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
ITW
Illinois Tool Works Inc

Industrials
-141
- 1.37%
$244.9 - $274.48 $34.5K - $38.7K
10.2K $2.52M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-62
- 9.09%
$634.14 - $744.83 $39.3K - $46.2K
620 $393K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-577
- 13.91%
$117.4 - $131.02 $67.7K - $75.6K
3.57K $427K
DG
Dollar General Corp

Consumer Defensive
-1.58K
- 39.72%
$68.44 - $87.93 $108K - $139K
2.4K $211K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1K
- 10.24%
$81.8 - $88.86 $82K - $89.1K
8.79K $742K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-124
- 2.72%
$173.56 - $210.67 $21.5K - $26.1K
4.43K $769K
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.27K
- 6.68%
$25.08 - $25.64 $82K - $83.9K
45.7K $1.15M
FIX
Comfort Systems Usa Inc

Industrials
-16
- 2.01%
$313.26 - $550.27 $5.01K - $8.8K
782 $252K
LSAF
Two Rds Shared Tr

ETFs
-505
- 0.8%
$38.02 - $43.38 $19.2K - $21.9K
62.8K $2.48M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-104
- 3.52%
$102.72 - $143.06 $10.7K - $14.9K
2.85K $298K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-62
- 0.19%
$31.63 - $35.22 $1.96K - $2.18K
33.1K $1.06M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-287
- 3.67%
$113.13 - $127.79 $32.5K - $36.7K
7.53K $851K
ZBRA
Zebra Technologies Corp

Technology
-2
- 0.26%
$271.72 - $421.11 $543 - $842
770 $217K
EQIX
Equinix Inc

Real Estate
-1
- 0.16%
$803.0 - $959.97 $803 - $960
622 $507K
BUG
Global X Fds Cybersecurity ETF

ETFs
-2.61K
- 15.39%
$31.56 - $36.78 $82.4K - $96.1K
14.4K $464K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-204
- 1.01%
$59.61 - $66.71 $12.2K - $13.6K
19.9K $1.21M
MGC
Vanguard Mega Cap ETF

ETFs
-65
- 1.14%
$199.2 - $222.69 $12.9K - $14.5K
5.64K $1.14M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-128
- 6.22%
$203.38 - $274.79 $26K - $35.2K
1.93K $396K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.82K
- 20.68%
$21.49 - $22.24 $82.1K - $85K
14.7K $325K
IWS
Ishares Russell Midcap Value E

ETFs
-447
- 7.42%
$122.59 - $135.24 $54.8K - $60.5K
5.58K $703K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-60
- 0.62%
$77.91 - $92.26 $4.67K - $5.54K
9.54K $758K
GWW
W.W. Grainger, Inc.

Industrials
-21
- 2.54%
$953.54 - $1132.42 $20K - $23.8K
805 $795K
ADI
Analog Devices Inc

Technology
-119
- 2.59%
$201.56 - $243.82 $24K - $29K
4.48K $903K
KOMP
Spdr S&P Kensho New Economies

ETFs
-516
- 4.49%
$46.49 - $54.36 $24K - $28K
11K $510K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-327
- 2.19%
$45.72 - $51.73 $15K - $16.9K
14.6K $671K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
-4K
- 15.91%
$13.81 - $14.82 $55.2K - $59.2K
21.1K $293K
IWD
Ishares Russell 1000 Val ETF

ETFs
-829
- 2.96%
$182.82 - $196.21 $152K - $163K
27.2K $5.11M
STT
State Street Corp

Financial Services
-482
- 16.36%
$84.47 - $102.23 $40.7K - $49.3K
2.47K $220K
HPQ
Hp Inc

Technology
-274
- 2.22%
$27.69 - $34.72 $7.59K - $9.51K
12.1K $334K
KLAC
Kla Corp

Technology
-200
- 14.71%
$636.62 - $777.63 $127K - $156K
1.16K $788K
KRG
Kite Realty Group Trust

Real Estate
-684
- 3.7%
$21.24 - $25.05 $14.5K - $17.1K
17.8K $398K
DFS
Discover Financial Services

Financial Services
-358
- 18.24%
$152.99 - $203.25 $54.8K - $72.8K
1.61K $273K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-84
- 3.19%
$302.31 - $337.54 $25.4K - $28.4K
2.55K $781K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.07K
- 24.28%
$61.9 - $66.89 $66.2K - $71.5K
3.33K $211K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-6.39K
- 30.84%
$43.79 - $57.46 $280K - $367K
14.3K $819K
CCJ
Cameco Corp

Energy
-89
- 1.47%
$40.64 - $56.86 $3.62K - $5.06K
5.98K $246K
USB
Us Bancorp \De\

Financial Services
-173
- 1.67%
$40.92 - $50.9 $7.08K - $8.81K
10.2K $431K
FPX
First Trust Us Equity Opportun

ETFs
-102
- 1.47%
$106.21 - $143.53 $10.8K - $14.6K
6.83K $763K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-7.4K
- 6.47%
$8.38 - $8.86 $62K - $65.6K
107K $897K
NTR
Nutrien Ltd.

Basic Materials
-2.41K
- 20.64%
$45.28 - $53.84 $109K - $130K
9.27K $460K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.29K
- 8.16%
$50.48 - $50.68 $64.9K - $65.1K
14.5K $732K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-916
- 3.77%
$113.59 - $123.29 $104K - $113K
23.4K $2.73M
NDAQ
Nasdaq, Inc.

Financial Services
-702
- 13.43%
$72.17 - $83.76 $50.7K - $58.8K
4.53K $343K
IBB
Ishares Biotechnology ETF

ETFs
-362
- 10.39%
$127.9 - $140.56 $46.3K - $50.9K
3.12K $399K
KEY
Keycorp

Financial Services
-2.27K
- 11.44%
$15.15 - $18.3 $34.4K - $41.5K
17.6K $280K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.17K
- 21.19%
$50.87 - $51.09 $59.3K - $59.6K
4.34K $221K
DVN
Devon Energy Corp

Energy
-5.25K
- 17.64%
$33.15 - $38.55 $174K - $202K
24.5K $916K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-345
- 3.71%
$41.78 - $50.35 $14.4K - $17.4K
8.94K $383K
DOV
Dover Corp

Industrials
-121
- 4.04%
$174.65 - $206.43 $21.1K - $25K
2.88K $505K
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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