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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 2024 · Filed November 13, 2024 · Accession 0001085146-24-005661

Total Value
$337.5M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL80,458$18.7M5.55%
2MICROSOFT CORPMSFT30,352$13.1M3.87%
3KINDER MORGAN INC DELEP-PC554,548$12.2M3.63%
4INTERNATIONAL BUSINESS MACHSINTR52,491$11.6M3.44%
5LSI INDS INC OHIO50216C108689,038$11.1M3.30%
6ELI LILLY & COLLY10,401$9.2M2.73%
7EVOLUTION PETE CORP30049A1071,705,138$9.1M2.68%
8BRISTOL-MYERS SQUIBB COCELG-RI126,099$6.5M1.93%
9IRON MTN INC DEL46284V10148,421$5.8M1.70%
10GLOBAL X FDS37954Y657261,018$5.4M1.61%
11NUTRIEN LTDNTR111,526$5.4M1.59%
12CISCO SYS INCCSCO99,274$5.3M1.57%
13VERIZON COMMUNICATIONS INCVZ117,276$5.3M1.56%
14PFIZER INCPFE178,613$5.2M1.53%
15TETRA TECHNOLOGIES INC DEL88162F1051,632,226$5.1M1.50%
16INNOVATIVE SOLUTIONS & SUPPOISSC750,674$4.9M1.45%
17MERCK & CO INCMRK42,194$4.8M1.42%
18MANITEX INTL INC563420108796,471$4.5M1.33%
19HOWMET AEROSPACE INCHWM44,296$4.4M1.32%
20GILEAD SCIENCES INCGILD52,565$4.4M1.31%
21CORNING INCGLW93,449$4.2M1.25%
22CONSTELLATION ENERGY CORPCEG15,460$4.0M1.19%
23NOVARTIS AGNVSEF34,810$4.0M1.19%
24AGNICO EAGLE MINES LTDAEM46,294$3.7M1.11%
25BERKSHIRE HATHAWAY INC DELBRK-A8,077$3.7M1.10%
26SCHLUMBERGER LTDSLB87,173$3.7M1.08%
27FIFTH THIRD BANCORPFITBM82,753$3.5M1.05%
28JOHNSON & JOHNSONJNJ20,324$3.3M0.98%
29CONSOLIDATED EDISON INCED29,858$3.1M0.92%
30AT&T INCT-PC126,816$2.8M0.83%
31GSK PLCGLAXF62,694$2.6M0.76%
32NEXTERA ENERGY INCNEE-PW30,189$2.6M0.76%
33EATON VANCE TX ADV GLBL DIVETN130,329$2.5M0.75%
34UMH PPTYS INC903002103128,065$2.5M0.75%
35NORDIC AMERICAN TANKERS LIMINAT648,018$2.4M0.70%
36CBRE GBL REAL ESTATE INC FD12504G100341,059$2.2M0.66%
37CHEVRON CORP NEWCVX15,129$2.2M0.66%
38CMS ENERGY CORPCMS-PC30,100$2.1M0.63%
39AMAZON COM INCAMZN10,819$2.0M0.60%
40ONEOK INC NEWOKE21,839$2.0M0.59%
41UNIVERSAL HEALTH RLTY INCOME91359E10542,331$1.9M0.57%
42EXELON CORPEXC46,645$1.9M0.56%
43EVERGY INCEVRG29,710$1.8M0.55%
44TORONTO DOMINION BK ONTTORO29,091$1.8M0.55%
45DUKE ENERGY CORP NEWDUKB15,908$1.8M0.54%
46EXXON MOBIL CORPXOM15,504$1.8M0.54%
47IRIDIUM COMMUNICATIONS INCIRDM59,037$1.8M0.53%
48AUTOMATIC DATA PROCESSING INADP6,121$1.7M0.50%
49AMGEN INCAMGN4,819$1.6M0.46%
50ISHARES TR46435UAA961,300$1.5M0.44%
51OLIN CORPOLN29,303$1.4M0.42%
