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
TTE
Total Energies Se

Energy
152
+ 3.51%
N/A
4.49K $307K
VAW
Vanguard Materials ETF

ETFs
19
+ 0.35%
$185.71 - $202.46 $3.53K - $3.85K
5.4K $1.02M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
61
+ 0.3%
$39.96 - $43.3 $2.44K - $2.64K
20.4K $842K
INDA
Ishares Msci India Index Fund

ETFs
378
+ 4.32%
$47.8 - $53.4 $18.1K - $20.2K
9.13K $469K
IBMO
Ishares Tr Ibonds December 202

ETFs
163
+ 0.39%
$25.45 - $25.6 $4.15K - $4.17K
41.8K $1.07M
FBT
First Trust Nyse Arca Biotechn

ETFs
10
+ 0.75%
$164.86 - $182.19 $1.65K - $1.82K
1.35K $229K
JBT
John Bean Technologies Corp

Industrials
74
+ 4.29%
$121.81 - $131.22 $9.01K - $9.71K
1.8K $226K
SA
Seabridge Gold Inc

Basic Materials
250
+ 1.69%
$10.47 - $13.33 $2.62K - $3.33K
15K $175K
PFF
Ishares Trust Ishares Pfd And

ETFs
685
+ 3.49%
$30.73 - $32.26 $21.1K - $22.1K
20.3K $624K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
90
+ 1.44%
$42.36 - $43.8 $3.81K - $3.94K
6.35K $275K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
199
+ 1.79%
$15.0 - $15.91 $2.99K - $3.17K
11.3K $175K
CRM
Salesforce, Inc.

Technology
2.76K
+ 24.8%
$268.36 - $359.95 $740K - $993K
13.9K $3.73M
BOND
Pimco Active Bond Exchange Tra

ETFs
3
+ 0.13%
$89.27 - $92.9 $268 - $279
2.27K $209K
LINK
Interlink Electronics Inc

Technology
1.12K
+ 4.15%
$5.5 - $9.87 $6.15K - $11K
28.1K $179K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
76
+ 0.69%
$50.72 - $50.92 $3.85K - $3.87K
11.1K $565K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
245
+ 5.84%
$191.06 - $228.87 $46.8K - $56.1K
4.44K $851K
KORP
American Centy ETF Tr Diversif

ETFs
17
+ 0.31%
$45.26 - $47.12 $769 - $801
5.51K $257K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4
+ 0.11%
$59.15 - $62.71 $237 - $251
3.58K $221K
SCHO
Schwab Short Term Us Treasury

ETFs
57
+ 0.68%
$24.1 - $24.34 $1.37K - $1.39K
8.49K $206K
FISV
Fiserv Inc

Technology
21
+ 0.89%
N/A
2.38K $298K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
74
+ 0.95%
$49.69 - $50.76 $3.68K - $3.76K
7.83K $391K
EGHT
8 X8 Inc

Technology
5K
+ 41.67%
$1.99 - $3.47 $9.95K - $17.4K
17K $34K
IBHE
Ishares Ibonds 2025 Term High

ETFs
35
+ 0.4%
$23.16 - $23.32 $811 - $816
8.74K $203K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
20
+ 0.2%
$14.22 - $14.83 $284 - $297
10.2K $147K
Gsk PLC Sponsored Adr New
42
+ 0.32%
N/A
13.1K $0
Ge Vernova Inc
458
+ 16.53%
N/A
3.23K $0
FNY
First Trust Mid Cap Growth Alp
7
+ 0.21%
N/A
3.33K $0
Frontline PLC
262
+ 1.58%
N/A
16.8K $0
SCLX
Scilex Hldg CO Com
5K
+ 20.0%
N/A
30K $0
Ge Healthcare Technologies Inc
371
+ 5.36%
N/A
7.29K $0
Ftai Aviation
4.25K
+ 97.36%
N/A
8.61K $0
NFTY
First Tr Alphadex Fd Ii India
108
+ 1.5%
N/A
7.3K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
143
+ 1.26%
$50.17 - $51.45 $7.17K - $7.36K
11.5K $578K
SHOP
Shopify Inc.

Technology
1K
+ 11.38%
$90.59 - $129.31 $90.9K - $130K
9.82K $937K
Global X Fds
6.5K
+ 75.14%
N/A
15.2K $0
Rbb Us
24K
+ 12.14%
N/A
222K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.66K
+ 19.3%
N/A
35K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2.95K
+ 28.37%
N/A
13.3K $0
Pimco ETF Tr
123K
+ 440.98%
N/A
151K $0
BRSP
Bright Spire Capital, Inc.

Real Estate
107
+ 0.89%
$5.48 - $6.23 $586 - $667
12.1K $67K
Neuberger Berman
597
+ 3.89%
N/A
16K $0
ILCG
Ishares Morningstar Growth ETF
337
+ 0.57%
N/A
59.2K $0
VT
Vanguard Total World Stk Index

ETFs
75
+ 1.38%
$115.08 - $123.97 $8.63K - $9.3K
5.5K $637K
Arm Holdings
328
+ 14.41%
N/A
2.6K $0
Victory Portfolios Ii
1.47K
+ 5.51%
N/A
28.1K $0
Ab Active Etfs Ince
10.1K
+ 7.86%
N/A
139K $0
YEAR
Ab Active Etfs Inc Ultra Short
412K
+ 995.55%
N/A
454K $0
A2 Z Cust2 Mate Solutions Corp
8.82K
+ 5.05%
N/A
183K $0
Wisdomtree Tr
331
+ 2.16%
N/A
15.6K $0
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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