Iht Wealth Management, LLC Reduced Holdings in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-60K
- 43.48%
$171.38 - $197.01 $10.3M - $11.8M
78K $15.3M
PULS
Pgim ETF Tr

ETFs
-173K
- 67.97%
$49.58 - $49.83 $8.55M - $8.6M
81.3K $4.05M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-164K
- 46.07%
$50.53 - $50.82 $8.27M - $8.32M
192K $9.73M
EFG
Msci Eafe Growth ETF

ETFs
-69.9K
- 52.78%
$106.99 - $114.46 $7.47M - $8M
62.5K $7.12M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-70.2K
- 57.97%
$110.74 - $122.12 $7.78M - $8.58M
50.9K $6.17M
USFR
Wisdomtree Floating Rate Treas

ETFs
-145K
- 6.66%
$50.23 - $50.48 $7.28M - $7.32M
2.03M $102M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-224K
- 21.6%
$25.21 - $25.99 $5.64M - $5.82M
812K $21M
AVUS
American Centy ETF Tr Avantis

ETFs
-59.7K
- 39.6%
$101.2 - $109.16 $6.04M - $6.51M
91K $9.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-190K
- 36.92%
$26.38 - $27.95 $5.02M - $5.32M
325K $8.89M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.2K
- 15.54%
$182.33 - $194.5 $7.14M - $7.61M
213K $41.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-74.9K
- 54.34%
$39.37 - $44.24 $2.95M - $3.32M
63K $2.76M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-49.2K
- 30.92%
$50.37 - $50.7 $2.48M - $2.49M
110K $5.57M
OEF
Ishares S&P 100 ETF

ETFs
-9.2K
- 21.15%
N/A
34.3K $9.13M
UNOV
Earth Science Tech, Inc.

ETFs
-64.2K
- 77.57%
$36.04 - $37.48 $2.31M - $2.41M
18.6K $695K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-70K
- 10.67%
$30.71 - $30.86 $2.15M - $2.16M
586K $18.1M
MBB
Ishares Tr

ETFs
-20K
- 65.03%
$92.46 - $95.73 $1.85M - $1.91M
10.7K $1.02M
XLB
Select Sector Spdr Fd Material

ETFs
-20.7K
- 58.4%
$86.72 - $92.61 $1.8M - $1.92M
14.8K $1.32M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-16.5K
- 82.14%
$86.07 - $90.74 $1.42M - $1.5M
3.6K $322K
NOW
Service Now, Inc.

Technology
-1.01K
- 19.77%
$850.86 - $1044.69 $863K - $1.06M
4.12K $3.79M
ACN
Accenture PLC

Technology
-3.43K
- 35.16%
$232.56 - $304.78 $797K - $1.04M
6.32K $1.56M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-32.3K
- 73.61%
$36.04 - $38.78 $1.16M - $1.25M
11.6K $446K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-13K
- 6.95%
$107.66 - $112.36 $1.4M - $1.46M
174K $19.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-67.8K
- 16.44%
$28.92 - $32.19 $1.96M - $2.18M
345K $11M
UBER
Uber Technologies, Inc

Technology
-11.9K
- 31.36%
$86.91 - $99.57 $1.04M - $1.19M
26.1K $2.56M
CRM
Salesforce, Inc.

Technology
-1.8K
- 11.92%
$231.66 - $273.65 $417K - $493K
13.3K $3.16M
FTA
First Tr Large Cap Value

ETFs
-25K
- 10.4%
$78.13 - $83.78 $1.95M - $2.1M
216K $18M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.3K
- 5.49%
$91.44 - $91.77 $945K - $948K
178K $16.3M
VO
Vanguard Mid Cap ETF

ETFs
-4.04K
- 22.64%
$279.83 - $293.74 $1.13M - $1.19M
13.8K $4.06M
FLIN
Franklin Templeton ETF Tr

ETFs
-15.3K
- 14.98%
$37.28 - $39.98 $572K - $614K
87.1K $3.25M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-44.8K
- 31.32%
$16.46 - $17.1 $738K - $766K
98.3K $1.67M
META
Meta Platforms, Inc.

Communication Services
-765
- 1.87%
$695.21 - $791.73 $532K - $606K
40.1K $29.5M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-18.8K
- 23.49%
$38.52 - $39.39 $724K - $740K
61.2K $2.4M
AG
First Majestic Silver Corp

Basic Materials
-91.4K
- 88.29%
$7.83 - $12.41 $716K - $1.13M
12.1K $148K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-10.7K
- 42.14%
$64.17 - $68.19 $685K - $728K
14.7K $998K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.06%
$915.95 - $994.57 $5.5K - $5.97K
10.2K $9.43M
GEO
Geo Group Inc

Real Estate
-24.7K
- 60.4%
$20.25 - $26.46 $499K - $653K
16.2K $331K
EDV
Vanguard Extended Duration Tre

ETFs
-9.88K
- 28.96%
$63.28 - $69.5 $625K - $686K
24.2K $1.66M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.85K
- 27.42%
$118.3 - $142.16 $455K - $547K
10.2K $1.24M
AVIG
American Centy ETF Tr Avantis

ETFs
-15.3K
- 23.7%
$41.02 - $42.32 $626K - $646K
49.1K $2.07M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-19.8K
- 21.43%
$36.83 - $38.43 $730K - $762K
72.7K $2.79M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.97K
- 13.29%
N/A
45.5K $3.9M
MELI
Mercadolibre Inc

Consumer Cyclical
-217
- 66.77%
$2292.04 - $2514.05 $497K - $546K
108 $252K
CTAS
Cintas Corp

Industrials
-198
- 0.63%
$199.29 - $226.27 $39.5K - $44.8K
31.3K $6.43M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-11K
- 27.14%
$57.15 - $62.12 $630K - $684K
29.6K $1.84M
HSY
Hershey CO

Consumer Defensive
-3.67K
- 68.28%
$161.95 - $193.45 $594K - $710K
1.71K $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.49K
- 6.13%
$459.11 - $506.91 $1.14M - $1.26M
38.2K $19.2M
BA
Boeing CO

Industrials
-3.77K
- 9.37%
$209.79 - $237.38 $792K - $896K
36.5K $7.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.67K
- 1.27%
$211.65 - $238.24 $564K - $635K
207K $45.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-12.5K
- 7.79%
$47.03 - $47.97 $590K - $602K
149K $7.11M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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