Iht Wealth Management, LLC Reduced Holdings in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-19.5K
- 18.96%
$33.82 - $37.61 $658K - $732K
83.2K $3.13M
VIG
Vanguard Dividend Appreciation

ETFs
-2.8K
- 7.34%
N/A
35.3K $6.43M
OXY
Occidental Petroleum Corp

Energy
-6.17K
- 18.17%
$36.11 - $49.33 $223K - $304K
27.8K $1.17M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-11.6K
- 26.9%
$42.56 - $50.32 $494K - $584K
31.6K $1.59M
PTH
Invesco Exchange Traded Fd Tr

ETFs
-11.2K
- 12.4%
$34.88 - $40.29 $390K - $451K
79K $3.07M
GEO
Geo Group Inc

Real Estate
-8.92K
- 17.93%
$23.11 - $31.67 $206K - $283K
40.8K $977K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-16.7K
- 16.54%
$24.14 - $25.43 $404K - $426K
84.5K $2.09M
AVUV
American Centy ETF Tr Avantis

ETFs
-6.41K
- 18.85%
$75.17 - $91.21 $482K - $585K
27.6K $2.52M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.76K
- 45.86%
$45.12 - $46.23 $440K - $451K
11.5K $532K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-18.4K
- 21.99%
$41.45 - $54.46 $763K - $1M
65.3K $3.4M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-26K
- 65.04%
$16.69 - $23.43 $434K - $609K
14K $300K
IEMG
Ishares Inc

ETFs
-7.75K
- 16.38%
N/A
39.6K $2.12M
SBUX
Starbucks Corp

Consumer Cyclical
-3.05K
- 16.12%
$79.69 - $99.41 $243K - $303K
15.9K $1.45M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-18.4K
- 14.17%
$32.77 - $36.44 $602K - $669K
111K $4.05M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-17.3K
- 15.72%
$32.79 - $36.78 $566K - $635K
92.5K $3.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.25K
- 10.61%
$81.46 - $94.63 $428K - $497K
44.3K $4.19M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.07K
- 47.07%
$79.79 - $91.42 $325K - $372K
4.57K $407K
DNP
Dnp Select Income Fund Inc

Financial Services
-35.1K
- 14.36%
$8.89 - $9.88 $312K - $347K
210K $2.05M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-11.2K
- 33.9%
$28.02 - $32.37 $315K - $364K
21.9K $695K
SQEW
Two Rds Shared Tr Leadershares

ETFs
-12.2K
- 39.78%
$27.51 - $32.95 $336K - $402K
18.5K $607K
UNOV
Earth Science Tech, Inc.

ETFs
-15.5K
- 15.78%
$32.19 - $36.09 $499K - $560K
82.8K $2.99M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-7.54K
- 41.58%
$43.65 - $45.44 $329K - $343K
10.6K $481K
AGQ
Pro Shares Trust Ii

ETFs
-8K
- 21.51%
$33.07 - $50.62 $265K - $405K
29.2K $1.39M
VZ
Verizon Communications Inc

Communication Services
-3.36K
- 3.79%
$41.67 - $45.62 $140K - $153K
85.3K $3.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-25.5K
- 20.52%
$19.1 - $23.83 $488K - $609K
99K $2.36M
FVD
First Tr Value Line Divid Inde

ETFs
-7.05K
- 4.7%
$40.62 - $45.12 $287K - $318K
143K $6.4M
OKE
Oneok Inc

Energy
-81
- 0.49%
$78.71 - $100.37 $6.38K - $8.13K
16.6K $1.35M
PSX
Phillips 66

Energy
-1.87K
- 13.52%
$92.87 - $125.73 $174K - $235K
12K $1.43M
HDV
Ishares Core High Dividend ETF

ETFs
-1.2K
- 3.46%
$108.41 - $120.51 $130K - $144K
33.4K $3.91M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-734
- 7.46%
$99.37 - $134.05 $72.9K - $98.4K
9.11K $1.03M
NEM
Newmont Corp

Basic Materials
-6.23K
- 57.59%
$44.18 - $59.46 $275K - $371K
4.59K $267K
SUB
Ishares Short Term National Mu

ETFs
-2.4K
- 46.9%
$104.77 - $106.34 $251K - $255K
2.72K $288K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-5.36K
- 28.99%
$40.64 - $47.27 $218K - $254K
13.1K $611K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-17K
- 16.64%
$20.42 - $25.3 $347K - $429K
85.1K $2.15M
BHP
Bhp Group LTD

Basic Materials
-4.65K
- 34.8%
$40.22 - $50.88 $187K - $237K
8.71K $418K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.91K
- 13.78%
$77.94 - $79.5 $227K - $231K
18.2K $1.45M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.83K
- 9.82%
$95.52 - $109.98 $175K - $201K
16.8K $1.82M
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.15K
- 33.86%
$48.81 - $59.48 $202K - $247K
8.1K $481K
HYG
Ishares Tr

ETFs
-2.82K
- 41.43%
$75.75 - $80.65 $214K - $227K
3.99K $321K
TAXF
American Centy ETF Tr Diversif

ETFs
-3.48K
- 4.83%
$47.8 - $49.79 $166K - $173K
68.7K $3.36M
CLOI
Vaneck ETF Tr

ETFs
-3.98K
- 15.54%
$51.16 - $53.02 $204K - $211K
21.6K $1.15M
MBB
Ishares Tr

ETFs
-2.21K
- 6.69%
$91.41 - $94.22 $202K - $208K
30.7K $2.89M
GLD
Spdr Gold Trust

ETFs
-3.49K
- 6.75%
$273.71 - $316.29 $956K - $1.11M
48.2K $14.7M
AG
First Majestic Silver Corp

Basic Materials
-54.7K
- 34.57%
$5.24 - $8.55 $287K - $468K
104K $856K
FITB
Fifth Third Bancorp

Financial Services
-5.03K
- 43.29%
$33.32 - $41.51 $168K - $209K
6.59K $271K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-5.15K
- 23.32%
$30.46 - $33.4 $157K - $172K
16.9K $539K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-5.6K
- 37.75%
$30.7 - $44.12 $172K - $247K
9.24K $401K
OTIS
Otis Worldwide Corp

Industrials
-1.47K
- 31.34%
$90.88 - $104.3 $134K - $153K
3.22K $318K
TGT
Target Corp

Consumer Defensive
-796
- 5.4%
$88.76 - $105.77 $70.7K - $84.2K
14K $1.38M
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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