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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 2025 · Filed November 14, 2025 · Accession 0001425949-25-000004

Total Value
$373.3M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL79,231$20.2M5.40%
2MICROSOFT CORPMSFT29,363$15.2M4.07%
3KINDER MORGAN INC DELEP-PC489,179$13.8M3.71%
4LSI INDS INC OHIO50216C108563,809$13.3M3.57%
5INTERNATIONAL BUSINESS MACHSINTR42,520$12.0M3.21%
6TETRA TECHNOLOGIES INC DEL88162F1051,643,341$9.4M2.53%
7AGNICO EAGLE MINES LTDAEM53,685$9.0M2.42%
8EVOLUTION PETE CORP30049A1071,782,033$8.6M2.30%
9ELI LILLY & COLLY9,931$7.6M2.03%
10CORNING INCGLW87,993$7.2M1.93%
11FIDELITY MERRIMACK STR TR316188408125,000$6.3M1.68%
12PFIZER INCPFE241,622$6.2M1.65%
13NUTRIEN LTDNTR104,679$6.1M1.65%
14CISCO SYS INCCSCO87,766$6.0M1.61%
15SCHLUMBERGER LTDSLB171,594$5.9M1.58%
16BRISTOL-MYERS SQUIBB COCELG-RI121,536$5.5M1.47%
17GLOBAL X FDS37954Y657265,831$5.2M1.38%
18VERIZON COMMUNICATIONS INCVZ115,924$5.1M1.36%
19CONSTELLATION ENERGY CORPCEG15,188$5.0M1.34%
20GILEAD SCIENCES INCGILD43,599$4.8M1.30%
21HOWMET AEROSPACE INCHWM24,528$4.8M1.29%
22IRON MTN INC DEL46284V10142,358$4.3M1.16%
23NOVARTIS AGNVSEF33,159$4.3M1.14%
24INNOVATIVE SOLUTIONS & SUPPOISSC323,658$4.0M1.08%
25JOHNSON & JOHNSONJNJ20,952$3.9M1.04%
26FIFTH THIRD BANCORPFITBM80,175$3.6M0.96%
27BERKSHIRE HATHAWAY INC DELBRK-A7,037$3.5M0.95%
28AT&T INCT-PC122,222$3.5M0.92%
29MERCK & CO INCMRK40,741$3.4M0.92%
30GSK PLCGLAXF69,492$3.0M0.80%
31CONSOLIDATED EDISON INCED28,238$2.8M0.76%
32AMAZON COM INCAMZN12,444$2.7M0.73%
33EATON VANCE TX ADV GLBL DIVETN126,844$2.7M0.72%
34ELECTROVAYA INCELVA410,904$2.4M0.65%
35CHEVRON CORP NEWCVX15,218$2.4M0.63%
36NVIDIA CORPORATIONNVDA12,598$2.4M0.63%
37NEXTERA ENERGY INCNEE-PW30,343$2.3M0.61%
38AMERICAS GOLD AND SILVER COR03062D803612,790$2.3M0.61%
39EVERGY INCEVRG28,802$2.2M0.59%
40TORONTO DOMINION BK ONTTORO27,271$2.2M0.58%
41EXELON CORPEXC47,524$2.1M0.57%
42ORACLE CORPORCL-PD7,181$2.0M0.54%
43NOVO-NORDISK A SNONOF35,990$2.0M0.53%
44CMS ENERGY CORPCMS-PC26,600$1.9M0.52%
45GE AEROSPACE3696043016,373$1.9M0.51%
46EXXON MOBIL CORPXOM16,733$1.9M0.51%
47CERAGON NETWORKS LTDCRNT795,500$1.9M0.50%
48ADVANCED MICRO DEVICES INCAMD11,377$1.8M0.49%
49DUKE ENERGY CORP NEWDUKB14,598$1.8M0.48%
50JPMORGAN CHASE & CO.VYLD5,681$1.8M0.48%
51AUTOMATIC DATA PROCESSING INADP5,986$1.8M0.47%
52NORDIC AMERICAN TANKERS LIMINAT550,146$1.7M0.46%
