Iht Wealth Management, LLC Reduced Holdings in Q1 2025

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-385K
- 45.11%
$64.88 - $72.1 $25M - $27.7M
468K $30.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25.3K
- 14.56%
$468.34 - $539.52 $11.9M - $13.7M
149K $69.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-202K
- 31.6%
$85.29 - $92.57 $17.2M - $18.7M
437K $39.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-48.1K
- 73.18%
$185.78 - $198.58 $8.93M - $9.55M
17.6K $3.36M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-94.2K
- 33.26%
$75.47 - $84.24 $7.11M - $7.94M
189K $14.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-262K
- 39.75%
$33.84 - $37.77 $8.86M - $9.89M
397K $14.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-129K
- 32.05%
$40.03 - $46.81 $5.17M - $6.05M
274K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.56K
- 7.09%
$551.42 - $612.93 $3.62M - $4.02M
85.9K $48.1M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-240K
- 75.87%
N/A
76.4K $1.95M
PAVE
Global X Fds Us Infrastructure

ETFs
-109K
- 41.91%
$37.31 - $43.82 $4.06M - $4.77M
151K $5.69M
XLK
Technology Sector Spdr

ETFs
-6.81K
- 5.56%
$206.38 - $242.18 $1.4M - $1.65M
116K $23.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-102K
- 77.81%
$42.4 - $44.11 $4.33M - $4.5M
29.1K $1.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-54.5K
- 46.25%
$67.03 - $74.61 $3.66M - $4.07M
63.4K $4.31M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-90.3K
- 83.28%
$43.76 - $45.31 $3.95M - $4.09M
18.1K $816K
PULS
Pgim ETF Tr

ETFs
-80.4K
- 24.64%
$49.56 - $49.78 $3.99M - $4M
246K $12.2M
AVUS
American Centy ETF Tr Avantis

ETFs
-31.1K
- 13.59%
$90.7 - $101.57 $2.82M - $3.16M
198K $18.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-76.9K
- 14.82%
$46.82 - $47.8 $3.6M - $3.68M
442K $20.8M
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 1.28%
$154.33 - $206.19 $169K - $226K
84.6K $13.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-26.4K
- 38.04%
$81.1 - $94.7 $2.14M - $2.5M
43K $3.49M
EFG
Msci Eafe Growth ETF

ETFs
-32.2K
- 19.95%
$96.1 - $106.37 $3.1M - $3.43M
129K $12.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.23K
- 2.42%
$168.16 - $186.21 $879K - $974K
210K $36M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-24.1K
- 4.26%
$39.91 - $43.97 $961K - $1.06M
541K $22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-90.4K
- 7.46%
$24.73 - $25.62 $2.23M - $2.32M
1.12M $28.6M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-63.5K
- 61.37%
$17.57 - $25.81 $1.12M - $1.64M
40K $732K
ETN
Eaton Corp PLC

Industrials
-2.63K
- 24.52%
$271.83 - $371.23 $714K - $975K
8.09K $2.2M
AXON
Axon Enterprise, Inc.

Industrials
-1.9K
- 42.86%
$496.65 - $710.01 $942K - $1.35M
2.53K $1.33M
XLC
Select Sector Spdr Tr Communic

ETFs
-12.8K
- 14.43%
$94.84 - $105.31 $1.21M - $1.35M
75.7K $7.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-16.6K
- 6.42%
$32.49 - $37.99 $539K - $630K
242K $8.11M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.14K
- 3.54%
$36.64 - $45.76 $188K - $235K
140K $5.25M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-38.4K
- 32.92%
$29.82 - $30.1 $1.15M - $1.16M
78.3K $2.36M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.33K
- 8.59%
$89.18 - $104.04 $565K - $659K
67.3K $6.16M
EVRG
Evergy, Inc.

Utilities
-20K
- 49.56%
$59.9 - $69.52 $1.2M - $1.39M
20.3K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-813
- 3.15%
$507.05 - $563.67 $412K - $458K
25K $12.9M
DNP
Dnp Select Income Fund Inc

Financial Services
-147K
- 37.58%
$8.93 - $9.92 $1.32M - $1.46M
245K $2.42M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-7.78K
- 6.13%
$91.76 - $103.26 $714K - $804K
119K $11M
VFH
Vanguard Financial ETF

ETFs
-9.08K
- 23.64%
$114.07 - $127.34 $1.04M - $1.16M
29.3K $3.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-9.26K
- 61.57%
$132.75 - $177.12 $1.23M - $1.64M
5.78K $881K
HFRO
Highland Income Fund\Ma

Financial Services
-195K
- 48.53%
$4.93 - $5.83 $962K - $1.14M
207K $1.08M
FRPT
Freshpet, Inc.

Consumer Defensive
-5.02K
- 60.12%
$83.17 - $162.59 $417K - $815K
3.33K $276K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.6K
- 37.93%
$71.17 - $73.66 $969K - $1M
22.3K $1.64M
VGT
Vanguard Information Technolog

ETFs
-227
- 2.29%
$542.38 - $646.34 $123K - $147K
9.69K $5.26M
ACN
Accenture PLC

Technology
-1.61K
- 15.76%
$300.91 - $398.25 $483K - $639K
8.58K $2.68M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-93
- 0.34%
$211.47 - $267.17 $19.7K - $24.8K
27.3K $5.76M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.33K
- 31.89%
$92.71 - $107.38 $587K - $680K
13.5K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.32K
- 5.08%
$169.43 - $182.84 $563K - $608K
62.1K $10.8M
NEM
Newmont Corp

Basic Materials
-22K
- 67.06%
$37.79 - $48.39 $833K - $1.07M
10.8K $522K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.8K
- 15.96%
$114.57 - $118.14 $779K - $803K
35.8K $4.23M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.76K
- 9.96%
$84.95 - $100.62 $320K - $379K
34K $2.97M
CYBR
Cyber Ark Software Ltd.

Technology
-2.06K
- 57.94%
$312.8 - $414.31 $645K - $854K
1.5K $505K
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
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