Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q1 2024 · Filed May 10, 2024 · Accession 0001085146-24-002389

Total Value
$310.5M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL76,965$13.2M4.25%
2MICROSOFT CORPMSFT30,461$12.8M4.13%
3LSI INDS INC OHIO50216C108711,700$10.8M3.47%
4KINDER MORGAN INC DELEP-PC564,584$10.4M3.34%
5INTERNATIONAL BUSINESS MACHSINTR53,660$10.2M3.30%
6EVOLUTION PETE CORP30049A1071,662,367$10.2M3.29%
7ELI LILLY & COLLY11,053$8.6M2.77%
8BRISTOL-MYERS SQUIBB COCELG-RI111,961$6.1M1.96%
9TETRA TECHNOLOGIES INC DEL88162F1051,369,744$6.1M1.95%
10MANITEX INTL INC563420108861,038$5.9M1.90%
11MERCK & CO INCMRK42,787$5.6M1.82%
12INNOVATIVE SOLUTIONS & SUPPOISSC766,348$5.6M1.81%
13IRON MTN INC DEL46284V10166,483$5.3M1.72%
14CISCO SYS INCCSCO101,501$5.1M1.63%
15VERIZON COMMUNICATIONS INCVZ117,968$4.9M1.59%
16NUTRIEN LTDNTR84,751$4.6M1.48%
17PFIZER INCPFE148,262$4.1M1.33%
18GILEAD SCIENCES INCGILD53,776$3.9M1.27%
19BERKSHIRE HATHAWAY INC DELBRK-A9,298$3.9M1.26%
20HOWMET AEROSPACE INCHWM54,567$3.7M1.20%
21NOVARTIS AGNVSEF34,134$3.3M1.06%
22JOHNSON & JOHNSONJNJ20,377$3.2M1.04%
23CORNING INCGLW97,394$3.2M1.03%
24FIFTH THIRD BANCORPFITBM85,453$3.2M1.02%
25CONSTELLATION ENERGY CORPCEG16,294$3.0M0.97%
26AGNICO EAGLE MINES LTDAEM47,107$2.8M0.91%
27CONSOLIDATED EDISON INCED30,298$2.8M0.89%
28GSK PLCGLAXF63,152$2.7M0.87%
29INTEL CORPINTC60,757$2.7M0.86%
30NORDIC AMERICAN TANKERS LIMINAT664,736$2.6M0.84%
31SCHLUMBERGER LTDSLB45,717$2.5M0.81%
32CHEVRON CORP NEWCVX15,297$2.4M0.78%
33EATON VANCE TX ADV GLBL DIVETN130,829$2.4M0.77%
34AT&T INCT-PC119,686$2.1M0.68%
35UMH PPTYS INC903002103129,565$2.1M0.68%
36NEXTERA ENERGY INCNEE-PW30,363$1.9M0.63%
37CMS ENERGY CORPCMS-PC31,100$1.9M0.60%
38EXELON CORPEXC49,088$1.8M0.59%
39AMAZON COM INCAMZN10,074$1.8M0.59%
40OLIN CORPOLN30,187$1.8M0.57%
41TORONTO DOMINION BK ONTTORO29,271$1.8M0.57%
42EXXON MOBIL CORPXOM15,080$1.8M0.56%
43EVERGY INCEVRG32,052$1.7M0.55%
44IRIDIUM COMMUNICATIONS INCIRDM62,682$1.6M0.53%
45ONEOK INC NEWOKE20,385$1.6M0.53%
46CBRE GBL REAL ESTATE INC FD12504G100299,387$1.6M0.52%
47UNIVERSAL HEALTH RLTY INCOME91359E10542,785$1.6M0.51%
48DUKE ENERGY CORP NEWDUKB16,116$1.6M0.50%
49AUTOMATIC DATA PROCESSING INADP6,121$1.5M0.49%
50MATIV HOLDINGS INCMATV77,750$1.5M0.47%
51ARDMORE SHIPPING CORPASC87,251$1.4M0.46%
52ISHARES TR46435UAA960,000$1.4M0.46%
53MATRIX SVC CO576853105109,350$1.4M0.46%
54TRIUMPH GROUP INC NEW89681810190,132$1.4M0.44%
55AMGEN INCAMGN4,723$1.3M0.43%
56SHELL PLCRYDAF19,593$1.3M0.42%
57GRAHAM CORPGHM48,091$1.3M0.42%
58CSX CORPCSX35,116$1.3M0.42%
59GENERAL ELECTRIC CO3696043017,141$1.3M0.40%
60KOPIN CORPKOPN694,749$1.3M0.40%
61FIDELITY COVINGTON TRUST31609272559,554$1.2M0.40%
62TERNIUM SATX29,400$1.2M0.39%
63PHILLIPS 66PSX7,449$1.2M0.39%
64VODAFONE GROUP PLC NEW92857W308132,966$1.2M0.38%
65PRECISION OPTICS CORP INC MAPOCI208,872$1.2M0.37%
66PNC FINL SVCS GROUP INC6934751057,069$1.1M0.37%
