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Portfolio (Quarterly) Guide ↗

WealthTrust Asset Management, LLC

· CIK 0001867894
13F Portfolio $167M AUM 98 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 45 Added 16 Reduced 6 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CHRW C H ROBINSON WORLDWIDE IN Industrials 65,608.0 $10.9M 6.50% NEW $166.07 +4.9%
2 TSLA TESLA INC Consumer Cyclical 3,024.0 $1.1M 0.67% NEW $371.75 +14.6%
3 AVGO BROADCOM INC Technology 2,836.0 $878K 0.52% NEW $309.51 +33.8%
4 COWZ PACER FDS TR 5,217.0 $326K 0.20% NEW $62.56 +2.8%
5 T AT&T INC Communication Services 11,080.0 $321K 0.19% NEW $28.99 -12.9%
6 AEP AMERICAN ELEC PWR CO INC Utilities 2,024.0 $265K 0.16% NEW $131.06 +0.4%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 260.0 $259K 0.15% NEW $996.43 +3.2%
8 DUK DUKE ENERGY CORP NEW Utilities 1,974.0 $259K 0.15% NEW $130.96 -4.0%
9 FVD FIRST TR EXCHANGE-TRADED FD 5,478.0 $258K 0.15% NEW $47.03 +1.8%
10 JEPQ J P MORGAN EXCHANGE TRADED F 4,511.0 $250K 0.15% NEW $55.52 +8.4%
11 MSTR STRATEGY INC Technology 2,000.0 $250K 0.15% NEW $124.80 +28.1%
12 PG PROCTER & GAMBLE CO Consumer Defensive 1,589.0 $229K 0.14% NEW $144.40 +0.0%
13 WMT WALMART INC Consumer Defensive 1,843.0 $229K 0.14% NEW $124.28 -3.2%
14 CAT CATERPILLAR INC Industrials 314.0 $223K 0.13% NEW $708.99 +24.1%
15 JNJ JOHNSON & JOHNSON Healthcare 901.0 $220K 0.13% NEW $244.41 -4.1%
16 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 8,588.0 $213K 0.13% NEW $24.77 +2.7%
17 SPLV INVESCO EXCH TRADED FD TR II 2,898.0 $212K 0.13% NEW $73.14 +1.3%
18 XLY SELECT SECTOR SPDR TR 1,910.0 $208K 0.12% NEW $108.96 +9.4%
19 CALAMOS ETF TR 7,810.0 $208K 0.12% NEW $26.57
20 CALAMOS ETF TR 7,939.0 $206K 0.12% NEW $25.92
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Industrials 22.0%
Technology 18.3%
Communication Services 9.8%
Healthcare 8.3%
Consumer Cyclical 7.9%
Consumer Defensive 2.4%
Utilities 1.6%
Energy 0.9%