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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
501
+ 4.66%
$141.37 - $228.57 $70.8K - $115K
11.3K $2.55M
MGK
Vanguard Mega Cap Growth ETF

ETFs
988
+ 14.06%
$273.67 - $366.17 $270K - $362K
8.01K $2.93M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
14.7K
+ 9.45%
$43.06 - $44.41 $631K - $651K
170K $7.54M
CSCO
Cisco Systems, Inc.

Technology
3.34K
+ 5.21%
$53.19 - $69.38 $178K - $232K
67.4K $4.68M
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
+ 14.5%
$31.93 - $39.49 $349K - $432K
86.4K $3.41M
HON
Honeywell International Inc

Industrials
1.9K
+ 14.59%
$182.86 - $232.88 $347K - $442K
14.9K $3.47M
VEA
Vanguard Ftse Developed Market

ETFs
3.14K
+ 3.66%
$45.65 - $57.01 $144K - $179K
88.9K $5.07M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.68K
+ 3.61%
$71.28 - $83.74 $263K - $308K
106K $8.84M
SPTS
Spdr Portfolio Short Term Trea

ETFs
23.8K
+ 41.46%
$29.07 - $29.38 $693K - $700K
81.3K $2.38M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
13.7K
New
$44.42 - $51.46 $607K - $703K
13.7K $700K
LEN
Lennar Corp

Consumer Cyclical
5.94K
New
$102.76 - $115.66 $611K - $687K
5.94K $657K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
37.3K
+ 13.47%
$22.18 - $23.36 $828K - $872K
315K $7.04M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.03K
+ 3.02%
$82.17 - $99.96 $167K - $203K
69.4K $6.82M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.32K
+ 63.11%
$83.54 - $100.04 $528K - $633K
16.3K $1.63M
RBLX
Roblox Corp

Communication Services
241
+ 1.82%
$51.22 - $105.59 $12.3K - $25.4K
13.5K $1.42M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
14.3K
+ 4.17%
$12.25 - $15.47 $175K - $221K
357K $5.53M
DAL
Delta Air Lines, Inc.

Industrials
5.39K
+ 8.17%
$35.88 - $52.99 $193K - $285K
71.3K $3.51M
MAR
Marriott International Inc

Consumer Cyclical
799
+ 6.74%
$211.12 - $274.14 $169K - $219K
12.7K $3.46M
DELL
Dell Technologies Inc.

Technology
66
+ 0.33%
$71.63 - $125.98 $4.73K - $8.31K
19.9K $2.44M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.78K
+ 6.29%
$83.67 - $109.12 $149K - $194K
30.1K $3.28M
LRCX
Lam Research Corp

Technology
372
+ 1.59%
$59.09 - $97.34 $22K - $36.2K
23.8K $2.32M
FDL
First Tr Morningstar Dividend

ETFs
17.2K
+ 23.66%
$38.19 - $43.19 $656K - $742K
89.8K $3.76M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 1.58%
$908.13 - $1056.85 $144K - $168K
10.2K $10.1M
ACI
Albertsons Companies, Inc.

Consumer Defensive
27.8K
New
$19.94 - $22.91 $555K - $638K
27.8K $598K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.76K
+ 6.8%
$60.99 - $77.53 $168K - $214K
43.3K $3.36M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
18.7K
+ 144.88%
$23.44 - $28.85 $439K - $541K
31.7K $914K
CTAS
Cintas Corp

Industrials
48
+ 0.15%
$190.11 - $227.66 $9.13K - $10.9K
31.5K $7.02M
NVMI
Nova Ltd.

Technology
1.99K
New
$162.03 - $275.2 $322K - $547K
1.99K $547K
COF
Capital One Financial Corp

Financial Services
2.14K
+ 93.24%
$150.57 - $212.76 $322K - $455K
4.43K $943K
DE
Deere & CO

Industrials
527
+ 7.79%
$412.99 - $531.48 $218K - $280K
7.29K $3.71M
BAR
Granite Shares Gold Trust

ETFs
16K
New
$29.34 - $33.87 $470K - $543K
16K $522K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
+ 23.01%
$105.69 - $140.64 $277K - $369K
14K $1.86M
IONQ
Ion Q, Inc.

Technology
11.5K
New
$20.68 - $48.04 $238K - $553K
11.5K $494K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.7K
+ 16.12%
$62.08 - $73.58 $790K - $936K
91.7K $6.15M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
7.69K
+ 52.38%
$28.07 - $43.66 $216K - $336K
22.4K $977K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.5K
+ 137.35%
$28.21 - $28.85 $465K - $476K
28.5K $820K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.83K
New
$76.98 - $98.31 $372K - $475K
4.83K $474K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
8.04K
+ 62.19%
$64.31 - $75.93 $517K - $610K
21K $1.43M
AVIG
American Centy ETF Tr Avantis

ETFs
10.9K
+ 20.42%
$40.41 - $41.62 $441K - $454K
64.4K $2.68M
RTX
Raytheon Technologies Corp

Industrials
1.02K
+ 4.4%
$113.75 - $148.48 $116K - $152K
24.3K $3.55M
INTC
Intel Corp

Technology
22K
+ 22.85%
$18.13 - $22.69 $399K - $500K
118K $2.65M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 9.28%
$193.73 - $237.37 $223K - $273K
13.6K $3.21M
HD
Home Depot, Inc.

Consumer Cyclical
1.23K
+ 4.59%
$335.24 - $380.78 $411K - $467K
27.9K $10.2M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.56K
New
$75.33 - $94.56 $344K - $432K
4.56K $429K
VT
Vanguard Total World Stk Index

ETFs
2.78K
+ 50.51%
$103.16 - $128.52 $287K - $357K
8.28K $1.06M
AMAT
Applied Materials Inc

Technology
244
+ 2.44%
$126.95 - $183.52 $31K - $44.8K
10.2K $1.87M
LPG
Dorian Lpg Ltd.

Energy
17.1K
New
$17.34 - $25.75 $297K - $441K
17.1K $417K
CRM
Salesforce, Inc.

Technology
1.24K
+ 8.9%
$236.26 - $291.15 $292K - $360K
15.1K $4.12M
PULS
Pgim ETF Tr

ETFs
7.81K
+ 3.17%
$49.39 - $49.76 $385K - $388K
254K $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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