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 Q2 2025 · Filed August 13, 2025 · Accession 0001085146-25-004962

Total Value
$340.1M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL79,124$16.2M4.77%
2KINDER MORGAN INC DELEP-PC493,449$14.5M4.27%
3MICROSOFT CORPMSFT28,388$14.1M4.15%
4INTERNATIONAL BUSINESS MACHSINTR43,424$12.8M3.76%
5LSI INDS INC OHIO50216C108586,141$10.0M2.93%
6EVOLUTION PETE CORP30049A1071,785,400$8.4M2.47%
7ELI LILLY & COLLY9,833$7.7M2.25%
8INNOVATIVE SOLUTIONS & SUPPOISSC475,225$6.6M1.94%
9AGNICO EAGLE MINES LTDAEM54,341$6.5M1.90%
10NUTRIEN LTDNTR106,429$6.2M1.82%
11HOWMET AEROSPACE INCHWM33,128$6.2M1.81%
12CISCO SYS INCCSCO88,589$6.1M1.81%
13PFIZER INCPFE239,925$5.8M1.71%
14BRISTOL-MYERS SQUIBB COCELG-RI121,999$5.6M1.66%
15TETRA TECHNOLOGIES INC DEL88162F1051,680,344$5.6M1.66%
16VERIZON COMMUNICATIONS INCVZ119,007$5.1M1.51%
17GLOBAL X FDS37954Y657267,231$5.0M1.48%
18CORNING INCGLW94,301$5.0M1.46%
19GILEAD SCIENCES INCGILD44,574$4.9M1.45%
20CONSTELLATION ENERGY CORPCEG15,281$4.9M1.45%
21SCHLUMBERGER LTDSLB143,309$4.8M1.42%
22IRON MTN INC DEL46284V10142,649$4.4M1.29%
23NOVARTIS AGNVSEF32,650$4.0M1.16%
24BERKSHIRE HATHAWAY INC DELBRK-A7,546$3.7M1.08%
25AT&T INCT-PC123,900$3.6M1.05%
26FIFTH THIRD BANCORPFITBM82,053$3.4M0.99%
27MERCK & CO INCMRK40,235$3.2M0.94%
28JOHNSON & JOHNSONJNJ20,509$3.1M0.92%
29FIDELITY MERRIMACK STR TR31618840862,350$3.1M0.92%
30CONSOLIDATED EDISON INCED28,498$2.9M0.84%
31GSK PLCGLAXF72,774$2.8M0.82%
32EATON VANCE TX ADV GLBL DIVETN128,344$2.7M0.79%
33AMAZON COM INCAMZN11,090$2.4M0.72%
34EXELON CORPEXC47,621$2.1M0.61%
35NEXTERA ENERGY INCNEE-PW29,499$2.0M0.60%
36CHEVRON CORP NEWCVX13,994$2.0M0.59%
37EVERGY INCEVRG28,479$2.0M0.58%
38TORONTO DOMINION BK ONTTORO26,511$1.9M0.57%
39UMH PPTYS INC903002103114,730$1.9M0.57%
40CBRE GBL REAL ESTATE INC FD12504G100352,815$1.9M0.55%
41AUTOMATIC DATA PROCESSING INADP5,986$1.8M0.54%
42CMS ENERGY CORPCMS-PC26,600$1.8M0.54%
43NVIDIA CORPORATIONNVDA11,562$1.8M0.54%
44DUKE ENERGY CORP NEWDUKB14,830$1.7M0.51%
45GE AEROSPACE3696043016,773$1.7M0.51%
46EXXON MOBIL CORPXOM15,796$1.7M0.50%
47JPMORGAN CHASE & CO.VYLD5,680$1.6M0.48%
48NORDIC AMERICAN TANKERS LIMINAT617,932$1.6M0.48%
49AMERICAN EXPRESS COAXP5,088$1.6M0.48%
50ONEOK INC NEWOKE19,780$1.6M0.47%
51ADVANCED MICRO DEVICES INCAMD11,352$1.6M0.47%
52ISHARES TR46435UAA963,700$1.5M0.45%
