.80%
14MERCK & CO INCMRK45,091$5.2M1.73%
15TETRA TECHNOLOGIES INC DEL88162F1051,443,949$4.9M1.62%
16VERIZON COMMUNICATIONS INCVZ125,216$4.7M1.54%
17GILEAD SCIENCES INCGILD55,536$4.3M1.42%
18PFIZER INCPFE115,430$4.2M1.40%
19CORNING INCGLW101,064$3.5M1.17%
20JOHNSON & JOHNSONJNJ20,304$3.4M1.11%
21NOVARTIS AGNVSEF33,190$3.3M1.11%
22BERKSHIRE HATHAWAY INC DELBRK-A9,635$3.3M1.09%
23INTEL CORPINTC90,560$3.0M1.00%
24HOWMET AEROSPACE INCHWM60,375$3.0M0.99%
25CONSOLIDATED EDISON INCED32,108$2.9M0.96%
26FIFTH THIRD BANCORPFITBM109,789$2.9M0.95%
27CHEVRON CORP NEWCVX16,710$2.6M0.87%
28NUTRIEN LTDNTR43,426$2.6M0.85%
29SCHLUMBERGER LTDSLB49,461$2.4M0.81%
30EATON VANCE TX ADV GLBL DIVETN140,443$2.3M0.78%
31NORDIC AMERICAN TANKERS LIMINAT614,067$2.3M0.75%
32AT&T INCT-PC139,788$2.2M0.74%
33EXELON CORPEXC51,847$2.1M0.70%
34UMH PPTYS INC903002103131,464$2.1M0.70%
35GSK PLCGLAXF58,127$2.1M0.69%
36UNIVERSAL HEALTH RLTY INCOME91359E10541,856$2.0M0.66%
37EVERGY INCEVRG33,341$1.9M0.65%
38TORONTO DOMINION BK ONTTORO30,812$1.9M0.63%
39CMS ENERGY CORPCMS-PC31,600$1.9M0.62%
40AGNICO EAGLE MINES LTDAEM34,826$1.7M0.58%
41OLIN CORPOLN32,686$1.7M0.56%
42CBRE GBL REAL ESTATE INC FD12504G100313,087$1.6M0.54%
43CONSTELLATION ENERGY CORPCEG17,150$1.6M0.52%
44KOPIN CORPKOPN722,799$1.6M0.52%
45CSX CORPCSX45,438$1.5M0.51%
46EXXON MOBIL CORPXOM14,387$1.5M0.51%
47VODAFONE GROUP PLC NEW92857W308160,180$1.5M0.50%
48DUKE ENERGY CORP NEWDUKB15,988$1.4M0.48%
49AUTOMATIC DATA PROCESSING INADP6,046$1.3M0.44%
50FIDELITY COVINGTON TRUST31609272567,554$1.3M0.43%
51AMAZON COM INCAMZN9,906$1.3M0.43%
52ONEOK INC NEWOKE20,710$1.3M0.42%
53TRIUMPH GROUP INC NEW89681810198,723$1.2M0.41%
54SHELL PLCRYDAF19,790$1.2M0.40%
55FORD MTR CO DEL34537086078,304$1.2M0.39%
56NEXTERA ENERGY INCNEE-PW15,699$1.2M0.39%
57PROCTER AND GAMBLE CO7427181097,632$1.2M0.38%
58TERNIUM SATX29,100$1.2M0.38%
59ARDMORE SHIPPING CORPASC92,376$1.1M0.38%
60ISHARES TR46428844842,558$1.1M0.37%
61AMGEN INCAMGN4,935$1.1M0.36%
62EQUINOR ASASTOHF37,218$1.1M0.36%
63GENERAL MTRS CO37045V10028,131$1.1M0.36%
64MATRIX SVC CO576853105183,500$1.1M0.36%
65COCA COLA COKO17,858$1.1M0.36%
66AMERICAN EXPRESS COAXP6,153$1.1M0.36%
67PNC FINL SVCS GROUP INC6934751058,258$1.0M0.35%
68XCEL ENERGY INCXELLL16,350$1.0M0.34%
69COMCAST CORP NEWCCZ22,892$951,2010.32%
70BLACKROCK ENHANCED EQUITY DIBLK110,925$925,1200.31%
71ORACLE CORPORCL-PD7,738$921,5180.31%
72PEPSICO INCPEP4,692$869,1430.29%
73CVS HEALTH CORPCVS12,531$866,3030.29%
74UNITEDHEALTH GROUP INCUNH1,781$856,0190.28%
75HANESBRANDS INC410345102187,640$851,8880.28%
76GENERAL ELECTRIC CO3696043017,730$849,1400.28%
77JPMORGAN CHASE & COVYLD5,828$847,6850.28%
78PARAMOUNT GLOBAL92556H20653,210$846,5820.28%
