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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 2024 · Filed February 13, 2025 · Accession 0001085146-25-001260

Total Value
$335.6M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL79,931$20.0M5.96%
2KINDER MORGAN INC DELEP-PC547,802$15.0M4.47%
3LSI INDS INC OHIO50216C108696,685$13.5M4.03%
4MICROSOFT CORPMSFT30,493$12.9M3.83%
5INTERNATIONAL BUSINESS MACHSINTR51,998$11.4M3.41%
6EVOLUTION PETE CORP30049A1071,737,867$9.1M2.71%
7ELI LILLY & COLLY10,544$8.1M2.43%
8BRISTOL-MYERS SQUIBB COCELG-RI126,892$7.2M2.14%
9INNOVATIVE SOLUTIONS & SUPPOISSC752,419$6.4M1.91%
10TETRA TECHNOLOGIES INC DEL88162F1051,697,050$6.1M1.81%
11CISCO SYS INCCSCO100,022$5.9M1.76%
12GLOBAL X FDS37954Y657269,446$5.3M1.57%
13PFIZER INCPFE197,648$5.2M1.56%
14NUTRIEN LTDNTR113,827$5.1M1.52%
15HOWMET AEROSPACE INCHWM46,062$5.0M1.50%
16SCHLUMBERGER LTDSLB127,433$4.9M1.46%
17IRON MTN INC DEL46284V10146,279$4.9M1.45%
18GILEAD SCIENCES INCGILD51,852$4.8M1.43%
19VERIZON COMMUNICATIONS INCVZ116,884$4.7M1.39%
20CORNING INCGLW96,120$4.6M1.36%
21MERCK & CO INCMRK42,262$4.2M1.25%
22BERKSHIRE HATHAWAY INC DELBRK-A8,082$3.7M1.09%
23AGNICO EAGLE MINES LTDAEM46,661$3.6M1.09%
24FIFTH THIRD BANCORPFITBM82,603$3.5M1.04%
25CONSTELLATION ENERGY CORPCEG15,596$3.5M1.04%
26NOVARTIS AGNVSEF33,835$3.3M0.98%
27MANITEX INTL INC563420108527,136$3.1M0.91%
28AT&T INCT-PC129,023$2.9M0.88%
29JOHNSON & JOHNSONJNJ19,747$2.9M0.85%
30CONSOLIDATED EDISON INCED29,858$2.7M0.79%
31UMH PPTYS INC903002103128,465$2.4M0.72%
32AMAZON COM INCAMZN10,859$2.4M0.71%
33EATON VANCE TX ADV GLBL DIVETN128,879$2.3M0.70%
34GSK PLCGLAXF68,280$2.3M0.69%
35CHEVRON CORP NEWCVX15,329$2.2M0.66%
36ONEOK INC NEWOKE21,745$2.2M0.65%
37NEXTERA ENERGY INCNEE-PW30,109$2.2M0.64%
38CMS ENERGY CORPCMS-PC30,100$2.0M0.60%
39EVERGY INCEVRG30,539$1.9M0.56%
40EXELON CORPEXC47,654$1.8M0.53%
41AUTOMATIC DATA PROCESSING INADP5,986$1.8M0.52%
42EXXON MOBIL CORPXOM16,176$1.7M0.52%
43DUKE ENERGY CORP NEWDUKB15,805$1.7M0.51%
44IRIDIUM COMMUNICATIONS INCIRDM58,231$1.7M0.50%
45GRAHAM CORPGHM37,380$1.7M0.50%
46NORDIC AMERICAN TANKERS LIMINAT652,683$1.6M0.49%
47CBRE GBL REAL ESTATE INC FD12504G100337,981$1.6M0.48%
48TORONTO DOMINION BK ONTTORO28,871$1.5M0.46%
49ISHARES TR46435UAA963,700$1.5M0.45%
50UNIVERSAL HEALTH RLTY INCOME91359E10540,849$1.5M0.45%
51AMERICAN EXPRESS COAXP5,083$1.5M0.45%
52ENTERPRISE PRODS PARTNERS L29379210746,513$1.5M0.43%
53PNC FINL SVCS GROUP INC6934751057,481$1.4M0.43%
54COHERENT CORPCOHR14,570$1.4M0.41%
55JPMORGAN CHASE & CO.VYLD5,742$1.4M0.41%
56AMGEN INCAMGN4,834$1.3M0.38%
57TRIUMPH GROUP INC NEW89681810167,438$1.3M0.37%
58NVIDIA CORPORATIONNVDA9,217$1.2M0.37%
59ORACLE CORPORCL-PD7,371$1.2M0.37%
60PRECISION OPTICS CORP INC MAPOCI247,280$1.2M0.36%
61SHELL PLCRYDAF18,931$1.2M0.35%
62FIDELITY COVINGTON TRUST31609272560,804$1.2M0.35%
