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
ECL
Ecolab Inc.

Basic Materials
1.81K
+ 52.66%
$228.86 - $255.76 $415K - $464K
5.26K $1.34M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.95K
+ 5.2%
$42.87 - $45.76 $255K - $272K
120K $5.45M
AVDE
American Centy ETF Tr Avantis

ETFs
6.43K
+ 35.04%
$60.09 - $67.67 $387K - $435K
24.8K $1.66M
NFLX
Netflix Inc

Communication Services
470
+ 8.85%
$598.55 - $722.26 $281K - $339K
5.78K $4.1M
IIPR
Innovative Industrial Properties Inc

Real Estate
3.15K
+ 86.97%
$107.56 - $136.78 $339K - $431K
6.77K $911K
KKR
Kkr & Co. Inc.

Financial Services
1.49K
+ 11.76%
$104.51 - $133.23 $156K - $199K
14.2K $1.85M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.1K
+ 22.58%
$52.1 - $59.66 $370K - $424K
38.6K $2.28M
BLK
Black Rock Inc.

Financial Services
187
+ 9.16%
$782.27 - $949.51 $146K - $178K
2.23K $2.12M
AMGN
Amgen Inc

Healthcare
1.21K
+ 10.47%
$309.38 - $337.38 $374K - $408K
12.8K $4.11M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
40.4K
+ 55.92%
$10.32 - $11.27 $416K - $455K
113K $1.27M
URI
United Rentals, Inc.

Industrials
199
+ 9.64%
$627.41 - $814.1 $125K - $162K
2.26K $1.83M
SO
Southern CO

Utilities
1.84K
+ 7.02%
$77.0 - $90.52 $142K - $167K
28K $2.53M
GLOB
Globant S.A.

Technology
2.14K
+ 66.36%
$176.29 - $207.07 $377K - $443K
5.36K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
5.54K
+ 15.19%
$45.95 - $54.71 $255K - $303K
42K $2.15M
BST
Black Rock Science & Technology Trust

Financial Services
15K
+ 70.42%
$33.05 - $38.95 $496K - $584K
36.3K $1.28M
UL
Unilever PLC

Consumer Defensive
5.58K
+ 49.86%
$54.7 - $65.59 $305K - $366K
16.8K $1.09M
CSX
Csx Corp

Industrials
12K
+ 23.82%
$32.48 - $35.45 $389K - $425K
62.3K $2.15M
O
Realty Income Corp

Real Estate
2.19K
+ 7.29%
$52.36 - $63.42 $114K - $139K
32.2K $2.04M
NGG
National Grid PLC

Utilities
5.13K
+ 72.21%
$57.14 - $70.48 $293K - $361K
12.2K $852K
ABNB
Airbnb, Inc.

Consumer Cyclical
5.7K
+ 51.5%
$113.01 - $154.34 $644K - $880K
16.8K $2.13M
DHI
Horton D R Inc

Consumer Cyclical
1.6K
+ 56.04%
$135.21 - $197.06 $216K - $315K
4.45K $848K
GE
General Electric CO

Industrials
640
+ 5.83%
$156.66 - $189.66 $100K - $121K
11.6K $2.19M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
76.4K
+ 67.04%
$3.74 - $4.66 $286K - $356K
190K $879K
SCHQ
Schwab Strategic Tr Long Term

ETFs
12K
+ 145.12%
$32.17 - $35.98 $387K - $433K
20.3K $711K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.48K
+ 61.0%
$45.2 - $47.87 $383K - $406K
22.4K $1.06M
OGE
Oge Energy Corp.

Utilities
8.9K
+ 73.35%
$35.12 - $41.18 $313K - $367K
21K $863K
XAR
Spdr S&P Aerospace & Defense E

ETFs
789
+ 4.52%
$139.03 - $157.34 $110K - $124K
18.2K $2.87M
XEL
Xcel Energy Inc

Utilities
3.77K
+ 25.43%
$52.11 - $65.3 $196K - $246K
18.6K $1.21M
DHR
Danaher Corp

Healthcare
1.01K
+ 20.32%
$239.25 - $280.76 $243K - $285K
6.01K $1.67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.41K
+ 20.47%
$31.05 - $34.29 $292K - $323K
55.4K $1.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.32K
+ 52.77%
$169.92 - $205.38 $395K - $477K
6.72K $1.29M
ADP
Automatic Data Processing Inc

Industrials
580
+ 8.6%
$233.44 - $279.45 $135K - $162K
7.33K $2.03M
FDL
First Tr Morningstar Dividend

ETFs
3.11K
+ 4.37%
$37.66 - $42.06 $117K - $131K
74.3K $3.12M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14.5K
+ 87.88%
$26.01 - $27.41 $378K - $399K
31.1K $850K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
17.7K
+ 95.6%
$21.61 - $22.87 $382K - $404K
36.1K $820K
CB
Chubb LTD

Financial Services
957
+ 23.25%
$252.51 - $292.2 $242K - $280K
5.07K $1.46M
USTB
Victory Portfolios Ii Victorys

ETFs
7.93K
+ 124.47%
$49.79 - $50.91 $395K - $404K
14.3K $726K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.62K
+ 183.83%
$57.8 - $60.8 $383K - $402K
10.2K $617K
CNS
Cohen & Steers, Inc.

Financial Services
3.39K
+ 101.29%
$70.88 - $97.15 $240K - $329K
6.73K $646K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
23
+ 0.15%
$80.44 - $110.41 $1.85K - $2.54K
15K $1.66M
TTD
Trade Desk, Inc.

Technology
3.03K
+ 51.29%
$83.08 - $110.79 $252K - $336K
8.95K $980K
SYK
Stryker Corp

Healthcare
1.01K
+ 55.46%
$315.94 - $371.96 $319K - $376K
2.83K $1.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.81K
+ 28.41%
$84.81 - $93.54 $323K - $357K
17.2K $1.58M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.23K
+ 25.22%
$82.69 - $94.63 $267K - $305K
16K $1.49M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.1K
+ 62.74%
$305.34 - $350.41 $335K - $385K
2.85K $983K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
46.4K
+ 96.87%
$7.33 - $8.15 $340K - $378K
94.3K $747K
RYLD
Global X Fds Russell 2000 Cove

ETFs
23.9K
+ 36.33%
$15.22 - $16.33 $364K - $391K
89.8K $1.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
243
+ 6.53%
$531.86 - $624.21 $129K - $152K
3.97K $2.45M
PSX
Phillips 66

Energy
3.87K
+ 32.46%
$125.0 - $147.17 $483K - $569K
15.8K $2.07M
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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