53CBRE GBL REAL ESTATE INC FD12504G100333,500$1.7M0.46%
54AMERICAN EXPRESS COAXP5,088$1.7M0.45%
55UMH PPTYS INC903002103108,730$1.6M0.43%
56ISHARES TR46435UAA961,700$1.5M0.40%
57ISHARES TR4642872002,201$1.5M0.39%
58PNC FINL SVCS GROUP INC6934751057,269$1.5M0.39%
59UNIVERSAL HEALTH RLTY INCOME91359E10536,900$1.4M0.39%
60ONEOK INC NEWOKE19,788$1.4M0.39%
61AMGEN INCAMGN5,116$1.4M0.39%
62INVESCO QQQ TRIVZ2,330$1.4M0.37%
63BANK NEW YORK MELLON CORP06405810012,654$1.4M0.37%
64FIDELITY COVINGTON TRUST31609272555,380$1.4M0.36%
65ENTERPRISE PRODS PARTNERS L29379210743,139$1.3M0.36%
66SHELL PLCRYDAF17,530$1.3M0.34%
67GRAHAM CORPGHM22,705$1.2M0.33%
68BANK AMERICA CORP06050510423,476$1.2M0.32%
69INTEL CORPINTC35,083$1.2M0.32%
70SPDR S&P 500 ETF TRSPY1,718$1.1M0.31%
71WASTE MGMT INC DEL94106L1095,158$1.1M0.31%
72HOME DEPOT INCHD2,679$1.1M0.29%
73ALPHABET INCGOOG4,441$1.1M0.29%
74PROCTER AND GAMBLE CO7427181097,030$1.1M0.29%
75XCEL ENERGY INCXELLL13,251$1.1M0.29%
76MICRON TECHNOLOGY INCMU6,060$1.0M0.27%
77QUANTA SVCS INC74762E1022,423$1.0M0.27%
78GE VERNOVA INCGEV1,603$985,6840.26%
79PRECISION OPTICS CORP INC MAPOCI225,650$981,5770.26%
80KOPIN CORPKOPN400,486$973,1800.26%
81PALO ALTO NETWORKS INCPANW4,680$952,9410.26%
82ALPHABET INCGOOG3,906$949,4860.25%
83FLEX LTDFLEX16,270$943,1710.25%
84ISHARES TR4642871686,575$934,3070.25%
85PHILLIPS 66PSX6,848$931,4220.25%
86ISHARES TR4642875497,329$923,1410.25%
87BLACKROCK ENHANCED EQUITY DIBLK98,484$897,1870.24%
88ALPS ETF TR00162Q45218,964$889,9960.24%
89BLACKSTONE INCBX5,183$885,5030.24%
90ENBRIDGE INCENNPF17,197$867,7850.23%
91ISHARES TR46428844823,609$862,9070.23%
92BOEING COBA-PA3,908$843,5470.23%
93STARWOOD PPTY TR INCSTHO43,383$840,3260.23%
94PATRICK INDS INC7033431038,080$835,7140.22%
95SPROTT ASSET MANAGEMENT LPSII22,773$835,5410.22%
96COCA COLA COKO12,286$814,8280.22%
97TRACTOR SUPPLY COTSCO14,289$812,6270.22%
98WALMART INCWMT7,770$800,7830.21%
99BHP GROUP LTDBHPLF14,328$798,7860.21%
100RIO TINTO PLCRTNTF11,925$787,1540.21%
101DISNEY WALT CO2546871066,739$771,6270.21%
102VODAFONE GROUP PLC NEW92857W30866,205$767,9770.21%
103CATERPILLAR INCCAT1,595$761,0440.20%
104CENTRUS ENERGY CORPLEU2,384$739,2060.20%
105INVESCO EXCHANGE TRADED FD TIVZ3,883$736,5970.20%
106EATON CORP PLCETN1,963$734,4760.20%
107ALTRIA GROUP INCMO11,094$732,8520.20%
108IRIDIUM COMMUNICATIONS INCIRDM41,965$732,7080.20%
109ISHARES TR4642871766,500$722,9300.19%
110AMCOR PLCAMCCF88,144$721,0200.19%
