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
Direxion Shs ETF Tr
32.7K
+ 52.23%
N/A
95.4K $0
Tortoise Capital Series Trus
23K
New
N/A
23K $0
Atmus Filtration
7
+ 0.1%
N/A
6.84K $0
Coherent Corp
155
+ 1.79%
N/A
8.8K $0
TRFK
Pacer Fds Tr
3.56K
New
N/A
3.56K $0
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4
+ 0.12%
$58.95 - $66.19 $236 - $265
3.46K $225K
CB
Chubb LTD

Financial Services
186
+ 4.08%
$274.32 - $302.46 $51K - $56.3K
4.74K $1.37M
HBI
Hanesbrands Inc.

Consumer Cyclical
3.49K
+ 23.0%
$4.32 - $5.95 $15.1K - $20.8K
18.7K $85K
TLRY
Tilray Brands, Inc.

Healthcare
1.1K
+ 8.56%
$0.36 - $0.65 $396 - $715
13.9K $5K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
32
+ 0.98%
$60.77 - $68.5 $1.94K - $2.19K
3.3K $219K
PAGP
Plains Gp Holdings LP

Energy
1K
+ 7.69%
$17.24 - $21.61 $17.2K - $21.6K
14K $272K
BRSP
Bright Spire Capital, Inc.

Real Estate
145
+ 1.2%
$4.3 - $5.59 $624 - $811
12.3K $61K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
22
+ 0.22%
$12.71 - $14.52 $280 - $319
10.2K $141K
WM
Waste Management Inc

Industrials
77
+ 0.87%
$216.47 - $242.1 $16.7K - $18.6K
8.93K $2.04M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
148
+ 0.7%
$12.13 - $13.94 $1.8K - $2.06K
21.3K $286K
OTTR
Otter Tail Corp

Utilities
13
+ 0.5%
$74.62 - $81.76 $970 - $1.06K
2.61K $200K
WCN
Waste Connections, Inc.

Industrials
23
+ 1.53%
$183.26 - $199.95 $4.21K - $4.6K
1.52K $284K
FTGC
First Trust Global Tactical CO

ETFs
283
+ 1.28%
$23.09 - $25.91 $6.53K - $7.33K
22.3K $551K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
887
+ 1.3%
$2.06 - $3.0 $1.83K - $2.66K
69.3K $166K
PFG
Principal Financial Group Inc

Financial Services
178
+ 3.39%
$69.56 - $86.19 $12.4K - $15.3K
5.43K $430K
EXC
Exelon Corp

Utilities
749
+ 4.4%
$42.2 - $47.37 $31.6K - $35.5K
17.8K $771K
PBA
Pembina Pipeline Corp

Energy
14
+ 0.25%
$35.16 - $40.88 $492 - $572
5.54K $207K
GIS
General Mills Inc

Consumer Defensive
542
+ 9.81%
$50.37 - $60.97 $27.3K - $33K
6.07K $314K
CNS
Cohen & Steers, Inc.

Financial Services
5
+ 0.14%
$70.24 - $83.51 $351 - $418
3.56K $267K
FSK
Fs Kkr Capital Corp

Financial Services
2.51K
+ 0.72%
$17.95 - $21.5 $45.1K - $54K
352K $7.31M
COP
Conocophillips

Energy
2.47K
+ 15.52%
$82.66 - $106.1 $204K - $262K
18.4K $1.65M
CNC
Centene Corp

Healthcare
117
+ 2.5%
$53.4 - $64.29 $6.25K - $7.52K
4.79K $260K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 2.54%
$23.99 - $29.79 $29.5K - $36.6K
49.6K $1.41M
UNP
Union Pacific Corp

Industrials
157
+ 1.54%
$208.27 - $238.46 $32.7K - $37.4K
10.3K $2.37M
ELV
Elevance Health, Inc.

Healthcare
10
+ 1.39%
$372.27 - $452.69 $3.72K - $4.53K
729 $283K
HPQ
Hp Inc

Technology
398
+ 3.3%
$21.88 - $29.32 $8.71K - $11.7K
12.5K $305K
MDT
Medtronic PLC

Healthcare
269
+ 1.31%
$80.68 - $88.86 $21.7K - $23.9K
20.9K $1.82M
SUN
Sunoco LP

Energy
212
+ 2.1%
$50.38 - $59.13 $10.7K - $12.5K
10.3K $552K
BSM
Black Stone Minerals, L.P.

Energy
1.1K
+ 5.14%
$12.78 - $15.36 $14.1K - $17K
22.6K $295K
BP
Bp PLC

Energy
398
+ 3.29%
$26.11 - $33.81 $10.4K - $13.5K
12.5K $374K
CHIQ
Global X Msci China Consumer D

ETFs
1.05K
+ 2.09%
$18.11 - $22.52 $19K - $23.6K
51.3K $1.08M
AWK
American Water Works Company, Inc.

Utilities
25
+ 0.41%
$133.82 - $151.96 $3.35K - $3.8K
6.17K $857K
TPL
Texas Pacific Land Corp

Energy
1
+ 0.52%
$1036.28 - $1430.55 $1.04K - $1.43K
194 $204K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
196
+ 0.4%
$90.85 - $102.31 $17.8K - $20.1K
49.7K $5M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
37
+ 0.07%
$19.12 - $22.36 $707 - $827
51.8K $1.11M
PLD
Prologis, Inc.

Real Estate
108
+ 1.06%
$89.76 - $112.34 $9.69K - $12.1K
10.3K $1.08M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
23
+ 3.71%
$483.07 - $625.6 $11.1K - $14.4K
643 $337K
TRGP
Targa Resources Corp.

Energy
5
+ 0.23%
$157.32 - $205.72 $787 - $1.03K
2.22K $386K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.32%
$421.16 - $509.5 $2.11K - $2.55K
1.55K $688K
GLOB
Globant S.A.

Technology
376
+ 9.37%
$87.63 - $140.36 $32.9K - $52.8K
4.39K $398K
RCEL
Avita Medical, Inc.

Healthcare
500
+ 1.82%
$4.77 - $10.25 $2.39K - $5.13K
27.9K $147K
BDX
Becton Dickinson & CO

Healthcare
366
+ 12.5%
$165.15 - $226.42 $60.4K - $82.9K
3.29K $567K
ALB
Albemarle Corp

Basic Materials
515
+ 3.38%
$50.76 - $72.25 $26.1K - $37.2K
15.8K $987K
DVN
Devon Energy Corp

Energy
399
+ 1.63%
$26.8 - $37.92 $10.7K - $15.1K
24.9K $792K
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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