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
JEPI
J P Morgan Exchange Traded Fd

ETFs
27.9K
+ 67.1%
$54.98 - $59.51 $1.54M - $1.66M
69.6K $4.14M
PULS
Pgim ETF Tr

ETFs
35.1K
+ 68.82%
$49.47 - $49.8 $1.74M - $1.75M
86.1K $4.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
23.7K
+ 56.22%
$59.25 - $65.33 $1.4M - $1.55M
65.9K $4.27M
SCHP
Schwab Strategic Us Tips ETF

ETFs
30.7K
+ 86.04%
$51.58 - $53.79 $1.59M - $1.65M
66.5K $3.57M
XLK
Technology Sector Spdr

ETFs
7.82K
+ 6.47%
$197.34 - $237.68 $1.54M - $1.86M
129K $29M
IBM
International Business Machines Corp

Technology
4.33K
+ 27.95%
$175.1 - $223.38 $759K - $968K
19.8K $4.38M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 25.29%
$61.47 - $67.36 $1.26M - $1.38M
101K $6.81M
CAT
Caterpillar Inc

Industrials
2.63K
+ 24.08%
$316.8 - $391.12 $832K - $1.03M
13.5K $5.29M
VZ
Verizon Communications Inc

Communication Services
29.7K
+ 34.6%
$38.89 - $45.0 $1.15M - $1.33M
115K $5.18M
FTCS
First Trust Capital Strength E

ETFs
13.3K
+ 21.52%
$83.58 - $90.94 $1.11M - $1.21M
75.1K $6.82M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.21K
+ 48.7%
$386.81 - $423.12 $1.24M - $1.36M
9.81K $4.15M
BITO
Proshares Tr Bitcoin Strategy

ETFs
98.6K
+ 100.51%
$16.19 - $23.88 $1.6M - $2.36M
197K $3.78M
MA
Mastercard Inc

Financial Services
2.1K
+ 21.28%
$429.6 - $500.99 $901K - $1.05M
12K $5.9M
D
Dominion Energy, Inc

Utilities
20.3K
+ 48.89%
$48.01 - $58.53 $974K - $1.19M
61.8K $3.57M
NOW
Service Now, Inc.

Technology
1.21K
+ 29.41%
$730.87 - $937.36 $885K - $1.14M
5.33K $4.77M
SHW
Sherwin Williams CO

Basic Materials
2.83K
+ 54.14%
$294.65 - $384.0 $834K - $1.09M
8.06K $3.08M
RWL
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 73.61%
$90.36 - $98.07 $1.27M - $1.38M
33.3K $3.26M
VO
Vanguard Mid Cap ETF

ETFs
4.53K
+ 34.34%
$237.84 - $263.83 $1.08M - $1.2M
17.7K $4.68M
AMD
Advanced Micro Devices Inc

Technology
8.75K
+ 34.39%
$128.67 - $183.96 $1.13M - $1.61M
34.2K $5.61M
NEE
Nextera Energy Inc

Utilities
10.6K
+ 25.58%
$69.9 - $84.97 $743K - $903K
52.2K $4.41M
AVGO
Broadcom Inc.

Technology
64.5K
+ 956.07%
$136.27 - $1745.86 $8.79M - $113M
71.3K $12.3M
ORCL
Oracle Corp

Technology
5.66K
+ 35.51%
$125.9 - $170.35 $713K - $965K
21.6K $3.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.2K
+ 34.26%
$49.93 - $51.15 $1.31M - $1.34M
103K $5.25M
HSY
Hershey CO

Consumer Defensive
7.04K
+ 171.84%
$182.45 - $203.25 $1.28M - $1.43M
11.1K $2.14M
PM
Philip Morris International Inc.

Consumer Defensive
4.85K
+ 12.43%
$101.25 - $127.45 $491K - $618K
43.9K $5.33M
AEP
American Electric Power CO Inc

Utilities
11.9K
+ 152.75%
$87.11 - $104.95 $1.04M - $1.25M
19.8K $2.03M
TRV
Travelers Companies, Inc.

Financial Services
4.82K
+ 71.21%
$201.87 - $242.35 $972K - $1.17M
11.6K $2.71M
PFE
Pfizer Inc

Healthcare
41.3K
+ 29.83%
$27.7 - $31.39 $1.14M - $1.3M
180K $5.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
36.9K
+ 15.15%
$27.8 - $29.26 $1.03M - $1.08M
280K $8.15M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
35.1K
+ 69.93%
$30.27 - $34.42 $1.06M - $1.21M
85.3K $2.91M
ABT
Abbott Laboratories

Healthcare
8.12K
+ 21.23%
$100.07 - $118.13 $812K - $959K
46.4K $5.28M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.4K
+ 12.05%
$38.04 - $45.36 $508K - $606K
124K $5.55M
FNDF
Schwab Fundamental Intl Large

ETFs
32.2K
+ 88.45%
$33.67 - $37.71 $1.09M - $1.22M
68.7K $2.57M
QCOM
Qualcomm Inc

Technology
10.9K
+ 55.27%
$156.12 - $209.64 $1.7M - $2.29M
30.6K $5.21M
CRM
Salesforce, Inc.

Technology
3.97K
+ 37.52%
$238.42 - $276.53 $946K - $1.1M
14.5K $3.98M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
76.6K
+ 32.78%
$13.24 - $14.64 $1.01M - $1.12M
310K $4.54M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
15K
+ 26.45%
$85.84 - $85.84 $1.28M - $1.28M
71.5K $6.14M
CVX
Chevron Corp

Energy
10.8K
+ 27.86%
$137.88 - $161.97 $1.49M - $1.75M
49.7K $7.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.3K
+ 85.13%
$58.03 - $65.37 $1M - $1.13M
37.7K $2.44M
RTX
Raytheon Technologies Corp

Industrials
6.09K
+ 27.59%
$99.55 - $123.34 $606K - $751K
28.2K $3.41M
ISCV
Ishares Morningstar Small Cap

ETFs
16.6K
+ 69.58%
$57.26 - $64.12 $949K - $1.06M
40.4K $2.56M
LMT
Lockheed Martin Corp

Industrials
643
+ 9.36%
$460.3 - $584.56 $296K - $376K
7.51K $4.39M
CSCO
Cisco Systems, Inc.

Technology
15.3K
+ 23.87%
$44.74 - $53.22 $684K - $813K
79.3K $4.22M
SBUX
Starbucks Corp

Consumer Cyclical
8.42K
+ 49.42%
$72.51 - $98.6 $611K - $830K
25.5K $2.48M
VGLT
Vanguard Long Term Treasury Et

ETFs
16.4K
+ 46.47%
$56.52 - $63.23 $928K - $1.04M
51.7K $3.18M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
17.7K
+ 110.24%
$55.51 - $61.51 $984K - $1.09M
33.8K $2.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.71K
+ 13.3%
$173.36 - $189.8 $643K - $704K
31.6K $6M
XOM
Exxon Mobil Corp

Energy
8.45K
+ 13.82%
$109.72 - $119.0 $927K - $1.01M
69.6K $8.15M
SMCI
Super Micro Computer, Inc.

Technology
3.12K
+ 678.65%
$386.46 - $909.96 $1.2M - $2.83M
3.57K $1.49M
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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