53UNIVERSAL HEALTH RLTY INCOME91359E10537,432$1.5M0.44%
54ORACLE CORPORCL-PD6,796$1.5M0.44%
55ELECTROVAYA INCELVA415,604$1.4M0.42%
56PNC FINL SVCS GROUP INC6934751057,490$1.4M0.41%
57AMGEN INCAMGN4,955$1.4M0.41%
58AMERICAS GOLD AND SILVER COR03062D1001,695,238$1.4M0.40%
59IRIDIUM COMMUNICATIONS INCIRDM45,359$1.4M0.40%
60ISHARES TR4642872002,163$1.3M0.39%
61GRAHAM CORPGHM26,780$1.3M0.39%
62FIDELITY COVINGTON TRUST31609272555,880$1.3M0.38%
63COHERENT CORPCOHR14,570$1.3M0.38%
64ENTERPRISE PRODS PARTNERS L29379210741,663$1.3M0.38%
65SHELL PLCRYDAF18,304$1.3M0.38%
66NOVO-NORDISK A SNONOF18,595$1.3M0.38%
67INVESCO QQQ TRIVZ2,323$1.3M0.38%
68PRECISION OPTICS CORP INC MAPOCI249,131$1.2M0.36%
69WASTE MGMT INC DEL94106L1095,158$1.2M0.35%
70BANK NEW YORK MELLON CORP06405810012,654$1.2M0.34%
71CERAGON NETWORKS LTDCRNT464,200$1.1M0.34%
72BANK AMERICA CORP06050510422,586$1.1M0.31%
73PROCTER AND GAMBLE CO7427181096,566$1.0M0.31%
74XCEL ENERGY INCXELLL14,501$987,5070.29%
75HOME DEPOT INCHD2,689$986,0320.29%
76PALO ALTO NETWORKS INCPANW4,680$957,7150.28%
77QUANTA SVCS INC74762E1022,416$913,3670.27%
78WALMART INCWMT9,320$911,3130.27%
79PATRICK INDS INC7033431039,767$901,2010.26%
80GE VERNOVA INCGEV1,670$883,6800.26%
81COCA COLA COKO12,335$872,7270.26%
82BLACKROCK ENHANCED EQUITY DIBLK97,206$864,1590.25%
83PHILLIPS 66PSX7,222$861,5980.25%
84INTEL CORPINTC38,053$852,3820.25%
85VODAFONE GROUP PLC NEW92857W30879,951$852,2740.25%
86AMCOR PLCAMCCF92,224$847,5410.25%
87ISHARES TR4642875497,329$823,3880.24%
88FLEX LTDFLEX16,470$822,1820.24%
89ISHARES TR46428844823,609$814,7440.24%
90ISHARES TR4642871686,095$809,4760.24%
91DISNEY WALT CO2546871066,460$801,1130.24%
92ENBRIDGE INCENNPF17,197$779,3900.23%
93COMCAST CORP NEWCCZ21,495$767,1570.23%
94BOEING COBA-PA3,648$764,4460.22%
95SPDR S&P 500 ETF TRSPY1,237$764,2460.22%
96TRACTOR SUPPLY COTSCO14,289$754,0280.22%
97ISHARES TR4642871766,500$715,2600.21%
98ALPS ETF TR00162Q45214,554$711,1250.21%
99ALPHABET INCGOOG3,981$706,1980.21%
100INVESCO EXCHANGE TRADED FD TIVZ3,883$705,6120.21%
101BLACKSTONE INCBX4,681$700,2280.21%
102ENERGY TRANSFER L PET-PI38,572$699,3070.21%
103SPROTT PHYSICAL GOLD & SILVESII22,773$685,4670.20%
104TERNIUM SATX22,350$672,7350.20%
105EQUINOR ASASTOHF26,700$671,2430.20%
106KOPIN CORPKOPN431,168$659,6860.19%
107BHP GROUP LTDBHPLF13,678$657,7750.19%
