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
SLV
I Shares Silver Trust

ETFs
12K
+ 6.12%
$26.93 - $31.32 $324K - $377K
209K $6.48M
PEP
Pepsico Inc

Consumer Defensive
8.63K
+ 33.51%
$142.64 - $156.42 $1.23M - $1.35M
34.4K $5.16M
AVDE
American Centy ETF Tr Avantis

ETFs
16.6K
+ 62.0%
$60.63 - $68.55 $1M - $1.13M
43.3K $2.87M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 2.8%
$142.06 - $167.7 $186K - $220K
48.1K $7.98M
NFLX
Netflix Inc

Communication Services
1.02K
+ 19.72%
$828.4 - $1058.6 $842K - $1.08M
6.18K $5.76M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
92.4K
+ 36.89%
$14.21 - $15.67 $1.31M - $1.45M
343K $4.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 15.92%
$65.27 - $71.18 $1.17M - $1.28M
131K $8.68M
GEO
Geo Group Inc

Real Estate
36.2K
+ 267.33%
$22.92 - $35.35 $830K - $1.28M
49.8K $1.45M
C
Citigroup Inc

Financial Services
14.5K
+ 140.76%
$67.23 - $84.63 $977K - $1.23M
24.9K $1.77M
AG
First Majestic Silver Corp

Basic Materials
143K
+ 938.27%
$5.28 - $7.25 $755K - $1.04M
158K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
27.4K
+ 8.63%
$53.6 - $58.97 $1.47M - $1.62M
346K $18.9M
F
Ford Motor CO

Consumer Cyclical
92K
+ 62.76%
$9.12 - $10.43 $839K - $959K
238K $2.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.5K
+ 11.27%
$76.94 - $78.28 $806K - $820K
103K $8.09M
MMM
3 M CO

Industrials
4.33K
+ 28.24%
$129.7 - $155.12 $561K - $671K
19.6K $2.89M
DLR
Digital Realty Trust, Inc.

Real Estate
7.33K
+ 138.93%
$142.1 - $183.56 $1.04M - $1.34M
12.6K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.2K
+ 182.55%
$51.52 - $52.37 $834K - $847K
25K $1.31M
ABT
Abbott Laboratories

Healthcare
640
+ 1.67%
$111.1 - $140.22 $71.1K - $89.7K
39K $5.17M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4.49K
New
$175.5 - $209.86 $789K - $943K
4.49K $814K
GE
General Electric CO

Industrials
2.2K
+ 20.15%
$168.59 - $212.13 $371K - $467K
13.1K $2.63M
SPYG
Spdr Portfolio

ETFs
55.6K
+ 11.4%
$80.05 - $92.39 $4.45M - $5.14M
544K $43.7M
UMBF
Umb Financial Corp

Financial Services
7.85K
New
$98.0 - $122.56 $769K - $961K
7.85K $793K
RZV
Invesco Fd Tr

ETFs
8.46K
+ 223.81%
$96.48 - $115.16 $816K - $974K
12.2K $1.21M
ROK
Rockwell Automation, Inc

Industrials
3.26K
+ 130.24%
$255.29 - $303.75 $831K - $989K
5.76K $1.49M
XLU
Utilities Sector Spdr

ETFs
6.35K
+ 7.36%
$74.7 - $80.27 $474K - $509K
92.6K $7.3M
BMY
Bristol Myers Squibb CO

Healthcare
9.58K
+ 28.18%
$53.9 - $63.11 $517K - $605K
43.6K $2.66M
AIT
Applied Industrial Technologies Inc

Industrials
3.18K
New
$218.93 - $269.18 $695K - $855K
3.18K $715K
AXP
American Express CO

Financial Services
3.26K
+ 54.2%
$255.39 - $325.87 $833K - $1.06M
9.28K $2.5M
D
Dominion Energy, Inc

Utilities
10.4K
+ 19.59%
$52.85 - $57.43 $549K - $596K
63.4K $3.55M
PTH
Invesco Exchange Traded Fd Tr

ETFs
18.4K
+ 25.58%
$38.27 - $45.94 $703K - $844K
90.2K $3.56M
MTZ
Mastec Inc

Industrials
5.76K
New
$108.66 - $160.79 $626K - $927K
5.76K $672K
COP
Conocophillips

Energy
5.8K
+ 57.27%
$88.6 - $105.85 $514K - $614K
15.9K $1.67M
VZ
Verizon Communications Inc

Communication Services
4.26K
+ 5.05%
$37.81 - $46.49 $161K - $198K
88.7K $4.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.2K
+ 2.17%
$27.01 - $28.54 $302K - $319K
527K $14.7M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.49K
+ 9.92%
$79.66 - $108.41 $119K - $162K
16.5K $1.79M
PANW
Palo Alto Networks Inc

Technology
5.1K
+ 22.34%
$167.82 - $208.28 $856K - $1.06M
27.9K $4.76M
CLF
Cleveland Cliffs Inc.

Basic Materials
73.3K
New
$8.22 - $12.02 $602K - $881K
73.3K $602K
PEY
Invesco Exchange Traded Fd Tr

ETFs
27.2K
+ 57.65%
$20.82 - $22.08 $567K - $601K
74.4K $1.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.17K
+ 1.46%
$74.85 - $84.89 $87.3K - $99K
81.3K $6.64M
IBM
International Business Machines Corp

Technology
469
+ 2.93%
$217.4 - $264.74 $102K - $124K
16.5K $4.09M
GLNG
Golar Lng LTD

Energy
16.2K
+ 128.95%
$31.34 - $43.84 $507K - $710K
28.8K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
289
+ 2.96%
$890.62 - $1076.86 $257K - $311K
10K $9.49M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.78K
+ 47.86%
$247.97 - $296.33 $690K - $825K
8.6K $2.16M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
13.6K
New
$39.27 - $44.5 $533K - $604K
13.6K $536K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.74K
+ 52.41%
$162.48 - $175.37 $445K - $481K
7.97K $1.39M
NKE
Nike, Inc.

Consumer Cyclical
10.3K
+ 89.67%
$63.29 - $81.72 $650K - $839K
21.7K $1.38M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
529
+ 5.68%
$80.53 - $147.57 $42.6K - $78.1K
9.84K $1.3M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
14.7K
New
$33.65 - $43.06 $494K - $632K
14.7K $494K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21.1K
+ 47.78%
$23.32 - $23.84 $492K - $503K
65.3K $1.53M
GS
Goldman Sachs Group Inc

Financial Services
1.2K
+ 18.56%
$524.81 - $672.19 $628K - $805K
7.65K $4.18M
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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