13F Filings History of WealthTrust Asset Management, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$143,183,300
Signature - Title
Shawn M. McHugh - CCO
Location
Destin, FL
Summary
This page shows a list of all the recent 13F filings made by WealthTrust Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthTrust Asset Management, LLC reported 78 stock holdings with total value $143,183,300 as of Q4 2025. Top holdings included WLTG, IWB, BIL, AGG, and FLOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $143,183,300 +$12,674,189 -$16,142,845 -$3,468,656 WLTG, IWB, BIL, AGG, FLOT 13F-HR 03 Feb 2026, 17:32
Q3 2025 83 $144,310,946 +$10,243,280 -$9,649,473 +$593,807 WLTG, VGT, BIL, IWB, AGG 13F-HR 12 Nov 2025, 09:07
Q2 2025 77 $133,716,749 +$19,754,797 -$31,939,685 -$12,184,888 WLTG, BIL, VGT, IWB, AGG 13F-HR 08 Aug 2025, 16:25
Q1 2025 85 $134,883,638 +$26,291,250 -$26,471,345 -$180,095 WLTG, BILS, AGG, CHRW, BIL 13F-HR 01 May 2025, 09:33
Q4 2024 91 $139,234,121 +$19,730,255 -$16,597,796 +$3,132,459 WLTG, QQQ, AGG, CHRW, BIL 13F-HR 10 Feb 2025, 15:03
Q3 2024 87 $134,163,867 +$22,466,728 -$31,510,395 -$9,043,667 WLTG, QQQ, CHRW, AGG, IEF 13F-HR 12 Nov 2024, 14:33
Q2 2024 88 $136,945,987 +$27,349,371 -$24,293,508 +$3,055,863 WLTG, QQQ, AGG, CWB, CHRW 13F-HR 12 Aug 2024, 16:07
Q1 2024 85 $131,326,134 +$19,614,839 -$16,400,320 +$3,214,519 WLTG, QQQ, BIL, FLOT, CWB 13F-HR 03 May 2024, 16:33
Q4 2023 83 $118,877,425 +$18,885,808 -$16,100,601 +$2,785,207 WLTG, QQQ, BIL, FLOT, CHRW 13F-HR 08 Feb 2024, 13:12
Q3 2023 75 $107,410,727 +$23,841,318 -$25,033,058 -$1,191,740 WLTG, QQQ, BIL, CWB, CHRW 13F-HR 08 Nov 2023, 12:30
Q2 2023 71 $110,272,579 +$19,761,493 -$18,956,699 +$804,794 BIL, WLTG, CHRW, SPY, BILS 13F-HR 04 Aug 2023, 14:23
Q1 2023 73 $105,124,374 +$20,148,796 -$22,690,834 -$2,542,038 BIL, WLTG, CHRW, LMBS, SPY 13F-HR 28 Apr 2023, 16:38
Q4 2022 67 $103,392,526 +$21,078,613 -$14,635,814 +$6,442,799 WLTG, BIL, LMBS, RPV, JPST 13F-HR 06 Feb 2023, 15:39
Q3 2022 65 $94,867,000 +$26,091,770 -$31,299,256 -$5,207,486 LMBS, WLTG, BIL, CHRW, JPST 13F-HR 03 Nov 2022, 13:40
Q2 2022 71 $105,915,000 +$24,119,881 -$42,193,038 -$18,073,157 LMBS, WLTG, RPV, FPEI, CHRW 13F-HR 08 Aug 2022, 14:35
Q1 2022 80 $140,448,000 +$37,326,947 -$38,924,700 -$1,597,753 RPV, SPY, LMBS, FPEI, FTSL 13F-HR 27 May 2022, 13:59
Q4 2021 76 $150,332,000 +$32,710,705 -$4,467,815 +$28,242,890 LMBS, QQQ, SCHG, FPEI, FTSL 13F-HR 27 May 2022, 13:58
Q3 2021 70 $112,364,000 +$23,075,007 -$22,399,449 +$675,558 QQQ, SCHG, FPEI, SCHV, CHRW 13F-HR 27 Oct 2021, 12:58
Q2 2021 75 $115,192,000 $0 $0 $0 SCHV, FPEI, CHRW, USB, QQQ 13F-HR 09 Jul 2021, 11:22