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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 Q4 2023 · Filed November 3, 2023 · Accession 0001085146-23-004044

Total Value
$278.1M
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1LSI INDS INC OHIO50216C108763,046$12.1M4.36%
2APPLE INCAAPL68,078$11.7M4.19%
3EVOLUTION PETE CORP30049A1071,641,599$11.2M4.04%
4MICROSOFT CORPMSFT31,272$9.9M3.55%
5KINDER MORGAN INC DELEP-PC561,375$9.3M3.35%
6TETRA TECHNOLOGIES INC DEL88162F1051,238,119$7.9M2.84%
7INTERNATIONAL BUSINESS MACHSINTR54,378$7.6M2.74%
8BRISTOL-MYERS SQUIBB COCELG-RI113,324$6.6M2.37%
9ELI LILLY & COLLY12,147$6.5M2.35%
10IRON MTN INC DEL46284V101106,956$6.4M2.29%
11INNOVATIVE SOLUTIONS & SUPPOISSC793,105$6.0M2.17%
12CISCO SYS INCCSCO104,765$5.6M2.03%
13MANITEX INTL INC563420108988,930$4.6M1.66%
14MERCK & CO INCMRK42,695$4.4M1.58%
15GILEAD SCIENCES INCGILD54,898$4.1M1.48%
16IRIDIUM COMMUNICATIONS INCIRDM87,066$4.0M1.42%
17VERIZON COMMUNICATIONS INCVZ116,384$3.8M1.36%
18NOVARTIS AGNVSEF33,190$3.4M1.22%
19BERKSHIRE HATHAWAY INC DELBRK-A9,635$3.4M1.21%
20PFIZER INCPFE101,495$3.4M1.21%
21JOHNSON & JOHNSONJNJ19,815$3.1M1.11%
22CORNING INCGLW100,273$3.1M1.10%
23SCHLUMBERGER LTDSLB48,167$2.8M1.01%
24FIFTH THIRD BANCORPFITBM110,689$2.8M1.01%
25CONSOLIDATED EDISON INCED32,098$2.7M0.99%
26HOWMET AEROSPACE INCHWM59,025$2.7M0.98%
27NORDIC AMERICAN TANKERS LIMINAT654,768$2.7M0.97%
28CHEVRON CORP NEWCVX15,928$2.7M0.97%
29NUTRIEN LTDNTR43,426$2.7M0.96%
30MATRIX SVC CO576853105217,852$2.6M0.92%
31INTEL CORPINTC68,625$2.4M0.88%
32EATON VANCE TX ADV GLBL DIVETN138,793$2.1M0.77%
33GSK PLCGLAXF54,852$2.0M0.72%
34EXELON CORPEXC49,604$1.9M0.67%
35UMH PPTYS INC903002103133,314$1.9M0.67%
36CONSTELLATION ENERGY CORPCEG16,652$1.8M0.65%
37TORONTO DOMINION BK ONTTORO29,412$1.8M0.64%
38EVERGY INCEVRG33,344$1.7M0.61%
39UNIVERSAL HEALTH RLTY INCOME91359E10541,321$1.7M0.60%
40CMS ENERGY CORPCMS-PC31,100$1.7M0.59%
41OLIN CORPOLN32,686$1.6M0.59%
42AGNICO EAGLE MINES LTDAEM34,457$1.6M0.56%
43AT&T INCT-PC104,148$1.6M0.56%
44EXXON MOBIL CORPXOM12,881$1.5M0.54%
45VODAFONE GROUP PLC NEW92857W308154,381$1.5M0.53%
46AUTOMATIC DATA PROCESSING INADP6,046$1.5M0.52%
47ARDMORE SHIPPING CORPASC110,276$1.4M0.52%
48DUKE ENERGY CORP NEWDUKB15,988$1.4M0.51%
49CBRE GBL REAL ESTATE INC FD12504G100309,661$1.4M0.50%
50CSX CORPCSX45,138$1.4M0.50%
51ONEOK INC NEWOKE21,619$1.4M0.49%
52SHELL PLCRYDAF19,794$1.3M0.46%
53AMAZON COM INCAMZN9,904$1.3M0.45%
54FIDELITY COVINGTON TRUST31609272567,554$1.3M0.45%
55EQUINOR ASASTOHF37,218$1.2M0.44%
56AMGEN INCAMGN4,509$1.2M0.44%
57TERNIUM SATX29,100$1.2M0.42%
58FLUOR CORP NEWFLR28,236$1.0M0.37%
59PRECISION OPTICS CORP INC MAPOCI172,473$1.0M0.37%
