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
SHEL
Shell PLC

Energy
2.86K
+ 31.59%
$59.75 - $73.05 $171K - $209K
11.9K $837K
FIX
Comfort Systems Usa Inc

Industrials
13
+ 1.66%
$296.51 - $536.21 $3.85K - $6.97K
795 $426K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.15%
$4164.15 - $5789.24 $16.7K - $23.2K
131 $758K
NVS
Novartis Ag

Healthcare
1.17K
+ 42.53%
$101.96 - $121.01 $120K - $142K
3.93K $475K
MAIN
Main Street Capital Corp

Financial Services
360
+ 0.64%
$49.15 - $59.32 $17.7K - $21.4K
56.7K $3.35M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.93K
+ 22.15%
$24.54 - $30.41 $96.5K - $120K
21.7K $659K
MO
Altria Group, Inc.

Consumer Defensive
4.3K
+ 6.62%
$55.56 - $60.91 $239K - $262K
69.2K $4.06M
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.25K
+ 14.66%
$28.28 - $35.22 $148K - $185K
41K $1.41M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.41K
+ 2.34%
$22.66 - $23.41 $123K - $127K
236K $5.51M
IXUS
Ishares Tr

ETFs
461
+ 2.84%
$62.37 - $77.63 $28.8K - $35.8K
16.7K $1.29M
HWM
Howmet Aerospace Inc.

Industrials
344
+ 21.59%
$112.33 - $186.13 $38.6K - $64K
1.94K $360K
CARR
Carrier Global Corp

Industrials
695
+ 6.71%
$55.55 - $75.83 $38.6K - $52.7K
11.1K $809K
TTE
Total Energies Se

Energy
2.19K
+ 48.84%
N/A
6.68K $458K
HUM
Humana Inc

Healthcare
643
+ 83.18%
$224.93 - $295.04 $145K - $190K
1.42K $346K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
78
+ 1.74%
$160.22 - $209.35 $12.5K - $16.3K
4.57K $956K
MCK
Mckesson Corp

Healthcare
106
+ 9.98%
$652.83 - $732.78 $69.2K - $77.7K
1.17K $855K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.83K
+ 2.45%
$22.87 - $23.14 $133K - $135K
244K $5.62M
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 0.89%
$200.21 - $256.99 $5.61K - $7.2K
3.19K $799K
HTGC
Hercules Capital, Inc.

Financial Services
11.1K
+ 15.97%
$16.24 - $19.1 $181K - $213K
80.8K $1.48M
TJX
Tjx Companies Inc

Consumer Cyclical
962
+ 9.05%
$119.13 - $135.03 $115K - $130K
11.6K $1.43M
CGGR
Capital Group Growth ETF Shs C

ETFs
543
+ 3.02%
$30.53 - $40.65 $16.6K - $22.1K
18.5K $753K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
+ 2.67%
$299.15 - $396.54 $15K - $19.8K
1.92K $762K
SYK
Stryker Corp

Healthcare
198
+ 8.16%
$337.37 - $395.63 $66.8K - $78.3K
2.62K $1.04M
KMI
Kinder Morgan, Inc.

Energy
3.15K
+ 6.55%
$25.21 - $29.4 $79.3K - $92.5K
51.2K $1.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
39
+ 0.2%
$53.65 - $67.02 $2.09K - $2.61K
20K $1.34M
BNDX
Vanguard Total International B

ETFs
2.57K
+ 40.75%
$48.77 - $49.55 $125K - $127K
8.89K $439K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6
+ 0.01%
$29.12 - $35.84 $175 - $215
43.9K $1.57M
FIS
Fidelity National Information Services, Inc.

Technology
1.28K
+ 46.69%
$68.14 - $82.13 $87.1K - $105K
4.02K $326K
FDUS
Fidus Investment Corp

Financial Services
6.4K
+ 10.12%
$17.32 - $20.65 $111K - $132K
69.6K $1.41M
GTLS
Chart Industries Inc

Industrials
505
+ 32.58%
$115.08 - $175.5 $58.1K - $88.6K
2.06K $338K
XEL
Xcel Energy Inc

Utilities
1.98K
+ 24.34%
$65.65 - $72.39 $130K - $143K
10.1K $687K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.85K
+ 33.28%
$45.07 - $52.57 $129K - $150K
11.4K $558K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.06%
$281.67 - $351.0 $563 - $702
3.24K $1.14M
AZN
Astrazeneca PLC

Healthcare
2.24K
+ 16.57%
$64.87 - $75.0 $145K - $168K
15.8K $1.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.51K
+ 20.97%
$43.63 - $45.4 $109K - $114K
14.5K $646K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.48K
+ 5.33%
$22.4 - $23.8 $78K - $82.8K
68.8K $1.64M
CYBR
Cyber Ark Software Ltd.

Technology
7
+ 0.47%
$305.98 - $406.88 $2.14K - $2.85K
1.5K $611K
STZ
Constellation Brands, Inc.

Consumer Defensive
822
+ 57.52%
$160.0 - $195.62 $132K - $161K
2.25K $366K
NTRS
Northern Trust Corp

Financial Services
56
+ 1.67%
$84.45 - $126.79 $4.73K - $7.1K
3.42K $433K
PFE
Pfizer Inc

Healthcare
11.6K
+ 7.06%
$21.59 - $24.84 $250K - $288K
176K $4.26M
BSX
Boston Scientific Corp

Healthcare
710
+ 18.39%
$89.7 - $107.41 $63.7K - $76.3K
4.57K $490K
JCI
Johnson Controls International PLC

Industrials
240
+ 8.24%
$71.14 - $105.62 $17.1K - $25.3K
3.15K $333K
IDEV
Ishares Core Msci Intl Develop

ETFs
342
+ 3.39%
$61.79 - $76.67 $21.1K - $26.2K
10.4K $793K
SYY
Sysco Corp

Consumer Defensive
1.23K
+ 20.8%
$68.0 - $75.91 $83.6K - $93.4K
7.14K $541K
ARCC
Ares Capital Corp

Financial Services
5.74K
+ 3.88%
$18.91 - $22.43 $109K - $129K
154K $3.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
290
+ 3.46%
$57.41 - $74.81 $16.6K - $21.7K
8.68K $644K
QBTS
D Wave Quantum Inc.

Technology
21
+ 0.16%
$6.22 - $19.04 $131 - $400
13.4K $196K
ISCV
Ishares Morningstar Small Cap

ETFs
579
+ 2.15%
$51.37 - $61.54 $29.7K - $35.6K
27.6K $1.69M
VPU
Vanguard Utilities ETF

ETFs
374
+ 8.91%
$158.36 - $178.82 $59.2K - $66.9K
4.57K $806K
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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