Iht Wealth Management, LLC Incresed Positions in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
467K
+ 2099.23%
$54.35 - $59.32 $25.4M - $27.7M
489K $29M
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 0.19%
$293.94 - $444.72 $107K - $162K
195K $86.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
455K
+ 428.73%
$28.77 - $29.79 $13.1M - $13.6M
561K $16.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
122K
+ 19.15%
$72.65 - $78.68 $8.86M - $9.59M
759K $59.4M
GLDM
World Gold Trust

ETFs
129K
+ 452.85%
$64.73 - $76.45 $8.37M - $9.88M
158K $12.1M
AVEM
American Centy ETF Tr Avantis

ETFs
99.8K
+ 35.0%
$68.33 - $75.41 $6.82M - $7.52M
385K $28.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
47.3K
+ 205.2%
$139.82 - $155.45 $6.62M - $7.36M
70.4K $10.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52.7K
+ 3.94%
$52.12 - $55.33 $2.75M - $2.92M
1.39M $77M
EFA
Ishares Tr Msci Eafe ETF

ETFs
62.9K
+ 47.72%
$87.29 - $93.61 $5.49M - $5.89M
195K $18.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 7.65%
$225.11 - $247.9 $2.58M - $2.84M
161K $39.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 1.07%
$620.67 - $670.08 $672K - $726K
102K $68.3M
GLD
Spdr Gold Trust

ETFs
7.61K
+ 15.77%
$300.96 - $355.47 $2.29M - $2.7M
55.9K $19.9M
SLV
I Shares Silver Trust

ETFs
30.6K
+ 12.54%
$32.73 - $42.5 $1M - $1.3M
275K $11.6M
WWD
Woodward, Inc.

Industrials
13.9K
+ 651.55%
$237.33 - $266.1 $3.29M - $3.69M
16K $4.05M
XLK
Technology Sector Spdr

ETFs
758
+ 0.67%
$250.97 - $282.66 $190K - $214K
114K $32.2M
EFV
Msci Eafe Value ETF

ETFs
22.1K
+ 5.12%
$62.79 - $68.42 $1.38M - $1.51M
453K $30.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
30.5K
+ 134.63%
$89.29 - $100.17 $2.73M - $3.06M
53.2K $5.32M
TLT
Ishares Barclays 20+ Year Trea

ETFs
30K
+ 6.36%
$85.01 - $90.35 $2.55M - $2.71M
502K $44.9M
ABBV
Abb Vie Inc.

Healthcare
719
+ 1.2%
$184.85 - $231.54 $133K - $166K
60.8K $14.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
9.4K
+ 176.56%
$282.75 - $294.19 $2.66M - $2.77M
14.7K $4.33M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.64K
+ 0.37%
$31.79 - $33.42 $179K - $189K
1.53M $51.3M
RDVY
First Trust Rising Dividend Ac

ETFs
20.2K
+ 8.55%
$62.38 - $67.29 $1.26M - $1.36M
257K $17.3M
JNJ
Johnson & Johnson

Healthcare
4.26K
+ 8.97%
$155.17 - $185.42 $662K - $791K
51.8K $9.61M
CGGR
Capital Group Growth ETF Shs C

ETFs
50.1K
+ 270.37%
$40.2 - $44.58 $2.02M - $2.23M
68.7K $3.02M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33.4K
+ 10.29%
$30.13 - $33.37 $1M - $1.11M
358K $11.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
55.7K
+ 7.93%
$21.69 - $23.34 $1.21M - $1.3M
758K $17.7M
XLF
Financial Sector Spdr

ETFs
27.8K
+ 7.49%
$51.37 - $54.25 $1.43M - $1.51M
399K $21.5M
SIL
Global X Silver Miners ETF

ETFs
18.6K
+ 72.91%
$47.34 - $71.63 $882K - $1.33M
44.2K $3.17M
VGLT
Vanguard Long Term Treasury Et

ETFs
33.4K
+ 205.03%
$54.21 - $57.41 $1.81M - $1.91M
49.6K $2.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.6K
+ 9.33%
$24.46 - $26.5 $992K - $1.07M
475K $12.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.1K
+ 7.14%
$62.09 - $66.51 $1.06M - $1.14M
257K $16.8M
IAU
Ishares Gold Trust

ETFs
16.3K
+ 24.06%
$61.62 - $72.77 $1M - $1.19M
84K $6.11M
VUG
Vanguard Growth ETF

ETFs
1.26K
+ 4.03%
$433.97 - $484.08 $546K - $609K
32.4K $15.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
903
+ 2.82%
$420.11 - $472.68 $379K - $427K
32.9K $15.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
8.97K
+ 35.98%
$105.16 - $140.03 $943K - $1.26M
33.9K $4.6M
BLOK
Amplify ETF Tr Trnsformational

ETFs
24.9K
+ 506.66%
$56.05 - $67.13 $1.39M - $1.67M
29.8K $2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.97K
+ 3.43%
$148.97 - $165.88 $443K - $493K
89.6K $14.7M
ASTS
Ast Space Mobile, Inc.

Communication Services
17.7K
+ 5.03%
$36.91 - $60.06 $653K - $1.06M
369K $18.1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
12.7K
+ 181.73%
$100.4 - $119.58 $1.27M - $1.51M
19.6K $2.17M
VTV
Vanguard Value ETF

ETFs
4.11K
+ 5.75%
$175.51 - $186.57 $720K - $766K
75.4K $14.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
892
+ 3.62%
$275.84 - $326.36 $246K - $291K
25.5K $8.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.71K
+ 3.52%
$108.46 - $120.63 $402K - $447K
109K $12.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.27K
+ 38.83%
$137.51 - $145.26 $1.27M - $1.35M
33.1K $4.72M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
25.7K
+ 81.26%
$49.55 - $52.25 $1.27M - $1.34M
57.2K $2.99M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.63K
+ 3.83%
$42.26 - $47.16 $407K - $454K
261K $12.1M
MRK
Merck & Co., Inc.

Healthcare
14.1K
+ 38.77%
$77.6 - $87.37 $1.09M - $1.23M
50.4K $4.23M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 9.67%
$70.77 - $73.59 $1.02M - $1.06M
163K $11.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
281
+ 1.15%
$567.77 - $614.76 $160K - $173K
24.7K $15.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.71K
+ 11.3%
$205.52 - $234.96 $558K - $638K
26.7K $6.28M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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