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
CB
Chubb LTD

Financial Services
534
+ 13.27%
$257.71 - $301.99 $138K - $161K
4.56K $1.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.88K
+ 11.44%
$48.31 - $49.23 $236K - $240K
47.5K $2.34M
WRB
Berkley W R Corp

Financial Services
2.78K
+ 56.81%
$56.7 - $71.27 $158K - $198K
7.67K $545K
PALL
Abrdn Palladium ETF Trust

ETFs
2.64K
+ 106.84%
$83.55 - $92.52 $221K - $244K
5.11K $462K
TPL
Texas Pacific Land Corp

Energy
193
New
$1180.08 - $1431.01 $228K - $276K
193 $255K
HEI
Heico Corp

Industrials
363
+ 6.93%
$219.6 - $270.85 $79.7K - $98.3K
5.6K $1.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
879
+ 3.49%
$69.81 - $78.9 $61.4K - $69.4K
26K $2.03M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.8K
New
$64.26 - $85.48 $244K - $325K
3.8K $250K
ETR
Entergy Corp

Utilities
2.9K
New
$75.26 - $87.89 $218K - $255K
2.9K $247K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.22K
New
$159.75 - $208.61 $194K - $253K
1.22K $247K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2K
+ 9.87%
$53.69 - $62.68 $107K - $125K
22.2K $1.34M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.16K
+ 2.41%
$97.38 - $104.52 $113K - $121K
49.5K $5.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
8K
+ 79.99%
$33.98 - $39.84 $272K - $319K
18K $616K
AEP
American Electric Power CO Inc

Utilities
186
+ 1.41%
$90.32 - $109.27 $16.8K - $20.3K
13.3K $1.46M
PBE
Invesco Exchange Traded Fd Tr

ETFs
4.35K
+ 38.86%
$63.44 - $70.44 $276K - $307K
15.6K $986K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
10.5K
New
$21.48 - $22.98 $226K - $242K
10.5K $236K
DINO
Hf Sinclair Corp

Energy
7.2K
New
$30.66 - $38.48 $221K - $277K
7.2K $236K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3.92K
+ 9.99%
$46.86 - $50.66 $184K - $199K
43.2K $2.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.16K
+ 23.9%
$210.19 - $243.33 $454K - $526K
11.2K $2.36M
AMT
American Tower Corp

Real Estate
76
+ 1.19%
$173.46 - $217.6 $13.2K - $16.5K
6.46K $1.41M
CAT
Caterpillar Inc

Industrials
1.7K
+ 17.1%
$326.75 - $407.63 $555K - $693K
11.6K $3.84M
JCI
Johnson Controls International PLC

Industrials
2.91K
New
$76.12 - $90.6 $222K - $264K
2.91K $233K
AJG
Arthur J. Gallagher & Co.

Financial Services
674
New
$275.89 - $345.24 $186K - $233K
674 $232K
LRN
Stride, Inc.

Consumer Defensive
113
+ 1.17%
$106.34 - $142.28 $12K - $16.1K
9.76K $1.23M
HAS
Hasbro, Inc.

Consumer Cyclical
3.66K
New
$56.16 - $69.06 $206K - $253K
3.66K $225K
GTLS
Chart Industries Inc

Industrials
1.55K
New
$141.99 - $218.35 $220K - $338K
1.55K $223K
CBOE
Cboe Global Markets, Inc.

Financial Services
977
New
$190.84 - $226.29 $186K - $221K
977 $221K
EBAY
Ebay Inc

Consumer Cyclical
3.26K
New
$61.61 - $70.93 $201K - $231K
3.26K $220K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.77K
New
$44.68 - $46.49 $213K - $222K
4.77K $220K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.03K
New
$47.66 - $57.45 $192K - $231K
4.03K $219K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
10.8K
+ 24.34%
$25.79 - $33.75 $277K - $363K
55K $1.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.43K
+ 26.26%
$44.72 - $46.25 $198K - $205K
21.3K $980K
EPD
Enterprise Products Partners L.P.

Energy
1.45K
+ 2.4%
$31.75 - $34.14 $46.1K - $49.6K
61.9K $2.11M
EQR
Equity Residential

Real Estate
3.02K
New
$66.98 - $75.02 $202K - $227K
3.02K $216K
BR
Broadridge Financial Solutions, Inc.

Technology
888
New
$221.46 - $244.83 $197K - $217K
888 $215K
CME
Cme Group Inc.

Financial Services
63
+ 1.06%
$225.82 - $266.54 $14.2K - $16.8K
6.02K $1.6M
PLD
Prologis, Inc.

Real Estate
1.43K
+ 16.47%
$103.59 - $124.04 $149K - $178K
10.1K $1.13M
CHTR
Charter Communications, Inc.

Communication Services
573
New
$334.89 - $384.77 $192K - $220K
573 $211K
ILF
Ishares Latin America 40 ETF

ETFs
8.93K
New
$20.87 - $24.43 $186K - $218K
8.93K $210K
UGI
Ugi Corp

Utilities
6.36K
New
$28.0 - $34.16 $178K - $217K
6.36K $210K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.98K
New
$69.82 - $78.67 $208K - $234K
2.98K $209K
NIO
Nio Inc.

Consumer Cyclical
56.9K
+ 434.41%
$3.75 - $5.22 $213K - $297K
69.9K $266K
HYLS
First Tr Tactical High Yield L

ETFs
5.12K
New
$40.95 - $41.77 $209K - $214K
5.12K $209K
OTTR
Otter Tail Corp

Utilities
2.59K
New
$72.43 - $83.38 $188K - $216K
2.59K $208K
HWM
Howmet Aerospace Inc.

Industrials
1.59K
New
$110.79 - $139.39 $176K - $222K
1.59K $206K
SLB
Schlumberger Limited

Energy
4.94K
New
$38.4 - $43.74 $190K - $216K
4.94K $206K
CTVA
Corteva, Inc.

Basic Materials
3.26K
New
$55.94 - $66.15 $182K - $216K
3.26K $205K
TMUS
T Mobile Us, Inc.

Communication Services
372
+ 16.15%
$211.3 - $272.83 $78.6K - $101K
2.68K $713K
HUM
Humana Inc

Healthcare
773
New
$249.11 - $303.11 $193K - $234K
773 $204K
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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