79PRECISION OPTICS CORP INC MAPOCI136,992$842,5000.28%
80FLUOR CORP NEWFLR28,236$835,7850.28%
81AMCOR PLCAMCCF83,407$832,4050.28%
82ALIGN TECHNOLOGY INCALGN2,324$821,8590.27%
83RIO TINTO PLCRTNTF12,662$808,3420.27%
84WASTE MGMT INC DEL94106L1094,657$807,7860.27%
85BHP GROUP LTDBHPLF13,245$790,3290.26%
86ENTERPRISE PRODS PARTNERS L29379210729,092$766,5750.25%
87COHERENT CORPCOHR14,920$760,6210.25%
88BOEING COBA-PA3,594$758,9900.25%
89BANK NEW YORK MELLON CORP06405810017,044$758,8260.25%
90HOME DEPOT INCHD2,401$745,8740.25%
91PHILLIPS 66PSX7,636$728,3530.24%
92NOKIA CORPNOKBF172,326$716,8770.24%
93ANNALY CAPITAL MANAGEMENT INNLY-PJ35,076$701,8860.23%
94ISHARES TR4642871686,190$701,3270.23%
95ISHARES TR4642871766,500$699,5300.23%
96HERSHEY COHSY2,761$689,4210.23%
97OMEGA HEALTHCARE INVS INC68193610022,300$684,3870.23%
98QUANTA SVCS INC74762E1023,337$655,7440.22%
99ARCHER DANIELS MIDLAND COADM8,640$652,8640.22%
100BLACKSTONE INCBX6,996$650,4710.22%
101SPDR S&P 500 ETF TRSPY1,456$645,7530.21%
102TRACTOR SUPPLY COTSCO2,877$636,1820.21%
103DUPONT DE NEMOURS INCDD8,863$633,2030.21%
104AMERICAS GOLD AND SILVER COR03062D1001,779,510$628,1660.21%
105ENCORE WIRE CORPECR3,331$619,3320.21%
106VIATRIS INCVTRS61,713$615,9020.20%
107MCDONALDS CORPMCD2,038$608,2410.20%
108DISNEY WALT CO2546871066,737$601,4950.20%
109PALO ALTO NETWORKS INCPANW2,340$597,8930.20%
110BROOKFIELD RENEWABLE PARTNERG1625810819,440$573,2950.19%
111CONOCOPHILLIPSCOP5,502$570,1130.19%
112ENBRIDGE INCENNPF15,323$569,2670.19%
113APPLIED MATLS INC0382221053,885$561,5430.19%
114DOW INCDOW10,469$557,6070.18%
115GRAHAM CORPGHM41,940$556,9700.18%
116TEXAS INSTRS INC8825081043,050$549,1200.18%
117FLEX LTDFLEX19,724$545,1710.18%
118CONSTELLATION BRANDS INCSTZ2,200$541,4860.18%
119SCORPIO TANKERS INCSTNG11,450$540,7830.18%
120NEXTIER OILFIELD SOLUTIONS65290C10560,400$539,9760.18%
121ALPHABET INCGOOG4,350$526,2190.17%
122FOSTER L B COFSTR36,639$523,2130.17%
123ISHARES TR4642875491,325$520,5520.17%
124SPROTT PHYSICAL GOLD & SILVESII28,773$518,4890.17%
125ABBVIE INCABBV3,808$513,0580.17%
126MATIV HOLDINGS INCMATV33,835$511,5850.17%
127DIGITAL TURBINE INCAPPS54,678$507,4110.17%
128ARCONIC CORPORATION03966V10717,149$507,2670.17%
129ALCON AGALC6,097$500,6240.17%
130PATRICK INDS INC7033431036,207$496,5780.16%
131SRH TOTAL RETURN FUND INCSTEW36,869$489,6270.16%
132INSIGHT SELECT INCOME FD45781W10931,200$487,9300.16%
133INVESCO EXCHANGE TRADED FD TIVZ3,170$474,4240.16%
134ALPS ETF TR00162Q45212,027$471,5920.16%
135VALERO ENERGY CORPVLO4,005$469,8350.16%
136ISHARES TR4642872917,446$463,0660.15%
137WALMART INCWMT2,920$458,9650.15%
138BANK AMERICA CORP06050510415,918$456,6880.15%
