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
SO
Southern CO

Utilities
-774
- 2.96%
$84.91 - $92.56 $65.7K - $71.6K
25.4K $2.33M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-3.27K
- 15.29%
$21.37 - $22.67 $69.9K - $74.1K
18.1K $408K
HFRO
Highland Income Fund\Ma

Financial Services
-14.2K
- 6.88%
$4.47 - $5.28 $63.6K - $75.2K
193K $1M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.11K
- 26.51%
$41.79 - $54.16 $88K - $114K
5.84K $308K
CPRT
Copart Inc

Consumer Cyclical
-611
- 11.17%
$47.72 - $63.84 $29.2K - $39K
4.86K $238K
EMLP
First Tr Exchange Traded Iv

ETFs
-2K
- 1.05%
$33.62 - $37.89 $67.4K - $75.9K
190K $7.12M
T
At&T Inc.

Communication Services
-5.73K
- 3.94%
$26.33 - $28.94 $151K - $166K
140K $4.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-55
- 2.39%
$212.1 - $244.27 $11.7K - $13.4K
2.25K $492K
IYK
Ishares U.S. Consumer Staples

ETFs
-695
- 3.93%
$67.29 - $72.42 $46.8K - $50.3K
17K $1.2M
SHW
Sherwin Williams CO

Basic Materials
-100
- 1.76%
$313.51 - $363.51 $31.4K - $36.4K
5.58K $1.92M
WMB
Williams Companies, Inc.

Energy
-1.54K
- 15.86%
$54.33 - $62.87 $83.8K - $96.9K
8.18K $513K
FANG
Diamondback Energy, Inc.

Energy
-163
- 8.46%
$119.25 - $161.49 $19.4K - $26.3K
1.76K $242K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.51K
- 17.81%
$10.78 - $11.28 $59.4K - $62.1K
25.4K $282K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.36K
- 1.32%
$77.74 - $78.78 $106K - $107K
102K $8.03M
TSCO
Tractor Supply CO

Consumer Cyclical
-469
- 3.01%
$47.86 - $55.77 $22.4K - $26.2K
15.1K $798K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-4.56K
- 19.01%
$15.5 - $20.28 $70.7K - $92.5K
19.4K $393K
SPG
Simon Property Group Inc

Real Estate
-235
- 5.5%
$140.37 - $171.44 $33K - $40.3K
4.03K $648K
NDAQ
Nasdaq, Inc.

Financial Services
-1.36K
- 30.06%
$66.4 - $89.42 $90.4K - $122K
3.17K $283K
IXC
Ishares Tr Global Energy ETF

ETFs
-901
- 11.59%
$34.69 - $42.32 $31.3K - $38.1K
6.88K $270K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-724
- 2.4%
$82.21 - $83.12 $59.5K - $60.2K
29.4K $2.44M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-3.52K
- 9.94%
$60.21 - $75.37 $212K - $265K
31.9K $2.35M
VDE
Vanguard Energy ETF

ETFs
-22
- 0.44%
$105.87 - $130.56 $2.33K - $2.87K
4.94K $588K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-939
- 10.81%
$120.49 - $141.16 $113K - $133K
7.74K $1.07M
EOG
Eog Resources Inc

Energy
-127
- 2.76%
$104.61 - $129.97 $13.3K - $16.5K
4.47K $535K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-5
- 0.05%
$21.27 - $26.73 $106 - $134
11K $240K
BIDU
Baidu, Inc.

Communication Services
-197
- 3.32%
$76.86 - $92.5 $15.1K - $18.2K
5.73K $491K
ESGR
Enstar Group LTD

Financial Services
-170
- 15.43%
$330.1 - $336.55 $56.1K - $57.2K
932 $313K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.79K
- 9.73%
$37.32 - $42.19 $67K - $75.7K
16.7K $702K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.67K
- 14.16%
$43.53 - $54.46 $160K - $200K
22.2K $1.21M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-1.2K
- 20.76%
$55.15 - $68.11 $66.2K - $81.8K
4.59K $311K
FRPT
Freshpet, Inc.

Consumer Defensive
-22
- 0.66%
$67.88 - $89.64 $1.49K - $1.97K
3.31K $224K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.83K
- 4.08%
$40.82 - $43.14 $74.6K - $78.9K
42.9K $1.85M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-500
- 11.24%
$99.1 - $99.49 $49.6K - $49.7K
3.95K $392K
OHI
Omega Healthcare Investors Inc

Real Estate
-939
- 8.95%
$35.55 - $39.05 $33.4K - $36.7K
9.55K $350K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-668
- 2.0%
$51.14 - $57.0 $34.2K - $38.1K
32.7K $1.86M
PSCC
Invesco S&P Smallcap Consumer

ETFs
-869
- 8.37%
$32.3 - $36.01 $28.1K - $31.3K
9.51K $316K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-2.48K
- 15.74%
$11.76 - $13.64 $29.2K - $33.9K
13.3K $168K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-790
- 7.92%
$47.42 - $51.67 $37.5K - $40.8K
9.18K $465K
PSA
Public Storage

Real Estate
-130
- 11.47%
$266.31 - $309.77 $34.6K - $40.3K
1K $294K
BOTZ
Global X Fds

ETFs
-3.56K
- 20.54%
$24.51 - $32.65 $87.3K - $116K
13.8K $449K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-683
- 0.68%
$85.42 - $94.39 $58.3K - $64.5K
99.5K $9.34M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-767
- 22.36%
$71.86 - $82.66 $55.1K - $63.4K
2.66K $220K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-398
- 12.41%
$149.76 - $186.42 $59.6K - $74.2K
2.81K $523K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
-11.8K
- 21.5%
$9.05 - $12.22 $106K - $144K
42.9K $503K
MGM
Mgm Resorts International

Consumer Cyclical
-2.44K
- 26.41%
$25.79 - $34.95 $63K - $85.4K
6.81K $234K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-602
- 12.21%
$94.92 - $114.85 $57.1K - $69.1K
4.33K $497K
ADBE
Adobe Inc.

Technology
-139
- 2.98%
$340.0 - $420.68 $47.3K - $58.5K
4.52K $1.75M
DHI
Horton D R Inc

Consumer Cyclical
-330
- 12.3%
$115.1 - $129.63 $38K - $42.8K
2.35K $303K
ETR
Entergy Corp

Utilities
-363
- 12.53%
$79.01 - $86.61 $28.7K - $31.4K
2.54K $210K
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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