Iht Wealth Management, LLC Incresed Positions in Q1 2025

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
160K
+ 524.11%
$222.15 - $428.22 $35.5M - $68.4M
190K $49.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
923K
+ 344.05%
$30.71 - $30.87 $28.3M - $28.5M
1.19M $36.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
481K
+ 411.36%
$50.48 - $51.04 $24.3M - $24.5M
598K $30.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
330K
+ 19.74%
$50.29 - $50.5 $16.6M - $16.7M
2M $101M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
320K
+ 36.83%
$49.78 - $53.19 $15.9M - $17M
1.19M $60.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
116K
+ 183.34%
$97.25 - $104.79 $11.3M - $12.2M
180K $18.7M
LLY
Eli Lilly & CO

Healthcare
12.2K
+ 67.61%
$725.72 - $929.72 $8.86M - $11.4M
30.3K $25M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
98K
+ 122.37%
$91.45 - $91.75 $8.97M - $9M
178K $16.3M
OEF
Ishares S&P 100 ETF

ETFs
32.6K
+ 3385.88%
N/A
33.6K $8.93M
EMLP
First Tr Exchange Traded Iv

ETFs
186K
+ 3089.67%
$35.79 - $38.28 $6.65M - $7.11M
192K $7.19M
VTI
Vanguard Total Stock Market Et

ETFs
24.7K
+ 41.15%
$271.18 - $303.12 $6.71M - $7.5M
84.9K $23.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
100K
+ 153.78%
$41.61 - $44.72 $4.17M - $4.48M
165K $7.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2K
+ 5.3%
$442.66 - $534.52 $885K - $1.07M
39.7K $21.1M
CGCP
Capital Group Core Plus Income

ETFs
168K
+ 599.43%
$21.94 - $22.64 $3.68M - $3.8M
196K $4.39M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
101K
+ 355.32%
$34.08 - $35.99 $3.45M - $3.64M
130K $4.45M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
96.1K
+ 702.12%
$34.28 - $36.12 $3.29M - $3.47M
110K $3.79M
EFV
Msci Eafe Value ETF

ETFs
22.5K
+ 7.64%
$51.88 - $60.73 $1.16M - $1.36M
316K $18.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
23.7K
+ 14.54%
$105.1 - $109.61 $2.49M - $2.6M
187K $20.3M
AVEM
American Centy ETF Tr Avantis

ETFs
39.9K
+ 17.36%
$57.11 - $62.4 $2.28M - $2.49M
270K $16.2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
73.5K
+ 37.66%
$39.02 - $42.89 $2.87M - $3.15M
269K $10.6M
MSTR
Microstrategy Inc

Technology
8.15K
+ 34.71%
$239.27 - $396.5 $1.95M - $3.23M
31.6K $9.12M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
174K
+ 39.6%
$16.57 - $18.85 $2.88M - $3.27M
612K $10.2M
OMFL
Invesco Exchange Traded Self I

ETFs
47.6K
+ 10.1%
$52.19 - $57.45 $2.48M - $2.73M
519K $27.7M
XLF
Financial Sector Spdr

ETFs
32.7K
+ 11.73%
$47.32 - $52.19 $1.55M - $1.71M
312K $15.5M
JPM
Jpmorgan Chase & CO

Financial Services
6.77K
+ 11.87%
$225.19 - $279.95 $1.52M - $1.89M
63.8K $15.6M
VHT
Vanguard Health Care ETF

ETFs
6.6K
+ 58.11%
$254.06 - $273.83 $1.68M - $1.81M
18K $4.75M
GTO
Invesco Actively Managed ETF T

ETFs
38.8K
+ 52.68%
$45.9 - $47.37 $1.78M - $1.84M
112K $5.28M
XLI
Industrial Sector Spdr

ETFs
14K
+ 12.55%
$128.78 - $141.67 $1.8M - $1.98M
125K $16.4M
PM
Philip Morris International Inc.

Consumer Defensive
410
+ 0.99%
$117.15 - $158.79 $48K - $65.1K
41.9K $6.65M
XLV
Select Sector Spdr Fund Health

ETFs
4.3K
+ 3.59%
$137.61 - $149.68 $591K - $643K
124K $18.1M
MOS
Mosaic CO

Basic Materials
56.6K
+ 395.86%
$23.08 - $28.8 $1.31M - $1.63M
70.9K $1.92M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.11K
+ 62.63%
$308.86 - $455.36 $1.27M - $1.87M
10.7K $3.76M
ASTS
Ast Space Mobile, Inc.

Communication Services
46K
+ 16.28%
$17.72 - $33.8 $815K - $1.55M
329K $7.47M
XLRE
Select Sector Spdr Tr Real Est

ETFs
32.7K
+ 32.08%
$39.18 - $43.52 $1.28M - $1.42M
135K $5.63M
PG
Procter & Gamble CO

Consumer Defensive
7.55K
+ 12.55%
$158.56 - $176.26 $1.2M - $1.33M
67.7K $11.5M
MO
Altria Group, Inc.

Consumer Defensive
17.6K
+ 37.15%
$50.81 - $60.02 $893K - $1.06M
64.9K $3.9M
XLP
Consumer Staples Sector Spdr

ETFs
18K
+ 14.83%
N/A
139K $10.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
53.5K
+ 112.23%
$25.12 - $26.05 $1.34M - $1.39M
101K $2.55M
VTV
Vanguard Value ETF

ETFs
6.79K
+ 15.22%
$167.73 - $179.21 $1.14M - $1.22M
51.4K $8.87M
UBER
Uber Technologies, Inc

Technology
13.9K
+ 57.05%
$63.17 - $81.49 $875K - $1.13M
38.1K $2.78M
SLV
I Shares Silver Trust

ETFs
12K
+ 6.12%
$26.93 - $31.32 $324K - $377K
209K $6.48M
PEP
Pepsico Inc

Consumer Defensive
8.63K
+ 33.51%
$142.64 - $156.42 $1.23M - $1.35M
34.4K $5.16M
AVDE
American Centy ETF Tr Avantis

ETFs
16.6K
+ 62.0%
$60.63 - $68.55 $1M - $1.13M
43.3K $2.87M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 2.8%
$142.06 - $167.7 $186K - $220K
48.1K $7.98M
NFLX
Netflix Inc

Communication Services
1.02K
+ 19.72%
$828.4 - $1058.6 $842K - $1.08M
6.18K $5.76M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
92.4K
+ 36.89%
$14.21 - $15.67 $1.31M - $1.45M
343K $4.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 15.92%
$65.27 - $71.18 $1.17M - $1.28M
131K $8.68M
GEO
Geo Group Inc

Real Estate
36.2K
+ 267.33%
$22.92 - $35.35 $830K - $1.28M
49.8K $1.45M
C
Citigroup Inc

Financial Services
14.5K
+ 140.76%
$67.23 - $84.63 $977K - $1.23M
24.9K $1.77M
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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