Long-term investor
Wealthtrust Axiom LLC @wealthtrustaxiomllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001425949).
Record
- Tracked since 2025-06-30 (476 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days -9.9% · 6 months -5.7% · 1 year -4.5% · all -4.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- KMI · 3.4% · long · since 2025-06-30
- 50216C108 · 3.4% · long · since 2025-06-30
- 88162F105 · 2.9% · long · since 2025-06-30
- GLW · 2.7% · long · since 2025-06-30
- IBM · 2.6% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- LLY · 2.3% · long · since 2025-06-30
- CSCO · 2.2% · long · since 2025-06-30
- 316188408 · 2.1% · long · since 2025-06-30
- EPM · 1.8% · long · since 2025-06-30
- AEM · 1.7% · long · since 2025-06-30