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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MPC MARATHON PETE CORP Energy 3,772.0 $964K 0.52% NEW $255.67 +44.3%
42 CAIE CALAMOS ETF TR 33,527.0 $912K 0.49% -308.0 -0.9% $27.21 -0.1%
43 NFLX NETFLIX INC. Communication Services 12,215.0 $872K 0.47% +955.0 +8.5% $71.40 +14.5%
44 PEP PEPSICO INC Consumer Defensive 6,197.0 $839K 0.45% $135.41 +4.2%
45 DOW DOW HLDGS INC Basic Materials 30,546.0 $836K 0.45% NEW $27.36 +11.5%
46 CARNIVAL CORP LTD 28,662.0 $819K 0.44% NEW $28.57
47 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 23,832.0 $807K 0.44% -615.0 -2.5% $33.88 +7.6%
48 PFF ISHARES TR 25,972.0 $792K 0.43% -1K -4.3% $30.49 +0.2%
49 LEIDOS HOLDINGS INC 7,371.0 $759K 0.41% +3K +71.5% $102.97
50 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,321.0 $737K 0.40% -63.0 -2.6% $317.53 -12.0%
51 IVV ISHARES TR 974.0 $729K 0.40% $748.64 +3.3%
52 DOCT FIRST TR EXCHNG TRADED FD VI 15,163.0 $708K 0.38% $46.68 +2.2%
53 RDVY FIRST TR EXCHANGE TRADED FD 8,326.0 $675K 0.36% +226.0 +2.8% $81.06 +1.2%
54 RMD RESMED INC Healthcare 3,183.0 $620K 0.34% -137.0 -4.1% $194.88 +23.3%
55 EXPAND ENERGY CORPORATION 6,744.0 $615K 0.33% -225.0 -3.2% $91.19
56 XLK SELECT SECTOR SPDR TR 3,223.0 $614K 0.33% $190.53 -2.5%
57 AIRR FIRST TR EXCHANGE TRADED FD 4,587.0 $611K 0.33% +487.0 +11.9% $133.25 -17.8%
58 UHS UNIVERSAL HLTH SVCS INC Healthcare 4,026.0 $599K 0.32% +1K +54.9% $148.69 +15.4%
59 INTC INTEL CORP Technology 4,023.0 $562K 0.30% NEW $139.63 -35.9%
60 CPNJ CALAMOS ETF TR 20,029.0 $553K 0.30% -635.0 -3.1% $27.63 -0.0%
Page 3 of 6  ·  111 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%