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
VO
Vanguard Mid Cap ETF

ETFs
937
+ 7.33%
$251.87 - $277.95 $236K - $260K
13.7K $3.55M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.72K
+ 39.54%
$25.81 - $28.52 $148K - $163K
20.2K $556K
LPLA
Lpl Financial Holdings Inc.

Financial Services
517
+ 16.89%
$308.87 - $383.33 $160K - $198K
3.58K $1.17M
BK
Bank Of New York Mellon Corp

Financial Services
858
+ 6.47%
$75.42 - $88.95 $64.7K - $76.3K
14.1K $1.18M
PAYX
Paychex Inc

Industrials
281
+ 3.4%
$136.06 - $154.52 $38.2K - $43.4K
8.54K $1.32M
WELL
Welltower Inc.

Real Estate
131
+ 2.57%
$124.05 - $156.86 $16.3K - $20.5K
5.22K $799K
CGDV
Capital Group Divid Value ETF

ETFs
3.63K
+ 5.05%
$34.95 - $37.36 $127K - $136K
75.5K $2.69M
IYK
Ishares U.S. Consumer Staples

ETFs
784
+ 4.64%
$63.29 - $71.8 $49.6K - $56.3K
17.7K $1.27M
WEC
Wec Energy Group, Inc.

Utilities
85
+ 0.89%
$92.12 - $108.98 $7.83K - $9.26K
9.69K $1.06M
MCK
Mckesson Corp

Healthcare
73
+ 7.38%
$566.21 - $672.99 $41.3K - $49.1K
1.06K $714K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.35K
+ 32.01%
$24.66 - $26.1 $157K - $166K
26.2K $653K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.88K
+ 20.75%
$56.51 - $62.98 $106K - $118K
10.9K $662K
DIS
Walt Disney CO

Communication Services
6.29K
+ 16.6%
$96.87 - $114.0 $609K - $717K
44.2K $4.36M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
46.6K
+ 2.92%
$29.34 - $31.31 $1.37M - $1.46M
1.64M $48.7M
VV
Vanguard Large Cap ETF

ETFs
911
+ 12.23%
$253.32 - $282.66 $231K - $258K
8.36K $2.15M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 14.05%
$217.89 - $252.64 $333K - $386K
12.4K $2.75M
RBLX
Roblox Corp

Communication Services
2.26K
+ 20.6%
$53.77 - $75.47 $122K - $171K
13.2K $771K
NOC
Northrop Grumman Corp

Industrials
35
+ 1.37%
$433.45 - $513.82 $15.2K - $18K
2.6K $1.33M
ENB
Enbridge Inc

Energy
2.23K
+ 14.29%
$41.54 - $45.45 $92.8K - $102K
17.9K $791K
AVIG
American Centy ETF Tr Avantis

ETFs
2.05K
+ 3.98%
$40.06 - $41.55 $82K - $85.1K
53.4K $2.21M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
54.7K
+ 400.89%
$2.52 - $4.08 $138K - $223K
68.4K $178K
AZN
Astrazeneca PLC

Healthcare
264
+ 1.99%
$65.37 - $77.96 $17.3K - $20.6K
13.5K $993K
SPOT
Spotify Technology S.A.

Communication Services
134
+ 28.76%
$457.79 - $648.32 $61.3K - $86.9K
600 $330K
USA
Liberty All Star Equity Fund

Financial Services
20.8K
+ 55.73%
$6.41 - $7.32 $133K - $152K
58.2K $381K
ISRG
Intuitive Surgical Inc

Healthcare
355
+ 17.17%
$476.63 - $610.45 $169K - $217K
2.42K $1.2M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.07K
+ 3.62%
$31.25 - $34.24 $33.6K - $36.8K
30.8K $1.05M
TJX
Tjx Companies Inc

Consumer Cyclical
881
+ 9.03%
$112.81 - $126.16 $99.4K - $111K
10.6K $1.29M
PIE
Invesco Exchange Traded Fd Tr

ETFs
7.07K
+ 55.2%
$18.18 - $19.42 $128K - $137K
19.9K $361K
ANET
Arista Networks, Inc.

Technology
13.9K
+ 47.64%
$77.48 - $129.82 $1.08M - $1.81M
43.2K $3.35M
BHP
Bhp Group LTD

Basic Materials
2.39K
+ 21.81%
$48.18 - $52.11 $115K - $125K
13.4K $648K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
572
+ 2.03%
$126.11 - $135.06 $72.1K - $77.3K
28.8K $3.71M
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 7.05%
$66.78 - $81.42 $76.5K - $93.3K
17.4K $1.25M
PR
Permian Resources Corporation

Energy
8K
+ 66.67%
$12.33 - $16.0 $98.6K - $128K
20K $277K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.45K
+ 22.79%
$32.57 - $35.82 $112K - $124K
18.6K $616K
ITA
Ishares Tr

ETFs
356
+ 6.07%
$144.84 - $159.5 $51.6K - $56.8K
6.22K $952K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 3.1%
$1739.0 - $2260.0 $17.4K - $22.6K
333 $649K
CLOI
Vaneck ETF Tr

ETFs
1.83K
+ 7.7%
$52.68 - $53.16 $96.5K - $97.3K
25.6K $1.35M
HSY
Hershey CO

Consumer Defensive
490
+ 9.36%
$144.74 - $186.36 $70.9K - $91.3K
5.73K $979K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.31K
+ 6.42%
$19.43 - $19.62 $83.6K - $84.5K
71.3K $1.4M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.44K
+ 11.14%
$38.54 - $41.5 $55.6K - $59.9K
14.4K $584K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.4K
+ 6.53%
$19.42 - $19.54 $85.4K - $85.9K
71.7K $1.4M
SLQT
Select Quote, Inc.

Financial Services
35K
+ 45.39%
$3.34 - $6.05 $117K - $212K
112K $374K
NEE
Nextera Energy Inc

Utilities
1.83K
+ 3.47%
$66.96 - $76.16 $123K - $140K
54.6K $3.87M
FNV
Franco Nevada Corp

Basic Materials
2
+ 0.09%
$120.72 - $157.56 $241 - $315
2.17K $342K
GD
General Dynamics Corp

Industrials
33
+ 0.39%
$241.94 - $272.58 $7.98K - $9K
8.46K $2.31M
IHDG
Wisdomtree Tr

ETFs
1.97K
+ 19.94%
$43.4 - $47.51 $85.5K - $93.6K
11.9K $514K
CASY
Caseys General Stores Inc

Consumer Cyclical
80
+ 6.0%
$378.71 - $442.54 $30.3K - $35.4K
1.41K $613K
CAH
Cardinal Health Inc

Healthcare
110
+ 3.1%
$118.02 - $137.77 $13K - $15.2K
3.66K $503K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
46
+ 2.04%
$208.48 - $244.03 $9.59K - $11.2K
2.31K $562K
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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