60ISHARES TR46428844839,858$1.0M0.36%
61UNITEDHEALTH GROUP INCUNH1,931$973,5900.35%
62FORD MTR CO DEL34537086078,304$972,5380.35%
63PROCTER AND GAMBLE CO7427181096,566$957,7330.34%
64XCEL ENERGY INCXELLL16,350$935,5950.34%
65NEXTERA ENERGY INCNEE-PW16,300$933,8280.34%
66PHILLIPS 66PSX7,640$918,0650.33%
67COMCAST CORP NEWCCZ20,113$891,8510.32%
68KOPIN CORPKOPN715,149$872,4810.31%
69GENERAL ELECTRIC CO3696043017,730$854,5510.31%
70BLACKROCK ENHANCED EQUITY DIBLK110,925$844,1450.30%
71SCORPIO TANKERS INCSTNG15,500$838,8600.30%
72ORACLE CORPORCL-PD7,738$819,6080.29%
73RIO TINTO PLCRTNTF12,663$805,8780.29%
74CVS HEALTH CORPCVS11,532$805,2060.29%
75ENTERPRISE PRODS PARTNERS L29379210729,129$797,2720.29%
76PATTERSON-UTI ENERGY INCPTEN56,036$775,5390.28%
77AMCOR PLCAMCCF83,407$764,0110.27%
78JPMORGAN CHASE & COVYLD5,198$753,8310.27%
79BHP GROUP LTDBHPLF13,245$753,3750.27%
80BLACKSTONE INCBX7,016$751,7080.27%
81TRIUMPH GROUP INC NEW89681810196,612$740,0530.27%
82OMEGA HEALTHCARE INVS INC68193610022,300$739,4680.27%
83PNC FINL SVCS GROUP INC6934751055,882$722,1600.26%
84GRAHAM CORPGHM43,440$721,1120.26%
85HANESBRANDS INC410345102180,950$716,5640.26%
86WASTE MGMT INC DEL94106L1094,657$710,0610.26%
87ISHARES TR4642871766,500$674,1800.24%
88HOME DEPOT INCHD2,227$672,9370.24%
89CONOCOPHILLIPSCOP5,504$659,4620.24%
90DUPONT DE NEMOURS INCDD8,778$654,7830.24%
91ANNALY CAPITAL MANAGEMENT INNLY-PJ34,761$653,8660.24%
92ARCHER DANIELS MIDLAND COADM8,642$651,7890.23%
93AMERICAS GOLD AND SILVER COR03062D1001,827,519$650,5960.23%
94SPDR S&P 500 ETF TRSPY1,500$641,3100.23%
95QUANTA SVCS INC74762E1023,338$624,4560.22%
96ISHARES TR4642871685,690$612,4710.22%
97ENCORE WIRE CORPECR3,331$607,7740.22%
98VIATRIS INCVTRS60,344$594,9980.21%
99PARAMOUNT GLOBAL92556H20645,710$589,6670.21%
100ALIGN TECHNOLOGY INCALGN1,924$587,4350.21%
101TRACTOR SUPPLY COTSCO2,877$584,2580.21%
102ALPHABET INCGOOG4,360$574,8660.21%
103BOEING COBA-PA2,994$573,9640.21%
104PEPSICO INCPEP3,360$569,3380.20%
105CONSTELLATION BRANDS INCSTZ2,200$552,9260.20%
106PALO ALTO NETWORKS INCPANW2,340$548,5890.20%
107MATIV HOLDINGS INCMATV37,835$539,5270.19%
108VALERO ENERGY CORPVLO3,806$539,3600.19%
109DOW INCDOW10,384$535,4260.19%
110APPLIED MATLS INC0382221053,850$533,1450.19%
111DISNEY WALT CO2546871066,507$527,4070.19%
112MCDONALDS CORPMCD1,991$524,5800.19%
113ENBRIDGE INCENNPF15,323$508,5860.18%
114ISHARES TR4642875491,325$506,3880.18%
115FLEX LTDFLEX18,695$504,3910.18%
116ALPS ETF TR00162Q45211,827$499,1130.18%
117SPROTT PHYSICAL GOLD & SILVESII28,773$498,3480.18%
118GENERAL MTRS CO37045V10015,006$494,7630.18%
119WALMART INCWMT3,070$490,9850.18%
120FOSTER L B COFSTR25,950$490,7250.18%
121LIQTECH INTL INC53632A300125,232$487,1540.18%