63GE AEROSPACE3696043016,898$1.2M0.34%
64BANK AMERICA CORP06050510426,053$1.1M0.34%
65INTEL CORPINTC56,770$1.1M0.34%
66ISHARES TR4642872001,893$1.1M0.33%
67PROCTER AND GAMBLE CO7427181096,646$1.1M0.33%
68VODAFONE GROUP PLC NEW92857W308123,804$1.1M0.31%
69HOME DEPOT INCHD2,686$1.0M0.31%
70WASTE MGMT INC DEL94106L1095,158$1.0M0.31%
71INVESCO QQQ TRIVZ2,009$1.0M0.31%
72UNITEDHEALTH GROUP INCUNH1,959$990,9790.30%
73OLIN CORPOLN29,303$990,4370.30%
74XCEL ENERGY INCXELLL14,501$979,0970.29%
75BANK NEW YORK MELLON CORP06405810012,654$972,2210.29%
76AMCOR PLCAMCCF96,274$905,9400.27%
77WALMART INCWMT9,780$883,6230.26%
78BLACKROCK ENHANCED EQUITY DIBLK105,153$870,6640.26%
79OMEGA HEALTHCARE INVS INC68193610022,800$862,9800.26%
80MATRIX SVC CO57685310571,547$856,4170.26%
81PALO ALTO NETWORKS INCPANW4,680$851,5720.25%
82ENBRIDGE INCENNPF19,908$844,7170.25%
83CERAGON NETWORKS LTDCRNT178,150$831,9600.25%
84ISHARES TR46428844830,009$821,6440.24%
85SPDR S&P 500 ETF TRSPY1,393$816,3170.24%
86PHILLIPS 66PSX7,160$815,7530.24%
87COMCAST CORP NEWCCZ21,702$814,4860.24%
88ISHARES TR4642875497,950$811,6150.24%
89PATRICK INDS INC7033431039,767$811,4420.24%
90BLACKSTONE INCBX4,678$806,5900.24%
91QUANTA SVCS INC74762E1022,538$802,0150.24%
92ANNALY CAPITAL MANAGEMENT INNLY-PJ43,793$801,4170.24%
93ISHARES TR4642871686,095$800,2120.24%
94AMERICAS GOLD AND SILVER COR03062D1002,109,593$792,9950.24%
95ALPHABET INCGOOG4,160$792,2380.24%
96TERNIUM SATX27,150$789,5220.24%
97CSX CORPCSX24,265$783,0220.23%
98ENERGY TRANSFER L PET-PI39,432$772,4690.23%
99RIO TINTO PLCRTNTF13,032$766,3900.23%
100COCA COLA COKO12,190$758,9390.23%
101TRACTOR SUPPLY COTSCO14,228$754,9590.22%
102EQUINOR ASASTOHF31,188$738,8490.22%
103DISNEY WALT CO2546871066,595$734,3020.22%
104ISHARES TR4642871766,500$692,5750.21%
105INVESCO EXCHANGE TRADED FD TIVZ3,757$658,2880.20%
106EATON CORP PLCETN1,963$651,3040.19%
107MOOG INCMOG-B3,300$649,5720.19%
108DUPONT DE NEMOURS INCDD8,484$646,9000.19%
109BOEING COBA-PA3,648$645,7640.19%
110FLEX LTDFLEX16,820$645,7190.19%
111KOPIN CORPKOPN472,568$642,6920.19%
112ALPHABET INCGOOG3,340$632,2810.19%
113ISHARES TR4642872917,416$628,5060.19%
114BROADRIDGE FINL SOLUTIONS IN11133T1032,681$606,1470.18%
115BHP GROUP LTDBHPLF12,403$605,6380.18%
116MATIV HOLDINGS INCMATV55,150$601,1350.18%
117STARWOOD PPTY TR INCSTHO30,775$583,1860.17%
118TEXAS INSTRS INC8825081043,100$581,3420.17%
119CATERPILLAR INCCAT1,599$579,9180.17%
120SRH TOTAL RETURN FUND INCSTEW36,120$578,6350.17%
121GE VERNOVA INCGEV1,738$571,6800.17%
122CONOCOPHILLIPSCOP5,722$567,4070.17%
123SELECT SECTOR SPDR TR81369Y8867,361$557,1510.17%
124MCDONALDS CORPMCD1,911$554,0580.17%
125VIATRIS INCVTRS44,459$553,5200.16%
126TESLA INCTSLA1,369$553,0420.16%
127ARDMORE SHIPPING CORPASC45,451$552,2350.16%
128SPROTT PHYSICAL GOLD & SILVESII22,773$541,0860.16%
129VANGUARD INDEX FDS9229087361,317$540,5490.16%
