Iht Wealth Management, LLC Purchases in Q1 2025

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STEM
Stem, Inc.

Technology
36
+ 0.33%
$0.35 - $1.22 $12.6 - $43.9
11.1K $3K
FXO
First Tr Exchange Traded Fd Fi

ETFs
17
+ 0.41%
$50.93 - $57.24 $866 - $973
4.16K $220K
ENPH
Enphase Energy, Inc.

Technology
260
+ 8.14%
$52.87 - $73.51 $13.7K - $19.1K
3.45K $214K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
5
+ 0.05%
$25.9 - $31.26 $130 - $156
11K $294K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
355
+ 4.5%
$37.78 - $43.82 $13.4K - $15.6K
8.24K $325K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
12
+ 0.61%
$122.03 - $134.83 $1.46K - $1.62K
1.98K $243K
CAE
Cae Inc

Industrials
385
+ 1.67%
$23.09 - $26.78 $8.89K - $10.3K
23.4K $575K
FEX
First Tr Large Cap Core Alphde

ETFs
11
+ 0.19%
$99.27 - $109.89 $1.09K - $1.21K
5.85K $599K
NXPI
Nxp Semiconductors N.V.

Technology
44
+ 4.01%
$189.99 - $245.86 $8.36K - $10.8K
1.14K $216K
FSK
Fs Kkr Capital Corp

Financial Services
11.9K
+ 3.52%
$20.47 - $24.06 $243K - $286K
350K $7.32M
HTGC
Hercules Capital, Inc.

Financial Services
2.31K
+ 3.42%
$18.01 - $22.0 $41.5K - $50.8K
69.7K $1.34M
FIS
Fidelity National Information Services, Inc.

Technology
4
+ 0.15%
$68.12 - $83.42 $272 - $334
2.74K $204K
MTB
M&T Bank Corp

Financial Services
7
+ 0.37%
$170.47 - $201.98 $1.19K - $1.41K
1.9K $338K
MSI
Motorola Solutions, Inc.

Technology
24
+ 2.05%
$411.73 - $482.1 $9.88K - $11.6K
1.2K $523K
DFAT
Dimensional ETF Tr U S Target

ETFs
14
+ 0.3%
$50.44 - $58.1 $706 - $813
4.69K $241K
CSQ
Calamos Strategic Total Return Fund

Financial Services
12
+ 0.1%
$15.97 - $18.5 $192 - $222
12.6K $203K
TT
Trane Technologies PLC

Industrials
51
+ 4.26%
$332.0 - $400.86 $16.9K - $20.4K
1.25K $420K
CW
Curtiss Wright Corp

Industrials
6
+ 0.88%
$304.82 - $384.07 $1.83K - $2.3K
686 $217K
FITB
Fifth Third Bancorp

Financial Services
218
+ 1.91%
$37.48 - $44.96 $8.17K - $9.8K
11.6K $455K
HBI
Hanesbrands Inc.

Consumer Cyclical
1.17K
+ 8.32%
$5.76 - $8.6 $6.71K - $10K
15.2K $87K
CION
Cion Investment Corp

Financial Services
26
+ 0.1%
$10.35 - $12.55 $269 - $326
26K $268K
URI
United Rentals, Inc.

Industrials
202
+ 10.21%
$594.17 - $789.56 $120K - $159K
2.18K $1.37M
A
Agilent Technologies, Inc.

Healthcare
14
+ 0.73%
$116.69 - $152.6 $1.63K - $2.14K
1.93K $226K
TFC
Truist Financial Corp

Financial Services
29
+ 0.18%
$39.48 - $48.15 $1.14K - $1.4K
15.8K $651K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
72
+ 4.37%
$254.58 - $302.92 $18.3K - $21.8K
1.72K $439K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13
+ 0.14%
$69.69 - $79.99 $906 - $1.04K
9.16K $654K
ICVT
Ishares Tr Convertible Bond Et

ETFs
385
+ 0.76%
$83.18 - $89.27 $32K - $34.4K
51.3K $4.29M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.18%
$28.64 - $32.91 $1.09K - $1.25K
21.5K $622K
PH
Parker Hannifin Corp

Industrials
17
+ 0.94%
$591.65 - $707.05 $10.1K - $12K
1.84K $1.12M
PNC
Pnc Financial Services Group, Inc.

Financial Services
67
+ 2.13%
$168.84 - $202.89 $11.3K - $13.6K
3.21K $563K
ROBO
Robo Global Robotics And Autom

ETFs
108
+ 1.06%
$51.5 - $60.89 $5.56K - $6.58K
10.3K $528K
PRU
Prudential Financial Inc

Financial Services
81
+ 1.07%
$105.04 - $122.33 $8.51K - $9.91K
7.66K $855K
GERN
Geron Corp

Healthcare
6.4K
+ 23.4%
$1.59 - $3.6 $10.2K - $23K
33.8K $53K
PTF
Invesco Exchange Traded Fd Tr

ETFs
60
+ 1.58%
$56.97 - $77.14 $3.42K - $4.63K
3.86K $227K
BBY
Best Buy CO Inc

Consumer Cyclical
21
+ 0.48%
$70.3 - $91.1 $1.48K - $1.91K
4.38K $322K
MS
Morgan Stanley

Financial Services
83
+ 1.25%
$111.68 - $141.08 $9.27K - $11.7K
6.75K $786K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.45K
+ 11.74%
$76.24 - $95.41 $110K - $138K
13.8K $1.07M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 1.13%
$333.37 - $384.99 $7K - $8.08K
1.87K $626K
WTFC
Wintrust Financial Corp

Financial Services
35
+ 0.7%
$107.76 - $136.92 $3.77K - $4.79K
5.05K $568K
ROKU
Roku, Inc

Communication Services
713
+ 2.42%
$67.36 - $99.07 $48K - $70.6K
30.2K $2.13M
PWR
Quanta Services, Inc.

Industrials
160
+ 9.17%
$236.71 - $358.03 $37.9K - $57.3K
1.91K $484K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.01%
$32.42 - $36.13 $162 - $181
43.9K $1.45M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.85K
+ 16.13%
$47.25 - $67.02 $371K - $526K
56.6K $2.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
299
+ 2.41%
$114.9 - $139.6 $34.4K - $41.7K
12.7K $1.49M
FTHI
First Trust Exchange Traded Fd

ETFs
2.77K
+ 2.79%
$21.62 - $23.74 $59.9K - $65.8K
102K $2.23M
DHR
Danaher Corp

Healthcare
191
+ 3.87%
$201.62 - $250.59 $38.5K - $47.9K
5.12K $1.05M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
111
+ 0.6%
$46.12 - $52.9 $5.12K - $5.87K
18.5K $860K
RXST
Rx Sight, Inc.

Healthcare
1.25K
+ 9.55%
$24.37 - $35.84 $30.5K - $44.8K
14.3K $361K
SRE
Sempra Energy

Utilities
9
+ 0.16%
$67.85 - $87.67 $611 - $789
5.61K $400K
Activity Summary
Buys All Purchases 554 New Holdings 87 Increased Positions 467 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 0 Puts 0
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