Iht Wealth Management, LLC Incresed Positions in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.74K
+ 28.76%
$76.94 - $79.54 $672K - $695K
39.1K $3.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.34K
+ 49.72%
$147.95 - $191.05 $642K - $828K
13.1K $2.27M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.35K
+ 4.88%
$116.79 - $133.54 $391K - $447K
72K $9.5M
VRIG
Invesco Actively Managed ETF F

ETFs
29.6K
+ 63.67%
$25.05 - $25.21 $742K - $746K
76.1K $1.91M
NOK
Nokia Corp

Technology
165K
+ 1101.79%
$3.62 - $4.48 $597K - $739K
180K $787K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.05K
+ 79.33%
$98.99 - $101.51 $698K - $715K
15.9K $1.61M
CL
Colgate Palmolive CO

Consumer Defensive
5.87K
+ 37.84%
$95.54 - $108.77 $561K - $638K
21.4K $2.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.1K
+ 21.35%
$56.04 - $62.99 $568K - $639K
57.6K $3.52M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
27.6K
+ 70.77%
$24.07 - $28.73 $665K - $794K
66.7K $1.79M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
8.51K
+ 92.84%
$69.61 - $79.56 $593K - $677K
17.7K $1.39M
BHP
Bhp Group LTD

Basic Materials
10.8K
+ 181.11%
$51.32 - $62.11 $552K - $668K
16.7K $1.04M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.28K
+ 4.1%
$63.28 - $70.06 $271K - $300K
109K $7.61M
DUK
Duke Energy Corp

Utilities
3.35K
+ 17.71%
$99.35 - $117.71 $333K - $395K
22.3K $2.57M
EMB
Ishares Tr

ETFs
6.45K
+ 53.04%
$87.75 - $93.74 $566K - $604K
18.6K $1.74M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
69.1K
+ 55.81%
$8.04 - $8.65 $556K - $598K
193K $1.67M
CMCSA
Comcast Corp

Communication Services
12.3K
+ 23.82%
$37.33 - $41.78 $460K - $515K
64K $2.68M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.68K
+ 1.73%
$75.88 - $83.21 $127K - $140K
98.5K $8.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.3K
+ 25.64%
$77.23 - $87.97 $409K - $466K
26K $2.25M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
4.55K
+ 30.75%
$102.5 - $112.27 $466K - $511K
19.3K $2.17M
AXON
Axon Enterprise, Inc.

Industrials
562
+ 14.46%
$286.16 - $399.6 $161K - $225K
4.45K $1.78M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
10.7K
+ 49.54%
$46.96 - $52.62 $500K - $561K
32.2K $1.68M
UBER
Uber Technologies, Inc

Technology
7.47K
+ 29.42%
$58.48 - $77.47 $437K - $578K
32.8K $2.47M
AMT
American Tower Corp

Real Estate
1.53K
+ 22.21%
$192.27 - $242.73 $295K - $372K
8.44K $1.96M
VNQ
Vanguard Specialized Funds Van

ETFs
4.99K
+ 51.15%
$82.97 - $98.97 $414K - $494K
14.7K $1.44M
DEO
Diageo PLC

Consumer Defensive
3.99K
+ 100.66%
$120.02 - $140.77 $478K - $561K
7.95K $1.12M
TGT
Target Corp

Consumer Defensive
3.1K
+ 19.06%
$133.47 - $159.25 $414K - $494K
19.4K $3.02M
SOXX
Ishares Semiconductor ETF

ETFs
2.94K
+ 67.21%
$199.29 - $265.49 $587K - $782K
7.32K $1.69M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
98.5K
+ 62.25%
$5.32 - $5.82 $524K - $573K
257K $1.49M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.6K
+ 82.79%
$49.83 - $62.75 $579K - $730K
25.7K $1.48M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
57.4K
+ 53.76%
$8.03 - $9.1 $461K - $522K
164K $1.49M
CARR
Carrier Global Corp

Industrials
6.41K
+ 139.66%
$61.9 - $80.88 $396K - $518K
11K $884K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
39K
+ 50.43%
$13.41 - $14.43 $523K - $563K
116K $1.68M
IGR
Cbre Global Real Estate Income Fund

Financial Services
65.5K
+ 66.18%
$5.02 - $6.62 $329K - $434K
165K $1.08M
BA
Boeing CO

Industrials
10.1K
+ 31.7%
$152.04 - $190.6 $1.53M - $1.92M
41.9K $6.37M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
26.8K
+ 137.65%
$19.48 - $20.97 $522K - $561K
46.2K $960K
IRM
Iron Mountain Inc

Real Estate
2.48K
+ 25.76%
$89.69 - $119.32 $222K - $296K
12.1K $1.44M
ED
Consolidated Edison Inc

Utilities
4.29K
+ 49.26%
$88.42 - $104.97 $379K - $450K
13K $1.35M
PGR
Progressive Corp

Financial Services
1.69K
+ 55.26%
$209.46 - $259.24 $353K - $437K
4.74K $1.2M
VST
Vistra Corp.

Utilities
2.98K
+ 45.92%
$69.0 - $119.06 $206K - $355K
9.47K $1.12M
NKE
Nike, Inc.

Consumer Cyclical
4.25K
+ 29.45%
$71.09 - $89.44 $302K - $380K
18.7K $1.65M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
208
+ 0.41%
$95.1 - $106.76 $19.8K - $22.2K
50.7K $5.41M
GTO
Invesco Actively Managed ETF T

ETFs
9.23K
+ 16.24%
$46.22 - $48.77 $427K - $450K
66.1K $3.19M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.2K
+ 97.36%
$51.02 - $52.74 $520K - $538K
20.7K $1.09M
VUG
Vanguard Growth ETF

ETFs
749
+ 2.81%
$341.08 - $391.94 $255K - $294K
27.4K $10.5M
VEA
Vanguard Ftse Developed Market

ETFs
4.99K
+ 5.9%
$47.6 - $53.31 $238K - $266K
89.6K $4.73M
UPS
United Parcel Service Inc

Industrials
4.09K
+ 34.96%
$123.32 - $147.38 $504K - $602K
15.8K $2.15M
EPI
Wisdomtree Tr India Earnings F

ETFs
10.2K
+ 67.67%
$47.41 - $50.82 $485K - $520K
25.3K $1.28M
CME
Cme Group Inc.

Financial Services
1.86K
+ 33.34%
$193.43 - $220.62 $359K - $409K
7.42K $1.64M
AFL
Aflac Inc

Financial Services
978
+ 5.18%
$88.52 - $111.8 $86.6K - $109K
19.8K $2.22M
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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