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
PGJ
Invesco Exchange Traded Fd Tr

ETFs
-4.24K
- 8.05%
$24.56 - $32.57 $104K - $138K
48.4K $1.43M
KR
Kroger CO

Consumer Defensive
-101
- 1.05%
$58.36 - $67.72 $5.89K - $6.84K
9.52K $644K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-829
- 2.29%
$64.47 - $70.13 $53.4K - $58.1K
35.4K $2.4M
ECL
Ecolab Inc.

Basic Materials
-47
- 1.12%
$229.72 - $269.82 $10.8K - $12.7K
4.14K $1.05M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.17K
- 4.15%
$9.19 - $12.93 $20K - $28.1K
50.1K $559K
DUK
Duke Energy Corp

Utilities
-1.66K
- 8.59%
$105.87 - $121.97 $175K - $202K
17.6K $2.15M
RING
Ishares Inc Msci Global Gold M

ETFs
-617
- 5.81%
$28.64 - $38.36 $17.7K - $23.7K
10K $383K
SBUX
Starbucks Corp

Consumer Cyclical
-406
- 2.1%
$91.75 - $115.81 $37.3K - $47K
18.9K $1.85M
CSCO
Cisco Systems, Inc.

Technology
-1.02K
- 1.56%
$58.74 - $64.87 $59.9K - $66.1K
64.1K $3.96M
FVD
First Tr Value Line Divid Inde

ETFs
-810
- 0.54%
$42.61 - $45.51 $34.5K - $36.9K
150K $6.69M
SIL
Global X Silver Miners ETF

ETFs
-2.26K
- 8.36%
$31.91 - $40.68 $72K - $91.7K
24.7K $975K
PSX
Phillips 66

Energy
-110
- 0.79%
$113.93 - $131.55 $12.5K - $14.5K
13.8K $1.71M
TRV
Travelers Companies, Inc.

Financial Services
-134
- 2.0%
$232.43 - $265.13 $31.1K - $35.5K
6.55K $1.73M
HEFA
Ishares Currency Hedged Msci E

ETFs
-244
- 0.27%
$34.83 - $37.52 $8.5K - $9.15K
89.7K $3.25M
AWK
American Water Works Company, Inc.

Utilities
-71
- 1.14%
$121.01 - $149.31 $8.59K - $10.6K
6.14K $906K
HDV
Ishares Core High Dividend ETF

ETFs
-1.51K
- 4.19%
$110.86 - $121.12 $168K - $183K
34.6K $4.19M
AFL
Aflac Inc

Financial Services
-11
- 0.06%
$100.99 - $111.19 $1.11K - $1.22K
18.5K $2.05M
MDT
Medtronic PLC

Healthcare
-182
- 0.88%
$79.84 - $94.5 $14.5K - $17.2K
20.6K $1.85M
CVS
Cvs Health Corp

Healthcare
-1.2K
- 9.41%
$44.22 - $68.64 $53K - $82.3K
11.5K $782K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.06K
- 14.42%
$55.75 - $77.63 $171K - $238K
18.2K $1.41M
VEA
Vanguard Ftse Developed Market

ETFs
-122
- 0.14%
$47.4 - $52.99 $5.78K - $6.46K
85.8K $4.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.49K
- 2.43%
$87.68 - $94.52 $218K - $235K
100K $9.38M
IEFA
Ishares Tr

ETFs
-1.43K
- 1.94%
$69.57 - $78.65 $99.5K - $112K
72.4K $5.48M
RTX
Raytheon Technologies Corp

Industrials
-632
- 2.65%
$114.1 - $135.66 $72.1K - $85.7K
23.3K $3.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-765
- 3.08%
$279.74 - $321.29 $214K - $246K
24.1K $7.52M
AIG
American International Group, Inc.

Financial Services
-400
- 1.49%
$70.5 - $86.94 $28.2K - $34.8K
26.4K $2.29M
T
At&T Inc.

Communication Services
-13.6K
- 8.56%
$21.56 - $28.28 $293K - $385K
145K $4.11M
XOM
Exxon Mobil Corp

Energy
-1.15K
- 2.07%
$105.44 - $118.93 $121K - $136K
54.2K $6.44M
KO
Coca Cola CO

Consumer Defensive
-2.21K
- 3.16%
$60.81 - $72.32 $135K - $160K
67.9K $4.86M
AMGN
Amgen Inc

Healthcare
-432
- 3.38%
$258.59 - $327.36 $112K - $141K
12.4K $3.85M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-7.36K
- 2.72%
$3.2 - $5.95 $23.5K - $43.8K
263K $1.44M
PLTR
Palantir Technologies Inc.

Technology
-154
- 0.2%
$64.98 - $124.62 $10K - $19.2K
77K $6.5M
CTAS
Cintas Corp

Industrials
-49
- 0.16%
$182.09 - $208.14 $8.92K - $10.2K
31.5K $6.47M
CVX
Chevron Corp

Energy
-50
- 0.14%
$146.71 - $167.97 $7.34K - $8.4K
34.7K $5.8M
V
Visa Inc.

Financial Services
-959
- 2.85%
$306.92 - $362.71 $294K - $348K
32.7K $11.5M
GLD
Spdr Gold Trust

ETFs
-4.64K
- 8.23%
$243.19 - $288.14 $1.13M - $1.34M
51.7K $14.9M
ABBV
Abb Vie Inc.

Healthcare
-778
- 1.24%
$169.2 - $216.66 $132K - $169K
62K $13M
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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