WealthTrust Axiom LLC

Q2 2020 13F Holdings Report, Stock Holdings

Signature - Title
Albert C. Matt - Managing Director and President
Location
Wayne, PA
Holdings as of
30 Jun 2020
Value $
$227,163,000
Num holdings
207
Filing time
30 Jul 2020, 21:51:13 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IRDM, AAPL, IBM, MSFT, and BMY.
Previous filing
Q1 2020 - 10 Apr 2020
Next filing
Q3 2020 - 21 Oct 2020
SEC
View on sec.gov

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Quoteable Key Fact

"WealthTrust Axiom LLC reported $227,163,000 across 207 holdings in Q2 2020."

Quick Takeaways

  • WealthTrust Axiom LLC reported 13f holdings report, stock holdings for Q2 2020.
  • Reported holdings value: $227,163,000.
  • 207 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q1 2020.
  • Value moved from $203,899,000 to $227,163,000.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q2 compared to 2020 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Albert C. Matt Managing Director and President Radnor, Pennsylvania 10 Jul 2020

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