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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
302
+ 6.96%
$50.1 - $51.02 $15.1K - $15.4K
4.64K $236K
LUV
Southwest Airlines CO

Industrials
844
+ 7.99%
$24.04 - $34.36 $20.3K - $29K
11.4K $369K
SCHO
Schwab Short Term Us Treasury

ETFs
590
+ 6.95%
$24.19 - $24.45 $14.3K - $14.4K
9.08K $221K
EVRG
Evergy, Inc.

Utilities
212
+ 1.04%
$64.06 - $69.64 $13.6K - $14.8K
20.5K $1.41M
CLX
Clorox CO

Consumer Defensive
1.17K
+ 25.16%
$118.01 - $148.69 $138K - $174K
5.84K $700K
APD
Air Products & Chemicals, Inc.

Basic Materials
177
+ 6.29%
$248.61 - $294.96 $44K - $52.2K
2.99K $843K
FNV
Franco Nevada Corp

Basic Materials
2
+ 0.09%
$143.04 - $178.17 $286 - $356
2.18K $356K
VXRT
Vaxart, Inc.

Healthcare
12.1K
+ 5.55%
$0.31 - $0.7 $3.74K - $8.45K
229K $103K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.4K
+ 1558.26%
$87.84 - $1441.89 $298K - $4.9M
3.62K $325K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
186
+ 0.35%
$23.13 - $24.23 $4.3K - $4.51K
52.9K $1.28M
BKF
Ishares Mcsi Bic ETF

ETFs
56
+ 0.75%
$34.82 - $41.58 $1.95K - $2.33K
7.56K $313K
DFAT
Dimensional ETF Tr U S Target

ETFs
21
+ 0.45%
$44.8 - $53.97 $941 - $1.13K
4.71K $254K
SPIB
Spdr Portfolio Intermediate Te

ETFs
216
+ 2.86%
$32.62 - $33.58 $7.05K - $7.25K
7.76K $260K
RXST
Rx Sight, Inc.

Healthcare
14.3K
+ 99.58%
$13.0 - $26.12 $186K - $373K
28.6K $371K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
142
+ 3.22%
$49.73 - $51.44 $7.06K - $7.3K
4.56K $234K
IBMO
Ishares Tr Ibonds December 202

ETFs
242
+ 0.58%
$25.32 - $25.63 $6.13K - $6.2K
42K $1.08M
ITW
Illinois Tool Works Inc

Industrials
68
+ 0.67%
$218.41 - $252.43 $14.9K - $17.2K
10.2K $2.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
151
+ 2.58%
$63.54 - $68.5 $9.59K - $10.3K
6.02K $405K
STWD
Starwood Property Trust, Inc.

Real Estate
209
+ 1.89%
$17.28 - $20.41 $3.61K - $4.27K
11.3K $226K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
249
+ 0.54%
$26.41 - $26.76 $6.58K - $6.66K
46.1K $1.23M
EUSB
Ishares Tr Esg Advanced Total

Technology
124
+ 2.65%
$42.54 - $43.56 $5.27K - $5.4K
4.8K $209K
A
Agilent Technologies, Inc.

Healthcare
46
+ 2.38%
$99.29 - $120.52 $4.57K - $5.54K
1.98K $233K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
12
+ 0.61%
$110.2 - $126.21 $1.32K - $1.51K
1.99K $249K
HRB
H&R Block Inc

Consumer Cyclical
111
+ 1.92%
$54.32 - $63.04 $6.03K - $7K
5.88K $322K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.17K
+ 5.73%
$9.85 - $11.67 $11.6K - $13.7K
21.6K $243K
CBSH
Commerce Bancshares Inc

Financial Services
78
+ 2.33%
$55.42 - $65.63 $4.32K - $5.12K
3.43K $213K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
68
+ 1.63%
$47.89 - $48.65 $3.26K - $3.31K
4.23K $205K
LVHI
Franklin International Low Vol

ETFs
82
+ 0.72%
$28.91 - $33.28 $2.37K - $2.73K
11.4K $371K
ICF
Ishares Tr

ETFs
205
+ 0.82%
$54.56 - $62.47 $11.2K - $12.8K
25.2K $1.54M
PLUG
Plug Power Inc

Industrials
2.3K
+ 22.06%
$0.7 - $1.49 $1.61K - $3.42K
12.7K $18K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4
+ 0.12%
$72.71 - $82.56 $291 - $330
3.29K $267K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25
+ 0.24%
$20.12 - $21.0 $503 - $525
10.6K $221K
NI
Nisource Inc.

Utilities
13
+ 0.15%
$37.11 - $40.64 $482 - $528
8.64K $348K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5
+ 0.16%
$75.05 - $77.34 $375 - $387
3.07K $237K
IMH
Impac Mortgage Holdings Inc

Financial Services
42K
+ 114.75%
N/A
78.6K $4K
FE
Firstenergy Corp

Utilities
77
+ 1.38%
$38.31 - $43.17 $2.95K - $3.32K
5.68K $228K
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.86%
$3478.38 - $3880.15 $6.96K - $7.76K
72 $267K
IBHE
Ishares Ibonds 2025 Term High

ETFs
49
+ 0.56%
$22.98 - $23.27 $1.13K - $1.14K
8.79K $204K
Ab Active Etfs Inc
1.07K
+ 12.9%
N/A
9.39K $0
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
74
+ 0.45%
$12.41 - $14.27 $918 - $1.06K
16.6K $235K
MEAR
Blackrock Short Maturity Munic

ETFs
7
+ 0.14%
$49.74 - $50.27 $348 - $352
4.93K $247K
Ishares Bitcoin
21K
+ 18.76%
N/A
133K $0
Hafnia LTD
261
+ 0.46%
N/A
57.3K $0
T Rowe Price ETF Inc
1.02K
+ 7.32%
N/A
15K $0
TUA
Simpl Exch Traded Fds Sht Term
1.9K
+ 3.58%
N/A
54.8K $0
First Tr Exchange Traded Fd
7.5K
+ 3.57%
N/A
217K $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.11%
$204.89 - $224.73 $205 - $225
916 $200K
Tko Group
4
+ 0.03%
N/A
14.5K $0
Intuitive Machines
2.28K
+ 6.62%
N/A
36.7K $0
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email