139TESLA INCTSLA1,731$453,1230.15%
140SELECT SECTOR SPDR TR81369Y8866,885$450,6170.15%
141UNION PAC CORPUNP2,201$450,4810.15%
142META PLATFORMS INCMETA1,558$447,1140.15%
143INVESCO PA VALUE MUN INC TRIVZ45,039$444,0880.15%
144BROADRIDGE FINL SOLUTIONS IN11133T1032,681$444,0540.15%
145ABBOTT LABSABLZF4,026$438,9140.15%
146HALEON PLCHLNCF52,078$436,4140.14%
147AMTECH SYS INCASYS45,456$434,5590.14%
148CORTEVA INCCTVA7,580$434,3400.14%
149CATERPILLAR INCCAT1,752$431,2120.14%
150ORGANON & COOGN20,644$429,6130.14%
151UNILEVER PLCUNLYF8,163$425,5480.14%
152ENERGY TRANSFER L PET-PI33,478$425,1740.14%
153M & T BK CORP55261F1043,318$410,6350.14%
154LOCKHEED MARTIN CORPLMT886$408,0590.14%
155MANAGED PORTFOLIO SERIES56167N72016,523$407,3440.14%
156ALPHABET INCGOOG3,320$397,4040.13%
157EATON CORP PLCETN1,962$394,6640.13%
158MOOG INCMOG-B3,600$390,4290.13%
159CALAMOS STRATEGIC TOTAL RETUCSQ26,174$386,0690.13%
160QUALCOMM INCQCOM3,166$376,9280.13%
161ISHARES TR464287200837$373,0590.12%
162SYSCO CORPSYY5,000$371,0000.12%
163MARATHON PETE CORPMARA3,173$370,0210.12%
164KIMBERLY-CLARK CORPKMB2,660$367,2950.12%
165SOUTHERN COSOMN5,037$353,9080.12%
166FIDELITY COVINGTON TRUST31609240215,950$353,4520.12%
167LIQTECH INTL INC53632A300106,632$342,2880.11%
168WEC ENERGY GROUP INCWEC3,816$336,7230.11%
169TRUIST FINL CORP89832Q10910,924$331,5650.11%
170BARRICK GOLD CORP06790110819,525$330,5580.11%
171TE CONNECTIVITY LTDTEL2,300$322,3680.11%
172RAYTHEON TECHNOLOGIES CORPRTX3,256$319,0070.11%
173VANGUARD INDEX FDS9229087511,590$316,2350.10%
174YUM BRANDS INCYUM2,280$315,8940.10%
175AMERIPRISE FINL INC03076C106947$314,5550.10%
176GE HEALTHCARE TECHNOLOGIES IGEHC3,833$311,4330.10%
177PPL CORPPPLC11,655$308,4130.10%
178ISHARES TR4642878872,670$306,8630.10%
1793M COMMM3,051$305,3790.10%
180NVIDIA CORPORATIONNVDA721$305,2680.10%
181ISHARES TR4642874813,116$301,0990.10%
182WARNER BROS DISCOVERY INCWBD23,855$299,1500.10%
183SELECT SECTOR SPDR TR81369Y8031,714$298,0620.10%
184VANGUARD INDEX FDS9229087361,050$297,3430.10%
185ZYNEX INC98986M10330,288$290,4630.10%
186BP PLCBPPFF8,201$289,4140.10%
187LYONDELLBASELL INDUSTRIES NLYB2,999$275,4200.09%
188ALTRIA GROUP INCMO6,041$273,6570.09%
189DEERE & CODE672$272,3210.09%
190PHILIP MORRIS INTL INC7181721092,742$267,6740.09%
191ONTO INNOVATION INCONTO2,263$263,5710.09%
192SPDR S&P MIDCAP 400 ETF TRMDY532$255,0950.08%
193SPDR SER TR78468R7215,500$253,8800.08%
194PROLOGIS INC.PLDGP2,048$251,2200.08%
195ORANGEORANY21,429$249,4330.08%
196CENTERPOINT ENERGY INCCNP8,541$248,9770.08%
197BIOGEN INCBIIB866$246,6800.08%
198CASEYS GEN STORES INC1475281031,000$243,8800.08%
199ILLINOIS TOOL WKS INC452308109968$242,1540.08%
