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
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 3.1%
$1739.0 - $2260.0 $17.4K - $22.6K
333 $649K
CLOI
Vaneck ETF Tr

ETFs
1.83K
+ 7.7%
$52.68 - $53.16 $96.5K - $97.3K
25.6K $1.35M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
10.7K
New
$7.89 - $12.48 $84.2K - $133K
10.7K $95K
HSY
Hershey CO

Consumer Defensive
490
+ 9.36%
$144.74 - $186.36 $70.9K - $91.3K
5.73K $979K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.31K
+ 6.42%
$19.43 - $19.62 $83.6K - $84.5K
71.3K $1.4M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.44K
+ 11.14%
$38.54 - $41.5 $55.6K - $59.9K
14.4K $584K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.4K
+ 6.53%
$19.42 - $19.54 $85.4K - $85.9K
71.7K $1.4M
SLQT
Select Quote, Inc.

Financial Services
35K
+ 45.39%
$3.34 - $6.05 $117K - $212K
112K $374K
NEE
Nextera Energy Inc

Utilities
1.83K
+ 3.47%
$66.96 - $76.16 $123K - $140K
54.6K $3.87M
FNV
Franco Nevada Corp

Basic Materials
2
+ 0.09%
$120.72 - $157.56 $241 - $315
2.17K $342K
IHDG
Wisdomtree Tr

ETFs
1.97K
+ 19.94%
$43.4 - $47.51 $85.5K - $93.6K
11.9K $514K
CASY
Caseys General Stores Inc

Consumer Cyclical
80
+ 6.0%
$378.71 - $442.54 $30.3K - $35.4K
1.41K $613K
CAH
Cardinal Health Inc

Healthcare
110
+ 3.1%
$118.02 - $137.77 $13K - $15.2K
3.66K $503K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
46
+ 2.04%
$208.48 - $244.03 $9.59K - $11.2K
2.31K $562K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
677
+ 13.99%
$63.07 - $73.5 $42.7K - $49.8K
5.52K $387K
COF
Capital One Financial Corp

Financial Services
427
+ 22.87%
$163.87 - $209.82 $70K - $89.6K
2.29K $411K
VLO
Valero Energy Corp

Energy
108
+ 1.66%
$121.76 - $142.99 $13.2K - $15.4K
6.61K $872K
NVS
Novartis Ag

Healthcare
355
+ 14.77%
$97.14 - $115.57 $34.5K - $41K
2.76K $307K
KGC
Kinross Gold Corp

Basic Materials
148
+ 0.7%
$9.69 - $12.61 $1.43K - $1.87K
21.3K $268K
ORCC
Owl Rock Capital Corp

Financial Services
5.33K
+ 9.59%
N/A
60.9K $815K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
4.06K
+ 18.91%
$16.18 - $17.82 $65.7K - $72.3K
25.5K $427K
EOG
Eog Resources Inc

Energy
356
+ 8.39%
$120.54 - $138.05 $42.9K - $49.1K
4.6K $590K
GPC
Genuine Parts CO

Consumer Cyclical
502
+ 13.4%
$115.91 - $129.02 $58.2K - $64.8K
4.25K $506K
CCI
Crown Castle International Corp

Real Estate
292
+ 10.07%
$84.33 - $106.39 $24.6K - $31.1K
3.19K $332K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 23.79%
$44.92 - $48.18 $66.5K - $71.3K
7.7K $352K
SUN
Sunoco LP

Energy
15
+ 0.15%
$51.29 - $59.25 $769 - $889
10.1K $585K
ALL
Allstate Corp

Financial Services
54
+ 1.43%
$180.99 - $210.18 $9.77K - $11.3K
3.82K $791K
GM
General Motors CO

Consumer Cyclical
2.5K
+ 28.36%
$45.22 - $54.92 $113K - $137K
11.3K $532K
SHW
Sherwin Williams CO

Basic Materials
27
+ 0.48%
$330.16 - $365.55 $8.91K - $9.87K
5.68K $1.98M
NGG
National Grid PLC

Utilities
267
+ 3.79%
$56.13 - $65.61 $15K - $17.5K
7.32K $480K
IYJ
Ishares Tr

ETFs
848
+ 5.74%
$127.48 - $142.0 $108K - $120K
15.6K $2.03M
ARCC
Ares Capital Corp

Financial Services
964
+ 0.66%
$21.28 - $23.81 $20.5K - $23K
148K $3.28M
BSX
Boston Scientific Corp

Healthcare
162
+ 4.38%
$89.38 - $106.18 $14.5K - $17.2K
3.86K $389K
MU
Micron Technology Inc

Technology
98
+ 0.54%
$86.89 - $109.38 $8.52K - $10.7K
18.3K $1.59M
MPC
Marathon Petroleum Corp

Energy
10
+ 0.11%
$134.72 - $159.03 $1.35K - $1.59K
9.1K $1.33M
ARKG
Ark Genomic Revolution ETF (De

ETFs
5.99K
+ 24.42%
$20.76 - $29.81 $124K - $178K
30.5K $633K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
556
+ 8.89%
$61.2 - $68.24 $34K - $37.9K
6.81K $449K
UNM
Unum Group

Financial Services
59
+ 0.99%
$71.8 - $83.34 $4.24K - $4.92K
6K $488K
AEE
Ameren Corp

Utilities
153
+ 4.35%
$86.87 - $103.67 $13.3K - $15.9K
3.67K $368K
VDE
Vanguard Energy ETF

ETFs
108
+ 2.22%
$119.14 - $132.76 $12.9K - $14.3K
4.97K $644K
IFRA
Ishares Tr

ETFs
1.66K
+ 9.22%
$44.8 - $49.25 $74.2K - $81.6K
19.6K $884K
PLTM
Granite Shares Platinum Trust

ETFs
1.1K
+ 2.43%
$8.9 - $9.71 $9.79K - $10.7K
46.4K $449K
PFG
Principal Financial Group Inc

Financial Services
197
+ 3.9%
$76.34 - $89.04 $15K - $17.5K
5.25K $442K
DNL
Wiswisdomtree Tr

ETFs
1.88K
+ 3.3%
$35.56 - $38.21 $67K - $72K
58.9K $2.1M
EQNR
Equinor Asa

Energy
251
+ 1.63%
$22.37 - $26.45 $5.61K - $6.64K
15.6K $413K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.81K
+ 23.74%
$13.05 - $13.97 $36.7K - $39.2K
14.6K $199K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.45%
$3193.96 - $3828.11 $3.19K - $3.83K
70 $266K
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 4.07%
$283.24 - $338.07 $31.2K - $37.2K
2.81K $829K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
625
+ 13.78%
$120.24 - $134.3 $75.2K - $83.9K
5.16K $629K
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email