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
IYG
Ishares Tr

ETFs
942
+ 2.17%
$68.9 - $85.6 $64.9K - $80.6K
44.3K $3.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.69K
+ 51.58%
$390.26 - $489.06 $661K - $828K
4.98K $2.02M
EMR
Emerson Electric CO

Industrials
136
+ 0.88%
$94.15 - $133.33 $12.8K - $18.1K
15.6K $2.07M
HEI
Heico Corp

Industrials
117
+ 2.09%
$236.44 - $328.0 $27.7K - $38.4K
5.72K $1.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.43K
+ 45.37%
$39.89 - $49.46 $257K - $318K
20.6K $1.02M
SRLN
Ssga Active Trust

ETFs
8.79K
+ 35.54%
$39.47 - $41.59 $347K - $365K
33.5K $1.39M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
10.3K
+ 72.37%
$37.76 - $42.79 $389K - $441K
24.6K $984K
NVO
Novo Nordisk A S

Healthcare
5.32K
+ 88.59%
$58.08 - $81.05 $309K - $431K
11.3K $781K
V
Visa Inc.

Financial Services
578
+ 1.77%
$308.27 - $373.31 $178K - $216K
33.3K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
6.92K
+ 10.23%
$157.66 - $172.39 $1.09M - $1.19M
74.6K $11.9M
LMT
Lockheed Martin Corp

Industrials
454
+ 5.84%
$430.82 - $486.45 $196K - $221K
8.23K $3.81M
ISRG
Intuitive Surgical Inc

Healthcare
405
+ 16.72%
$451.58 - $565.94 $183K - $229K
2.83K $1.54M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.9K
+ 19.06%
$45.88 - $54.4 $225K - $267K
30.6K $1.67M
ACGL
Arch Capital Group Ltd.

Financial Services
3.63K
New
$84.99 - $96.82 $309K - $352K
3.63K $330K
APH
Amphenol Corp

Technology
3.29K
New
$59.09 - $98.75 $194K - $325K
3.29K $324K
IYH
Ishares Tr

ETFs
6.03K
+ 144.99%
$53.97 - $60.17 $325K - $363K
10.2K $575K
FTHI
First Trust Exchange Traded Fd

ETFs
9.66K
+ 9.46%
$19.66 - $22.85 $190K - $221K
112K $2.55M
MRVL
Marvell Technology, Inc.

Technology
1.42K
+ 10.67%
$49.38 - $79.97 $70K - $113K
14.7K $1.14M
STX
Seagate Technology Holdings PLC

Technology
2.2K
New
$66.54 - $144.33 $146K - $317K
2.2K $317K
GD
General Dynamics Corp

Industrials
519
+ 6.13%
$247.68 - $291.66 $129K - $151K
8.98K $2.62M
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.81K
New
$50.44 - $64.81 $242K - $312K
4.81K $311K
FAST
Fastenal CO

Industrials
11.3K
+ 237.66%
$40.65 - $83.16 $460K - $941K
16.1K $675K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.99K
+ 68.63%
$102.02 - $103.5 $305K - $309K
7.34K $755K
KLAC
Kla Corp

Technology
58
+ 5.0%
$576.53 - $902.94 $33.4K - $52.4K
1.22K $1.09M
VV
Vanguard Large Cap ETF

ETFs
233
+ 2.79%
$228.25 - $285.3 $53.2K - $66.5K
8.59K $2.45M
ECL
Ecolab Inc.

Basic Materials
870
+ 21.01%
$225.65 - $270.95 $196K - $236K
5.01K $1.35M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
7.78K
New
$36.36 - $41.52 $283K - $323K
7.78K $299K
PSI
Invesco Exchange Traded Fd Tr

ETFs
4.95K
New
$39.29 - $60.31 $195K - $299K
4.95K $297K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
6.55K
+ 6.64%
$19.16 - $23.81 $125K - $156K
105K $2.5M
SONY
Sony Group Corp

Technology
11K
+ 95.08%
$21.24 - $26.88 $233K - $295K
22.5K $586K
HOOD
Robinhood Markets, Inc.

Technology
3.11K
New
$34.17 - $93.63 $106K - $291K
3.11K $291K
RELX
Relx PLC

Communication Services
5.34K
New
$45.31 - $55.66 $242K - $297K
5.34K $290K
BLK
Black Rock Inc.

Financial Services
67
+ 3.16%
$815.72 - $1049.25 $54.7K - $70.3K
2.19K $2.29M
MLPA
Global X Mlp ETF

ETFs
5.73K
New
$46.47 - $54.16 $266K - $310K
5.73K $287K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.52K
+ 6.3%
$50.36 - $50.68 $278K - $280K
93.2K $4.72M
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.91K
New
$32.56 - $57.11 $160K - $280K
4.91K $280K
PGR
Progressive Corp

Financial Services
1.25K
+ 36.8%
$255.27 - $288.74 $319K - $361K
4.65K $1.24M
SAP
Sap Se

Technology
769
+ 63.14%
$237.53 - $309.8 $183K - $238K
1.99K $604K
TT
Trane Technologies PLC

Industrials
348
+ 27.88%
$315.21 - $437.41 $110K - $152K
1.6K $698K
NEE
Nextera Energy Inc

Utilities
5.15K
+ 9.43%
$64.11 - $75.0 $330K - $386K
59.8K $4.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.58K
+ 23.28%
$65.84 - $80.81 $170K - $208K
13.6K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
255
+ 5.03%
$216.28 - $284.39 $55.2K - $72.5K
5.32K $1.51M
TASK
Task Us, Inc.

Technology
16.4K
New
$11.57 - $16.88 $189K - $276K
16.4K $274K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
85
+ 0.5%
$70.54 - $93.95 $6K - $7.99K
17.1K $1.6M
HCA
Hca Healthcare, Inc.

Healthcare
708
New
$317.61 - $387.52 $225K - $274K
708 $271K
SII
Sprott Inc.

Financial Services
47
+ 0.43%
$39.51 - $69.09 $1.86K - $3.25K
11.1K $763K
WPM
Wheaton Precious Metals Corp.

Basic Materials
543
+ 2.99%
$70.56 - $92.75 $38.3K - $50.4K
18.7K $1.68M
RIO
Rio Tinto PLC

Basic Materials
4.62K
New
$52.32 - $62.75 $242K - $290K
4.62K $269K
ASML
Asml Holding Nv

Technology
142
+ 12.79%
$595.37 - $815.24 $84.5K - $116K
1.25K $1M
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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