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
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
8.54K
+ 8.74%
$28.18 - $29.22 $241K - $249K
106K $3.1M
HAL
Halliburton CO

Energy
13K
New
$19.26 - $25.7 $250K - $333K
13K $264K
MYY
Proshares Short S&P Midcap400

ETFs
13.7K
New
$18.75 - $23.04 $257K - $316K
13.7K $256K
SIL
Global X Silver Miners ETF

ETFs
835
+ 3.38%
$33.97 - $49.02 $28.4K - $40.9K
25.6K $1.23M
WFC
Wells Fargo & Company

Financial Services
1.37K
+ 7.84%
$60.98 - $80.12 $83.2K - $109K
18.8K $1.5M
IJUL
Innovator Etfs Tr

ETFs
7.92K
New
$27.51 - $31.94 $218K - $253K
7.92K $253K
TOST
Toast, Inc.

Technology
1.42K
+ 8.26%
$30.03 - $45.23 $42.6K - $64.1K
18.6K $822K
CROX
Crocs, Inc.

Consumer Cyclical
2.49K
New
$88.67 - $120.26 $221K - $299K
2.49K $252K
MARA
Marathon Digital Holdings, Inc.

Financial Services
11K
New
N/A
11K $249K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.61K
New
$55.73 - $68.72 $201K - $248K
3.61K $248K
JSML
Janus Detroit Str Tr Henderson

ETFs
3.67K
New
$54.0 - $67.45 $198K - $247K
3.67K $247K
VONE
Vanguard Russell 1000 ETF

ETFs
877
New
$225.48 - $280.86 $198K - $246K
877 $246K
PWR
Quanta Services, Inc.

Industrials
22
+ 1.15%
$239.47 - $381.26 $5.27K - $8.39K
1.93K $728K
ASB
Associated Banc Corp

Financial Services
9.99K
New
$18.91 - $24.56 $189K - $245K
9.99K $243K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.59K
New
$118.81 - $151.28 $189K - $241K
1.59K $240K
SNY
Sanofi

Healthcare
4.95K
New
$47.62 - $55.44 $236K - $274K
4.95K $239K
UAL
United Airlines Holdings, Inc.

Industrials
2.99K
New
$56.15 - $84.23 $168K - $252K
2.99K $238K
ACN
Accenture PLC

Technology
1.17K
+ 13.68%
$279.23 - $323.21 $328K - $379K
9.75K $2.91M
MCHP
Microchip Technology Inc

Technology
3.36K
New
$35.34 - $71.6 $119K - $240K
3.36K $236K
LQD
Ishares Iboxx $ Investment Gra

ETFs
590
+ 0.32%
$105.23 - $109.61 $62.1K - $64.7K
187K $20.5M
SNX
Td Synnex Corp

Technology
1.72K
New
$95.81 - $137.79 $165K - $237K
1.72K $233K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.89K
+ 16.85%
$59.8 - $60.07 $233K - $234K
27K $1.61M
IGIC
International General Insurance Holdings Ltd.

Financial Services
9.7K
New
$21.29 - $26.48 $207K - $257K
9.7K $232K
SE
Sea LTD

Consumer Cyclical
1.45K
New
$105.57 - $170.4 $153K - $247K
1.45K $232K
RH
Rh

Consumer Cyclical
1.23K
New
$145.66 - $249.35 $178K - $305K
1.23K $231K
EPI
Wisdomtree Tr India Earnings F

ETFs
2.48K
+ 8.33%
$41.3 - $47.52 $102K - $118K
32.3K $1.53M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.75K
New
$38.9 - $83.0 $107K - $228K
2.75K $228K
EXAS
Exact Sciences Corp

Healthcare
4.29K
New
$40.31 - $58.08 $173K - $249K
4.29K $228K
FPX
First Trust Us Equity Opportun

ETFs
2
+ 0.03%
$99.2 - $144.91 $198 - $290
6.83K $990K
QCOM
Qualcomm Inc

Technology
615
+ 2.7%
$124.66 - $159.48 $76.7K - $98.1K
23.4K $3.73M
CGGO
Capital Group Global Growth Eq

ETFs
7.1K
New
$25.31 - $32.17 $180K - $228K
7.1K $226K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.1K
+ 55.2%
$50.06 - $80.8 $105K - $170K
5.9K $476K
PH
Parker Hannifin Corp

Industrials
81
+ 4.41%
$517.23 - $700.54 $41.9K - $56.7K
1.92K $1.34M
MGV
Vanguard Mega Cap Value

ETFs
1.71K
New
$114.87 - $131.25 $196K - $224K
1.71K $223K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.31K
+ 99.13%
$56.84 - $65.5 $188K - $216K
6.64K $434K
ZS
Zscaler, Inc.

Technology
711
New
$174.67 - $315.32 $124K - $224K
711 $223K
VRT
Vertiv Holdings CO

Industrials
2.58K
New
N/A
2.58K $223K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
4.97K
+ 42.25%
$36.07 - $44.58 $179K - $221K
16.7K $739K
CBRE
Cbre Group, Inc.

Real Estate
1.56K
New
$113.94 - $140.12 $178K - $219K
1.56K $219K
SHOP
Shopify Inc.

Technology
202
+ 2.06%
$76.89 - $115.35 $15.5K - $23.3K
10K $1.16M
MA
Mastercard Inc

Financial Services
127
+ 1.2%
$479.92 - $590.74 $60.9K - $75K
10.7K $6M
TTWO
Take Two Interactive Software Inc

Communication Services
888
New
$194.58 - $243.05 $173K - $216K
888 $215K
EPAM
Epam Systems, Inc.

Technology
1.16K
New
N/A
1.16K $214K
NSC
Norfolk Southern Corp

Industrials
293
+ 4.05%
$206.34 - $257.46 $60.5K - $75.4K
7.53K $1.93M
TEL
Te Connectivity Ltd.

Technology
1.27K
New
$122.0 - $169.05 $154K - $214K
1.27K $213K
SMCI
Super Micro Computer, Inc.

Technology
1.34K
+ 13.46%
$29.51 - $49.27 $39.6K - $66.2K
11.3K $554K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
2.14K
New
$97.38 - $108.84 $208K - $233K
2.14K $212K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
3.76K
New
$42.19 - $56.47 $158K - $212K
3.76K $212K
MLM
Martin Marietta Materials Inc

Basic Materials
386
New
$452.51 - $568.19 $175K - $219K
386 $211K
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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