122COHERENT CORPCOHR14,920$486,9880.18%
123TEXAS INSTRS INC8825081043,050$485,0320.17%
124BROADRIDGE FINL SOLUTIONS IN11133T1032,681$480,0330.17%
125SRH TOTAL RETURN FUND INCSTEW36,869$478,5670.17%
126INSIGHT SELECT INCOME FD45781W10931,200$468,9360.17%
127COCA COLA COKO8,372$468,7040.17%
128NOKIA CORPNOKBF124,886$467,0730.17%
129PATRICK INDS INC7033431036,207$465,9140.17%
130ENERGY TRANSFER L PET-PI32,478$455,6710.16%
131CATERPILLAR INCCAT1,667$455,1280.16%
132INVESCO EXCHANGE TRADED FD TIVZ3,179$450,4560.16%
133UNION PAC CORPUNP2,201$448,3020.16%
134ALCON AGALC5,691$438,5480.16%
135META PLATFORMS INCMETA1,458$437,7060.16%
136BANK AMERICA CORP06050510415,918$435,8360.16%
137ALPHABET INCGOOG3,320$434,4550.16%
138TESLA INCTSLA1,731$433,1300.16%
139ISHARES TR4642872917,446$430,6760.15%
140BROOKFIELD RENEWABLE PARTNERG1625810819,440$422,6330.15%
141HALEON PLCHLNCF50,392$419,7690.15%
142EATON CORP PLCETN1,962$418,5670.15%
143AMERICAN EXPRESS COAXP2,799$417,6780.15%
144MOOG INCMOG-B3,600$406,7400.15%
145SELECT SECTOR SPDR TR81369Y8866,885$405,7900.15%
146MANAGED PORTFOLIO SERIES56167N72016,523$403,9880.15%
147INVESCO PA VALUE MUN INC TRIVZ44,380$397,2090.14%
148ABBVIE INCABBV2,608$388,8600.14%
149FIDELITY COVINGTON TRUST31609240215,450$384,8590.14%
150UNILEVER PLCUNLYF7,700$380,3980.14%
151MARATHON PETE CORPMARA2,487$376,4880.14%
152CORTEVA INCCTVA7,265$371,6830.13%
153CALAMOS STRATEGIC TOTAL RETUCSQ26,174$368,2700.13%
154LOCKHEED MARTIN CORPLMT886$362,4820.13%
155ISHARES TR464287200837$359,4320.13%
156QUALCOMM INCQCOM3,168$351,8860.13%
157AMTECH SYS INCASYS45,956$350,1840.13%
158BANK NEW YORK MELLON CORP0640581007,817$333,4330.12%
159SYSCO CORPSYY5,000$330,2500.12%
160SOUTHERN COSOMN5,037$326,0490.12%
161KIMBERLY-CLARK CORPKMB2,661$321,6170.12%
162BP PLCBPPFF8,208$317,8430.11%
163ORGANON & COOGN18,090$314,0590.11%
164TRUIST FINL CORP89832Q10910,924$312,5560.11%
165WEC ENERGY GROUP INCWEC3,816$307,3780.11%
166VANGUARD INDEX FDS9229087511,590$300,6210.11%
167DIGITAL TURBINE INCAPPS48,678$294,5010.11%
168ISHARES TR4642878872,670$292,8450.11%
169ONTO INNOVATION INCONTO2,263$288,5770.10%
1703M COMMM3,072$287,6510.10%
171VANGUARD INDEX FDS9229087361,050$286,1550.10%
172YUM BRANDS INCYUM2,280$284,8630.10%
173ISHARES TR4642874813,116$284,6460.10%
174TE CONNECTIVITY LTDTEL2,300$284,1190.10%
175BARRICK GOLD CORP06790110819,525$284,0880.10%
176LYONDELLBASELL INDUSTRIES NLYB2,999$284,0280.10%
177SELECT SECTOR SPDR TR81369Y8031,714$281,0390.10%
178NVIDIA CORPORATIONNVDA641$279,1070.10%
179HERSHEY COHSY1,375$275,1100.10%
180ABBOTT LABSABLZF2,826$273,6980.10%
181CASEYS GEN STORES INC1475281031,000$271,5200.10%
182INTREPID POTASH INCIPI10,500$264,1800.09%
