Iht Wealth Management, LLC Incresed Positions in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
200K
+ 51.16%
$207.23 - $234.82 $41.5M - $47M
592K $138M
QQQ
Invesco Qqq Trust, Series 1

ETFs
79.6K
+ 42.47%
$434.77 - $502.96 $34.6M - $40.1M
267K $130M
IWM
Ishares Russell 2000 ETF

ETFs
173K
+ 144.67%
$200.87 - $224.6 $34.7M - $38.8M
292K $64.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
187K
+ 45.01%
$89.91 - $101.33 $16.8M - $18.9M
601K $59M
LQD
Ishares Iboxx $ Investment Gra

ETFs
168K
+ 115.67%
$106.11 - $113.72 $17.8M - $19.1M
313K $35.4M
IVV
Ishares Core S&P 500 ETF

ETFs
22.1K
+ 38.0%
$520.18 - $576.82 $11.5M - $12.7M
80.2K $46.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
19.9K
+ 24.16%
$517.38 - $573.86 $10.3M - $11.4M
103K $58.8M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
290K
+ 52.38%
$37.39 - $41.59 $10.8M - $12M
842K $35M
META
Meta Platforms, Inc.

Communication Services
17.8K
+ 51.24%
$453.41 - $572.44 $8.09M - $10.2M
52.7K $30.2M
EFV
Msci Eafe Value ETF

ETFs
198K
+ 649.77%
$51.72 - $57.96 $10.2M - $11.5M
228K $13.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
226K
+ 13.42%
$50.2 - $50.48 $11.3M - $11.4M
1.91M $95.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
198K
+ 48.88%
$43.99 - $46.63 $8.69M - $9.21M
602K $28M
QUAL
Ishares Msci Usa Quality Facto

ETFs
44.8K
+ 27.5%
$162.64 - $179.3 $7.28M - $8.03M
208K $37.2M
NVDA
Nvidia Corp

Technology
79.6K
+ 14.58%
$98.91 - $134.91 $7.87M - $10.7M
626K $76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
96.2K
+ 11.69%
$48.51 - $52.86 $4.67M - $5.08M
918K $48.6M
VTI
Vanguard Total Stock Market Et

ETFs
26.6K
+ 46.61%
$255.18 - $283.2 $6.79M - $7.53M
83.7K $23.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
272K
+ 33.7%
$24.86 - $26.33 $6.77M - $7.17M
1.08M $28.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
73.6K
+ 86.1%
$92.63 - $105.69 $6.82M - $7.78M
159K $16.6M
XLI
Industrial Sector Spdr

ETFs
48.1K
+ 48.97%
$120.56 - $135.44 $5.8M - $6.51M
146K $19.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
81.5K
+ 107.8%
$91.42 - $91.82 $7.45M - $7.48M
157K $14.4M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
293K
+ 1692.12%
$25.49 - $25.49 $7.47M - $7.47M
310K $7.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
90.6K
+ 105.59%
$76.38 - $78.87 $6.92M - $7.15M
176K $13.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
18K
+ 56.95%
$332.02 - $382.76 $5.99M - $6.9M
49.7K $18.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
194K
+ 14.53%
$28.1 - $29.89 $5.44M - $5.79M
1.53M $45.6M
XLV
Select Sector Spdr Fund Health

ETFs
39.1K
+ 41.39%
$143.3 - $157.24 $5.61M - $6.15M
134K $20.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
60.9K
+ 90.79%
$90.87 - $102.43 $5.53M - $6.23M
128K $12.6M
IVE
Ishares S&P 500 Value ETF

ETFs
28.7K
+ 72.02%
$181.06 - $197.17 $5.19M - $5.65M
68.5K $13.5M
AMZN
Amazon Com Inc

Consumer Cyclical
40.5K
+ 20.08%
$161.02 - $200.0 $6.52M - $8.09M
242K $45.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
92.3K
+ 46.94%
$53.41 - $57.9 $4.93M - $5.34M
289K $16.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
64.5K
+ 95.89%
$75.32 - $84.37 $4.86M - $5.45M
132K $11M
GLD
Spdr Gold Trust

ETFs
17.2K
+ 32.11%
$215.56 - $246.98 $3.71M - $4.25M
70.8K $17.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
113K
+ 1604.23%
$49.9 - $50.37 $5.65M - $5.7M
120K $6.03M
XLF
Financial Sector Spdr

ETFs
104K
+ 66.52%
$40.84 - $45.74 $4.23M - $4.73M
259K $11.7M
HD
Home Depot, Inc.

Consumer Cyclical
9.15K
+ 37.47%
$333.64 - $405.2 $3.05M - $3.71M
33.6K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.87K
+ 18.87%
$405.19 - $478.57 $2.78M - $3.29M
43.3K $19.9M
IEF
Ishares Barclays

ETFs
49.8K
+ 299.56%
$92.67 - $99.14 $4.62M - $4.94M
66.5K $6.52M
EFG
Msci Eafe Growth ETF

ETFs
39.5K
+ 42.66%
$96.84 - $108.77 $3.82M - $4.29M
132K $14.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.8K
+ 25.94%
$77.02 - $85.06 $3.22M - $3.56M
203K $17.2M
ABBV
Abb Vie Inc.

Healthcare
15.3K
+ 26.62%
$163.84 - $199.33 $2.5M - $3.05M
72.7K $14.4M
PG
Procter & Gamble CO

Consumer Defensive
22.2K
+ 38.89%
$160.76 - $177.82 $3.57M - $3.95M
79.4K $13.7M
ASTS
Ast Space Mobile, Inc.

Communication Services
44.9K
+ 21.1%
$10.72 - $38.6 $481K - $1.73M
258K $6.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.25K
+ 24.64%
$475.2 - $527.7 $2.97M - $3.3M
31.6K $16.7M
IYW
Ishares Dj Us Tech ETF

ETFs
25.4K
+ 30.01%
$133.16 - $158.73 $3.38M - $4.03M
110K $16.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
35.9K
+ 40.74%
$83.76 - $91.82 $3.01M - $3.29M
124K $11.3M
GOOG
Alphabet Inc.

Communication Services
31.7K
+ 37.49%
$149.54 - $192.66 $4.74M - $6.1M
116K $19.4M
WMT
Walmart Inc.

Consumer Defensive
25.1K
+ 17.24%
$66.91 - $81.4 $1.68M - $2.04M
170K $13.8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.66K
+ 12.28%
$191.76 - $263.26 $894K - $1.23M
42.6K $11.2M
RDVY
First Trust Rising Dividend Ac

ETFs
45.4K
+ 22.47%
$53.68 - $59.24 $2.44M - $2.69M
248K $14.7M
SPYG
Spdr Portfolio

ETFs
26.6K
+ 5.74%
$73.38 - $84.1 $1.95M - $2.24M
490K $40.6M
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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