108BROADRIDGE FINL SOLUTIONS IN11133T1032,681$651,5630.19%
109RIO TINTO PLCRTNTF11,104$647,6820.19%
110TEXAS INSTRS INC8825081043,100$643,6900.19%
111SRH TOTAL RETURN FUND INCSTEW36,120$638,5940.19%
112STARWOOD PPTY TR INCSTHO31,774$637,6980.19%
113CATERPILLAR INCCAT1,595$619,0830.18%
114OMEGA HEALTHCARE INVS INC68193610016,700$612,0550.18%
115UNITEDHEALTH GROUP INCUNH1,959$611,1490.18%
116ALTRIA GROUP INCMO10,403$609,9270.18%
117ANNALY CAPITAL MANAGEMENT INNLY-PJ32,265$607,2240.18%
118SELECT SECTOR SPDR TR81369Y8867,362$601,1890.18%
119MOOG INCMOG-B3,300$597,2010.18%
120ALPHABET INCGOOG3,366$593,1150.17%
121DUPONT DE NEMOURS INCDD8,516$584,1420.17%
122OLIN CORPOLN28,953$581,6630.17%
123CORTEVA INCCTVA7,626$568,3740.17%
124CVS HEALTH CORPCVS7,998$551,6790.16%
125EATON CORP PLCETN1,500$535,4850.16%
126QUALCOMM INCQCOM3,337$531,4760.16%
127SIMON PPTY GROUP INC NEW8288061093,200$514,4320.15%
128META PLATFORMS INCMETA694$511,9790.15%
129ISHARES TR4642872915,539$511,4710.15%
130CONOCOPHILLIPSCOP5,694$510,9430.15%
131CASEYS GEN STORES INC1475281031,000$510,2700.15%
132TESLA INCTSLA1,604$509,4120.15%
133MCDONALDS CORPMCD1,716$501,4230.15%
1343M COMMM3,278$499,0090.15%
135HALEON PLCHLNCF47,898$496,6980.15%
136CENTRUS ENERGY CORPLEU2,684$491,6550.14%
137RTX CORPORATIONRTX3,354$489,6780.14%
138WELLS FARGO CO NEW9497461015,987$479,6780.14%
139ABBVIE INCABBV2,571$477,2290.14%
140ALCON AGALC5,389$475,7400.14%
141SOUTHERN COSOMN5,138$471,8080.14%
142VANGUARD INDEX FDS9229087361,066$467,3340.14%
143UNILEVER PLCUNLYF7,573$463,2360.14%
144WESCO INTL INC95082P1052,474$458,1460.13%
145SELECT SECTOR SPDR TR81369Y8031,797$455,1510.13%
146ESSENTIAL UTILS INC29670G10212,048$447,4750.13%
147CALAMOS STRATEGIC TOTAL RETUCSQ23,813$434,3520.13%
148ARCHER DANIELS MIDLAND COADM8,207$433,1470.13%
149ISHARES TR4642874813,107$430,8940.13%
150VALERO ENERGY CORPVLO3,172$426,4430.13%
151SYSCO CORPSYY5,600$424,1440.12%
152VISA INCV1,136$403,2110.12%
153MARATHON PETE CORPMARA2,411$400,4650.12%
154AMERIPRISE FINL INC03076C106748$399,3860.12%
155BROOKFIELD RENEWABLE PARTNERG1625810815,615$398,3470.12%
156TRIUMPH GROUP INC NEW89681810115,303$394,0490.12%
157ABBOTT LABSABLZF2,839$386,1320.11%
158APPLIED MATLS INC0382221052,109$386,0500.11%
159TORTOISE CAPITAL SERIES TRUS89093030810,800$385,8860.11%
160ARDMORE SHIPPING CORPASC40,001$384,0130.11%
