wealthtrust axiom llc
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Contact Information
wealthtrust axiom llc
3 RADNOR CORP CENTER
RADNOR PA 19087
Business Phone: 6106880050 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $229,461,563 [1]Prior Market Value: $203,959,731 New Purchases: 10 stocks Additional Purchases: 47 stocks Sold out of: 11 stocks Reduced holdings in: 63 stocks Top 10 Holdings %: 32.43% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Bristol-Myers Squibb Company 4.89% Points International, Ltd. 4.28% POWERSECURE INTERNATIONAL, INC 4.06% Exelon Corp. 3.35% Innovative Solutions & Support Inc. 3.28% Major new positions on 03/31/2013 Stock % of Portfolio Delta Air Lines Inc. 0.56% Electro Rent Corp. 0.11% Pepsico, Inc. 0.09% PG & E Corp. 0.09% Petroleo Brasileiro 0.09%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio NRG Energy, Inc. 0.36% Tessera Technologies Inc. 0.26% TELUS Corporation 0.15% Rockwell Automation Inc. 0.11% CH Energy Group Inc. 0.11% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-01 Form SC 13G/A 2013-02-01 Form SC 13G/A 2013-02-01 Form 13F-HR 2013-02-01 Form 13F-HR 2012-11-07