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Portfolio (Quarterly) Guide ↗

WealthTrust Asset Management, LLC

· CIK 0001867894
13F Portfolio $185M AUM 111 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 21 Added 39 Reduced 9 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 1,668.0 $1.9M 1.04% NEW $1154.29 -19.2%
2 MGK VANGUARD WORLD FD 20,136.0 $1.8M 0.96% NEW $87.91 +2.5%
3 DVN DEVON ENERGY CORP NEW Energy 34,711.0 $1.4M 0.78% NEW $41.32 +14.6%
4 HCA HCA HEALTHCARE INC Healthcare 3,166.0 $1.2M 0.67% NEW $389.89 +7.2%
5 ALL ALLSTATE CORP Financial Services 4,362.0 $1.0M 0.56% NEW $237.94 +9.5%
6 MPC MARATHON PETE CORP Energy 3,772.0 $964K 0.52% NEW $255.67 +44.3%
7 DOW DOW HLDGS INC Basic Materials 30,546.0 $836K 0.45% NEW $27.36 +11.5%
8 CARNIVAL CORP LTD 28,662.0 $819K 0.44% NEW $28.57
9 INTC INTEL CORP Technology 4,023.0 $562K 0.30% NEW $139.63 -35.9%
10 AMD ADVANCED MICRO DEVICES INC Technology 655.0 $380K 0.21% NEW $580.91 -19.9%
11 CIBR FIRST TR EXCHANGE-TRADED FD 3,245.0 $292K 0.16% NEW $89.85 +9.7%
12 WELL WELLTOWER INC Real Estate 1,058.0 $240K 0.13% NEW $227.04 +4.8%
13 GE GE AEROSPACE Industrials 637.0 $238K 0.13% NEW $373.78 -8.3%
14 TXN TEXAS INSTRS INC Technology 791.0 $236K 0.13% NEW $298.00 -13.2%
15 MPWR MONOLITHIC PWR SYS INC Technology 161.0 $223K 0.12% NEW $1382.36 -9.1%
16 IWF ISHARES TR 1,785.0 $222K 0.12% NEW $124.17 -1.1%
17 FTCS FIRST TR EXCHANGE-TRADED FD 2,322.0 $218K 0.12% NEW $93.92 +7.9%
18 INNOVATOR ETFS TRUST 7,653.0 $210K 0.11% NEW $27.39
19 FTAI AVIATION LTD 750.0 $203K 0.11% NEW $270.53
20 V VISA INC Financial Services 585.0 $201K 0.11% NEW $343.02 +11.2%
Page 1 of 2  ·  22 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 27.1%
Technology 23.0%
Industrials 20.6%
Healthcare 9.2%
Communication Services 6.7%
Consumer Cyclical 5.5%
Energy 3.4%
Consumer Defensive 1.8%
Utilities 1.3%
Basic Materials 1.0%