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
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
14.4K
+ 6.45%
$23.03 - $23.17 $332K - $334K
238K $5.48M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.26K
+ 24.09%
$49.22 - $51.73 $308K - $324K
32.3K $1.63M
INTC
Intel Corp

Technology
2.74K
+ 2.92%
$19.1 - $27.39 $52.3K - $75K
96.4K $2.19M
SO
Southern CO

Utilities
673
+ 2.64%
$80.96 - $92.96 $54.5K - $62.6K
26.2K $2.41M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.69K
+ 34.85%
$40.08 - $45.85 $308K - $353K
29.8K $1.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.6K
+ 11.22%
$17.53 - $17.87 $309K - $315K
175K $3.07M
FDL
First Tr Morningstar Dividend

ETFs
1.51K
+ 2.12%
$39.69 - $43.83 $59.8K - $66K
72.6K $3.15M
WM
Waste Management Inc

Industrials
115
+ 1.32%
$200.54 - $233.78 $23.1K - $26.9K
8.85K $2.05M
SGOL
Abrdn Gold ETF Trust

ETFs
1.77K
+ 3.67%
$25.14 - $29.82 $44.5K - $52.8K
50K $1.49M
BIDU
Baidu, Inc.

Communication Services
2.81K
+ 89.79%
$77.43 - $102.51 $217K - $288K
5.93K $545K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.74K
+ 35.14%
$48.06 - $53.73 $324K - $362K
25.9K $1.26M
PSLV
Sprott Physical Silver Trust

Financial Services
4.5K
+ 3.91%
$9.86 - $11.68 $44.4K - $52.6K
120K $1.39M
PGR
Progressive Corp

Financial Services
536
+ 18.73%
$235.61 - $291.22 $126K - $156K
3.4K $961K
MA
Mastercard Inc

Financial Services
91
+ 0.87%
$504.67 - $576.31 $45.9K - $52.4K
10.5K $5.78M
WMT
Walmart Inc.

Consumer Defensive
7.66K
+ 4.93%
$84.5 - $105.05 $647K - $805K
163K $14.3M
GILD
Gilead Sciences, Inc.

Healthcare
390
+ 3.33%
$89.14 - $117.41 $34.8K - $45.8K
12.1K $1.36M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.6K
+ 5.75%
$23.19 - $23.5 $291K - $295K
231K $5.35M
CB
Chubb LTD

Financial Services
534
+ 13.27%
$257.71 - $301.99 $138K - $161K
4.56K $1.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.88K
+ 11.44%
$48.31 - $49.23 $236K - $240K
47.5K $2.34M
WRB
Berkley W R Corp

Financial Services
2.78K
+ 56.81%
$56.7 - $71.27 $158K - $198K
7.67K $545K
PALL
Abrdn Palladium ETF Trust

ETFs
2.64K
+ 106.84%
$83.55 - $92.52 $221K - $244K
5.11K $462K
HEI
Heico Corp

Industrials
363
+ 6.93%
$219.6 - $270.85 $79.7K - $98.3K
5.6K $1.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
879
+ 3.49%
$69.81 - $78.9 $61.4K - $69.4K
26K $2.03M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2K
+ 9.87%
$53.69 - $62.68 $107K - $125K
22.2K $1.34M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.67K
+ 47.65%
$36.63 - $37.45 $244K - $250K
20.7K $760K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.16K
+ 2.41%
$97.38 - $104.52 $113K - $121K
49.5K $5.06M
CGGR
Capital Group Growth ETF Shs C

ETFs
8K
+ 79.99%
$33.98 - $39.84 $272K - $319K
18K $616K
AEP
American Electric Power CO Inc

Utilities
186
+ 1.41%
$90.32 - $109.27 $16.8K - $20.3K
13.3K $1.46M
PBE
Invesco Exchange Traded Fd Tr

ETFs
4.35K
+ 38.86%
$63.44 - $70.44 $276K - $307K
15.6K $986K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3.92K
+ 9.99%
$46.86 - $50.66 $184K - $199K
43.2K $2.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.16K
+ 23.9%
$210.19 - $243.33 $454K - $526K
11.2K $2.36M
AMT
American Tower Corp

Real Estate
76
+ 1.19%
$173.46 - $217.6 $13.2K - $16.5K
6.46K $1.41M
CAT
Caterpillar Inc

Industrials
1.7K
+ 17.1%
$326.75 - $407.63 $555K - $693K
11.6K $3.84M
LRN
Stride, Inc.

Consumer Defensive
113
+ 1.17%
$106.34 - $142.28 $12K - $16.1K
9.76K $1.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.43K
+ 26.26%
$44.72 - $46.25 $198K - $205K
21.3K $980K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
10.8K
+ 24.34%
$25.79 - $33.75 $277K - $363K
55K $1.48M
EPD
Enterprise Products Partners L.P.

Energy
1.45K
+ 2.4%
$31.75 - $34.14 $46.1K - $49.6K
61.9K $2.11M
CME
Cme Group Inc.

Financial Services
63
+ 1.06%
$225.82 - $266.54 $14.2K - $16.8K
6.02K $1.6M
PLD
Prologis, Inc.

Real Estate
1.43K
+ 16.47%
$103.59 - $124.04 $149K - $178K
10.1K $1.13M
NIO
Nio Inc.

Consumer Cyclical
56.9K
+ 434.41%
$3.75 - $5.22 $213K - $297K
69.9K $266K
TMUS
T Mobile Us, Inc.

Communication Services
372
+ 16.15%
$211.3 - $272.83 $78.6K - $101K
2.68K $713K
ICLN
Ishares

ETFs
16.8K
+ 70.5%
$10.94 - $11.86 $184K - $199K
40.6K $463K
IYY
Ishares Tr

ETFs
1.76K
+ 23.35%
$134.05 - $149.75 $236K - $264K
9.32K $1.27M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.19K
+ 9.8%
$62.72 - $71.92 $200K - $229K
35.7K $2.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.31K
+ 26.0%
$51.45 - $58.51 $273K - $311K
25.7K $1.33M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
832
+ 6.88%
$60.74 - $73.87 $50.5K - $61.5K
12.9K $955K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.89K
+ 26.11%
$25.44 - $25.58 $175K - $176K
33.3K $850K
WPC
W. P. Carey Inc.

Real Estate
1.74K
+ 22.76%
$53.5 - $65.05 $93K - $113K
9.38K $591K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3.15K
+ 3.3%
$20.96 - $23.51 $66K - $74.1K
98.6K $2.21M
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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