111ANNALY CAPITAL MANAGEMENT INNLY-PJ35,561$718,6870.19%
112TESLA INCTSLA1,604$713,1710.19%
113OMEGA HEALTHCARE INVS INC68193610016,700$705,0740.19%
114CVS HEALTH CORPCVS9,107$686,6070.18%
115MOOG INCMOG-B3,300$685,3110.18%
116COMCAST CORP NEWCCZ21,596$678,5610.18%
117ABBVIE INCABBV2,901$671,6970.18%
118UNITEDHEALTH GROUP INCUNH1,929$666,0830.18%
119ENERGY TRANSFER L PET-PI38,572$661,8920.18%
120DUPONT DE NEMOURS INCDD8,442$657,6650.18%
121SRH TOTAL RETURN FUND INCSTEW36,120$655,9310.18%
122TERNIUM SATX18,650$647,7140.17%
123SELECT SECTOR SPDR TR81369Y8867,361$641,9680.17%
124EQUINOR ASASTOHF26,250$639,9800.17%
125MCDONALDS CORPMCD2,102$638,9070.17%
126BROADRIDGE FINL SOLUTIONS IN11133T1032,681$638,5330.17%
127SIMON PPTY GROUP INC NEW8288061093,200$600,5440.16%
128OLIN CORPOLN23,601$589,7760.16%
129VALERO ENERGY CORPVLO3,438$585,3790.16%
130RTX CORPORATIONRTX3,498$585,2370.16%
131APPLIED MATLS INC0382221052,823$578,0040.15%
132CASEYS GEN STORES INC1475281031,000$565,3200.15%
133BROADCOM INCAVGO1,708$563,3740.15%
134TREVI THERAPEUTICS INCTRVI61,500$562,7250.15%
135MARATHON PETE CORPMARA2,918$562,3470.15%
136QUALCOMM INCQCOM3,339$555,4900.15%
137WELLS FARGO CO NEW9497461016,613$554,2680.15%
138CONOCOPHILLIPSCOP5,761$544,9790.15%
139WESCO INTL INC95082P1052,474$523,3510.14%
140ISHARES TR4642872915,067$522,9640.14%
141SELECT SECTOR SPDR TR81369Y8031,797$506,6100.14%
142TEXAS INSTRS INC8825081042,750$505,3170.14%
143CORTEVA INCCTVA7,310$494,3830.13%
144SOUTHERN COSOMN5,138$486,9140.13%
145ARCHER DANIELS MIDLAND COADM8,107$484,2910.13%
1463M COMMM3,078$477,6090.13%
147BARRICK MNG CORP06849F10814,472$474,2470.13%
148ISHARES TR4642874813,252$463,1330.12%
149SYSCO CORPSYY5,600$461,1040.12%
150TE CONNECTIVITY PLCTEL2,100$461,0120.12%
151VANGUARD INDEX FDS922908736952$456,5880.12%
152ESSENTIAL UTILS INC29670G10211,420$455,6720.12%
153WILLDAN GROUP INCWLDN4,695$453,9590.12%
154VANECK ETF TRUST92189F1065,826$445,1440.12%
155META PLATFORMS INCMETA599$439,6490.12%
156LOCKHEED MARTIN CORPLMT877$437,5910.12%
157HALEON PLCHLNCF47,286$424,1550.11%
158WEC ENERGY GROUP INCWEC3,666$420,0860.11%
159CALAMOS STRATEGIC TOTAL RETUCSQ21,713$418,8470.11%
160BP PLCBPPFF12,019$414,1760.11%
161ALCON AGALC5,475$407,9420.11%
162COHERENT CORPCOHR3,770$406,1040.11%
163PEPSICO INCPEP2,891$406,0440.11%
164ABBOTT LABSABLZF2,970$397,7910.11%
165PIMCO DYNAMIC INCOME FD72201Y10119,683$389,7230.10%
