Iht Wealth Management, LLC New Holdings in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
1.23K
New
$145.66 - $249.35 $178K - $305K
1.23K $231K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.75K
New
$38.9 - $83.0 $107K - $228K
2.75K $228K
EXAS
Exact Sciences Corp

Healthcare
4.29K
New
$40.31 - $58.08 $173K - $249K
4.29K $228K
CGGO
Capital Group Global Growth Eq

ETFs
7.1K
New
$25.31 - $32.17 $180K - $228K
7.1K $226K
VRT
Vertiv Holdings CO

Industrials
2.58K
New
N/A
2.58K $223K
ZS
Zscaler, Inc.

Technology
711
New
$174.67 - $315.32 $124K - $224K
711 $223K
MGV
Vanguard Mega Cap Value

ETFs
1.71K
New
$114.87 - $131.25 $196K - $224K
1.71K $223K
CBRE
Cbre Group, Inc.

Real Estate
1.56K
New
$113.94 - $140.12 $178K - $219K
1.56K $219K
TTWO
Take Two Interactive Software Inc

Communication Services
888
New
$194.58 - $243.05 $173K - $216K
888 $215K
EPAM
Epam Systems, Inc.

Technology
1.16K
New
N/A
1.16K $214K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
3.76K
New
$42.19 - $56.47 $158K - $212K
3.76K $212K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
2.14K
New
$97.38 - $108.84 $208K - $233K
2.14K $212K
COCO
Vita Coco Company, Inc.

Consumer Defensive
5.86K
New
$27.0 - $37.18 $158K - $218K
5.86K $211K
MLM
Martin Marietta Materials Inc

Basic Materials
386
New
$452.51 - $568.19 $175K - $219K
386 $211K
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
9.98K
New
$18.67 - $21.59 $186K - $215K
9.98K $210K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.76K
New
$38.7 - $44.05 $184K - $210K
4.76K $209K
ZM
Zoom Video Communications, Inc.

Technology
2.66K
New
$66.7 - $84.62 $178K - $225K
2.66K $207K
TRU
Trans Union

Industrials
2.34K
New
$69.26 - $91.89 $162K - $215K
2.34K $205K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
5.68K
New
$25.77 - $36.6 $146K - $208K
5.68K $205K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.84K
New
$37.18 - $42.55 $180K - $206K
4.84K $205K
PDI
Pimco Dynamic Income Fund

Financial Services
10.8K
New
$17.02 - $19.87 $183K - $214K
10.8K $204K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
8.7K
New
$21.21 - $23.5 $185K - $204K
8.7K $204K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.62K
New
$101.91 - $134.83 $165K - $219K
1.62K $203K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.82K
New
$22.81 - $22.97 $201K - $203K
8.82K $202K
VEEV
Veeva Systems Inc

Healthcare
698
New
$209.39 - $289.94 $146K - $202K
698 $201K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
3.22K
New
$44.23 - $62.66 $142K - $202K
3.22K $201K
AGNC
Agnc Investment Corp.

Real Estate
20.7K
New
$8.12 - $9.49 $168K - $197K
20.7K $190K
DGX
Quest Diagnostics Inc

Healthcare
1.24K
New
N/A
1.24K $170K
SAN
Banco Santander, S.A.

Financial Services
20.5K
New
$5.72 - $8.32 $117K - $170K
20.5K $169K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
11.1K
New
$12.23 - $15.46 $136K - $172K
11.1K $168K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.21K
New
N/A
5.21K $164K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
15.4K
New
$10.3 - $12.99 $159K - $200K
15.4K $158K
AES
Aes Corp

Utilities
13.6K
New
$9.63 - $12.55 $131K - $170K
13.6K $142K
AUR
Aurora Innovation, Inc.

Technology
21.1K
New
$5.17 - $8.14 $109K - $172K
21.1K $110K
KSS
Kohls Corp

Consumer Cyclical
11.9K
New
$6.13 - $9.4 $73.1K - $112K
11.9K $101K
ULCC
Frontier Group Holdings, Inc.

Industrials
23.9K
New
$2.98 - $4.39 $71.1K - $105K
23.9K $86K
TRDA
Entrada Therapeutics, Inc.

Healthcare
10.7K
New
$6.72 - $9.23 $71.9K - $98.8K
10.7K $71K
LUMN
Lumen Technologies, Inc.

Communication Services
16.3K
New
$3.07 - $4.51 $50K - $73.4K
16.3K $71K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
10.1K
New
$4.41 - $5.47 $44.5K - $55.2K
10.1K $55K
CNDT
Conduent Inc

Technology
12.9K
New
$1.97 - $2.81 $25.4K - $36.2K
12.9K $34K
Sable Offshore Corp
13.8K
New
N/A
13.8K $0
Capital Group Dividend Growe
10.8K
New
N/A
10.8K $0
Natwest Group PLC
16.8K
New
N/A
16.8K $0
Lithium Amers Corp New
10.6K
New
N/A
10.6K $0
Barrick Mng Corp
13.3K
New
N/A
13.3K $0
AFLG
First Tr Exchange Traded Fd Vi
5.51K
New
N/A
5.51K $0
Capital Grp Fixed Incm ETF T
8.71K
New
N/A
8.71K $0
VUSB
Vanguard Bd Index Fds
26K
New
N/A
26K $0
CGMS
Capital Grp Core Plus Income E
8.33K
New
N/A
8.33K $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
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