Iht Wealth Management, LLC Purchases in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
643
+ 9.36%
$460.3 - $584.56 $296K - $376K
7.51K $4.39M
CSCO
Cisco Systems, Inc.

Technology
15.3K
+ 23.87%
$44.74 - $53.22 $684K - $813K
79.3K $4.22M
SBUX
Starbucks Corp

Consumer Cyclical
8.42K
+ 49.42%
$72.51 - $98.6 $611K - $830K
25.5K $2.48M
VGLT
Vanguard Long Term Treasury Et

ETFs
16.4K
+ 46.47%
$56.52 - $63.23 $928K - $1.04M
51.7K $3.18M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
17.7K
+ 110.24%
$55.51 - $61.51 $984K - $1.09M
33.8K $2.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.71K
+ 13.3%
$173.36 - $189.8 $643K - $704K
31.6K $6M
XOM
Exxon Mobil Corp

Energy
8.45K
+ 13.82%
$109.72 - $119.0 $927K - $1.01M
69.6K $8.15M
SMCI
Super Micro Computer, Inc.

Technology
3.12K
+ 678.65%
$386.46 - $909.96 $1.2M - $2.83M
3.57K $1.49M
XLY
Select Sector Spdr Consumer Di

ETFs
1.68K
+ 3.98%
$170.05 - $200.86 $286K - $338K
43.9K $8.8M
DE
Deere & CO

Industrials
1.93K
+ 28.71%
$344.84 - $418.0 $664K - $805K
8.63K $3.6M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
50.2K
+ 61.28%
$17.34 - $19.53 $870K - $980K
132K $2.58M
CTAS
Cintas Corp

Industrials
23.9K
+ 307.07%
$201.38 - $819.83 $4.82M - $19.6M
31.7K $6.53M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
19.6K
+ 93.2%
$51.78 - $52.98 $1.02M - $1.04M
40.7K $2.16M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.6K
+ 107.53%
$66.31 - $74.08 $900K - $1.01M
26.2K $1.92M
BX
Blackstone Inc.

Financial Services
5.13K
+ 56.67%
$120.77 - $159.66 $619K - $818K
14.2K $2.17M
SLV
I Shares Silver Trust

ETFs
26K
+ 15.48%
$24.33 - $29.38 $634K - $765K
194K $5.52M
GS
Goldman Sachs Group Inc

Financial Services
1.51K
+ 22.3%
$459.02 - $510.25 $691K - $768K
8.26K $4.09M
PEP
Pepsico Inc

Consumer Defensive
5.22K
+ 19.3%
$161.9 - $179.3 $845K - $936K
32.3K $5.49M
ICLN
Ishares

ETFs
65.6K
+ 185.06%
$13.26 - $14.77 $870K - $970K
101K $1.49M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
30.5K
New
$30.53 - $33.02 $931K - $1.01M
30.5K $997K
IAU
Ishares Gold Trust

ETFs
14.6K
+ 31.92%
$44.06 - $50.5 $644K - $738K
60.4K $3M
HON
Honeywell International Inc

Industrials
5.19K
+ 41.85%
$196.73 - $220.21 $1.02M - $1.14M
17.6K $3.63M
LOW
Lowes Companies Inc

Consumer Cyclical
1.65K
+ 15.61%
$213.3 - $270.78 $352K - $447K
12.2K $3.31M
ACN
Accenture PLC

Technology
1.44K
+ 15.48%
$295.44 - $355.81 $426K - $513K
10.8K $3.8M
IGLB
Ishares 10+ Year Investment Gr

ETFs
18.1K
New
$49.38 - $54.19 $896K - $983K
18.1K $971K
KLAC
Kla Corp

Technology
1.32K
+ 101.22%
$696.17 - $892.35 $921K - $1.18M
2.63K $2.04M
SRLN
Ssga Active Trust

ETFs
22.7K
+ 75.68%
$40.93 - $41.85 $929K - $950K
52.7K $2.2M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.22K
+ 158.76%
$194.66 - $225.97 $822K - $954K
6.88K $1.51M
IEMG
Ishares Inc

ETFs
17.4K
+ 27.48%
$53.64 - $53.64 $935K - $935K
80.8K $4.34M
MCHI
Ishares Msci China ETF

ETFs
13.8K
+ 52.97%
$40.43 - $50.98 $557K - $702K
39.8K $2.02M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.71K
+ 41.45%
$285.48 - $330.24 $773K - $894K
9.24K $2.97M
FXI
Ishares Tr

ETFs
25.6K
+ 164.77%
$24.78 - $32.17 $634K - $824K
41.1K $1.31M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.3K
+ 79.87%
$19.2 - $19.82 $850K - $877K
99.7K $1.97M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.6K
+ 79.99%
$19.2 - $19.63 $856K - $875K
100K $1.96M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.68K
+ 43.75%
$85.48 - $98.39 $742K - $854K
28.5K $2.75M
AVUV
American Centy ETF Tr Avantis

ETFs
7.79K
+ 34.41%
$88.24 - $99.7 $688K - $777K
30.4K $2.92M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.1K
+ 292.97%
$44.83 - $47.42 $812K - $859K
24.3K $1.15M
FSK
Fs Kkr Capital Corp

Financial Services
43.4K
+ 17.82%
$18.74 - $20.43 $813K - $887K
287K $5.66M
MDT
Medtronic PLC

Healthcare
6.92K
+ 34.2%
$76.84 - $91.03 $532K - $630K
27.1K $2.44M
HEI
Heico Corp

Industrials
2.53K
+ 51.06%
$220.59 - $267.96 $559K - $679K
7.5K $1.96M
VKTX
Viking Therapeutics, Inc.

Healthcare
13.3K
New
$49.84 - $70.47 $665K - $941K
13.3K $845K
PANW
Palo Alto Networks Inc

Technology
2.37K
+ 19.91%
$294.18 - $368.01 $698K - $873K
14.3K $4.88M
LNG
Cheniere Energy, Inc.

Energy
4.68K
New
$172.24 - $186.09 $805K - $870K
4.68K $840K
BNDX
Vanguard Total International B

ETFs
16.4K
+ 253.21%
$48.42 - $50.35 $794K - $826K
22.9K $1.15M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
4.85K
+ 17.84%
$101.06 - $115.49 $491K - $561K
32.1K $3.63M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
12.1K
+ 17.22%
$39.47 - $49.4 $476K - $596K
82.2K $3.91M
LRN
Stride, Inc.

Consumer Defensive
9.65K
New
$66.21 - $85.31 $639K - $823K
9.65K $822K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
6.51K
+ 115.38%
$110.22 - $120.89 $718K - $787K
12.2K $1.46M
ITW
Illinois Tool Works Inc

Industrials
2.24K
+ 24.39%
$233.14 - $263.97 $523K - $592K
11.4K $3M
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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