166UNILEVER PLCUNLYF6,573$389,6430.10%
167VISA INCV1,136$387,6860.10%
168PULSE BIOSCIENCES INCPLSE21,500$380,5500.10%
169US FOODS HLDG CORPUSFD4,900$375,4380.10%
170VANGUARD INDEX FDS9229087511,475$375,0630.10%
171UNION PAC CORPUNP1,580$373,4460.10%
172HEXCEL CORP NEW4282911085,900$369,9300.10%
173AMERIPRISE FINL INC03076C106748$367,5980.10%
174INVESCO PA VALUE MUN INC TRIVZ34,963$361,1660.10%
175M & T BK CORP55261F1041,795$354,7270.10%
176BROOKFIELD RENEWABLE PARTNERG1625810813,695$353,2030.09%
177TORTOISE CAPITAL SERIES TRUS8909303089,625$350,8330.09%
178TELA BIO INCTELA231,938$345,5870.09%
179ISHARES TR464287614714$334,4430.09%
180PUTNAM MASTER INTER INCOME T74690910097,000$333,6800.09%
181GENERAL DYNAMICS CORPGD976$332,9330.09%
182AMTECH SYS INCASYS35,800$331,5080.09%
183ISHARES TR4642878872,320$328,2800.09%
184FORD MTR CO34537086027,359$327,2170.09%
185ARDMORE SHIPPING CORPASC26,751$317,5390.09%
186OREILLY AUTOMOTIVE INC67103H1072,940$316,9610.08%
187UNIVEST FINANCIAL CORPORATIOUVSP10,227$307,0140.08%
188PPL CORPPPLC8,179$303,9260.08%
189CENTERPOINT ENERGY INCCNP7,820$303,4060.08%
190LOWES COS INC5486611071,200$301,5720.08%
191YUM BRANDS INCYUM1,965$298,6800.08%
192ALLSTATE CORPALL-PJ1,388$297,9340.08%
193STANLEY BLACK & DECKER INCSWK3,988$296,4280.08%
194CITIGROUP INCC-PR2,882$292,4850.08%
195HSBC HLDGS PLCHBCYF4,075$289,2430.08%
196GENERAL MTRS CO37045V1004,742$289,1260.08%
197KKR INCOME OPPORTUNITIES FDKKRT22,914$288,7160.08%
198SELECT SECTOR SPDR TR81369Y2092,072$288,3870.08%
199ISHARES TR4642875981,414$287,9100.08%
200SELECT SECTOR SPDR TR81369Y7041,848$285,0630.08%
201KIMBERLY-CLARK CORPKMB2,275$282,9010.08%
202DEERE & CODE617$282,3010.08%
203GE HEALTHCARE TECHNOLOGIES IGEHC3,759$282,3000.08%
204ISHARES TR4642871501,937$282,1240.08%
205MORGAN STANLEYMS-PQ1,770$281,3590.08%
206RITHM CAPITAL CORPRITM-PF24,600$280,1940.08%
207EQT CORPEQT5,130$279,2230.07%
208SPDR S&P MIDCAP 400 ETF TRMDY466$277,7350.07%
209SERVICENOW INCNOW292$268,7210.07%
210VANGUARD TAX-MANAGED FDS9219438584,399$263,5880.07%
211IDEXX LABS INC45168D104409$261,3060.07%
212FIDELITY COVINGTON TRUST31609240210,500$259,5600.07%
213MATIV HOLDINGS INCMATV22,800$257,8680.07%
214HERSHEY COHSY1,375$257,2350.07%
215MOTOROLA SOLUTIONS INCMSI555$253,7950.07%
216SPDR SERIES TRUST78468R7215,500$250,6350.07%
217VANGUARD INDEX FDS9229087441,342$250,2690.07%
218COHEN & STEERS INFRASTRUCTUR19248A10910,052$249,2890.07%