67WASTE MGMT INC DEL94106L1095,258$1.1M0.36%
68JPMORGAN CHASE & COVYLD5,512$1.1M0.36%
69PROCTER AND GAMBLE CO7427181096,566$1.1M0.34%
70PATTERSON-UTI ENERGY INCPTEN87,466$1.0M0.34%
71AMERICAN EXPRESS COAXP4,457$1.0M0.33%
72ORACLE CORPORCL-PD7,911$993,7000.32%
73UNITEDHEALTH GROUP INCUNH1,939$959,2230.31%
74HOME DEPOT INCHD2,457$942,5390.30%
75ISHARES TR46428844833,432$937,4310.30%
76CVS HEALTH CORPCVS11,735$935,9870.30%
77ENCORE WIRE CORPECR3,540$930,2410.30%
78BLACKSTONE INCBX7,056$926,9640.30%
79AMCOR PLCAMCCF96,274$915,5680.29%
80COHERENT CORPCOHR14,920$904,4500.29%
81EQUINOR ASASTOHF32,969$891,1500.29%
82ENTERPRISE PRODS PARTNERS L29379210730,208$881,4630.28%
83BLACKROCK ENHANCED EQUITY DIBLK106,431$878,0530.28%
84COMCAST CORP NEWCCZ19,183$831,5920.27%
85RIO TINTO PLCRTNTF12,929$824,0990.27%
86HANESBRANDS INC410345102138,229$801,7260.26%
87XCEL ENERGY INCXELLL14,751$792,8570.26%
88DISNEY WALT CO2546871066,474$792,1630.26%
89ANNALY CAPITAL MANAGEMENT INNLY-PJ40,029$788,1690.25%
90PATRICK INDS INC7033431036,582$786,3790.25%
91OMEGA HEALTHCARE INVS INC68193610024,300$769,5810.25%
92TRACTOR SUPPLY COTSCO2,878$753,1070.24%
93ISHARES TR4642871686,112$752,8760.24%
94BHP GROUP LTDBHPLF12,903$744,3740.24%
95QUANTA SVCS INC74762E1022,772$720,2600.23%
96BANK NEW YORK MELLON CORP06405810012,434$716,4600.23%
97SPDR S&P 500 ETF TRSPY1,369$716,2130.23%
98CONOCOPHILLIPSCOP5,554$706,8580.23%
99ISHARES TR4642871766,500$698,1650.22%
100ISHARES TR4642875497,950$685,1310.22%
101COCA COLA COKO11,116$680,0490.22%
102BOEING COBA-PA3,498$675,1530.22%
103DUPONT DE NEMOURS INCDD8,786$673,6560.22%
104PALO ALTO NETWORKS INCPANW2,340$664,8640.21%
105SCORPIO TANKERS INCSTNG9,290$664,6990.21%
106ALPHABET INCGOOG4,360$663,8530.21%
107VIATRIS INCVTRS55,187$658,9290.21%
108APPLIED MATLS INC0382221053,052$629,4110.20%
109VALERO ENERGY CORPVLO3,647$622,5770.20%
110EATON CORP PLCETN1,963$613,6430.20%
111DOW INCDOW10,497$608,0630.20%
112BANK AMERICA CORP06050510415,849$600,9950.19%
113CONSTELLATION BRANDS INCSTZ2,200$597,8720.19%
114CATERPILLAR INCCAT1,631$597,4950.19%
115FORD MTR CO DEL34537086044,149$586,3010.19%
116ENBRIDGE INCENNPF16,197$586,0250.19%
117WALMART INCWMT9,600$577,6320.19%
118MARATHON PETE CORPMARA2,831$570,3560.18%
119ARCHER DANIELS MIDLAND COADM9,072$569,8180.18%
120NVIDIA CORPORATIONNVDA624$563,4970.18%
121INVESCO EXCHANGE TRADED FD TIVZ3,318$562,0490.18%
122MCDONALDS CORPMCD1,991$561,4390.18%
123PEPSICO INCPEP3,186$557,5360.18%
124ISHARES TR4642872917,416$554,7900.18%
125SRH TOTAL RETURN FUND INCSTEW36,620$551,4900.18%
126BROADRIDGE FINL SOLUTIONS IN11133T1032,681$549,2290.18%
127SPROTT PHYSICAL GOLD & SILVESII26,773$544,5620.18%
128MOOG INCMOG-B3,400$542,8100.17%
129QUALCOMM INCQCOM3,171$536,9320.17%
130TEXAS INSTRS INC8825081043,050$531,3970.17%
131META PLATFORMS INCMETA1,072$520,5410.17%
132ONTO INNOVATION INCONTO2,866$518,9750.17%
133LIQTECH INTL INC53632A300167,828$518,5880.17%
