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
BIIB
Biogen Inc.

Healthcare
1.48K
New
$133.43 - $153.27 $197K - $227K
1.48K $202K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.68K
New
$42.05 - $43.43 $197K - $203K
4.68K $202K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.16K
New
$47.59 - $48.35 $198K - $201K
4.16K $201K
CHE
Chemed Corp

Healthcare
327
New
$521.84 - $615.32 $171K - $201K
327 $201K
ICLN
Ishares

ETFs
16.8K
+ 70.5%
$10.94 - $11.86 $184K - $199K
40.6K $463K
IYY
Ishares Tr

ETFs
1.76K
+ 23.35%
$134.05 - $149.75 $236K - $264K
9.32K $1.27M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.19K
+ 9.8%
$62.72 - $71.92 $200K - $229K
35.7K $2.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.31K
+ 26.0%
$51.45 - $58.51 $273K - $311K
25.7K $1.33M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.89K
+ 26.11%
$25.44 - $25.58 $175K - $176K
33.3K $850K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
832
+ 6.88%
$60.74 - $73.87 $50.5K - $61.5K
12.9K $955K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3.15K
+ 3.3%
$20.96 - $23.51 $66K - $74.1K
98.6K $2.21M
VO
Vanguard Mid Cap ETF

ETFs
937
+ 7.33%
$251.87 - $277.95 $236K - $260K
13.7K $3.55M
LPLA
Lpl Financial Holdings Inc.

Financial Services
517
+ 16.89%
$308.87 - $383.33 $160K - $198K
3.58K $1.17M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.72K
+ 39.54%
$25.81 - $28.52 $148K - $163K
20.2K $556K
BK
Bank Of New York Mellon Corp

Financial Services
858
+ 6.47%
$75.42 - $88.95 $64.7K - $76.3K
14.1K $1.18M
PAYX
Paychex Inc

Industrials
281
+ 3.4%
$136.06 - $154.52 $38.2K - $43.4K
8.54K $1.32M
WELL
Welltower Inc.

Real Estate
131
+ 2.57%
$124.05 - $156.86 $16.3K - $20.5K
5.22K $799K
IYK
Ishares U.S. Consumer Staples

ETFs
784
+ 4.64%
$63.29 - $71.8 $49.6K - $56.3K
17.7K $1.27M
CGDV
Capital Group Divid Value ETF

ETFs
3.63K
+ 5.05%
$34.95 - $37.36 $127K - $136K
75.5K $2.69M
WEC
Wec Energy Group, Inc.

Utilities
85
+ 0.89%
$92.12 - $108.98 $7.83K - $9.26K
9.69K $1.06M
MCK
Mckesson Corp

Healthcare
73
+ 7.38%
$566.21 - $672.99 $41.3K - $49.1K
1.06K $714K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.35K
+ 32.01%
$24.66 - $26.1 $157K - $166K
26.2K $653K
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.6K
+ 8.69%
$28.92 - $29.24 $133K - $134K
57.5K $1.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.88K
+ 20.75%
$56.51 - $62.98 $106K - $118K
10.9K $662K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
46.6K
+ 2.92%
$29.34 - $31.31 $1.37M - $1.46M
1.64M $48.7M
DIS
Walt Disney CO

Communication Services
6.29K
+ 16.6%
$96.87 - $114.0 $609K - $717K
44.2K $4.36M
VV
Vanguard Large Cap ETF

ETFs
911
+ 12.23%
$253.32 - $282.66 $231K - $258K
8.36K $2.15M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 14.05%
$217.89 - $252.64 $333K - $386K
12.4K $2.75M
RBLX
Roblox Corp

Communication Services
2.26K
+ 20.6%
$53.77 - $75.47 $122K - $171K
13.2K $771K
NOC
Northrop Grumman Corp

Industrials
35
+ 1.37%
$433.45 - $513.82 $15.2K - $18K
2.6K $1.33M
ENB
Enbridge Inc

Energy
2.23K
+ 14.29%
$41.54 - $45.45 $92.8K - $102K
17.9K $791K
AVIG
American Centy ETF Tr Avantis

ETFs
2.05K
+ 3.98%
$40.06 - $41.55 $82K - $85.1K
53.4K $2.21M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
54.7K
+ 400.89%
$2.52 - $4.08 $138K - $223K
68.4K $178K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
16.2K
New
$7.75 - $7.98 $126K - $129K
16.2K $126K
AZN
Astrazeneca PLC

Healthcare
264
+ 1.99%
$65.37 - $77.96 $17.3K - $20.6K
13.5K $993K
SPOT
Spotify Technology S.A.

Communication Services
134
+ 28.76%
$457.79 - $648.32 $61.3K - $86.9K
600 $330K
USA
Liberty All Star Equity Fund

Financial Services
20.8K
+ 55.73%
$6.41 - $7.32 $133K - $152K
58.2K $381K
ISRG
Intuitive Surgical Inc

Healthcare
355
+ 17.17%
$476.63 - $610.45 $169K - $217K
2.42K $1.2M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.07K
+ 3.62%
$31.25 - $34.24 $33.6K - $36.8K
30.8K $1.05M
TJX
Tjx Companies Inc

Consumer Cyclical
881
+ 9.03%
$112.81 - $126.16 $99.4K - $111K
10.6K $1.29M
PIE
Invesco Exchange Traded Fd Tr

ETFs
7.07K
+ 55.2%
$18.18 - $19.42 $128K - $137K
19.9K $361K
BHP
Bhp Group LTD

Basic Materials
2.39K
+ 21.81%
$48.18 - $52.11 $115K - $125K
13.4K $648K
ANET
Arista Networks, Inc.

Technology
13.9K
+ 47.64%
$77.48 - $129.82 $1.08M - $1.81M
43.2K $3.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
572
+ 2.03%
$126.11 - $135.06 $72.1K - $77.3K
28.8K $3.71M
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 7.05%
$66.78 - $81.42 $76.5K - $93.3K
17.4K $1.25M
PR
Permian Resources Corporation

Energy
8K
+ 66.67%
$12.33 - $16.0 $98.6K - $128K
20K $277K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.45K
+ 22.79%
$32.57 - $35.82 $112K - $124K
18.6K $616K
QBTS
D Wave Quantum Inc.

Technology
13.4K
New
$3.83 - $11.18 $51.2K - $150K
13.4K $101K
ITA
Ishares Tr

ETFs
356
+ 6.07%
$144.84 - $159.5 $51.6K - $56.8K
6.22K $952K
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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