219PROLOGIS INC.PLDGP2,176$249,2320.07%
220SEMPRASREA2,758$248,1640.07%
221SPDR GOLD TRGLD696$247,4070.07%
222WISDOMTREE TRWT4,900$246,9600.07%
223ISHARES TR4642872262,423$242,9050.07%
224GOLAR LNG LTDGLNG6,000$242,4600.06%
225TRUIST FINL CORP89832Q1095,301$242,3720.06%
226ISHARES TR46432F3881,930$241,3430.06%
227PUBLIC SVC ENTERPRISE GRP IN7445731062,844$237,3600.06%
228OBSIDIAN ENERGY LTDOBE36,207$236,7930.06%
229EMERSON ELEC COEMR1,793$235,1610.06%
230NEXTRACKER INCNXT3,174$234,8440.06%
231JUMIA TECHNOLOGIES AGJMIA20,125$233,6510.06%
232FOSTER L B COFSTR8,651$233,1330.06%
233VANGUARD SPECIALIZED FUNDS9219088441,070$230,9920.06%
234D R HORTON INC23331A1091,351$228,9470.06%
235ISHARES INC4642866812,200$226,5340.06%
236INTERFACE INCTILE7,700$222,8380.06%
237CAPITAL ONE FINL CORP14040H1051,048$222,7830.06%
238BROOKFIELD RENEWABLE CORPBEPC6,386$219,8070.06%
239VANGUARD INDEX FDS922908629746$219,0530.06%
240ASTRAZENECA PLCAZN2,766$212,2070.06%
241MONDELEZ INTL INC6092071053,390$211,7570.06%
242NORFOLK SOUTHN CORP655844108700$210,2870.06%
243AGNC INVT CORP00123Q10421,200$207,5520.06%
244ABRDN HEALTHCARE OPPORTUNITITHQ12,000$207,4800.06%
245TRAVELERS COMPANIES INCTRV724$202,2230.05%
246PLAINS ALL AMERN PIPELINE L72650310511,800$201,3080.05%
247ELLINGTON FINANCIAL INCEFC-PD13,150$170,6870.05%
248BLACKROCK TAX MUNICPAL BD TRBLK10,259$170,2990.05%
249LIQTECH INTL INC53632A30064,201$168,8480.05%
250KAYNE ANDERSON ENERGY INFRST48660610613,500$166,9950.04%
251NUVEEN PFD & INCOME OPPORTUNNU19,879$163,0050.04%
252HANESBRANDS INC41034510223,339$153,8040.04%
253VIATRIS INCVTRS14,175$140,3320.04%
254PATTERSON-UTI ENERGY INCPTEN26,199$135,7100.04%
255EATON VANCE LIMITED DURATIONETN11,800$119,7670.03%
256CMB.TECH NVCMBT11,890$111,6470.03%
257INVESCO SR INCOME TRIVZ27,892$96,5070.03%
258BGC GROUP INCBGC10,000$94,6000.03%
259BNY MELLON STRATEGIC MUNS IN05588W10815,000$93,7500.03%
260BLACKROCK TCP CAPITAL CORPTCPC14,975$92,8450.02%
261NOKIA CORPNOKBF18,750$90,1870.02%
262IOVANCE BIOTHERAPEUTICS INCIOVA40,000$86,8000.02%
263LUMEN TECHNOLOGIES INCLUMN13,368$81,8120.02%
264PANGAEA LOGISTICS SOLUTION LG6891L10512,400$62,9920.02%
265BLACKROCK ENHANCED INTL DIVBLK10,500$60,3750.02%
266RETRACTABLE TECHNOLOGIES INCRVP58,333$49,1160.01%
267BRANDYWINE RLTY TR10536820311,745$48,9770.01%
268ATOMERA INCATOM10,000$44,2000.01%
269ROCKWELL MED INCRMTI30,700$36,8400.01%
270COHEN & STEERS INFRASTRUCTUR19248A11710,052$7840.00%