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
BMI
Badger Meter Inc

Technology
-2.88K
- 50.1%
$189.49 - $221.51 $546K - $638K
2.87K $546K
NOK
Nokia Corp

Technology
-153K
- 92.65%
$4.43 - $5.42 $676K - $827K
12.1K $63K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-16.6K
- 11.71%
$25.58 - $29.24 $424K - $485K
125K $3.27M
HGER
Harbor ETF Tr All Weather Infl
-30.3K
- 70.07%
$22.23 - $24.05 $674K - $729K
13K $311K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-5.9K
- 58.02%
$96.27 - $116.36 $568K - $686K
4.27K $496K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-15.9K
- 9.31%
$42.64 - $44.05 $678K - $701K
155K $6.8M
KKR
Kkr & Co. Inc.

Financial Services
-1.12K
- 8.15%
$108.17 - $167.07 $121K - $187K
12.6K $1.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.8K
- 11.89%
$50.39 - $50.66 $596K - $600K
87.7K $4.44M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.18K
- 12.17%
$408.78 - $448.82 $484K - $531K
8.54K $3.58M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-50
- 0.15%
$131.2 - $160.72 $6.56K - $8.04K
32.6K $4.31M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-2.49K
- 42.29%
$62.41 - $133.91 $156K - $334K
3.4K $213K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.03%
$576.36 - $736.67 $6.92K - $8.84K
38.5K $22.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.81K
- 27.54%
$96.3 - $112.23 $367K - $427K
10K $976K
TGT
Target Corp

Consumer Defensive
-514
- 3.37%
$103.65 - $142.5 $53.3K - $73.2K
14.8K $1.54M
MAR
Marriott International Inc

Consumer Cyclical
-92
- 0.77%
$237.01 - $304.45 $21.8K - $28K
11.9K $2.82M
XT
Ishares Tr Exponential Technol

ETFs
-8.26K
- 55.56%
$57.56 - $64.0 $476K - $529K
6.61K $380K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-23K
- 19.69%
$24.05 - $24.86 $553K - $572K
93.9K $2.33M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.18K
- 4.98%
$183.02 - $207.75 $216K - $245K
22.5K $4.19M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.29K
- 19.91%
$56.17 - $59.71 $466K - $495K
33.4K $1.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.07K
- 9.29%
$90.0 - $96.32 $456K - $488K
49.5K $4.57M
MAIN
Main Street Capital Corp

Financial Services
-6.37K
- 10.16%
$54.71 - $63.1 $349K - $402K
56.3K $3.19M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.5K
- 7.46%
N/A
68.2K $5.86M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-11.8K
- 27.76%
$30.9 - $34.79 $365K - $411K
30.7K $959K
SOXX
Ishares Semiconductor ETF

ETFs
-1.68K
- 32.77%
$188.17 - $235.81 $316K - $396K
3.45K $648K
BAC
Bank Of America Corp

Financial Services
-4.37K
- 3.56%
$39.61 - $47.74 $173K - $208K
118K $4.94M
EEM
Ishares Msci Emerging Markets

ETFs
-11.3K
- 51.25%
$40.81 - $45.34 $461K - $512K
10.7K $469K
IGM
Ishares Expanded Tech Sector E

ETFs
-980
- 3.15%
$90.67 - $108.46 $88.9K - $106K
30.1K $2.73M
APP
App Lovin Corp

Technology
-1.1K
- 43.75%
$238.08 - $510.13 $262K - $561K
1.41K $374K
DE
Deere & CO

Industrials
-1.72K
- 20.29%
$408.57 - $509.27 $704K - $877K
6.77K $3.18M
FLIN
Franklin Templeton ETF Tr

ETFs
-7.88K
- 6.89%
$34.0 - $38.4 $268K - $303K
107K $3.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
-412
- 1.02%
$92.45 - $106.69 $38.1K - $44K
40.2K $3.73M
SOUN
Soundhound Ai, Inc.

Technology
-5.01K
- 16.93%
$8.12 - $20.62 $40.7K - $103K
24.6K $199K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.12K
- 4.36%
$58.81 - $68.2 $125K - $145K
46.5K $2.78M
PECO
Phillips Edison & Company, Inc.

Real Estate
-9.99K
- 53.25%
$34.43 - $37.49 $344K - $375K
8.77K $319K
EMB
Ishares Tr

ETFs
-4.32K
- 32.36%
$88.64 - $92.03 $383K - $397K
9.02K $817K
XLE
Energy Sector Spdr

ETFs
-8.61K
- 15.16%
$85.7 - $93.96 $738K - $809K
48.2K $4.5M
GOLD
Barrick Gold Corp

Basic Materials
-27.5K
- 61.7%
$15.45 - $19.56 $425K - $539K
17.1K $332K
ET
Energy Transfer LP

Energy
-10.4K
- 6.25%
$17.26 - $21.08 $179K - $218K
155K $2.89M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.69K
- 5.25%
$49.34 - $55.91 $133K - $150K
48.5K $2.44M
HYDR
Global X Fds Global X Hydrogen

ETFs
-12.2K
- 49.25%
$17.04 - $26.54 $207K - $323K
12.5K $213K
TAXF
American Centy ETF Tr Diversif

ETFs
-6.06K
- 7.75%
$49.19 - $50.86 $298K - $308K
72.1K $3.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-41
- 0.38%
$165.25 - $224.62 $6.78K - $9.21K
10.8K $1.78M
R
Ryder System Inc

Industrials
-610
- 3.09%
$136.38 - $170.92 $83.2K - $104K
19.1K $2.75M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-8.67K
- 17.36%
$33.94 - $35.62 $294K - $309K
41.3K $1.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.11K
- 2.96%
$23.16 - $27.04 $72.1K - $84.1K
102K $2.39M
HON
Honeywell International Inc

Industrials
-609
- 4.48%
$202.75 - $226.52 $123K - $138K
13K $2.75M
ADBE
Adobe Inc.

Technology
-71
- 1.5%
$377.84 - $464.11 $26.8K - $33K
4.66K $1.79M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.1K
- 17.8%
$21.75 - $24.28 $242K - $270K
51.3K $1.13M
PSCC
Invesco S&P Smallcap Consumer

ETFs
-7.35K
- 41.45%
$34.35 - $38.58 $253K - $284K
10.4K $363K
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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