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
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-279
- 5.22%
$200.77 - $270.08 $56K - $75.4K
5.07K $1.02M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.82K
- 1.2%
$57.22 - $63.39 $162K - $179K
233K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.87K
- 51.37%
$79.17 - $82.04 $306K - $317K
3.66K $299K
FTA
First Tr Large Cap Value

ETFs
-4.96K
- 1.64%
$74.42 - $80.34 $369K - $398K
296K $22.7M
IEF
Ishares Barclays

ETFs
-5.18K
- 7.54%
$91.17 - $95.39 $472K - $494K
63.5K $6.06M
HYG
Ishares Tr

ETFs
-3.75K
- 35.51%
$78.51 - $80.11 $294K - $300K
6.8K $536K
OUNZ
Van Eck Merk Gold Trust

ETFs
-24.9K
- 25.82%
$25.41 - $30.14 $631K - $749K
71.4K $2.15M
IEMG
Ishares Inc

ETFs
-5.05K
- 9.64%
N/A
47.3K $2.54M
FTLS
First Tr Long/Short Equity ETF

ETFs
-3.34K
- 10.36%
$63.42 - $68.17 $212K - $228K
28.9K $1.85M
BNDX
Vanguard Total International B

ETFs
-5.45K
- 46.31%
$48.33 - $49.5 $263K - $270K
6.31K $308K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-11.9K
- 18.22%
$25.54 - $27.64 $303K - $328K
53.2K $1.45M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-4.01K
- 1.42%
$22.83 - $23.75 $91.4K - $95.1K
277K $6.39M
XLB
Select Sector Spdr Fd Material

ETFs
-3.51K
- 13.15%
$83.19 - $90.99 $292K - $319K
23.1K $1.99M
SNOW
Snowflake Inc.

Technology
-1.19K
- 13.56%
$146.16 - $192.78 $174K - $230K
7.59K $1.11M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.07K
- 29.34%
$157.11 - $206.52 $168K - $220K
2.57K $432K
FTC
First Tr Lge Cap Growth

ETFs
-314
- 0.97%
$127.87 - $148.89 $40.2K - $46.8K
32.2K $4.23M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-685
- 2.36%
$91.68 - $109.93 $62.8K - $75.3K
28.3K $2.65M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-699
- 2.83%
$80.73 - $94.96 $56.4K - $66.4K
24K $1.99M
FDN
First Tr Fd Dow Jones

ETFs
-292
- 3.52%
$221.38 - $266.86 $64.6K - $77.9K
8.01K $1.78M
OKE
Oneok Inc

Energy
-2.18K
- 11.57%
$89.57 - $109.85 $195K - $239K
16.7K $1.65M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.26K
- 6.65%
$60.46 - $64.42 $258K - $275K
59.9K $3.7M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-5.35K
- 19.6%
$30.46 - $36.6 $163K - $196K
22K $669K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-19.7K
- 15.95%
$18.36 - $20.51 $361K - $404K
104K $2.05M
RPM
Rpm International Inc

Basic Materials
-1.7K
- 39.26%
$114.03 - $128.31 $194K - $218K
2.63K $304K
ED
Consolidated Edison Inc

Utilities
-3.56K
- 45.83%
$88.0 - $110.59 $313K - $393K
4.2K $464K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-6.75K
- 3.38%
$8.46 - $9.3 $57.1K - $62.8K
193K $1.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-371
- 3.63%
$222.66 - $268.42 $82.6K - $99.6K
9.86K $2.3M
EDV
Vanguard Extended Duration Tre

ETFs
-5.73K
- 10.33%
$65.05 - $73.43 $373K - $421K
49.7K $3.54M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.06K
- 12.65%
$77.7 - $78.94 $238K - $241K
21.1K $1.67M
TOST
Toast, Inc.

Technology
-4.42K
- 20.48%
$32.61 - $41.98 $144K - $186K
17.2K $569K
MEAR
Blackrock Short Maturity Munic

ETFs
-4.29K
- 46.55%
$49.97 - $50.36 $214K - $216K
4.92K $247K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.79K
- 18.54%
$55.11 - $65.5 $154K - $183K
12.3K $696K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-100
- 0.4%
$73.27 - $96.21 $7.33K - $9.62K
24.7K $1.81M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-914
- 5.11%
$77.67 - $90.15 $71K - $82.4K
17K $1.33M
VST
Vistra Corp.

Utilities
-64
- 0.67%
$108.49 - $191.89 $6.94K - $12.3K
9.52K $1.12M
XEL
Xcel Energy Inc

Utilities
-3.38K
- 29.38%
$63.37 - $72.1 $214K - $244K
8.12K $574K
NVO
Novo Nordisk A S

Healthcare
-1.19K
- 16.5%
$69.3 - $90.95 $82.3K - $108K
6.01K $416K
APO
Apollo Global Management, Inc.

Financial Services
-616
- 14.93%
$126.01 - $172.06 $77.6K - $106K
3.51K $480K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-590
- 2.92%
$157.71 - $180.77 $93K - $107K
19.6K $3.16M
GNOM
Global X Fds Genomics & Biotec

ETFs
-5.3K
- 6.0%
$7.95 - $10.29 $42.1K - $54.5K
83K $659K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-227
- 6.47%
$497.6 - $606.74 $113K - $138K
3.28K $1.63M
NUE
Nucor Corp

Basic Materials
-1.71K
- 35.68%
$114.48 - $142.52 $195K - $243K
3.08K $370K
STZ
Constellation Brands, Inc.

Consumer Defensive
-607
- 29.81%
$161.05 - $222.93 $97.8K - $135K
1.43K $262K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.24K
- 20.57%
$85.55 - $94.34 $191K - $211K
8.64K $782K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-458
- 2.38%
$120.29 - $134.6 $55.1K - $61.6K
18.8K $2.29M
BLK
Black Rock Inc.

Financial Services
-15
- 0.7%
$900.46 - $1075.5 $13.5K - $16.1K
2.12K $2M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-8.65K
- 31.8%
$19.04 - $20.15 $165K - $174K
18.5K $353K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-593
- 6.53%
$121.0 - $142.28 $71.8K - $84.4K
8.48K $1.06M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.36K
- 25.74%
$22.25 - $23.0 $164K - $169K
21.2K $488K
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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