52AMERICAN EXPRESS COAXP5,101$1.4M0.41%
53ENTERPRISE PRODS PARTNERS L29379210747,213$1.4M0.41%
54INTEL CORPINTC57,435$1.3M0.40%
55GE AEROSPACE3696043017,141$1.3M0.40%
56VODAFONE GROUP PLC NEW92857W308133,430$1.3M0.40%
57PRECISION OPTICS CORP INC MAPOCI237,914$1.3M0.39%
58COHERENT CORPCOHR14,920$1.3M0.39%
59ORACLE CORPORCL-PD7,741$1.3M0.39%
60PNC FINL SVCS GROUP INC6934751057,077$1.3M0.39%
61FIDELITY COVINGTON TRUST31609272558,804$1.3M0.38%
62SHELL PLCRYDAF19,076$1.3M0.37%
63JPMORGAN CHASE & CO.VYLD5,776$1.2M0.36%
64TRIUMPH GROUP INC NEW89681810191,933$1.2M0.35%
65GRAHAM CORPGHM39,901$1.2M0.35%
66CSX CORPCSX33,616$1.2M0.34%
67MATIV HOLDINGS INCMATV68,000$1.2M0.34%
68UNITEDHEALTH GROUP INCUNH1,959$1.1M0.34%
69PROCTER AND GAMBLE CO7427181096,611$1.1M0.34%
70NVIDIA CORPORATIONNVDA9,062$1.1M0.33%
71AMCOR PLCAMCCF96,274$1.1M0.32%
72WASTE MGMT INC DEL94106L1095,158$1.1M0.32%
73TERNIUM SATX28,850$1.1M0.32%
74BANK AMERICA CORP06050510426,637$1.1M0.31%
75HOME DEPOT INCHD2,486$1.0M0.30%
76BANK NEW YORK MELLON CORP06405810013,726$986,3710.29%
77ISHARES TR46428844832,357$978,1500.29%
78BLACKSTONE INCBX6,382$977,3410.29%
79ARDMORE SHIPPING CORPASC52,751$954,8010.28%
80XCEL ENERGY INCXELLL14,501$946,9050.28%
81RIO TINTO PLCRTNTF13,048$928,6000.28%
82OMEGA HEALTHCARE INVS INC68193610022,800$927,9600.27%
83PATRICK INDS INC7033431036,512$927,1130.27%
84PHILLIPS 66PSX6,954$914,0500.27%
85BLACKROCK ENHANCED EQUITY DIBLK105,153$909,5710.27%
86ANNALY CAPITAL MANAGEMENT INNLY-PJ44,993$903,0030.27%
87MATRIX SVC CO57685310577,800$897,0340.27%
88COCA COLA COKO12,190$875,9610.26%
89COMCAST CORP NEWCCZ19,954$833,4840.25%
90TRACTOR SUPPLY COTSCO2,854$830,2070.25%
91ISHARES TR4642871686,095$823,2510.24%
92ENBRIDGE INCENNPF19,908$808,4840.24%
93EQUINOR ASASTOHF31,688$802,6620.24%
94PALO ALTO NETWORKS INCPANW2,340$799,8120.24%
95SPDR S&P 500 ETF TRSPY1,392$798,4950.24%
96ISHARES TR4642872001,374$792,7640.23%
97WALMART INCWMT9,730$785,6970.23%
98ISHARES TR4642875497,950$762,7230.23%
99QUANTA SVCS INC74762E1022,538$756,5690.22%
100BHP GROUP LTDBHPLF11,903$739,2950.22%
101DUPONT DE NEMOURS INCDD8,203$730,9630.22%
102ISHARES TR4642871766,500$718,0550.21%
103ALPHABET INCGOOG4,160$695,5100.21%
104INVESCO QQQ TRIVZ1,399$683,0130.20%
105MOOG INCMOG-B3,375$681,8170.20%
106INVESCO EXCHANGE TRADED FD TIVZ3,726$667,6250.20%
107AMERICAS GOLD AND SILVER COR03062D1002,169,693$663,9250.20%