161WEC ENERGY GROUP INCWEC3,666$381,9970.11%
162US FOODS HLDG CORPUSFD4,872$375,1920.11%
163PIMCO DYNAMIC INCOME FD72201Y10119,683$373,3860.11%
164INVESCO PA VALUE MUN INC TRIVZ36,954$371,7570.11%
165BP PLCBPPFF12,120$362,7520.11%
166MOTOROLA SOLUTIONS INCMSI847$356,1290.10%
167M & T BK CORP55261F1041,835$355,9710.10%
168TE CONNECTIVITY PLCTEL2,100$354,2060.10%
169VANGUARD INDEX FDS9229087511,475$349,5450.10%
170STMICROELECTRONICS N VSTMEF11,450$348,1940.10%
171PEPSICO INCPEP2,579$340,5090.10%
172TREVI THERAPEUTICS INCTRVI61,500$336,4050.10%
173UNION PAC CORPUNP1,420$326,6240.10%
174PULSE BIOSCIENCES INCPLSE21,500$324,4350.10%
175LOCKHEED MARTIN CORPLMT696$322,5760.09%
176DEERE & CODE617$313,9140.09%
177FORD MTR CO34537086028,854$313,0680.09%
178ISHARES TR4642878872,320$308,6520.09%
179UNIVEST FINANCIAL CORPORATIOUVSP10,227$307,2190.09%
180RITHM CAPITAL CORPRITM-PF27,100$305,9590.09%
181VANECK ETF TRUST92189F1065,826$303,3270.09%
182ISHARES TR464287614714$303,1160.09%
183EQT CORPEQT5,056$294,8650.09%
184WILLDAN GROUP INCWLDN4,695$293,4840.09%
185KIMBERLY-CLARK CORPKMB2,275$293,3220.09%
186YUM BRANDS INCYUM1,965$291,1730.09%
187ONTO INNOVATION INCONTO2,866$289,2650.09%
188KKR INCOME OPPORTUNITIES FDKKRT22,914$287,7990.08%
189MATIV HOLDINGS INCMATV41,950$286,0990.08%
190MICRON TECHNOLOGY INCMU2,315$285,3400.08%
191GE HEALTHCARE TECHNOLOGIES IGEHC3,832$283,8360.08%
192ALLSTATE CORPALL-PJ1,388$279,4180.08%
193BARRICK MNG CORP06849F10813,334$277,6130.08%
194PPL CORPPPLC8,179$277,1810.08%
195ISHARES TR4642875981,414$274,6730.08%
196CENTERPOINT ENERGY INCCNP7,463$274,2010.08%
197SELECT SECTOR SPDR TR81369Y7041,848$272,6610.08%
198COHEN & STEERS INFRASTRUCTUR19248A10910,052$270,9010.08%
199LOWES COS INC5486611071,200$266,2440.08%
200OREILLY AUTOMOTIVE INC67103H1072,940$264,9820.08%
201SPDR S&P MIDCAP 400 ETF TRMDY466$263,8810.08%
202STANLEY BLACK & DECKER INCSWK3,888$263,4120.08%
203ISHARES TR4642871501,937$261,5720.08%
204VANGUARD TAX-MANAGED FDS9219438584,399$250,7860.07%
205MORGAN STANLEYMS-PQ1,770$249,3220.07%
206SERVICENOW INCNOW242$248,7950.07%
207SELECT SECTOR SPDR TR81369Y2091,844$248,5790.07%
208HERSHEY COHSY1,495$248,1080.07%
209HSBC HLDGS PLCHBCYF4,075$247,7190.07%
210GOLAR LNG LTDGLNG6,000$247,1400.07%
211FIDELITY COVINGTON TRUST31609240210,500$246,2250.07%
212SPDR SERIES TRUST78468R7215,500$245,6850.07%
