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
COCO
Vita Coco Company, Inc.

Consumer Defensive
5.86K
New
$27.0 - $37.18 $158K - $218K
5.86K $211K
KO
Coca Cola CO

Consumer Defensive
3.81K
+ 5.62%
$68.37 - $73.9 $261K - $282K
71.7K $5.07M
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
9.98K
New
$18.67 - $21.59 $186K - $215K
9.98K $210K
PLTM
Granite Shares Platinum Trust

ETFs
4.3K
+ 9.26%
$8.87 - $13.65 $38.1K - $58.7K
50.7K $659K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.76K
New
$38.7 - $44.05 $184K - $210K
4.76K $209K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
101
+ 1.34%
$101.69 - $139.02 $10.3K - $14K
7.63K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
57
+ 0.25%
$162.76 - $195.77 $9.28K - $11.2K
22.5K $4.39M
ZM
Zoom Video Communications, Inc.

Technology
2.66K
New
$66.7 - $84.62 $178K - $225K
2.66K $207K
CMI
Cummins Inc

Industrials
470
+ 12.68%
$267.12 - $336.65 $126K - $158K
4.18K $1.37M
TRU
Trans Union

Industrials
2.34K
New
$69.26 - $91.89 $162K - $215K
2.34K $205K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.84K
New
$37.18 - $42.55 $180K - $206K
4.84K $205K
PDI
Pimco Dynamic Income Fund

Financial Services
10.8K
New
$17.02 - $19.87 $183K - $214K
10.8K $204K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8.7K
New
$21.21 - $23.5 $185K - $204K
8.7K $204K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.62K
New
$101.91 - $134.83 $165K - $219K
1.62K $203K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.82K
New
$22.81 - $22.97 $201K - $203K
8.82K $202K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 1.42%
$96.84 - $99.46 $163K - $167K
120K $11.9M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
3.22K
New
$44.23 - $62.66 $142K - $202K
3.22K $201K
VEEV
Veeva Systems Inc

Healthcare
698
New
$209.39 - $289.94 $146K - $202K
698 $201K
GLDM
World Gold Trust

ETFs
1.5K
+ 5.54%
$58.96 - $67.97 $88.3K - $102K
28.5K $1.87M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.12K
+ 8.52%
$51.1 - $53.29 $160K - $166K
39.8K $2.12M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.61K
+ 8.7%
$46.22 - $57.51 $74.2K - $92.4K
20.1K $1.15M
AGNC
Agnc Investment Corp.

Real Estate
20.7K
New
$8.12 - $9.49 $168K - $197K
20.7K $190K
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 4.64%
$32.25 - $40.02 $49.5K - $61.4K
34.6K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
459
+ 1.6%
$114.78 - $133.31 $52.7K - $61.2K
29.2K $3.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
652
+ 3.28%
$55.54 - $69.09 $36.2K - $45K
20.5K $1.42M
MS
Morgan Stanley

Financial Services
128
+ 1.9%
$99.83 - $140.86 $12.8K - $18K
6.87K $968K
GLW
Corning Inc

Technology
1.84K
+ 15.64%
$39.07 - $52.59 $71.9K - $96.8K
13.6K $715K
SHEL
Shell PLC

Energy
2.86K
+ 31.59%
$59.75 - $73.05 $171K - $209K
11.9K $837K
FIX
Comfort Systems Usa Inc

Industrials
13
+ 1.66%
$296.51 - $536.21 $3.85K - $6.97K
795 $426K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.15%
$4164.15 - $5789.24 $16.7K - $23.2K
131 $758K
DGX
Quest Diagnostics Inc

Healthcare
1.24K
New
N/A
1.24K $170K
SAN
Banco Santander, S.A.

Financial Services
20.5K
New
$5.72 - $8.32 $117K - $170K
20.5K $169K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
11.1K
New
$12.23 - $15.46 $136K - $172K
11.1K $168K
NVS
Novartis Ag

Healthcare
1.17K
+ 42.53%
$101.96 - $121.01 $120K - $142K
3.93K $475K
MAIN
Main Street Capital Corp

Financial Services
360
+ 0.64%
$49.15 - $59.32 $17.7K - $21.4K
56.7K $3.35M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.21K
New
N/A
5.21K $164K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.93K
+ 22.15%
$24.54 - $30.41 $96.5K - $120K
21.7K $659K
MO
Altria Group, Inc.

Consumer Defensive
4.3K
+ 6.62%
$55.56 - $60.91 $239K - $262K
69.2K $4.06M
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.25K
+ 14.66%
$28.28 - $35.22 $148K - $185K
41K $1.41M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.41K
+ 2.34%
$22.66 - $23.41 $123K - $127K
236K $5.51M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
15.4K
New
$10.3 - $12.99 $159K - $200K
15.4K $158K
IXUS
Ishares Tr

ETFs
461
+ 2.84%
$62.37 - $77.63 $28.8K - $35.8K
16.7K $1.29M
MGC
Vanguard Mega Cap ETF

ETFs
100
+ 1.77%
$179.23 - $224.92 $17.9K - $22.5K
5.74K $1.29M
HWM
Howmet Aerospace Inc.

Industrials
344
+ 21.59%
$112.33 - $186.13 $38.6K - $64K
1.94K $360K
CARR
Carrier Global Corp

Industrials
695
+ 6.71%
$55.55 - $75.83 $38.6K - $52.7K
11.1K $809K
TTE
Total Energies Se

Energy
2.19K
+ 48.84%
N/A
6.68K $458K
HUM
Humana Inc

Healthcare
643
+ 83.18%
$224.93 - $295.04 $145K - $190K
1.42K $346K
AES
Aes Corp

Utilities
13.6K
New
$9.63 - $12.55 $131K - $170K
13.6K $142K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
78
+ 1.74%
$160.22 - $209.35 $12.5K - $16.3K
4.57K $956K
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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