108CVS HEALTH CORPCVS10,413$654,7630.19%
109EATON CORP PLCETN1,963$650,4600.19%
110TEXAS INSTRS INC8825081043,070$634,2370.19%
111ENERGY TRANSFER L PET-PI39,432$632,8800.19%
112CATERPILLAR INCCAT1,614$631,4170.19%
113MCDONALDS CORPMCD2,036$620,0650.18%
114ISHARES TR4642872917,416$612,0420.18%
115DISNEY WALT CO2546871066,345$610,2810.18%
116SELECT SECTOR SPDR TR81369Y8867,377$595,9110.18%
117ONTO INNOVATION INCONTO2,866$594,8660.18%
118APPLIED MATLS INC0382221052,935$593,0380.18%
119HALEON PLCHLNCF55,400$586,1270.17%
120ALCON AGALC5,800$580,4060.17%
121SRH TOTAL RETURN FUND INCSTEW36,620$578,5890.17%
122BROADRIDGE FINL SOLUTIONS IN11133T1032,681$576,4950.17%
123CONSTELLATION BRANDS INCSTZ2,200$566,9180.17%
124BOEING COBA-PA3,698$562,3020.17%
125FLEX LTDFLEX16,820$562,2920.17%
126SPROTT PHYSICAL GOLD & SILVESII22,773$557,7100.17%
127ALPHABET INCGOOG3,340$553,9500.16%
128DOW INCDOW10,090$551,2180.16%
129VIATRIS INCVTRS47,240$548,4620.16%
130ARCHER DANIELS MIDLAND COADM9,078$542,2900.16%
131QUALCOMM INCQCOM3,182$541,1010.16%
132CONOCOPHILLIPSCOP5,077$534,4780.16%
133PEPSICO INCPEP3,128$531,8740.16%
134UNILEVER PLCUNLYF8,154$529,6790.16%
135META PLATFORMS INCMETA922$527,7890.16%
136ABBVIE INCABBV2,651$523,5190.16%
137ALPS ETF TR00162Q45211,090$522,6870.15%
138BROOKFIELD RENEWABLE PARTNERG1625810817,940$505,5590.15%
139FORD MTR CO34537086044,499$469,9110.14%
140TESLA INCTSLA1,775$464,5130.14%
141VALERO ENERGY CORPVLO3,437$464,0530.14%
142SOUTHERN COSOMN5,138$463,3310.14%
143LIQTECH INTL INC53632A300180,562$461,3350.14%
144CALAMOS STRATEGIC TOTAL RETUCSQ26,174$454,1220.13%
145GE VERNOVA INCGEV1,773$452,0790.13%
1463M COMMM3,277$447,9900.13%
147HANESBRANDS INC41034510260,851$447,2540.13%
148MARATHON PETE CORPMARA2,745$447,1620.13%
149INVESCO PA VALUE MUN INC TRIVZ38,684$437,5160.13%
150TRUIST FINL CORP89832Q1099,944$425,3150.13%
151GENERAL MTRS CO37045V1009,441$423,3350.13%
152RTX CORPORATIONRTX3,484$422,0610.13%
153CORTEVA INCCTVA7,164$421,1490.12%
154INSIGHT SELECT INCOME FD45781W10923,700$418,3050.12%
155INTREPID POTASH INCIPI17,000$408,0000.12%
156STMICROELECTRONICS N VSTMEF13,700$407,3010.12%
157SYSCO CORPSYY5,200$405,9120.12%
158SELECT SECTOR SPDR TR81369Y8031,797$405,7770.12%
159LOCKHEED MARTIN CORPLMT686$401,2140.12%
160BARRICK GOLD CORP06790110820,135$400,4850.12%
161VANGUARD INDEX FDS9229087361,041$399,6710.12%
