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
MS
Morgan Stanley

Financial Services
83
+ 1.25%
$111.68 - $141.08 $9.27K - $11.7K
6.75K $786K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 1.13%
$333.37 - $384.99 $7K - $8.08K
1.87K $626K
WTFC
Wintrust Financial Corp

Financial Services
35
+ 0.7%
$107.76 - $136.92 $3.77K - $4.79K
5.05K $568K
ROKU
Roku, Inc

Communication Services
713
+ 2.42%
$67.36 - $99.07 $48K - $70.6K
30.2K $2.13M
PWR
Quanta Services, Inc.

Industrials
160
+ 9.17%
$236.71 - $358.03 $37.9K - $57.3K
1.91K $484K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.01%
$32.42 - $36.13 $162 - $181
43.9K $1.45M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.85K
+ 16.13%
$47.25 - $67.02 $371K - $526K
56.6K $2.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
299
+ 2.41%
$114.9 - $139.6 $34.4K - $41.7K
12.7K $1.49M
FTHI
First Trust Exchange Traded Fd

ETFs
2.77K
+ 2.79%
$21.62 - $23.74 $59.9K - $65.8K
102K $2.23M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
111
+ 0.6%
$46.12 - $52.9 $5.12K - $5.87K
18.5K $860K
RXST
Rx Sight, Inc.

Healthcare
1.25K
+ 9.55%
$24.37 - $35.84 $30.5K - $44.8K
14.3K $361K
SRE
Sempra Energy

Utilities
9
+ 0.16%
$67.85 - $87.67 $611 - $789
5.61K $400K
ADUS
Addus Home Care Corp

Healthcare
213
+ 4.84%
$89.83 - $135.92 $19.1K - $29K
4.62K $456K
PFE
Pfizer Inc

Healthcare
3.74K
+ 2.33%
$25.01 - $27.13 $93.6K - $101K
164K $4.16M
CMI
Cummins Inc

Industrials
94
+ 2.6%
$312.92 - $386.07 $29.4K - $36.3K
3.71K $1.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
290
+ 2.61%
$119.38 - $161.42 $34.6K - $46.8K
11.4K $1.36M
ZETA
Zeta Global Holdings Corp.

Technology
552
+ 2.25%
$13.56 - $24.69 $7.49K - $13.6K
25.1K $340K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.05%
$161.27 - $192.3 $323 - $385
4.36K $703K
AMAT
Applied Materials Inc

Technology
424
+ 4.44%
$145.06 - $195.51 $61.5K - $82.9K
9.98K $1.45M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
186
+ 1.39%
$110.9 - $132.93 $20.6K - $24.7K
13.5K $1.54M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.9K
+ 8.59%
$18.53 - $29.07 $35.2K - $55.1K
24K $454K
CSX
Csx Corp

Industrials
642
+ 1.3%
$29.11 - $33.67 $18.7K - $21.6K
50.1K $1.47M
RCEL
Avita Medical, Inc.

Healthcare
300
+ 1.11%
$8.14 - $13.72 $2.44K - $4.12K
27.4K $223K
VKTX
Viking Therapeutics, Inc.

Healthcare
2.71K
+ 22.48%
$24.15 - $42.89 $65.4K - $116K
14.8K $356K
FDX
Fedex Corp

Industrials
71
+ 1.82%
$230.33 - $281.53 $16.4K - $20K
3.97K $968K
MGK
Vanguard Mega Cap Growth ETF

ETFs
309
+ 4.6%
$307.43 - $357.48 $95K - $110K
7.03K $2.17M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.38K
+ 5.77%
$14.59 - $23.31 $20.1K - $32.1K
25.2K $367K
ON
On Semiconductor Corp

Technology
143
+ 2.1%
$40.69 - $64.51 $5.82K - $9.22K
6.94K $282K
PYPL
Pay Pal Holdings, Inc.

Financial Services
190
+ 2.32%
$65.15 - $91.81 $12.4K - $17.4K
8.39K $547K
UPS
United Parcel Service Inc

Industrials
290
+ 2.39%
$109.66 - $136.26 $31.8K - $39.5K
12.4K $1.36M
ALB
Albemarle Corp

Basic Materials
539
+ 3.67%
$69.95 - $97.49 $37.7K - $52.5K
15.2K $1.1M
LVS
Las Vegas Sands Corp

Consumer Cyclical
413
+ 2.86%
$38.18 - $50.93 $15.8K - $21K
14.8K $573K
MRK
Merck & Co., Inc.

Healthcare
1.8K
+ 5.22%
$83.01 - $101.02 $149K - $182K
36.3K $3.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
354
+ 1.81%
$47.79 - $59.89 $16.9K - $21.2K
19.9K $1M
EMR
Emerson Electric CO

Industrials
327
+ 2.17%
$108.64 - $131.17 $35.5K - $42.9K
15.4K $1.69M
CEG
Constellation Energy Corp

Utilities
188
+ 1.95%
$201.63 - $347.44 $37.9K - $65.3K
9.82K $1.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.59K
+ 7.08%
$102.49 - $119.96 $471K - $551K
69.5K $7.27M
BA
Boeing CO

Industrials
16
+ 0.04%
$148.15 - $186.25 $2.37K - $2.98K
36.8K $6.27M
TTD
Trade Desk, Inc.

Technology
2.78K
+ 44.01%
$53.59 - $126.58 $149K - $352K
9.09K $497K
BX
Blackstone Inc.

Financial Services
440
+ 4.55%
$136.53 - $186.74 $60.1K - $82.2K
10.1K $1.41M
SPMD
Spdr Portfolio

ETFs
3.51K
+ 2.82%
$50.21 - $57.73 $176K - $203K
128K $6.55M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.03K
+ 1.2%
$57.21 - $65.8 $58.9K - $67.7K
86.8K $5.06M
NOW
Service Now, Inc.

Technology
1.08K
+ 24.84%
$783.83 - $1170.39 $844K - $1.26M
5.41K $4.31M
GLOB
Globant S.A.

Technology
248
+ 6.59%
$117.72 - $228.73 $29.2K - $56.7K
4.01K $472K
AMD
Advanced Micro Devices Inc

Technology
2.17K
+ 6.93%
$96.63 - $129.55 $209K - $281K
33.5K $3.44M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
116
+ 2.84%
$283.06 - $421.16 $32.8K - $48.9K
4.2K $1.19M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.41K
+ 5.7%
$126.86 - $146.45 $560K - $646K
81.8K $10.4M
ORCL
Oracle Corp

Technology
740
+ 3.9%
$139.81 - $186.47 $103K - $138K
19.7K $2.76M
MRVL
Marvell Technology, Inc.

Technology
2.1K
+ 18.83%
$61.57 - $126.06 $130K - $265K
13.3K $817K
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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