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
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-3.08K
- 26.21%
$111.19 - $129.47 $343K - $399K
8.68K $1.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.43K
- 43.73%
$49.67 - $51.43 $170K - $176K
4.41K $225K
FTAG
First Tr Exchange Traded Fd Ii

ETFs
-7.77K
- 32.58%
$23.1 - $25.2 $180K - $196K
16.1K $388K
FNDX
Schwab Fundamental U S Large C

ETFs
-6.69K
- 10.31%
$23.03 - $25.01 $154K - $167K
58.2K $1.37M
SKYY
First Trust Cloud Computing Et

ETFs
-618
- 10.59%
$102.23 - $131.18 $63.2K - $81.1K
5.22K $533K
IWR
Ishares Russell Mid Cap ETF

ETFs
-229
- 0.55%
$82.81 - $92.93 $19K - $21.3K
41.7K $3.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-521
- 0.42%
$21.23 - $23.75 $11.1K - $12.4K
125K $2.68M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-5.44K
- 31.64%
$36.74 - $50.04 $200K - $272K
11.8K $520K
SQ
Block, Inc.

Technology
-169
- 3.18%
$54.04 - $92.95 $9.13K - $15.7K
5.15K $294K
BOTZ
Global X Fds

ETFs
-2.97K
- 14.62%
$28.46 - $34.53 $84.4K - $102K
17.3K $493K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.36K
- 12.11%
$58.32 - $65.09 $196K - $219K
24.4K $1.47M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-2.34K
- 26.05%
$32.41 - $44.87 $75.7K - $105K
6.63K $215K
MBB
Ishares Tr

ETFs
-2.3K
- 6.53%
$90.37 - $94.08 $208K - $216K
32.9K $3.09M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-6.44K
- 12.22%
$21.3 - $22.61 $137K - $146K
46.2K $986K
UNH
Unitedhealth Group Inc

Healthcare
-675
- 5.7%
$461.52 - $548.18 $312K - $370K
11.2K $5.85M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.12K
- 6.52%
$42.38 - $43.28 $132K - $135K
44.8K $1.9M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-891
- 15.31%
$105.28 - $121.93 $93.8K - $109K
4.93K $537K
USTB
Victory Portfolios Ii Victorys

ETFs
-2.8K
- 22.22%
$50.08 - $50.71 $140K - $142K
9.8K $496K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-1.27K
- 6.36%
$106.44 - $113.12 $135K - $143K
18.6K $2.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.98K
- 3.87%
$128.74 - $138.67 $383K - $413K
74K $10M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.19K
- 21.78%
$42.18 - $45.16 $135K - $144K
11.5K $507K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-124
- 0.85%
$81.62 - $96.63 $10.1K - $12K
14.5K $1.21M
VCR
Vanguard Consumer Discretionar

ETFs
-15
- 0.64%
$318.51 - $391.75 $4.78K - $5.88K
2.33K $758K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-125
- 0.12%
$78.0 - $84.37 $9.75K - $10.5K
102K $8.14M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.11K
- 36.46%
$57.44 - $59.4 $121K - $125K
3.68K $218K
MGM
Mgm Resorts International

Consumer Cyclical
-2.05K
- 18.15%
$29.64 - $40.37 $60.8K - $82.8K
9.25K $274K
ISCV
Ishares Morningstar Small Cap

ETFs
-83
- 0.31%
$58.11 - $66.0 $4.82K - $5.48K
27K $1.6M
DEO
Diageo PLC

Consumer Defensive
-182
- 4.2%
$104.79 - $126.12 $19.1K - $23K
4.15K $434K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-696
- 0.89%
$13.63 - $15.28 $9.49K - $10.6K
77.1K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-577
- 29.83%
$149.27 - $169.4 $86.1K - $97.7K
1.36K $204K
MUB
Ishares National Muni Bond ETF

ETFs
-770
- 2.82%
$104.71 - $107.69 $80.6K - $82.9K
26.6K $2.8M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-319
- 2.05%
$69.32 - $78.69 $22.1K - $25.1K
15.3K $1.06M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-6.7K
- 34.1%
$22.45 - $26.94 $150K - $180K
12.9K $334K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.4K
- 4.25%
$14.93 - $16.85 $35.8K - $40.4K
54.1K $816K
USFD
Us Foods Holding Corp.

Consumer Defensive
-434
- 1.11%
$63.38 - $72.02 $27.5K - $31.3K
38.5K $2.52M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.18K
- 21.38%
$100.59 - $103.47 $119K - $122K
4.35K $450K
UNP
Union Pacific Corp

Industrials
-825
- 7.51%
$225.21 - $254.42 $186K - $210K
10.2K $2.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3K
- 9.65%
$43.53 - $45.42 $131K - $136K
28.1K $1.27M
CLX
Clorox CO

Consumer Defensive
-199
- 4.09%
$141.76 - $162.89 $28.2K - $32.4K
4.66K $686K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-1.92K
- 11.85%
$41.0 - $48.93 $78.6K - $93.8K
14.3K $616K
PPG
Ppg Industries Inc

Basic Materials
-589
- 17.33%
$107.44 - $124.29 $63.3K - $73.2K
2.81K $307K
AMP
Ameriprise Financial Inc

Financial Services
-120
- 14.83%
$472.29 - $575.13 $56.7K - $69K
689 $333K
O
Realty Income Corp

Real Estate
-4.5K
- 12.55%
$51.67 - $58.49 $233K - $263K
31.4K $1.82M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.32K
- 22.25%
$37.4 - $39.42 $86.7K - $91.4K
8.1K $306K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-637
- 14.91%
$78.26 - $95.21 $49.9K - $60.6K
3.64K $284K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-970
- 8.71%
$100.32 - $100.76 $97.3K - $97.7K
10.2K $1.02M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-3.39K
- 11.82%
$29.72 - $31.94 $101K - $108K
25.3K $780K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-861
- 21.85%
$89.89 - $100.28 $77.4K - $86.3K
3.08K $283K
BST
Black Rock Science & Technology Trust

Financial Services
-200
- 0.83%
$32.99 - $38.94 $6.6K - $7.79K
24K $790K
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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