162MANAGED PORTFOLIO SERIES56167N72012,575$394,6050.12%
163ALTRIA GROUP INCMO7,634$389,6390.12%
164MOTOROLA SOLUTIONS INCMSI847$380,8360.11%
165VANGUARD INDEX FDS9229087511,590$377,1630.11%
166PULSE BIOSCIENCES INCPLSE21,500$377,1100.11%
167CASEYS GEN STORES INC1475281031,000$375,7100.11%
168OBSIDIAN ENERGY LTDOBE67,063$371,5290.11%
169WEC ENERGY GROUP INCWEC3,816$367,0220.11%
170ISHARES TR4642874813,116$365,4750.11%
171KOPIN CORPKOPN490,981$358,4160.11%
172GE HEALTHCARE TECHNOLOGIES IGEHC3,797$356,3010.11%
173AMERIPRISE FINL INC03076C106758$356,1150.11%
174PATTERSON-UTI ENERGY INCPTEN46,402$354,9760.11%
175UNION PAC CORPUNP1,419$349,6780.10%
176TE CONNECTIVITY PLCTEL2,300$347,2760.10%
177ANIKA THERAPEUTICS INCANIK14,050$347,0350.10%
178SIMON PPTY GROUP INC NEW8288061092,000$338,0400.10%
179BP PLCBPPFF10,555$331,3230.10%
180ABBOTT LABSABLZF2,864$326,5240.10%
181KIMBERLY-CLARK CORPKMB2,283$324,8650.10%
182ISHARES TR4642878872,320$323,6160.10%
183LOWES COS INC5486611071,158$313,6440.09%
184VISA INCV1,136$312,2450.09%
185PARAMOUNT GLOBAL92556H20628,857$306,4580.09%
186CERAGON NETWORKS LTDCRNT110,150$301,8110.09%
187YUM BRANDS INCYUM2,125$296,8830.09%
188NOKIA CORPNOKBF67,848$296,4950.09%
189M & T BK CORP55261F1041,657$295,1440.09%
190UNIVEST FINANCIAL CORPORATIOUVSP10,227$287,7870.09%
191LYONDELLBASELL INDUSTRIES NLYB2,999$287,6270.09%
192SELECT SECTOR SPDR TR81369Y2091,865$287,2770.09%
193PPL CORPPPLC8,236$272,4320.08%
194HERSHEY COHSY1,410$270,4090.08%
195ISHARES TR464287614714$267,8940.08%
196SPDR S&P MIDCAP 400 ETF TRMDY465$265,1230.08%
197ALLSTATE CORPALL-PJ1,388$263,2340.08%
198DEERE & CODE629$262,6040.08%
199AGILENT TECHNOLOGIES INCA1,750$259,8400.08%
200PROLOGIS INC.PLDGP2,049$258,6970.08%
201SPDR SER TR78468R7215,500$257,5650.08%
202AMTECH SYS INCASYS44,308$256,9860.08%
203PIMCO DYNAMIC INCOME FD72201Y10112,636$256,1310.08%
204CENTRUS ENERGY CORPLEU4,655$255,3260.08%
205PUBLIC SVC ENTERPRISE GRP IN7445731062,844$253,7130.08%
206ISHARES TR4642875981,333$253,0350.07%
207ISHARES TR4642871501,997$250,8630.07%
208ISHARES TR4642872262,465$249,6300.07%
209SELECT SECTOR SPDR TR81369Y7041,841$249,3850.07%
210ALIGN TECHNOLOGY INCALGN974$247,7070.07%
211ZYNEX INC98986M10330,288$247,1510.07%
212FIDELITY COVINGTON TRUST31609240210,200$245,6160.07%
213HEALTHPEAK PROPERTIES INCDOC10,725$245,2800.07%
214D R HORTON INC23331A1091,277$243,5600.07%
