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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
677
+ 13.99%
$63.07 - $73.5 $42.7K - $49.8K
5.52K $387K
COF
Capital One Financial Corp

Financial Services
427
+ 22.87%
$163.87 - $209.82 $70K - $89.6K
2.29K $411K
VLO
Valero Energy Corp

Energy
108
+ 1.66%
$121.76 - $142.99 $13.2K - $15.4K
6.61K $872K
NVS
Novartis Ag

Healthcare
355
+ 14.77%
$97.14 - $115.57 $34.5K - $41K
2.76K $307K
KGC
Kinross Gold Corp

Basic Materials
148
+ 0.7%
$9.69 - $12.61 $1.43K - $1.87K
21.3K $268K
ORCC
Owl Rock Capital Corp

Financial Services
5.33K
+ 9.59%
N/A
60.9K $815K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
4.06K
+ 18.91%
$16.18 - $17.82 $65.7K - $72.3K
25.5K $427K
EOG
Eog Resources Inc

Energy
356
+ 8.39%
$120.54 - $138.05 $42.9K - $49.1K
4.6K $590K
CCI
Crown Castle International Corp

Real Estate
292
+ 10.07%
$84.33 - $106.39 $24.6K - $31.1K
3.19K $332K
GPC
Genuine Parts CO

Consumer Cyclical
502
+ 13.4%
$115.91 - $129.02 $58.2K - $64.8K
4.25K $506K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 23.79%
$44.92 - $48.18 $66.5K - $71.3K
7.7K $352K
ALL
Allstate Corp

Financial Services
54
+ 1.43%
$180.99 - $210.18 $9.77K - $11.3K
3.82K $791K
GM
General Motors CO

Consumer Cyclical
2.5K
+ 28.36%
$45.22 - $54.92 $113K - $137K
11.3K $532K
SHW
Sherwin Williams CO

Basic Materials
27
+ 0.48%
$330.16 - $365.55 $8.91K - $9.87K
5.68K $1.98M
NGG
National Grid PLC

Utilities
267
+ 3.79%
$56.13 - $65.61 $15K - $17.5K
7.32K $480K
ARCC
Ares Capital Corp

Financial Services
964
+ 0.66%
$21.28 - $23.81 $20.5K - $23K
148K $3.28M
IYJ
Ishares Tr

ETFs
848
+ 5.74%
$127.48 - $142.0 $108K - $120K
15.6K $2.03M
BSX
Boston Scientific Corp

Healthcare
162
+ 4.38%
$89.38 - $106.18 $14.5K - $17.2K
3.86K $389K
MU
Micron Technology Inc

Technology
98
+ 0.54%
$86.89 - $109.38 $8.52K - $10.7K
18.3K $1.59M
MPC
Marathon Petroleum Corp

Energy
10
+ 0.11%
$134.72 - $159.03 $1.35K - $1.59K
9.1K $1.33M
ARKG
Ark Genomic Revolution ETF (De

ETFs
5.99K
+ 24.42%
$20.76 - $29.81 $124K - $178K
30.5K $633K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
556
+ 8.89%
$61.2 - $68.24 $34K - $37.9K
6.81K $449K
UNM
Unum Group

Financial Services
59
+ 0.99%
$71.8 - $83.34 $4.24K - $4.92K
6K $488K
AEE
Ameren Corp

Utilities
153
+ 4.35%
$86.87 - $103.67 $13.3K - $15.9K
3.67K $368K
VDE
Vanguard Energy ETF

ETFs
108
+ 2.22%
$119.14 - $132.76 $12.9K - $14.3K
4.97K $644K
IFRA
Ishares Tr

ETFs
1.66K
+ 9.22%
$44.8 - $49.25 $74.2K - $81.6K
19.6K $884K
PLTM
Granite Shares Platinum Trust

ETFs
1.1K
+ 2.43%
$8.9 - $9.71 $9.79K - $10.7K
46.4K $449K
PFG
Principal Financial Group Inc

Financial Services
197
+ 3.9%
$76.34 - $89.04 $15K - $17.5K
5.25K $442K
DNL
Wiswisdomtree Tr

ETFs
1.88K
+ 3.3%
$35.56 - $38.21 $67K - $72K
58.9K $2.1M
EQNR
Equinor Asa

Energy
251
+ 1.63%
$22.37 - $26.45 $5.61K - $6.64K
15.6K $413K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.45%
$3193.96 - $3828.11 $3.19K - $3.83K
70 $266K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.81K
+ 23.74%
$13.05 - $13.97 $36.7K - $39.2K
14.6K $199K
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 4.07%
$283.24 - $338.07 $31.2K - $37.2K
2.81K $829K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
625
+ 13.78%
$120.24 - $134.3 $75.2K - $83.9K
5.16K $629K
VPU
Vanguard Utilities ETF

ETFs
82
+ 1.99%
$161.24 - $173.33 $13.2K - $14.2K
4.2K $716K
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.08%
$85.68 - $97.5 $942 - $1.07K
14.6K $1.36M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
173
+ 0.13%
$8.29 - $8.97 $1.43K - $1.55K
129K $1.11M
IYF
Ishares Tr

ETFs
202
+ 2.36%
$107.69 - $119.37 $21.8K - $24.1K
8.75K $987K
EQT
Eqt Corp

Energy
151
+ 3.36%
$46.16 - $54.25 $6.97K - $8.19K
4.65K $248K
KRMA
Global X Fds Global X Consciou

ETFs
1.42K
+ 21.39%
$36.76 - $40.63 $52.2K - $57.7K
8.05K $300K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
4.06K
+ 24.73%
$11.63 - $13.3 $47.2K - $54K
20.5K $238K
SRLN
Ssga Active Trust

ETFs
1.29K
+ 5.51%
$41.02 - $41.99 $53K - $54.2K
24.7K $1.02M
TSCO
Tractor Supply CO

Consumer Cyclical
109
+ 0.7%
$51.66 - $57.94 $5.63K - $6.32K
15.6K $859K
CDNS
Cadence Design Systems Inc

Technology
344
+ 32.09%
$233.96 - $324.52 $80.5K - $112K
1.42K $360K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
732
+ 9.26%
$34.14 - $37.91 $25K - $27.8K
8.64K $308K
VIRT
Virtu Financial, Inc.

Financial Services
287
+ 2.88%
$34.19 - $40.96 $9.81K - $11.8K
10.3K $391K
TDIV
First Trust Nasdaq Technology

ETFs
671
+ 25.27%
$73.39 - $83.95 $49.2K - $56.3K
3.33K $244K
FCX
Freeport Mcmoran Inc

Basic Materials
1.06K
+ 4.25%
$34.5 - $43.01 $36.6K - $45.6K
26K $984K
IGR
Cbre Global Real Estate Income Fund

Financial Services
147
+ 0.15%
$4.79 - $5.34 $704 - $785
98.4K $507K
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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