183GE HEALTHCARE TECHNOLOGIES IGEHC3,833$260,8310.09%
184PPL CORPPPLC10,977$258,6290.09%
185AKAMAI TECHNOLOGIES INCAKAM2,392$254,8430.09%
186DEERE & CODE672$253,6400.09%
187CENTRUS ENERGY CORPLEU4,405$250,0270.09%
188ORANGEORANY21,429$246,2190.09%
189SPDR S&P MIDCAP 400 ETF TRMDY532$243,2970.09%
190ZYNEX INC98986M10330,288$242,3050.09%
191SPDR SER TR78468R7215,500$240,3500.09%
192PLAINS ALL AMERN PIPELINE L72650310515,250$233,6300.08%
193SELECT SECTOR SPDR TR81369Y2091,803$232,1430.08%
194PROLOGIS INC.PLDGP2,048$229,8730.08%
195RTX CORPORATIONRTX3,188$229,4760.08%
196CENTERPOINT ENERGY INCCNP8,541$229,3320.08%
197ILLINOIS TOOL WKS INC452308109968$222,9400.08%
198BIOGEN INCBIIB866$222,5700.08%
199INVESCO QQQ TRIVZ614$220,2410.08%
200LOWES COS INC5486611071,050$218,2320.08%
201AGILENT TECHNOLOGIES INCA1,950$218,0490.08%
202MOTOROLA SOLUTIONS INCMSI797$216,9750.08%
203OREILLY AUTOMOTIVE INC67103H107238$216,3080.08%
204HF SINCLAIR CORPDINO3,789$215,7480.08%
205CSI COMPRESSCO LP12637A103154,486$213,1910.08%
206TARGA RES CORPTRGP2,450$210,0140.08%
207ALTRIA GROUP INCMO4,948$208,0630.07%
208TREVI THERAPEUTICS INCTRVI93,500$203,8300.07%
209ISHARES TR4642875981,333$202,4010.07%
210PHYSICIANS RLTY TR71943U10416,150$196,8680.07%
211WARNER BROS DISCOVERY INCWBD17,474$189,7750.07%
212UNIVEST FINANCIAL CORPORATIOUVSP10,227$177,7450.06%
213RETRACTABLE TECHNOLOGIES INCRVP126,533$150,5740.05%
214BNY MELLON STRATEGIC MUNS IN05588W10827,318$145,6070.05%
215PANGAEA LOGISTICS SOLUTION LG6891L10524,656$144,9770.05%
216INVESCO SR INCOME TRIVZ35,858$140,5660.05%
217GOLDEN OCEAN GROUP LTDNVGLF17,416$137,2380.05%
218EATON VANCE LTD DURATION INCETN14,799$133,7900.05%
219NUVEEN PFD & INCOME SECS FDNU21,656$133,6220.05%
220PARK CITY GROUP INCTRAK13,972$122,3960.04%
221APPLIED THERAPEUTICS INC03828A10143,000$107,0700.04%
222NUSCALE PWR CORPNU21,720$106,4280.04%
223OBSIDIAN ENERGY LTDOBE11,638$95,6640.03%
224BLACKROCK MUNIYIELD FD INCBLK10,351$95,0230.03%
225PULSE BIOSCIENCES INCPLSE21,500$86,6450.03%
226EATON VANCE SR INCOME TRETN12,797$75,5070.03%
227ABRDN ASIA PACIFIC INCOME FUABAKF27,113$66,4270.02%
228ICL GROUP LTDICL11,500$63,8250.02%
229BGC GROUP INCBGC10,000$52,8000.02%
230BLACKROCK ENHANCED INTL DIVBLK10,500$52,3950.02%
231PUTNAM MASTER INTER INCOME T74690910015,088$45,5680.02%
232BRANDYWINE RLTY TR10536820310,000$45,4000.02%
233ROCKWELL MED INCRMTI21,100$43,8880.02%
234EZFILL HOLDINGS INC30231430711,813$31,7820.01%
235FLUENT INCCNTMF59,898$26,5940.01%
236MEDICINOVA INCMNOV12,500$26,1250.01%
237GERON CORPGERN10,000$21,2000.01%
238GSE SYS INC36227K10687,417$17,6660.01%
239SONIC FDRY INC83545R20714,331$9,4240.00%
240HYCROFT MINING HOLDING CORPHYMCW33,500$9510.00%