Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

Iht Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $110M, Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $86.9M, Invesco Qqq Trust, Series 1 with a value of $78M, and Spdr Portfolio S&P 500 Value E with a value of $70.1M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.06B to 3.44B.

Iht Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Iht Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.44 Billion
ETFs: $2.26 Billion
Technology: $390 Million
Financial Services: $163 Million
Consumer Cyclical: $156 Million
Communication Services: $108 Million
Industrials: $100 Million
Healthcare: $85.9 Million
Consumer Defensive: $78.2 Million
Other: $96.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$110 Million 3.19% of portfolio
2,176,529
Q2 2025 Added 8.82%
$3.76T
$94.5 Million 2.75% of portfolio
460,447
Q2 2025 Reduced 0.34%
$443B
$86.9 Million 2.53% of portfolio
549,980
Q2 2025 Added 0.5%
$0
$78 Million 2.27% of portfolio
141,386
Q2 2025 Reduced 4.92%
$0
$70.1 Million 2.04% of portfolio
1,339,077
Q2 2025 Added 12.56%
$0
$62.6 Million 1.82% of portfolio
100,901
Q2 2025 Added 58.93%
$3.8T
$61.8 Million 1.8% of portfolio
124,335
Q2 2025 Reduced 1.46%
$1.25T
$61.9 Million 1.8% of portfolio
194,873
Q2 2025 Added 2.43%
$0
$52.6 Million 1.53% of portfolio
552,140
Q2 2025 Added 1.56%
$0
$51.7 Million 1.5% of portfolio
83,643
Q2 2025 Reduced 2.65%
$0
$48.6 Million 1.41% of portfolio
1,528,390
Q2 2025 Reduced 6.82%
$0
$46.3 Million 1.35% of portfolio
636,649
Q2 2025 Added 36.07%
$2.32T
$46 Million 1.34% of portfolio
209,485
Q2 2025 Added 4.92%
$0
$46.1 Million 1.34% of portfolio
251,968
Q2 2025 Added 19.74%
$0
$41.7 Million 1.21% of portfolio
472,038
Q2 2025 Added 8.01%
$0
$35.5 Million 1.03% of portfolio
164,656
Q2 2025 Added 1.29%
$0
$31.2 Million 0.91% of portfolio
540,620
Q2 2025 Added 4.19%
$1.69T
$30.2 Million 0.88% of portfolio
40,888
Q2 2025 Added 6.26%
$0
$28.7 Million 0.83% of portfolio
113,322
Q2 2025 Reduced 2.02%
$0
$27.3 Million 0.8% of portfolio
430,536
Q2 2025 Added 36.1%
$0
$26.5 Million 0.77% of portfolio
1,035,906
Q2 2025 Reduced 7.63%
$0
$25.8 Million 0.75% of portfolio
468,248
Q2 2025 Added 35.48%
$718B
$24.1 Million 0.7% of portfolio
30,936
Q2 2025 Added 2.18%
$0
$23.9 Million 0.7% of portfolio
138,066
Q2 2025 Added 13.77%
$0
$23.6 Million 0.69% of portfolio
523,828
Q2 2025 Reduced 3.15%
$0
$21.6 Million 0.63% of portfolio
212,119
Q2 2025 Added 17.89%
$146B
$21.5 Million 0.63% of portfolio
78,004
Q2 2025 Added 0.7%
$0
$20.5 Million 0.6% of portfolio
187,361
Q2 2025 Added 0.32%
$0
$20.2 Million 0.59% of portfolio
248,082
Q2 2025 Reduced 5.56%
$0
$20.2 Million 0.59% of portfolio
656,186
Q2 2025 Reduced 44.92%
$0
$19.5 Million 0.57% of portfolio
285,071
Q2 2025 Added 5.73%
$644B
$19.8 Million 0.57% of portfolio
40,680
Q2 2025 Added 2.47%
$900B
$19.6 Million 0.57% of portfolio
67,751
Q2 2025 Added 6.24%
$0
$19.4 Million 0.57% of portfolio
371,228
Q2 2025 Added 19.07%
$0
$18.9 Million 0.55% of portfolio
240,535
Q2 2025 Reduced 18.82%
$0
$18 Million 0.52% of portfolio
355,308
Q2 2025 Reduced 40.57%
$0
$17.3 Million 0.5% of portfolio
188,181
Q2 2025 Added 5.62%
$0
$17.4 Million 0.5% of portfolio
117,669
Q2 2025 Reduced 6.0%
$0
$17.3 Million 0.5% of portfolio
56,949
Q2 2025 Reduced 32.91%
$0
$16.7 Million 0.49% of portfolio
124,250
Q2 2025 Added 0.32%
$281B
$16.6 Million 0.48% of portfolio
170,153
Q2 2025 Added 4.35%
$2.06B
$16.4 Million 0.48% of portfolio
351,144
Q2 2025 Added 6.86%
$1.47T
$16.1 Million 0.47% of portfolio
90,796
Q2 2025 Added 3.15%
$0
$16.3 Million 0.47% of portfolio
402,017
Q2 2025 Added 1.28%
$0
$15.5 Million 0.45% of portfolio
702,502
Q2 2025 Added 577.46%
$0
$15.6 Million 0.45% of portfolio
196,259
Q2 2025 Added 3.78%
$0
$15.2 Million 0.44% of portfolio
150,695
Q2 2025 Reduced 23.8%
$1.44T
$14.6 Million 0.43% of portfolio
83,008
Q2 2025 Reduced 1.84%
$0
$14.9 Million 0.43% of portfolio
239,756
Q2 2025 Added 176.31%

Summary

  • Portfolio
  • No. of Stocks 1,148
  • Current Value $3.44 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 127 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 489 stocks
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