130HALEON PLCHLNCF54,540$520,3070.16%
131ALPS ETF TR00162Q45210,740$517,2540.15%
132QUALCOMM INCQCOM3,359$515,9420.15%
133META PLATFORMS INCMETA872$510,5640.15%
134CONSTELLATION BRANDS INCSTZ2,200$486,2000.14%
135ALCON AGALC5,630$477,9300.14%
136ONTO INNOVATION INCONTO2,866$477,6760.14%
137HANESBRANDS INC41034510258,190$473,6660.14%
138APPLIED MATLS INC0382221052,911$473,3790.14%
139ABBVIE INCABBV2,651$471,0820.14%
140GENERAL MTRS CO37045V1008,791$468,3100.14%
141CALAMOS STRATEGIC TOTAL RETUCSQ26,174$463,5440.14%
142UNILEVER PLCUNLYF8,106$459,6060.14%
143FORD MTR CO34537086044,554$441,0860.13%
144PEPSICO INCPEP2,888$439,1120.13%
145CORTEVA INCCTVA7,593$432,4750.13%
146SYSCO CORPSYY5,600$428,1760.13%
147TRUIST FINL CORP89832Q1099,811$425,6110.13%
1483M COMMM3,278$423,1280.13%
149SOUTHERN COSOMN5,138$422,9470.13%
150CVS HEALTH CORPCVS9,415$422,6190.13%
151DOW INCDOW10,480$420,5630.13%
152VALERO ENERGY CORPVLO3,409$417,9660.12%
153SELECT SECTOR SPDR TR81369Y8031,797$417,9270.12%
154ELECTROVAYA INCELVA168,450$417,7560.12%
155ARCHER DANIELS MIDLAND COADM8,207$414,6000.12%
156ALTRIA GROUP INCMO7,903$413,2470.12%
157OBSIDIAN ENERGY LTDOBE71,063$411,4540.12%
158INSIGHT SELECT INCOME FD45781W10923,700$410,7210.12%
159MANAGED PORTFOLIO SERIES56167N72012,025$409,9340.12%
160BROOKFIELD RENEWABLE PARTNERG1625810817,940$408,8600.12%
161RTX CORPORATIONRTX3,454$399,6390.12%
162AMERIPRISE FINL INC03076C106748$398,4130.12%
163CASEYS GEN STORES INC1475281031,000$396,2300.12%
164ISHARES TR4642874813,107$393,8260.12%
165INVESCO PA VALUE MUN INC TRIVZ38,192$392,9940.12%
166MOTOROLA SOLUTIONS INCMSI847$391,5080.12%
167LIQTECH INTL INC53632A300207,862$383,0680.11%
168VANGUARD INDEX FDS9229087511,590$382,0450.11%
169MARATHON PETE CORPMARA2,714$378,5810.11%
170PULSE BIOSCIENCES INCPLSE21,500$374,3150.11%
171INTREPID POTASH INCIPI17,000$372,6400.11%
172VISA INCV1,136$358,9090.11%
173WEC ENERGY GROUP INCWEC3,816$358,8560.11%
174SIMON PPTY GROUP INC NEW8288061092,000$344,4200.10%
175STMICROELECTRONICS N VSTMEF13,450$335,8460.10%
176LOCKHEED MARTIN CORPLMT686$333,5260.10%
177TE CONNECTIVITY PLCTEL2,300$328,8300.10%
178UNION PAC CORPUNP1,419$323,5880.10%
179ABBOTT LABSABLZF2,839$321,1190.10%
180ISHARES TR4642878872,320$314,0580.09%
181PATTERSON-UTI ENERGY INCPTEN37,956$313,5160.09%
182BARRICK GOLD CORP06790110820,135$312,0920.09%
183M & T BK CORP55261F1041,657$311,5320.09%
184UNIVEST FINANCIAL CORPORATIOUVSP10,227$301,7980.09%
185KIMBERLY-CLARK CORPKMB2,284$299,3220.09%
186WELLS FARGO CO NEW9497461014,237$297,6060.09%
187BP PLCBPPFF9,820$290,2800.09%
188GE HEALTHCARE TECHNOLOGIES IGEHC3,676$287,3890.09%
189ISHARES TR464287614714$286,6260.09%
190PARAMOUNT GLOBAL92556H20627,219$284,7070.08%
191LOWES COS INC5486611071,150$283,8200.08%
192ADVANCED MICRO DEVICES INCAMD2,338$282,4070.08%
193TREVI THERAPEUTICS INCTRVI65,500$269,8600.08%