215CENTERPOINT ENERGY INCCNP8,241$242,4570.07%
216MICRON TECHNOLOGY INCMU2,312$239,7920.07%
217WELLS FARGO CO NEW9497461014,237$239,3480.07%
218COHEN & STEERS INFRASTRUCTUR19248A1099,052$235,6230.07%
219VANGUARD TAX-MANAGED FDS9219438584,399$232,3110.07%
220VANECK ETF TRUST92189F1065,826$232,0110.07%
221ABRDN HEALTHCARE OPPORTUNITITHQ10,500$231,8400.07%
222GOLAR LNG LTDGLNG6,250$229,7500.07%
223PLAINS ALL AMERN PIPELINE L72650310513,000$225,8100.07%
224OREILLY AUTOMOTIVE INC67103H107196$225,7130.07%
225ORGANON & COOGN11,691$223,6480.07%
226VANGUARD INDEX FDS9229087441,274$222,4020.07%
227PINNACLE WEST CAP CORPPNW2,500$221,4750.07%
228RITHM CAPITAL CORPRITM-PF19,350$219,6220.07%
229BROOKFIELD RENEWABLE CORPBEPC6,722$219,5410.07%
230TREVI THERAPEUTICS INCTRVI63,500$212,0900.06%
231ISHARES TR46432F3881,932$210,6620.06%
232SEMPRASREA2,518$210,5800.06%
233IDEXX LABS INC45168D104416$210,1710.06%
234AKAMAI TECHNOLOGIES INCAKAM2,047$206,6440.06%
235STARWOOD PPTY TR INCSTHO9,925$202,2710.06%
236GENERAL DYNAMICS CORPGD667$201,6710.06%
237ORANGEORANY17,429$200,0840.06%
238APPLIED THERAPEUTICS INC03828A10121,000$178,5020.05%
239PANGAEA LOGISTICS SOLUTION LG6891L10524,476$176,9610.05%
240NUVEEN PFD & INCOME OPPORTUNNU21,782$175,7780.05%
241GOLDEN OCEAN GROUP LTDNVGLF12,916$172,8160.05%
242AGNC INVT CORP00123Q10416,200$169,4520.05%
243BNY MELLON STRATEGIC MUNS IN05588W10824,411$158,9150.05%
244EATON VANCE LTD DURATION INCETN14,800$155,5450.05%
245ROCKWELL MED INCRMTI38,000$150,8600.04%
246ELECTROVAYA INCELVA59,900$139,5670.04%
247WARNER BROS DISCOVERY INCWBD16,288$134,3750.04%
248BLACKROCK MUNIYIELD FD INCBLK10,351$118,3130.04%
249INVESCO SR INCOME TRIVZ27,857$113,3780.03%
250BGC GROUP INCBGC10,000$91,8000.03%
251EATON VANCE SR INCOME TRETN12,798$79,0910.02%
252RETRACTABLE TECHNOLOGIES INCRVP101,533$78,1900.02%
253JUMIA TECHNOLOGIES AGJMIA13,125$70,0870.02%
254BLACKROCK ENHANCED INTL DIVBLK10,500$60,9000.02%
255BRANDYWINE RLTY TR10536820310,000$54,4000.02%
256MFS MULTIMARKET INCOME TRMMT10,500$51,1340.02%
257ICL GROUP LTDICL11,500$48,8750.01%
258PUTNAM MASTER INTER INCOME T74690910013,589$46,0660.01%
259GERON CORPGERN10,000$45,4000.01%
260ATOMERA INCATOM13,000$34,1900.01%
261MEDICINOVA INCMNOV12,500$26,2500.01%
262PEDEVCO CORPPED24,500$23,0300.01%
263VIRACTA THERAPEUTICS INC92765F10816,396$3,7940.00%
264HYCROFT MINING HOLDING CORPHYMCW33,500$9170.00%