Iht Wealth Management, LLC Purchases in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.74K
+ 0.5%
$94.31 - $157.99 $258K - $432K
550K $86.9M
IVV
Ishares Core S&P 500 ETF

ETFs
37.4K
+ 58.93%
$498.8 - $620.9 $18.7M - $23.2M
101K $62.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
85.8K
+ 133.72%
$171.4 - $227.1 $14.7M - $19.5M
150K $34.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
169K
+ 36.07%
$58.41 - $72.69 $9.86M - $12.3M
637K $46.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
282K
New
$50.09 - $51.09 $14.1M - $14.4M
282K $14.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
599K
+ 577.46%
$17.76 - $22.1 $10.6M - $13.2M
703K $15.5M
TSLA
Tesla, Inc.

Consumer Cyclical
4.63K
+ 2.43%
$221.86 - $362.89 $1.03M - $1.68M
195K $61.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
41.5K
+ 19.74%
$152.42 - $182.82 $6.33M - $7.59M
252K $46.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
153K
+ 176.31%
$51.16 - $62.02 $7.83M - $9.49M
240K $14.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
384K
+ 747.83%
$19.6 - $24.44 $7.52M - $9.37M
435K $10.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
304K
+ 1505.01%
$24.38 - $30.18 $7.41M - $9.17M
324K $9.77M
ASTS
Ast Space Mobile, Inc.

Communication Services
22.5K
+ 6.86%
$20.07 - $51.83 $452K - $1.17M
351K $16.4M
SPYG
Spdr Portfolio

ETFs
8.47K
+ 1.56%
$71.83 - $95.32 $609K - $808K
552K $52.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
176K
+ 8.82%
$50.28 - $50.47 $8.87M - $8.91M
2.18M $110M
EFV
Msci Eafe Value ETF

ETFs
114K
+ 36.1%
$52.4 - $64.65 $5.98M - $7.38M
431K $27.3M
AVGO
Broadcom Inc.

Technology
541
+ 0.7%
$146.29 - $275.65 $79.1K - $149K
78K $21.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
188K
+ 1782.42%
$35.9 - $43.76 $6.75M - $8.23M
199K $8.58M
META
Meta Platforms, Inc.

Communication Services
2.41K
+ 6.26%
$484.66 - $738.09 $1.17M - $1.78M
40.9K $30.2M
AMZN
Amazon Com Inc

Consumer Cyclical
9.82K
+ 4.92%
$167.32 - $223.3 $1.64M - $2.19M
209K $46M
IYW
Ishares Dj Us Tech ETF

ETFs
16.7K
+ 13.77%
$122.57 - $173.27 $2.05M - $2.9M
138K $23.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
123K
+ 35.48%
$47.46 - $55.3 $5.82M - $6.78M
468K $25.8M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
104K
New
$53.27 - $54.27 $5.53M - $5.64M
104K $5.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
50.6K
+ 62.24%
$72.96 - $90.39 $3.69M - $4.57M
132K $11.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
155K
New
$26.69 - $33.44 $4.14M - $5.18M
155K $5.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35.7K
+ 51.45%
$90.56 - $109.49 $3.24M - $3.91M
105K $11.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
92.5K
+ 576.16%
$44.68 - $45.96 $4.13M - $4.25M
108K $4.96M
TTD
Trade Desk, Inc.

Technology
54.2K
+ 596.61%
$45.27 - $79.4 $2.45M - $4.3M
63.3K $4.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
93.1K
+ 29.14%
$22.27 - $29.21 $2.07M - $2.72M
412K $12M
JPM
Jpmorgan Chase & CO

Financial Services
3.98K
+ 6.24%
$210.28 - $289.91 $837K - $1.15M
67.8K $19.6M
XLF
Financial Sector Spdr

ETFs
59.5K
+ 19.07%
$43.92 - $52.37 $2.61M - $3.11M
371K $19.4M
VTV
Vanguard Value ETF

ETFs
20K
+ 38.91%
$153.67 - $176.74 $3.07M - $3.53M
71.3K $12.6M
OMFL
Invesco Exchange Traded Self I

ETFs
21.7K
+ 4.19%
$48.43 - $57.78 $1.05M - $1.26M
541K $31.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
49.5K
New
$56.88 - $70.77 $2.82M - $3.51M
49.5K $3.51M
AVEM
American Centy ETF Tr Avantis

ETFs
15.4K
+ 5.73%
$53.08 - $68.54 $820K - $1.06M
285K $19.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.09K
+ 1.29%
$174.82 - $215.79 $366K - $451K
165K $35.5M
XLC
Select Sector Spdr Tr Communic

ETFs
18.9K
+ 24.94%
$86.13 - $108.53 $1.63M - $2.05M
94.6K $10.3M
NFLX
Netflix Inc

Communication Services
304
+ 4.92%
$855.86 - $1339.13 $260K - $407K
6.48K $8.68M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
32.2K
+ 17.89%
$97.29 - $105.63 $3.13M - $3.4M
212K $21.6M
OEF
Ishares S&P 100 ETF

ETFs
9.95K
+ 29.64%
N/A
43.5K $11.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.85K
+ 5.93%
$113.67 - $150.4 $551K - $729K
86.6K $13M
VUG
Vanguard Growth ETF

ETFs
1.38K
+ 4.64%
$329.49 - $438.4 $456K - $607K
31.2K $13.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.08K
+ 1.74%
$82.32 - $112.47 $171K - $233K
121K $13.6M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11.7K
+ 268.09%
$139.8 - $197.22 $1.63M - $2.31M
16.1K $3.17M
ORCL
Oracle Corp

Technology
3.87K
+ 19.64%
$122.82 - $218.63 $476K - $847K
23.6K $5.16M
GOOG
Alphabet Inc.

Communication Services
2.77K
+ 3.15%
$146.58 - $180.01 $406K - $499K
90.8K $16.1M
WMT
Walmart Inc.

Consumer Defensive
7.1K
+ 4.35%
$81.79 - $99.98 $581K - $710K
170K $16.6M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
36.6K
+ 907.35%
$48.22 - $60.41 $1.76M - $2.21M
40.6K $2.42M
BA
Boeing CO

Industrials
3.49K
+ 9.5%
$136.59 - $217.51 $477K - $760K
40.3K $8.44M
XLP
Consumer Staples Sector Spdr

ETFs
26.6K
+ 19.11%
N/A
166K $12.6M
Activity Summary
Buys All Purchases 611 New Holdings 127 Increased Positions 484 Sells All Sells 489 Reductions 489 Sold out 0 Options Calls 0 Puts 0
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