134ALPS ETF TR00162Q45210,910$517,8040.17%
135FLEX LTDFLEX17,570$502,6770.16%
136SELECT SECTOR SPDR TR81369Y8867,476$490,7970.16%
137ALCON AGALC5,884$490,0780.16%
138ALPHABET INCGOOG3,245$489,7670.16%
139HALEON PLCHLNCF57,492$488,1080.16%
140GENERAL MTRS CO37045V10010,750$487,5020.16%
141ABBVIE INCABBV2,610$475,3150.15%
142MANAGED PORTFOLIO SERIES56167N72016,523$461,9840.15%
143SYSCO CORPSYY5,600$454,6080.15%
144ISHARES TR464287200837$440,0360.14%
145AMERICAS GOLD AND SILVER COR03062D1001,959,190$431,0210.14%
146CALAMOS STRATEGIC TOTAL RETUCSQ26,174$428,4710.14%
147ENERGY TRANSFER L PET-PI27,210$428,0100.14%
148OBSIDIAN ENERGY LTDOBE51,813$425,9020.14%
149INVESCO PA VALUE MUN INC TRIVZ41,338$423,7180.14%
150CORTEVA INCCTVA7,272$419,3820.14%
151UNION PAC CORPUNP1,668$410,1680.13%
152INSIGHT SELECT INCOME FD45781W10924,700$407,3030.13%
153UNILEVER PLCUNLYF8,077$405,3740.13%
154BROOKFIELD RENEWABLE PARTNERG1625810817,440$405,1390.13%
155LOCKHEED MARTIN CORPLMT886$403,1750.13%
156TRUIST FINL CORP89832Q1099,944$387,6260.12%
157ZYNEX INC98986M10330,288$374,6640.12%
158SELECT SECTOR SPDR TR81369Y8031,797$374,3410.12%
159BARRICK GOLD CORP06790110822,185$369,1580.12%
160SOUTHERN COSOMN5,138$368,5890.12%
161VANGUARD INDEX FDS9229087511,590$363,4580.12%
162VANGUARD INDEX FDS9229087361,041$358,3120.12%
163PARAMOUNT GLOBAL92556H20630,415$357,9800.12%
164ISHARES TR4642874813,116$355,6600.11%
165FIDELITY COVINGTON TRUST31609240213,700$354,4190.11%
166GE HEALTHCARE TECHNOLOGIES IGEHC3,775$343,1390.11%
167RTX CORPORATIONRTX3,456$337,0150.11%
1683M COMMM3,176$336,8580.11%
169PPL CORPPPLC12,155$334,6200.11%
170TE CONNECTIVITY LTDTEL2,300$334,0520.11%
171STMICROELECTRONICS N VSTMEF7,550$326,4710.11%
172ABBOTT LABSABLZF2,864$325,5220.10%
173BP PLCBPPFF8,528$321,3360.10%
174ALIGN TECHNOLOGY INCALGN974$319,3940.10%
175CASEYS GEN STORES INC1475281031,000$318,4500.10%
176VISA INCV1,136$316,9360.10%
177WEC ENERGY GROUP INCWEC3,816$313,3690.10%
178LYONDELLBASELL INDUSTRIES NLYB2,999$306,7620.10%
179KIMBERLY-CLARK CORPKMB2,351$304,1450.10%
180ISHARES TR4642878872,320$303,2930.10%
181AMERIPRISE FINL INC03076C106675$295,9470.10%
182TESLA INCTSLA1,656$291,1080.09%
183YUM BRANDS INCYUM2,080$288,3920.09%
184CSI COMPRESSCO LP12637A103122,563$285,5710.09%
185M & T BK CORP55261F1041,959$284,9160.09%
186AGILENT TECHNOLOGIES INCA1,950$283,7440.09%
187MOTOROLA SOLUTIONS INCMSI797$282,9190.09%
188INTREPID POTASH INCIPI13,500$281,6100.09%
189SELECT SECTOR SPDR TR81369Y2091,872$276,5790.09%
190LOWES COS INC5486611071,058$269,5040.09%
191HERSHEY COHSY1,375$267,4370.09%
192PROLOGIS INC.PLDGP2,049$266,7690.09%
193ILLINOIS TOOL WKS INC452308109976$261,8900.08%
194DEERE & CODE637$261,7140.08%
195SPDR S&P MIDCAP 400 ETF TRMDY465$258,8070.08%
196SPDR SER TR78468R7215,500$255,6400.08%
197CENTERPOINT ENERGY INCCNP8,931$254,4510.08%
198NOKIA CORPNOKBF71,505$253,1260.08%
199ORANGEORANY21,429$252,2190.08%
200INVESCO QQQ TRIVZ557$247,2460.08%