200SELECT SECTOR SPDR TR81369Y2091,803$239,3380.08%
201IDEXX LABS INC45168D104476$239,0610.08%
202LOWES COS INC5486611071,050$236,9850.08%
203AGILENT TECHNOLOGIES INCA1,950$234,4870.08%
204MOTOROLA SOLUTIONS INCMSI797$233,7440.08%
205PUBLIC SVC ENTERPRISE GRP IN7445731063,713$232,4700.08%
206DOMINION ENERGY INCD4,460$230,9980.08%
207OREILLY AUTOMOTIVE INC67103H107238$227,3610.08%
208INTREPID POTASH INCIPI10,000$226,9000.08%
209HSBC HLDGS PLCHBCYF5,705$226,0320.07%
210PHYSICIANS RLTY TR71943U10416,150$225,9380.07%
211TREVI THERAPEUTICS INCTRVI93,500$223,4650.07%
212BROOKFIELD RENEWABLE CORPBEPC6,909$217,7720.07%
213PLAINS ALL AMERN PIPELINE L72650310515,250$215,0250.07%
214AKAMAI TECHNOLOGIES INCAKAM2,392$214,9690.07%
215ETF SER SOLUTIONS26922A84210,000$214,2000.07%
216DIODES INCDIOD2,302$212,9110.07%
217INVESCO QQQ TRIVZ564$208,6120.07%
218MONDELEZ INTL INC6092071052,810$205,0160.07%
219VANGUARD TAX-MANAGED FDS9219438584,426$204,3920.07%
220NORFOLK SOUTHN CORP655844108900$204,0840.07%
221ROGERS CORPROG1,250$202,4120.07%
222SEMPRASREA1,384$201,4960.07%
223CSI COMPRESSCO LP12637A103154,986$195,2820.06%
224BNY MELLON STRATEGIC MUNS IN05588W10831,302$194,6990.06%
225UNIVEST FINANCIAL CORPORATIOUVSP10,434$188,6460.06%
226PARK CITY GROUP INCTRAK16,407$165,5550.05%
227PULSE BIOSCIENCES INCPLSE21,500$154,5850.05%
228GOLDEN OCEAN GROUP LTDNVGLF18,916$142,8150.05%
229EATON VANCE LTD DURATION INCETN14,799$138,5260.05%
230NUVEEN PFD & INCOME SECS FDNU21,656$138,1700.05%
231INVESCO SR INCOME TRIVZ35,831$137,9490.05%
232NUSCALE PWR CORPNU19,520$132,7360.04%
233PATTERSON-UTI ENERGY INCPTEN10,616$127,0740.04%
234RETRACTABLE TECHNOLOGIES INCRVP99,033$113,8870.04%
235PANGAEA LOGISTICS SOLUTION LG6891L10516,156$109,3760.04%
236BLACKROCK MUNIYIELD FD INCBLK10,351$108,0650.04%
237MEDICAL PPTYS TRUST INC58463J30410,500$97,2300.03%
238ABRDN ASIA PACIFIC INCOME FUABAKF27,077$73,1100.02%
239EATON VANCE SR INCOME TRETN12,797$69,8760.02%
240ICL GROUP LTDICL11,500$63,0200.02%
241BLACKROCK ENHANCED INTL DIVBLK10,500$57,1200.02%
242APPLIED THERAPEUTICS INC03828A10143,000$55,0400.02%
243PUTNAM MASTER INTER INCOME T74690910017,088$54,0000.02%
244SONIC FDRY INC83545R20756,315$49,5570.02%
245BRANDYWINE RLTY TR10536820310,000$46,5000.02%
246BGC PARTNERS INCBGC10,000$44,3000.01%
247FLUENT INCCNTMF65,998$41,3410.01%
248GERON CORPGERN10,000$32,1000.01%
249MEDICINOVA INCMNOV12,500$28,7500.01%
250EZFILL HOLDINGS INC30231430711,813$27,6420.01%
251GENASYS INCGNSS10,000$26,0000.01%
252REPUBLIC FIRST BANCORP INC76041610719,700$17,7300.01%
253GSE SYS INC36227K10637,417$13,4700.00%
254BENITEC BIOPHARMA INCBNTC12,950$3,0880.00%
255HYCROFT MINING HOLDING CORPHYMCW33,500$9440.00%