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
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.32K
+ 63.11%
$83.54 - $100.04 $528K - $633K
16.3K $1.63M
RBLX
Roblox Corp

Communication Services
241
+ 1.82%
$51.22 - $105.59 $12.3K - $25.4K
13.5K $1.42M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
14.3K
+ 4.17%
$12.25 - $15.47 $175K - $221K
357K $5.53M
DAL
Delta Air Lines, Inc.

Industrials
5.39K
+ 8.17%
$35.88 - $52.99 $193K - $285K
71.3K $3.51M
MAR
Marriott International Inc

Consumer Cyclical
799
+ 6.74%
$211.12 - $274.14 $169K - $219K
12.7K $3.46M
DELL
Dell Technologies Inc.

Technology
66
+ 0.33%
$71.63 - $125.98 $4.73K - $8.31K
19.9K $2.44M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.78K
+ 6.29%
$83.67 - $109.12 $149K - $194K
30.1K $3.28M
LRCX
Lam Research Corp

Technology
372
+ 1.59%
$59.09 - $97.34 $22K - $36.2K
23.8K $2.32M
FDL
First Tr Morningstar Dividend

ETFs
17.2K
+ 23.66%
$38.19 - $43.19 $656K - $742K
89.8K $3.76M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 1.58%
$908.13 - $1056.85 $144K - $168K
10.2K $10.1M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
18.7K
+ 144.88%
$23.44 - $28.85 $439K - $541K
31.7K $914K
CTAS
Cintas Corp

Industrials
48
+ 0.15%
$190.11 - $227.66 $9.13K - $10.9K
31.5K $7.02M
COF
Capital One Financial Corp

Financial Services
2.14K
+ 93.24%
$150.57 - $212.76 $322K - $455K
4.43K $943K
DE
Deere & CO

Industrials
527
+ 7.79%
$412.99 - $531.48 $218K - $280K
7.29K $3.71M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
+ 23.01%
$105.69 - $140.64 $277K - $369K
14K $1.86M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.7K
+ 16.12%
$62.08 - $73.58 $790K - $936K
91.7K $6.15M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
7.69K
+ 52.38%
$28.07 - $43.66 $216K - $336K
22.4K $977K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16.5K
+ 137.35%
$28.21 - $28.85 $465K - $476K
28.5K $820K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
8.04K
+ 62.19%
$64.31 - $75.93 $517K - $610K
21K $1.43M
AVIG
American Centy ETF Tr Avantis

ETFs
10.9K
+ 20.42%
$40.41 - $41.62 $441K - $454K
64.4K $2.68M
RTX
Raytheon Technologies Corp

Industrials
1.02K
+ 4.4%
$113.75 - $148.48 $116K - $152K
24.3K $3.55M
INTC
Intel Corp

Technology
22K
+ 22.85%
$18.13 - $22.69 $399K - $500K
118K $2.65M
VB
Vanguard Small Cap ETF

ETFs
1.15K
+ 9.28%
$193.73 - $237.37 $223K - $273K
13.6K $3.21M
HD
Home Depot, Inc.

Consumer Cyclical
1.23K
+ 4.59%
$335.24 - $380.78 $411K - $467K
27.9K $10.2M
VT
Vanguard Total World Stk Index

ETFs
2.78K
+ 50.51%
$103.16 - $128.52 $287K - $357K
8.28K $1.06M
AMAT
Applied Materials Inc

Technology
244
+ 2.44%
$126.95 - $183.52 $31K - $44.8K
10.2K $1.87M
CRM
Salesforce, Inc.

Technology
1.24K
+ 8.9%
$236.26 - $291.15 $292K - $360K
15.1K $4.12M
PULS
Pgim ETF Tr

ETFs
7.81K
+ 3.17%
$49.39 - $49.76 $385K - $388K
254K $12.6M
IYG
Ishares Tr

ETFs
942
+ 2.17%
$68.9 - $85.6 $64.9K - $80.6K
44.3K $3.8M
EMR
Emerson Electric CO

Industrials
136
+ 0.88%
$94.15 - $133.33 $12.8K - $18.1K
15.6K $2.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.69K
+ 51.58%
$390.26 - $489.06 $661K - $828K
4.98K $2.02M
HEI
Heico Corp

Industrials
117
+ 2.09%
$236.44 - $328.0 $27.7K - $38.4K
5.72K $1.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.43K
+ 45.37%
$39.89 - $49.46 $257K - $318K
20.6K $1.02M
SRLN
Ssga Active Trust

ETFs
8.79K
+ 35.54%
$39.47 - $41.59 $347K - $365K
33.5K $1.39M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
10.3K
+ 72.37%
$37.76 - $42.79 $389K - $441K
24.6K $984K
NVO
Novo Nordisk A S

Healthcare
5.32K
+ 88.59%
$58.08 - $81.05 $309K - $431K
11.3K $781K
V
Visa Inc.

Financial Services
578
+ 1.77%
$308.27 - $373.31 $178K - $216K
33.3K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
6.92K
+ 10.23%
$157.66 - $172.39 $1.09M - $1.19M
74.6K $11.9M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.1K
+ 13.92%
$53.75 - $67.21 $166K - $208K
25.3K $1.68M
LMT
Lockheed Martin Corp

Industrials
454
+ 5.84%
$430.82 - $486.45 $196K - $221K
8.23K $3.81M
ISRG
Intuitive Surgical Inc

Healthcare
405
+ 16.72%
$451.58 - $565.94 $183K - $229K
2.83K $1.54M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.9K
+ 19.06%
$45.88 - $54.4 $225K - $267K
30.6K $1.67M
FTHI
First Trust Exchange Traded Fd

ETFs
9.66K
+ 9.46%
$19.66 - $22.85 $190K - $221K
112K $2.55M
IYH
Ishares Tr

ETFs
6.03K
+ 144.99%
$53.97 - $60.17 $325K - $363K
10.2K $575K
MRVL
Marvell Technology, Inc.

Technology
1.42K
+ 10.67%
$49.38 - $79.97 $70K - $113K
14.7K $1.14M
GD
General Dynamics Corp

Industrials
519
+ 6.13%
$247.68 - $291.66 $129K - $151K
8.98K $2.62M
FAST
Fastenal CO

Industrials
11.3K
+ 237.66%
$40.65 - $83.16 $460K - $941K
16.1K $675K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.99K
+ 68.63%
$102.02 - $103.5 $305K - $309K
7.34K $755K
KLAC
Kla Corp

Technology
58
+ 5.0%
$576.53 - $902.94 $33.4K - $52.4K
1.22K $1.09M
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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