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
TER
Teradyne, Inc

Technology
5.76K
New
$82.6 - $140.0 $476K - $806K
5.76K $475K
URA
Global X Uranium ETF

ETFs
29.7K
+ 54.51%
$22.92 - $30.98 $680K - $919K
84.1K $1.93M
KWEB
Kraneshares Tr Csi China Inter

ETFs
8.84K
+ 32.83%
$27.29 - $38.29 $241K - $339K
35.8K $1.25M
OKTA
Okta, Inc.

Technology
4.26K
New
$78.83 - $116.72 $336K - $497K
4.26K $448K
IAU
Ishares Gold Trust

ETFs
189
+ 0.41%
$49.74 - $58.96 $9.4K - $11.1K
46.4K $2.73M
CHIQ
Global X Msci China Consumer D

ETFs
14K
+ 38.6%
$17.88 - $24.06 $250K - $337K
50.3K $1.12M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.4K
New
$25.54 - $28.79 $394K - $444K
15.4K $428K
CRDO
Credo Technology Group Holding LTD

Technology
10.4K
New
$39.45 - $85.5 $410K - $889K
10.4K $417K
IXUS
Ishares Tr

ETFs
5.31K
+ 48.59%
$65.06 - $72.31 $345K - $384K
16.2K $1.13M
JBBB
Janus Detroit Str Tr Henderson

ETFs
8.32K
New
$48.34 - $49.66 $402K - $413K
8.32K $404K
OXY
Occidental Petroleum Corp

Energy
7.98K
+ 30.75%
$45.45 - $52.7 $363K - $421K
33.9K $1.67M
VGLT
Vanguard Long Term Treasury Et

ETFs
5.29K
+ 16.59%
$53.99 - $58.43 $286K - $309K
37.2K $2.14M
IRM
Iron Mountain Inc

Real Estate
6.67K
+ 63.99%
$82.79 - $111.31 $552K - $742K
17.1K $1.47M
PHYS
Sprott Physical Gold Trust

Financial Services
5.24K
+ 8.28%
$20.25 - $24.06 $106K - $126K
68.5K $1.65M
XSMO
Invesco S&P Smallcap Momentum

ETFs
5.79K
New
$59.97 - $70.03 $347K - $405K
5.79K $363K
HD
Home Depot, Inc.

Consumer Cyclical
2.44K
+ 10.06%
$347.25 - $424.87 $848K - $1.04M
26.7K $9.79M
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.71K
+ 10.08%
$21.28 - $35.62 $57.6K - $96.5K
29.6K $1.05M
GLDM
World Gold Trust

ETFs
1.5K
+ 5.87%
$52.19 - $61.89 $78.2K - $92.7K
27K $1.67M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14.6K
+ 38.18%
$23.9 - $24.43 $348K - $356K
52.8K $1.27M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.42K
New
$96.95 - $116.13 $331K - $397K
3.42K $341K
SMCI
Super Micro Computer, Inc.

Technology
9.98K
New
$26.85 - $60.25 $268K - $601K
9.98K $341K
CENX
Century Aluminum CO

Basic Materials
18.3K
New
$16.6 - $21.83 $304K - $400K
18.3K $340K
KMI
Kinder Morgan, Inc.

Energy
10.4K
+ 27.5%
$26.1 - $31.22 $271K - $324K
48.1K $1.37M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
31K
+ 130.51%
$9.0 - $9.94 $279K - $308K
54.7K $543K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
14.4K
+ 6.45%
$23.03 - $23.17 $332K - $334K
238K $5.48M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.26K
+ 24.09%
$49.22 - $51.73 $308K - $324K
32.3K $1.63M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.9K
New
$25.1 - $27.85 $299K - $331K
11.9K $320K
INTC
Intel Corp

Technology
2.74K
+ 2.92%
$19.1 - $27.39 $52.3K - $75K
96.4K $2.19M
ZECP
Zacks Tr Earnings Constant Por

ETFs
10.2K
New
$29.24 - $32.07 $299K - $328K
10.2K $308K
SO
Southern CO

Utilities
673
+ 2.64%
$80.96 - $92.96 $54.5K - $62.6K
26.2K $2.41M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.69K
+ 34.85%
$40.08 - $45.85 $308K - $353K
29.8K $1.3M
BKF
Ishares Mcsi Bic ETF

ETFs
7.5K
New
$34.86 - $41.56 $261K - $312K
7.5K $300K
TNK
Teekay Tankers Ltd.

Energy
7.72K
New
$35.92 - $47.31 $277K - $365K
7.72K $295K
FDL
First Tr Morningstar Dividend

ETFs
1.51K
+ 2.12%
$39.69 - $43.83 $59.8K - $66K
72.6K $3.15M
WCN
Waste Connections, Inc.

Industrials
1.5K
New
$169.89 - $195.19 $255K - $293K
1.5K $292K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.6K
+ 11.22%
$17.53 - $17.87 $309K - $315K
175K $3.07M
WM
Waste Management Inc

Industrials
115
+ 1.32%
$200.54 - $233.78 $23.1K - $26.9K
8.85K $2.05M
SGOL
Abrdn Gold ETF Trust

ETFs
1.77K
+ 3.67%
$25.14 - $29.82 $44.5K - $52.8K
50K $1.49M
BIDU
Baidu, Inc.

Communication Services
2.81K
+ 89.79%
$77.43 - $102.51 $217K - $288K
5.93K $545K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.74K
+ 35.14%
$48.06 - $53.73 $324K - $362K
25.9K $1.26M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.83K
+ 2.93%
$37.07 - $40.63 $142K - $155K
134K $5.29M
PSLV
Sprott Physical Silver Trust

Financial Services
4.5K
+ 3.91%
$9.86 - $11.68 $44.4K - $52.6K
120K $1.39M
PAGP
Plains Gp Holdings LP

Energy
13K
New
$18.52 - $22.13 $241K - $288K
13K $277K
PGR
Progressive Corp

Financial Services
536
+ 18.73%
$235.61 - $291.22 $126K - $156K
3.4K $961K
WMT
Walmart Inc.

Consumer Defensive
7.66K
+ 4.93%
$84.5 - $105.05 $647K - $805K
163K $14.3M
MA
Mastercard Inc

Financial Services
91
+ 0.87%
$504.67 - $576.31 $45.9K - $52.4K
10.5K $5.78M
GILD
Gilead Sciences, Inc.

Healthcare
390
+ 3.33%
$89.14 - $117.41 $34.8K - $45.8K
12.1K $1.36M
IYM
Ishares Tr

ETFs
2.03K
New
$128.53 - $142.03 $261K - $288K
2.03K $273K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.6K
+ 5.75%
$23.19 - $23.5 $291K - $295K
231K $5.35M
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email