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
KMB
Kimberly Clark Corp

Consumer Defensive
-720
- 14.39%
$126.84 - $145.22 $91.3K - $105K
4.28K $552K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.21K
- 6.87%
$168.34 - $195.42 $204K - $237K
16.4K $3.21M
ADP
Automatic Data Processing Inc

Industrials
-552
- 8.6%
$276.76 - $326.81 $153K - $180K
5.87K $1.81M
NIO
Nio Inc.

Consumer Cyclical
-36.5K
- 52.12%
$3.14 - $4.31 $114K - $157K
33.5K $114K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.96K
- 25.77%
$38.81 - $44.28 $115K - $131K
8.51K $361K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.6K
- 5.9%
$166.82 - $194.23 $267K - $311K
25.6K $4.97M
SLQT
Select Quote, Inc.

Financial Services
-12.5K
- 11.15%
$2.12 - $3.52 $26.5K - $44K
99.6K $237K
MMM
3 M CO

Industrials
-1.59K
- 8.08%
$126.09 - $154.15 $200K - $245K
18.1K $2.75M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-4.2K
- 29.32%
$50.5 - $71.23 $212K - $299K
10.1K $684K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-806
- 31.36%
$136.63 - $176.62 $110K - $142K
1.76K $297K
UPS
United Parcel Service Inc

Industrials
-215
- 1.73%
$91.92 - $110.2 $19.8K - $23.7K
12.2K $1.23M
CL
Colgate Palmolive CO

Consumer Defensive
-991
- 6.81%
$87.57 - $96.0 $86.8K - $95.1K
13.6K $1.23M
IYE
Ishares Tr

ETFs
-96
- 0.31%
$40.36 - $49.67 $3.87K - $4.77K
30.6K $1.39M
AVDE
American Centy ETF Tr Avantis

ETFs
-6.25K
- 14.46%
$59.32 - $74.36 $371K - $465K
37K $2.74M
TMUS
T Mobile Us, Inc.

Communication Services
-204
- 7.62%
$220.99 - $268.54 $45.1K - $54.8K
2.47K $588K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.4K
- 40.98%
$89.44 - $108.59 $125K - $152K
2.02K $218K
PAYX
Paychex Inc

Industrials
-316
- 3.7%
$137.01 - $159.78 $43.3K - $50.5K
8.22K $1.2M
WELL
Welltower Inc.

Real Estate
-784
- 15.02%
$136.49 - $155.22 $107K - $122K
4.44K $681K
AFL
Aflac Inc

Financial Services
-104
- 0.56%
$99.77 - $112.45 $10.4K - $11.7K
18.4K $1.94M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.91K
- 26.79%
$40.94 - $52.1 $160K - $204K
10.7K $556K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.4K
- 16.45%
$35.3 - $37.51 $120K - $128K
17.3K $647K
O
Realty Income Corp

Real Estate
-1.75K
- 5.57%
$52.27 - $58.52 $91.4K - $102K
29.6K $1.71M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-828
- 35.74%
$180.84 - $240.32 $150K - $199K
1.49K $357K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-3.07K
- 22.64%
$32.65 - $41.54 $100K - $128K
10.5K $425K
FDX
Fedex Corp

Industrials
-166
- 4.18%
$198.07 - $245.17 $32.9K - $40.7K
3.81K $864K
VFH
Vanguard Financial ETF

ETFs
-2.62K
- 8.91%
$104.87 - $127.3 $274K - $333K
26.7K $3.4M
FTCS
First Trust Capital Strength E

ETFs
-1.97K
- 3.25%
$81.6 - $92.39 $161K - $182K
58.7K $5.33M
ZTS
Zoetis Inc.

Healthcare
-537
- 23.77%
$144.41 - $170.3 $77.5K - $91.5K
1.72K $268K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-4.35K
- 28.01%
$19.55 - $21.78 $85K - $94.7K
11.2K $232K
IEF
Ishares Barclays

ETFs
-1.31K
- 2.07%
$93.15 - $96.56 $122K - $127K
62.2K $5.96M
FSIG
First Tr ETF Iv LTD Duration I
-5.31K
- 34.49%
$18.77 - $19.14 $99.6K - $102K
10.1K $192K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-112K
- 6.82%
$27.3 - $31.8 $3.05M - $3.56M
1.53M $48.6M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.28K
- 21.89%
$90.17 - $109.96 $116K - $141K
4.57K $502K
GNOM
Global X Fds Genomics & Biotec

ETFs
-16.3K
- 19.58%
$6.97 - $8.49 $113K - $138K
66.8K $562K
IBB
Ishares Biotechnology ETF

ETFs
-720
- 23.05%
$112.02 - $129.0 $80.7K - $92.9K
2.4K $304K
TXN
Texas Instruments Inc

Technology
-456
- 3.33%
N/A
13.2K $2.58M
HSY
Hershey CO

Consumer Defensive
-350
- 6.11%
$151.29 - $173.13 $53K - $60.6K
5.38K $891K
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.92K
- 8.58%
$24.12 - $25.48 $94.6K - $99.9K
41.8K $1.06M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.09K
- 12.65%
$219.76 - $276.94 $239K - $301K
7.51K $2.08M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.96K
- 6.74%
$42.72 - $44.24 $83.8K - $86.8K
27.1K $1.19M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.99K
- 22.74%
$33.53 - $37.33 $66.9K - $74.4K
6.78K $237K
SQ
Block, Inc.

Technology
-1.42K
- 27.58%
N/A
3.73K $213K
DHR
Danaher Corp

Healthcare
-215
- 4.2%
$174.64 - $205.16 $37.5K - $44.1K
4.91K $969K
EMB
Ishares Tr

ETFs
-1.06K
- 11.73%
$86.54 - $92.62 $91.6K - $98K
7.97K $737K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-8.3K
- 16.57%
$10.59 - $11.48 $87.9K - $95.3K
41.8K $479K
VOE
Vanguard Mid Cap Value Index F

ETFs
-605
- 10.9%
$141.87 - $164.49 $85.8K - $99.5K
4.94K $812K
AEP
American Electric Power CO Inc

Utilities
-39
- 0.29%
$98.59 - $109.11 $3.85K - $4.26K
13.3K $1.38M
HYMU
Blackrock ETF Tr Ii High Yield
-3.36K
- 2.96%
N/A
110K $2.53M
TFC
Truist Financial Corp

Financial Services
-2.41K
- 15.2%
$34.79 - $42.99 $83.7K - $103K
13.4K $576K
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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