194ALLSTATE CORPALL-PJ1,388$267,5920.08%
195PPL CORPPPLC8,242$267,5390.08%
196SPDR S&P MIDCAP 400 ETF TRMDY466$265,1630.08%
197GOLAR LNG LTDGLNG6,250$264,5000.08%
198YUM BRANDS INCYUM1,965$263,6240.08%
199ISHARES TR4642875981,414$261,8040.08%
200DEERE & CODE617$261,5420.08%
201CENTERPOINT ENERGY INCCNP8,241$261,4940.08%
202NOKIA CORPNOKBF58,352$258,5010.08%
203ISHARES TR4642871501,997$256,8540.08%
204SELECT SECTOR SPDR TR81369Y2091,864$256,4570.08%
205SPDR SER TR78468R7215,500$250,9100.07%
206CENTRUS ENERGY CORPLEU3,750$249,7870.07%
207HERSHEY COHSY1,440$243,8640.07%
208SELECT SECTOR SPDR TR81369Y7041,848$243,5310.07%
209FOSTER L B COFSTR9,051$243,4600.07%
210FIDELITY COVINGTON TRUST31609240210,200$243,1680.07%
211PUBLIC SVC ENTERPRISE GRP IN7445731062,844$240,2890.07%
212ISHARES TR4642872262,465$238,8580.07%
213AMTECH SYS INCASYS43,624$237,7500.07%
214AGILENT TECHNOLOGIES INCA1,750$235,0950.07%
215PIMCO DYNAMIC INCOME FD72201Y10112,636$231,7440.07%
216SERVICENOW INCNOW217$230,0460.07%
217EMERSON ELEC COEMR1,852$229,4630.07%
218ZYNEX INC98986M10328,638$229,3910.07%
219OREILLY AUTOMOTIVE INC67103H107190$225,3020.07%
220LYONDELLBASELL INDUSTRIES NLYB2,999$222,7530.07%
221MORGAN STANLEYMS-PQ1,770$222,5240.07%
222SEMPRASREA2,518$220,8780.07%
223COHEN & STEERS INFRASTRUCTUR19248A1099,052$217,6100.06%
224PROLOGIS INC.PLDGP2,049$216,5370.06%
225VANGUARD INDEX FDS9229087441,274$215,6880.06%
226PLAINS ALL AMERN PIPELINE L72650310512,500$213,5000.06%
227PINNACLE WEST CAP CORPPNW2,500$211,9250.06%
228VANGUARD TAX-MANAGED FDS9219438584,399$210,3600.06%
229RITHM CAPITAL CORPRITM-PF19,350$209,5600.06%
230HEALTHPEAK PROPERTIES INCDOC10,262$208,0100.06%
231ISHARES TR46432F3881,930$203,8240.06%
232HSBC HLDGS PLCHBCYF4,075$201,5490.06%
233ALIGN TECHNOLOGY INCALGN963$200,7950.06%
234ABRDN HEALTHCARE OPPORTUNITITHQ10,500$198,1350.06%
235ATOMERA INCATOM15,000$174,0000.05%
236NUVEEN PFD & INCOME OPPORTUNNU21,782$171,2040.05%
237AGNC INVT CORP00123Q10416,200$149,2020.04%
238EATON VANCE LTD DURATION INCETN14,800$144,5930.04%
239PANGAEA LOGISTICS SOLUTION LG6891L10524,476$131,1910.04%
240GOLDEN OCEAN GROUP LTDNVGLF12,916$115,7270.03%
241BNY MELLON STRATEGIC MUNS IN05588W10819,000$114,7600.03%
242INVESCO SR INCOME TRIVZ27,892$110,1740.03%
243BGC GROUP INCBGC10,000$90,6000.03%
244ROCKWELL MED INCRMTI39,000$79,5600.02%
245RETRACTABLE TECHNOLOGIES INCRVP101,533$69,8950.02%
246ICL GROUP LTDICL11,500$56,8100.02%
247BRANDYWINE RLTY TR10536820310,000$56,0000.02%
248BLACKROCK ENHANCED INTL DIVBLK10,500$55,7550.02%
249JUMIA TECHNOLOGIES AGJMIA13,125$50,1370.01%
250PUTNAM MASTER INTER INCOME T74690910013,589$44,2990.01%
251GERON CORPGERN10,000$35,4000.01%
252MEDICINOVA INCMNOV12,500$26,2500.01%
253PEDEVCO CORPPED24,500$19,0610.01%
254VIRACTA THERAPEUTICS INC92765F10816,396$2,6380.00%
255HYCROFT MINING HOLDING CORPHYMCW33,500$4350.00%