213OBSIDIAN ENERGY LTDOBE44,237$245,5150.07%
214CITIGROUP INCC-PR2,881$245,2560.07%
215DOW INCDOW9,229$244,3840.07%
216ISHARES TR4642872262,423$240,3610.07%
217PUBLIC SVC ENTERPRISE GRP IN7445731062,844$239,4070.07%
218WISDOMTREE TRWT4,900$235,7880.07%
219GENERAL MTRS CO37045V1004,742$233,3450.07%
220PLAINS ALL AMERN PIPELINE L72650310512,500$229,0000.07%
221TRUIST FINL CORP89832Q1095,301$227,9000.07%
222VANGUARD INDEX FDS9229087441,274$225,1660.07%
223PINNACLE WEST CAP CORPPNW2,500$223,6750.07%
224CAPITAL ONE FINL CORP14040H1051,048$222,9720.07%
225BROADCOM INCAVGO807$222,3390.07%
226BROOKFIELD RENEWABLE CORPBEPC6,761$221,6260.07%
227ABRDN HEALTHCARE OPPORTUNITITHQ12,000$220,6800.06%
228IDEXX LABS INC45168D104409$219,3630.06%
229ISHARES TR46432F3881,930$218,4920.06%
230PROLOGIS INC.PLDGP2,049$215,3490.06%
231LIQTECH INTL INC53632A300132,946$212,7130.06%
232EMERSON ELEC COEMR1,522$202,9070.06%
233VIATRIS INCVTRS21,606$192,9410.06%
234HANESBRANDS INC41034510241,739$191,1640.06%
235AMTECH SYS INCASYS42,124$187,0300.05%
236HEALTHPEAK PROPERTIES INCDOC10,262$179,6870.05%
237KAYNE ANDERSON ENERGY INFRST48660610614,000$178,0800.05%
238PATTERSON-UTI ENERGY INCPTEN29,703$176,1380.05%
239PUTNAM MASTER INTER INCOME T74690910051,000$170,8500.05%
240ELLINGTON FINANCIAL INCEFC-PD13,150$170,8180.05%
241BLACKROCK TAX MUNICPAL BD TRBLK10,259$165,2720.05%
242AGNC INVT CORP00123Q10417,700$162,6630.05%
243NUVEEN PFD & INCOME OPPORTUNNU19,879$159,4270.05%
244EATON VANCE LIMITED DURATIONETN11,800$121,0650.04%
245BLACKROCK TCP CAPITAL CORPTCPC14,975$115,3070.03%
246NOKIA CORPNOKBF21,250$110,0750.03%
247INVESCO SR INCOME TRIVZ27,892$105,9900.03%
248BGC GROUP INCBGC10,000$102,3000.03%
249BNY MELLON STRATEGIC MUNS IN05588W10817,000$100,6400.03%
250PANGAEA LOGISTICS SOLUTION LG6891L10519,858$93,3320.03%
251GOLDEN OCEAN GROUP LTDNVGLF12,516$91,6170.03%
252JUMIA TECHNOLOGIES AGJMIA20,161$81,0470.02%
253ATOMERA INCATOM15,000$75,6000.02%
254BLACKROCK ENHANCED INTL DIVBLK10,500$60,7950.02%
255LUMEN TECHNOLOGIES INCLUMN13,368$58,5520.02%
256BRANDYWINE RLTY TR10536820311,300$48,4770.01%
257RETRACTABLE TECHNOLOGIES INCRVP73,033$46,7040.01%
258ROCKWELL MED INCRMTI47,500$40,2800.01%
259TELA BIO INCTELA20,500$39,7700.01%
260IOVANCE BIOTHERAPEUTICS INCIOVA18,000$30,9600.01%
261PEDEVCO CORPPED24,500$16,0300.00%
262HYCROFT MINING HOLDING CORPHYMCW33,500$5860.00%