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
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.51K
+ 278.46%
$50.53 - $212.53 $228K - $959K
6.13K $339K
TRDA
Entrada Therapeutics, Inc.

Healthcare
10.7K
New
$6.72 - $9.23 $71.9K - $98.8K
10.7K $71K
LUMN
Lumen Technologies, Inc.

Communication Services
16.3K
New
$3.07 - $4.51 $50K - $73.4K
16.3K $71K
LOW
Lowes Companies Inc

Consumer Cyclical
823
+ 8.34%
$210.83 - $235.28 $174K - $194K
10.7K $2.37M
AMP
Ameriprise Financial Inc

Financial Services
66
+ 9.58%
$422.19 - $533.73 $27.9K - $35.2K
755 $402K
FTQI
First Trust ETF Vi First Trust

ETFs
1.3K
+ 2.14%
$16.83 - $19.58 $21.8K - $25.4K
61.9K $1.21M
TIP
Ishares Tr Tips Bd ETF

ETFs
700
+ 9.49%
$107.93 - $110.97 $75.6K - $77.7K
8.08K $888K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 13.66%
$41.05 - $48.17 $43.2K - $50.7K
8.75K $421K
DKNG
Draft Kings Inc.

Consumer Cyclical
248
+ 4.12%
$31.67 - $42.89 $7.85K - $10.6K
6.27K $268K
KGC
Kinross Gold Corp

Basic Materials
209
+ 0.98%
$11.79 - $15.85 $2.46K - $3.31K
21.5K $336K
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.55K
+ 23.72%
$26.61 - $29.9 $121K - $136K
23.7K $634K
CVS
Cvs Health Corp

Healthcare
753
+ 6.52%
$60.04 - $70.18 $45.2K - $52.8K
12.3K $848K
WEC
Wec Energy Group, Inc.

Utilities
1.08K
+ 11.15%
$102.24 - $109.76 $110K - $119K
10.8K $1.12M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.63K
+ 7.91%
$24.96 - $25.5 $65.7K - $67.1K
35.9K $915K
LAMR
Lamar Advertising CO

Real Estate
393
+ 16.96%
$102.35 - $121.67 $40.2K - $47.8K
2.71K $328K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
309
+ 5.6%
$62.73 - $78.42 $19.4K - $24.2K
5.83K $451K
RGLD
Royal Gold Inc

Basic Materials
13
+ 0.31%
$155.48 - $186.71 $2.02K - $2.43K
4.23K $752K
ORCC
Owl Rock Capital Corp

Financial Services
4.63K
+ 7.61%
N/A
65.5K $877K
ILCB
Ishares Morningstar U.S. Equit

ETFs
16
+ 0.23%
$68.63 - $85.78 $1.1K - $1.37K
7.04K $603K
USB
Us Bancorp \De\

Financial Services
645
+ 6.32%
$36.4 - $45.76 $23.5K - $29.5K
10.9K $491K
DEO
Diageo PLC

Consumer Defensive
746
+ 17.98%
$99.86 - $115.75 $74.5K - $86.3K
4.89K $493K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
302
+ 3.79%
$157.93 - $175.89 $47.7K - $53.1K
8.27K $1.44M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.37K
+ 9.76%
$22.68 - $23.28 $53.7K - $55.1K
26.6K $618K
ES
Eversource Energy

Utilities
795
+ 18.68%
$54.25 - $65.89 $43.1K - $52.4K
5.05K $321K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
819
+ 1.05%
$27.29 - $29.28 $22.4K - $24K
78.9K $2.31M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.19K
+ 4.74%
$11.71 - $19.37 $14K - $23.1K
26.4K $424K
VKTX
Viking Therapeutics, Inc.

Healthcare
777
+ 5.27%
$19.98 - $29.49 $15.5K - $22.9K
15.5K $411K
CMCSA
Comcast Corp

Communication Services
2.91K
+ 7.19%
$32.84 - $36.72 $95.6K - $107K
43.4K $1.55M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
10.1K
New
$4.41 - $5.47 $44.5K - $55.2K
10.1K $55K
YUM
Yum Brands Inc

Consumer Cyclical
547
+ 18.09%
$138.36 - $161.45 $75.7K - $88.3K
3.57K $529K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
440
+ 1.68%
$23.45 - $26.56 $10.3K - $11.7K
26.6K $707K
DOV
Dover Corp

Industrials
166
+ 5.77%
$151.14 - $186.7 $25.1K - $31K
3.04K $557K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.16K
+ 10.12%
$49.12 - $50.93 $57.1K - $59.2K
12.6K $629K
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.04K
+ 10.18%
$27.11 - $31.91 $28.2K - $33.3K
11.3K $359K
ARMK
Aramark

Industrials
3
+ 0.05%
$30.39 - $42.1 $91.2 - $126
6.67K $279K
EEM
Ishares Msci Emerging Markets

ETFs
13
+ 0.12%
$38.52 - $48.28 $501 - $628
10.7K $518K
ILF
Ishares Latin America 40 ETF

ETFs
892
+ 9.99%
$21.35 - $26.21 $19K - $23.4K
9.82K $257K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.14K
+ 3.0%
$19.49 - $19.66 $41.7K - $42.1K
73.5K $1.44M
ED
Consolidated Edison Inc

Utilities
884
+ 21.03%
$98.05 - $113.3 $86.7K - $100K
5.09K $510K
SPGI
S&P Global Inc.

Financial Services
16
+ 0.81%
$438.31 - $527.29 $7.01K - $8.44K
2K $1.05M
GPC
Genuine Parts CO

Consumer Cyclical
291
+ 6.85%
$105.54 - $129.09 $30.7K - $37.6K
4.54K $550K
NXPI
Nxp Semiconductors N.V.

Technology
52
+ 4.56%
$153.5 - $218.72 $7.98K - $11.4K
1.19K $260K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.08K
+ 2.9%
$19.44 - $19.56 $40.5K - $40.7K
73.8K $1.44M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
978
+ 6.85%
$68.13 - $74.77 $66.6K - $73.1K
15.3K $1.11M
NOC
Northrop Grumman Corp

Industrials
149
+ 5.74%
$456.3 - $540.39 $68K - $80.5K
2.75K $1.37M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
571
+ 1.81%
N/A
32.1K $2.4M
STT
State Street Corp

Financial Services
14
+ 0.57%
$75.33 - $106.34 $1.05K - $1.49K
2.48K $263K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
340
+ 0.42%
$16.43 - $18.82 $5.59K - $6.4K
82.3K $1.55M
MET
Metlife Inc

Financial Services
493
+ 6.64%
$68.42 - $82.49 $33.7K - $40.7K
7.92K $636K
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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