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
VV
Vanguard Large Cap ETF

ETFs
233
+ 2.79%
$228.25 - $285.3 $53.2K - $66.5K
8.59K $2.45M
ECL
Ecolab Inc.

Basic Materials
870
+ 21.01%
$225.65 - $270.95 $196K - $236K
5.01K $1.35M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
6.55K
+ 6.64%
$19.16 - $23.81 $125K - $156K
105K $2.5M
SONY
Sony Group Corp

Technology
11K
+ 95.08%
$21.24 - $26.88 $233K - $295K
22.5K $586K
BLK
Black Rock Inc.

Financial Services
67
+ 3.16%
$815.72 - $1049.25 $54.7K - $70.3K
2.19K $2.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.52K
+ 6.3%
$50.36 - $50.68 $278K - $280K
93.2K $4.72M
PGR
Progressive Corp

Financial Services
1.25K
+ 36.8%
$255.27 - $288.74 $319K - $361K
4.65K $1.24M
TT
Trane Technologies PLC

Industrials
348
+ 27.88%
$315.21 - $437.41 $110K - $152K
1.6K $698K
SAP
Sap Se

Technology
769
+ 63.14%
$237.53 - $309.8 $183K - $238K
1.99K $604K
NEE
Nextera Energy Inc

Utilities
5.15K
+ 9.43%
$64.11 - $75.0 $330K - $386K
59.8K $4.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
255
+ 5.03%
$216.28 - $284.39 $55.2K - $72.5K
5.32K $1.51M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
85
+ 0.5%
$70.54 - $93.95 $6K - $7.99K
17.1K $1.6M
SII
Sprott Inc.

Financial Services
47
+ 0.43%
$39.51 - $69.09 $1.86K - $3.25K
11.1K $763K
WPM
Wheaton Precious Metals Corp.

Basic Materials
543
+ 2.99%
$70.56 - $92.75 $38.3K - $50.4K
18.7K $1.68M
ASML
Asml Holding Nv

Technology
142
+ 12.79%
$595.37 - $815.24 $84.5K - $116K
1.25K $1M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
8.54K
+ 8.74%
$28.18 - $29.22 $241K - $249K
106K $3.1M
SIL
Global X Silver Miners ETF

ETFs
835
+ 3.38%
$33.97 - $49.02 $28.4K - $40.9K
25.6K $1.23M
WFC
Wells Fargo & Company

Financial Services
1.37K
+ 7.84%
$60.98 - $80.12 $83.2K - $109K
18.8K $1.5M
TOST
Toast, Inc.

Technology
1.42K
+ 8.26%
$30.03 - $45.23 $42.6K - $64.1K
18.6K $822K
KKR
Kkr & Co. Inc.

Financial Services
202
+ 1.6%
$92.79 - $134.29 $18.7K - $27.1K
12.8K $1.7M
PWR
Quanta Services, Inc.

Industrials
22
+ 1.15%
$239.47 - $381.26 $5.27K - $8.39K
1.93K $728K
ACN
Accenture PLC

Technology
1.17K
+ 13.68%
$279.23 - $323.21 $328K - $379K
9.75K $2.91M
LQD
Ishares Iboxx $ Investment Gra

ETFs
590
+ 0.32%
$105.23 - $109.61 $62.1K - $64.7K
187K $20.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.89K
+ 16.85%
$59.8 - $60.07 $233K - $234K
27K $1.61M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.48K
+ 8.33%
$41.3 - $47.52 $102K - $118K
32.3K $1.53M
QCOM
Qualcomm Inc

Technology
615
+ 2.7%
$124.66 - $159.48 $76.7K - $98.1K
23.4K $3.73M
FPX
First Trust Us Equity Opportun

ETFs
2
+ 0.03%
$99.2 - $144.91 $198 - $290
6.83K $990K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.1K
+ 55.2%
$50.06 - $80.8 $105K - $170K
5.9K $476K
PH
Parker Hannifin Corp

Industrials
81
+ 4.41%
$517.23 - $700.54 $41.9K - $56.7K
1.92K $1.34M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.31K
+ 99.13%
$56.84 - $65.5 $188K - $216K
6.64K $434K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
4.97K
+ 42.25%
$36.07 - $44.58 $179K - $221K
16.7K $739K
SHOP
Shopify Inc.

Technology
202
+ 2.06%
$76.89 - $115.35 $15.5K - $23.3K
10K $1.16M
MA
Mastercard Inc

Financial Services
127
+ 1.2%
$479.92 - $590.74 $60.9K - $75K
10.7K $6M
NSC
Norfolk Southern Corp

Industrials
293
+ 4.05%
$206.34 - $257.46 $60.5K - $75.4K
7.53K $1.93M
SMCI
Super Micro Computer, Inc.

Technology
1.34K
+ 13.46%
$29.51 - $49.27 $39.6K - $66.2K
11.3K $554K
KO
Coca Cola CO

Consumer Defensive
3.81K
+ 5.62%
$68.37 - $73.9 $261K - $282K
71.7K $5.07M
PLTM
Granite Shares Platinum Trust

ETFs
4.3K
+ 9.26%
$8.87 - $13.65 $38.1K - $58.7K
50.7K $659K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
101
+ 1.34%
$101.69 - $139.02 $10.3K - $14K
7.63K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
57
+ 0.25%
$162.76 - $195.77 $9.28K - $11.2K
22.5K $4.39M
CMI
Cummins Inc

Industrials
470
+ 12.68%
$267.12 - $336.65 $126K - $158K
4.18K $1.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 1.42%
$96.84 - $99.46 $163K - $167K
120K $11.9M
GLDM
World Gold Trust

ETFs
1.5K
+ 5.54%
$58.96 - $67.97 $88.3K - $102K
28.5K $1.87M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.12K
+ 8.52%
$51.1 - $53.29 $160K - $166K
39.8K $2.12M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.61K
+ 8.7%
$46.22 - $57.51 $74.2K - $92.4K
20.1K $1.15M
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 4.64%
$32.25 - $40.02 $49.5K - $61.4K
34.6K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
459
+ 1.6%
$114.78 - $133.31 $52.7K - $61.2K
29.2K $3.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
652
+ 3.28%
$55.54 - $69.09 $36.2K - $45K
20.5K $1.42M
MS
Morgan Stanley

Financial Services
128
+ 1.9%
$99.83 - $140.86 $12.8K - $18K
6.87K $968K
GLW
Corning Inc

Technology
1.84K
+ 15.64%
$39.07 - $52.59 $71.9K - $96.8K
13.6K $715K
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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