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
ICVT
Ishares Tr Convertible Bond Et

ETFs
40.3K
+ 245.27%
$77.24 - $83.67 $3.11M - $3.37M
56.7K $4.75M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
143K
+ 81.03%
$23.08 - $23.52 $3.3M - $3.36M
319K $7.49M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
145K
+ 81.0%
$22.94 - $23.16 $3.34M - $3.37M
325K $7.51M
JPM
Jpmorgan Chase & CO

Financial Services
13.8K
+ 25.58%
$194.9 - $224.8 $2.69M - $3.1M
67.8K $14.3M
JNJ
Johnson & Johnson

Healthcare
16.3K
+ 37.56%
$145.48 - $167.38 $2.37M - $2.73M
59.7K $9.67M
MBB
Ishares Tr

ETFs
33.3K
+ 101.76%
$90.85 - $96.66 $3.03M - $3.22M
66.1K $6.33M
DNP
Dnp Select Income Fund Inc

Financial Services
307K
+ 257.57%
$8.21 - $10.03 $2.52M - $3.08M
426K $4.27M
VTV
Vanguard Value ETF

ETFs
15.9K
+ 44.98%
$159.75 - $174.57 $2.54M - $2.77M
51.2K $8.94M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
26.2K
+ 858.66%
$114.73 - $120.23 $3M - $3.15M
29.2K $3.5M
MSTR
Microstrategy Inc

Technology
26.6K
+ 2329.71%
$114.3 - $1800.09 $3.04M - $47.8M
27.7K $4.67M
PLTR
Palantir Technologies Inc.

Technology
57.8K
+ 94.19%
$24.09 - $37.95 $1.39M - $2.2M
119K $4.44M
AVUS
American Centy ETF Tr Avantis

ETFs
19.3K
+ 9.19%
$86.27 - $95.15 $1.66M - $1.83M
229K $21.8M
IEFA
Ishares Tr

ETFs
31.3K
+ 41.12%
$70.09 - $78.74 $2.19M - $2.46M
107K $8.38M
MCD
Mcdonalds Corp

Consumer Cyclical
4.88K
+ 19.37%
$245.82 - $304.51 $1.2M - $1.49M
30.1K $9.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
29.8K
+ 64.93%
$75.47 - $83.18 $2.25M - $2.48M
75.8K $6.3M
ANET
Arista Networks, Inc.

Technology
6.49K
+ 93.96%
$311.42 - $388.21 $2.02M - $2.52M
13.4K $5.14M
XLP
Consumer Staples Sector Spdr

ETFs
35.9K
+ 45.16%
$76.04 - $76.04 $2.73M - $2.73M
115K $8.77M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.7K
+ 34.53%
$36.02 - $41.68 $1.83M - $2.11M
197K $8.15M
OMFL
Invesco Exchange Traded Self I

ETFs
46K
+ 13.7%
$47.65 - $52.99 $2.19M - $2.44M
382K $20.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.9K
+ 46.03%
$57.32 - $62.65 $2.12M - $2.31M
117K $7.3M
VIG
Vanguard Dividend Appreciation

ETFs
14.3K
+ 40.01%
$182.15 - $182.15 $2.6M - $2.6M
50K $9.11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12K
+ 43.18%
$211.47 - $281.27 $2.54M - $3.37M
39.8K $9.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.3K
+ 65.04%
$46.9 - $51.96 $1.94M - $2.15M
105K $5.4M
T
At&T Inc.

Communication Services
79.8K
+ 37.82%
$18.21 - $22.28 $1.45M - $1.78M
291K $6.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.7K
+ 124.33%
$71.45 - $75.64 $2.12M - $2.24M
53.5K $4.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
20K
+ 140.47%
$100.75 - $111.62 $2.01M - $2.23M
34.2K $3.74M
UNH
Unitedhealth Group Inc

Healthcare
2.76K
+ 31.27%
$488.01 - $604.18 $1.34M - $1.67M
11.6K $6.76M
DGRO
Ishares Core Dividend Growth E

ETFs
32.1K
+ 69.74%
$57.47 - $62.76 $1.84M - $2.01M
78K $4.89M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
48.8K
+ 89.89%
$41.95 - $43.42 $2.05M - $2.12M
103K $4.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.6K
+ 79.01%
$73.43 - $80.37 $1.8M - $1.97M
55.7K $4.47M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
43.2K
+ 22.23%
$32.65 - $36.69 $1.41M - $1.58M
237K $8.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
+ 19.23%
$105.53 - $118.34 $1.31M - $1.46M
76.7K $8.97M
VB
Vanguard Small Cap ETF

ETFs
7.89K
+ 83.15%
$214.77 - $237.72 $1.69M - $1.87M
17.4K $4.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24K
+ 85.74%
$81.31 - $83.29 $1.96M - $2M
52.1K $4.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.3K
+ 8.16%
$96.25 - $101.98 $1.28M - $1.35M
176K $17.8M
ROKU
Roku, Inc

Communication Services
26.4K
+ 762.32%
$51.67 - $77.48 $1.36M - $2.04M
29.8K $2.23M
V
Visa Inc.

Financial Services
5.81K
+ 17.31%
$253.74 - $291.56 $1.47M - $1.69M
39.4K $10.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.37K
+ 243.8%
$217.89 - $392.15 $1.82M - $3.28M
11.8K $3.31M
IYG
Ishares Tr

ETFs
26.1K
+ 107.16%
$64.2 - $71.76 $1.68M - $1.87M
50.5K $3.58M
MMM
3 M CO

Industrials
11.1K
+ 81.85%
$99.69 - $139.42 $1.1M - $1.54M
24.6K $3.36M
KO
Coca Cola CO

Consumer Defensive
19.5K
+ 28.19%
$62.69 - $73.01 $1.22M - $1.43M
88.8K $6.38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
26.9K
+ 63.13%
$59.93 - $66.52 $1.61M - $1.79M
69.6K $4.63M
CEG
Constellation Energy Corp

Utilities
5.49K
+ 67.06%
$167.08 - $262.86 $917K - $1.44M
13.7K $3.55M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.25K
+ 2.14%
$41.02 - $46.01 $338K - $379K
394K $17.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
34.5K
+ 758.21%
$50.85 - $53.88 $1.75M - $1.86M
39.1K $2.1M
PTH
Invesco Exchange Traded Fd Tr

ETFs
35.7K
+ 61.71%
$42.08 - $47.87 $1.5M - $1.71M
93.4K $4.34M
IJS
Ishares S&P Smallcap 600 Value

ETFs
15.5K
+ 97.26%
$95.81 - $109.03 $1.49M - $1.69M
31.5K $3.39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.5K
+ 52.37%
$36.98 - $41.55 $1.46M - $1.64M
115K $4.73M
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.3K
+ 40.21%
$48.4 - $50.91 $1.56M - $1.64M
113K $5.7M
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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