201FOSTER L B COFSTR9,051$247,1710.08%
202WELLS FARGO CO NEW9497461014,237$245,5760.08%
203GENERAL DYNAMICS CORPGD867$245,0160.08%
204ORGANON & COOGN12,985$244,1170.08%
205ISHARES TR464287614713$240,4650.08%
206ALLSTATE CORPALL-PJ1,388$240,1370.08%
207AMTECH SYS INCASYS44,308$239,7060.08%
208OREILLY AUTOMOTIVE INC67103H107212$239,3220.08%
209ISHARES TR4642875981,333$238,7830.08%
210AKAMAI TECHNOLOGIES INCAKAM2,172$236,2260.08%
211ANIKA THERAPEUTICS INCANIK9,300$236,2200.08%
212PLAINS ALL AMERN PIPELINE L72650310513,250$232,6700.07%
213MICRON TECHNOLOGY INCMU1,971$232,3260.07%
214SELECT SECTOR SPDR TR81369Y7041,841$231,9300.07%
215HF SINCLAIR CORPDINO3,790$228,7840.07%
216IDEXX LABS INC45168D104416$224,6100.07%
217VANGUARD TAX-MANAGED FDS9219438584,426$222,0520.07%
218ISHARES TR4642872262,256$220,9520.07%
219TREVI THERAPEUTICS INCTRVI63,500$219,0750.07%
220ALTRIA GROUP INCMO4,979$217,1830.07%
221DIAMONDBACK ENERGY INCFANG1,095$216,9280.07%
222VANECK ETF TRUST92189F1066,826$215,8530.07%
223UNIVEST FINANCIAL CORPORATIOUVSP10,227$212,9260.07%
224ISHARES TR4642871501,835$211,5750.07%
225TSAKOS ENERGY NAVIGATION LTDTEN-PF8,306$210,8930.07%
226D R HORTON INC23331A1091,277$210,0720.07%
227EMERSON ELEC COEMR1,850$209,8660.07%
228ISHARES TR46432F3881,932$209,2520.07%
229VANGUARD INDEX FDS9229087441,274$207,4830.07%
230HEALTHPEAK PROPERTIES INCDOC10,725$201,0930.06%
231CERAGON NETWORKS LTDCRNT59,500$190,4000.06%
232PULSE BIOSCIENCES INCPLSE21,500$187,2650.06%
233GOLDEN OCEAN GROUP LTDNVGLF13,416$173,8710.06%
234NUVEEN PFD & INCOME OPPORTUNNU22,330$160,5500.05%
235REPOSITRAK INCTRAK10,041$159,1490.05%
236WARNER BROS DISCOVERY INCWBD17,940$156,6160.05%
237BNY MELLON STRATEGIC MUNS IN05588W10824,366$148,6330.05%
238PANGAEA LOGISTICS SOLUTION LG6891L10521,226$147,9450.05%
239INVESCO SR INCOME TRIVZ33,920$145,1760.05%
240EATON VANCE LTD DURATION INCETN14,800$144,2970.05%
241APPLIED THERAPEUTICS INC03828A10121,000$142,8020.05%
242RETRACTABLE TECHNOLOGIES INCRVP116,533$139,8390.05%
243BLACKROCK MUNIYIELD FD INCBLK10,351$114,4830.04%
244ELECTROVAYA INCELVA22,632$82,8330.03%
245EATON VANCE SR INCOME TRETN12,798$81,3940.03%
246BGC GROUP INCBGC10,000$77,7000.03%
247ICL GROUP LTDICL11,500$61,8700.02%
248ATOMERA INCATOM10,000$61,6000.02%
249ABRDN ASIA PACIFIC INCOME FUABAKF21,392$59,8970.02%
250BLACKROCK ENHANCED INTL DIVBLK10,500$58,0650.02%
251ROCKWELL MED INCRMTI31,500$52,2900.02%
252MFS MULTIMARKET INCOME TRMMT10,500$48,6150.02%
253DIGITAL TURBINE INCAPPS18,348$48,0710.02%
254BRANDYWINE RLTY TR10536820310,000$48,0000.02%
255PUTNAM MASTER INTER INCOME T74690910013,589$43,4840.01%
256TILRAY BRANDS INCTLRY15,151$37,4240.01%
257GERON CORPGERN10,000$33,0000.01%
258FLUENT INCCNTMF45,548$22,4460.01%
259EZFILL HOLDINGS INC30231430711,813$20,2000.01%
260MEDICINOVA INCMNOV12,500$18,1250.01%
261VIRACTA THERAPEUTICS INC92765F10811,396$11,6230.00%
262HYCROFT MINING HOLDING CORPHYMCW33,500$5690.00%