Iht Wealth Management, LLC Incresed Positions in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
35K
+ 8.01%
$83.97 - $92.85 $2.94M - $3.25M
472K $41.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.09K
+ 1.28%
$32.66 - $40.75 $166K - $207K
402K $16.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
11.2K
+ 87.94%
$104.34 - $138.68 $1.17M - $1.55M
23.9K $3.31M
SLV
I Shares Silver Trust

ETFs
34.9K
+ 16.72%
$27.08 - $33.74 $946K - $1.18M
244K $8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16.5K
+ 447.99%
$75.29 - $91.16 $1.24M - $1.5M
20.1K $1.81M
IEFA
Ishares Tr

ETFs
11.3K
+ 15.54%
$67.83 - $84.09 $763K - $946K
83.7K $6.98M
IAU
Ishares Gold Trust

ETFs
21.3K
+ 46.03%
$56.1 - $64.74 $1.2M - $1.38M
67.7K $4.22M
C
Citigroup Inc

Financial Services
13K
+ 52.25%
$58.13 - $85.12 $755K - $1.11M
37.9K $3.22M
VO
Vanguard Mid Cap ETF

ETFs
4.15K
+ 30.27%
$228.54 - $279.83 $949K - $1.16M
17.9K $5M
PALL
Abrdn Palladium ETF Trust

ETFs
13.5K
+ 263.94%
$82.97 - $103.91 $1.12M - $1.4M
18.6K $1.87M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26.3K
+ 236.21%
$50.52 - $50.92 $1.33M - $1.34M
37.4K $1.91M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 0.78%
$462.22 - $707.75 $27.7K - $42.5K
7.71K $5.45M
RDVY
First Trust Rising Dividend Ac

ETFs
3.65K
+ 1.57%
$51.6 - $62.74 $188K - $229K
237K $14.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.42K
+ 10.99%
$82.96 - $110.1 $366K - $486K
44.6K $4.91M
XLB
Select Sector Spdr Fd Material

ETFs
12.4K
+ 53.48%
$74.27 - $88.92 $919K - $1.1M
35.5K $3.12M
DGRO
Ishares Core Dividend Growth E

ETFs
15.5K
+ 25.88%
$55.22 - $63.94 $855K - $991K
75.3K $4.82M
URI
United Rentals, Inc.

Industrials
1.08K
+ 49.47%
$551.94 - $753.4 $596K - $813K
3.26K $2.46M
SNOW
Snowflake Inc.

Technology
2.14K
+ 28.11%
$130.53 - $223.77 $279K - $478K
9.73K $2.18M
PANW
Palo Alto Networks Inc

Technology
434
+ 1.55%
$152.44 - $204.64 $66.2K - $88.8K
28.4K $5.8M
PCT
Pure Cycle Technologies, Inc.

Industrials
4.18K
+ 2.9%
$5.57 - $14.12 $23.3K - $59.1K
149K $2.04M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.15K
+ 3.78%
$66.87 - $79.47 $478K - $568K
196K $15.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
254
+ 1.03%
$66.89 - $111.18 $17K - $28.2K
24.9K $2.77M
GE
General Electric CO

Industrials
682
+ 5.19%
$166.81 - $257.39 $114K - $176K
13.8K $3.56M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10K
+ 5.62%
$91.43 - $91.74 $916K - $919K
188K $17.3M
XLU
Utilities Sector Spdr

ETFs
7.79K
+ 8.41%
$73.09 - $82.77 $569K - $645K
100K $8.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.34K
+ 8.57%
$121.58 - $136.74 $771K - $867K
80.4K $10.9M
AXON
Axon Enterprise, Inc.

Industrials
113
+ 4.47%
$497.13 - $827.94 $56.2K - $93.6K
2.64K $2.19M
GTO
Invesco Actively Managed ETF T

ETFs
18.3K
+ 16.28%
$45.73 - $47.2 $837K - $864K
131K $6.13M
CGCP
Capital Group Core Plus Income

ETFs
37.5K
+ 19.17%
$21.92 - $22.56 $822K - $846K
233K $5.24M
ROKU
Roku, Inc

Communication Services
3.63K
+ 12.01%
$55.1 - $87.89 $200K - $319K
33.9K $2.98M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.05K
+ 1.23%
$49.85 - $64.51 $52.4K - $67.9K
86.5K $5.58M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
32.2K
+ 42.18%
N/A
109K $2.77M
BAC
Bank Of America Corp

Financial Services
3.18K
+ 2.69%
$34.39 - $47.46 $109K - $151K
121K $5.75M
IBM
International Business Machines Corp

Technology
172
+ 1.04%
$221.03 - $294.78 $38K - $50.7K
16.6K $4.9M
AXP
American Express CO

Financial Services
1.08K
+ 11.65%
$231.39 - $318.98 $250K - $345K
10.4K $3.31M
CAT
Caterpillar Inc

Industrials
324
+ 2.78%
$273.94 - $388.21 $88.8K - $126K
12K $4.64M
VST
Vistra Corp.

Utilities
338
+ 3.55%
$98.07 - $195.04 $33.1K - $65.9K
9.85K $1.91M
MGK
Vanguard Mega Cap Growth ETF

ETFs
988
+ 14.06%
$273.67 - $366.17 $270K - $362K
8.01K $2.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
501
+ 4.66%
$141.37 - $228.57 $70.8K - $115K
11.3K $2.55M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
14.7K
+ 9.45%
$43.06 - $44.41 $631K - $651K
170K $7.54M
CSCO
Cisco Systems, Inc.

Technology
3.34K
+ 5.21%
$53.19 - $69.38 $178K - $232K
67.4K $4.68M
CGDV
Capital Group Divid Value ETF

ETFs
10.9K
+ 14.5%
$31.93 - $39.49 $349K - $432K
86.4K $3.41M
HON
Honeywell International Inc

Industrials
1.9K
+ 14.59%
$182.86 - $232.88 $347K - $442K
14.9K $3.47M
VEA
Vanguard Ftse Developed Market

ETFs
3.14K
+ 3.66%
$45.65 - $57.01 $144K - $179K
88.9K $5.07M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.68K
+ 3.61%
$71.28 - $83.74 $263K - $308K
106K $8.84M
SPTS
Spdr Portfolio Short Term Trea

ETFs
23.8K
+ 41.46%
$29.07 - $29.38 $693K - $700K
81.3K $2.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
14.9K
+ 46.19%
$45.3 - $50.64 $675K - $755K
47.2K $2.32M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
37.3K
+ 13.47%
$22.18 - $23.36 $828K - $872K
315K $7.04M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.03K
+ 3.02%
$82.17 - $99.96 $167K - $203K
69.4K $6.82M
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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