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
VTR
Ventas, Inc.

Real Estate
-196
- 4.47%
$62.45 - $70.08 $12.2K - $13.7K
4.19K $264K
ALL
Allstate Corp

Financial Services
-66
- 1.73%
$180.53 - $212.64 $11.9K - $14K
3.75K $755K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-854
- 1.38%
$26.18 - $26.93 $22.4K - $23K
61.2K $1.63M
PARA
Paramount Global

Communication Services
-5.02K
- 15.81%
$10.65 - $12.9 $53.4K - $64.7K
26.7K $344K
MUB
Ishares National Muni Bond ETF

ETFs
-80
- 0.3%
$102.31 - $105.8 $8.18K - $8.46K
26.5K $2.77M
IHDG
Wisdomtree Tr

ETFs
-1.19K
- 10.01%
$38.54 - $46.0 $45.7K - $54.6K
10.7K $480K
CCI
Crown Castle International Corp

Real Estate
-283
- 8.86%
$94.83 - $107.06 $26.8K - $30.3K
2.91K $298K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.8K
- 5.36%
$32.11 - $38.21 $154K - $184K
84.9K $3.22M
FDS
Factset Research Systems Inc

Financial Services
-62
- 9.44%
$398.85 - $473.32 $24.7K - $29.3K
595 $266K
HYD
Vaneck High Yield Muni ETF

ETFs
-254
- 1.35%
$49.08 - $51.35 $12.5K - $13K
18.6K $935K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.66K
- 11.35%
$12.21 - $13.9 $20.3K - $23.1K
13K $169K
RACE
Ferrari N.V.

Consumer Cyclical
-139
- 22.82%
$397.86 - $499.02 $55.3K - $69.4K
470 $230K
DRI
Darden Restaurants Inc

Consumer Cyclical
-219
- 12.48%
$186.58 - $225.78 $40.9K - $49.4K
1.54K $334K
MPLX
Mplx LP

Energy
-388
- 7.57%
$46.68 - $53.89 $18.1K - $20.9K
4.74K $244K
VLO
Valero Energy Corp

Energy
-342
- 5.18%
$104.69 - $141.77 $35.8K - $48.5K
6.27K $842K
RPM
Rpm International Inc

Basic Materials
-122
- 4.63%
$96.97 - $117.58 $11.8K - $14.3K
2.51K $275K
EQNR
Equinor Asa

Energy
-337
- 2.16%
$22.04 - $28.08 $7.43K - $9.46K
15.3K $384K
WPC
W. P. Carey Inc.

Real Estate
-336
- 3.58%
$56.12 - $64.53 $18.9K - $21.7K
9.04K $563K
EQIX
Equinix Inc

Real Estate
-18
- 2.89%
$740.07 - $914.43 $13.3K - $16.5K
604 $480K
GRMN
Garmin LTD

Technology
-37
- 1.68%
$173.63 - $218.07 $6.42K - $8.07K
2.17K $451K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-475
- 5.71%
$46.79 - $48.56 $22.2K - $23.1K
7.84K $377K
APO
Apollo Global Management, Inc.

Financial Services
-303
- 8.63%
$108.68 - $145.07 $32.9K - $44K
3.21K $454K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-370
- 11.12%
$65.75 - $71.57 $24.3K - $26.5K
2.96K $210K
CION
Cion Investment Corp

Financial Services
-534
- 2.06%
$8.68 - $10.48 $4.64K - $5.6K
25.5K $243K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-559
- 6.25%
N/A
8.38K $340K
D
Dominion Energy, Inc

Utilities
-922
- 1.46%
$49.66 - $58.0 $45.8K - $53.5K
62.4K $3.53M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.11K
- 9.64%
$60.34 - $74.89 $369K - $458K
57.3K $4.29M
LNG
Cheniere Energy, Inc.

Energy
-345
- 6.76%
$197.25 - $244.33 $68.1K - $84.3K
4.76K $1.16M
FICO
Fair Isaac Corp

Technology
-11
- 7.1%
$1503.62 - $2206.01 $16.5K - $24.3K
144 $263K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-900
- 1.88%
$7.06 - $8.1 $6.35K - $7.29K
47K $363K
GILD
Gilead Sciences, Inc.

Healthcare
-60
- 0.5%
$96.91 - $113.0 $5.81K - $6.78K
12.1K $1.34M
DINO
Hf Sinclair Corp

Energy
-1.91K
- 26.55%
$25.91 - $41.85 $49.5K - $79.9K
5.29K $217K
UNM
Unum Group

Financial Services
-164
- 2.74%
$70.48 - $82.91 $11.6K - $13.6K
5.83K $470K
CSX
Csx Corp

Industrials
-5.47K
- 10.93%
$26.69 - $32.91 $146K - $180K
44.6K $1.45M
AMCR
Amcor PLC

Consumer Cyclical
-440
- 1.62%
$8.57 - $9.81 $3.77K - $4.32K
26.8K $245K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-306
- 4.21%
$86.79 - $101.21 $26.6K - $31K
6.97K $686K
FTAG
First Tr Exchange Traded Fd Ii

ETFs
-1.96K
- 12.21%
$21.6 - $26.54 $42.4K - $52.1K
14.1K $370K
AEE
Ameren Corp

Utilities
-11
- 0.3%
$94.23 - $101.68 $1.04K - $1.12K
3.66K $351K
UL
Unilever PLC

Consumer Defensive
-591
- 5.13%
$57.9 - $65.43 $34.2K - $38.7K
10.9K $668K
NRZ
New Residential Investment Corp.

Real Estate
-2.33K
- 3.87%
N/A
57.9K $420K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-412
- 6.49%
$42.51 - $43.7 $17.5K - $18K
5.94K $259K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.21K
- 4.97%
$54.27 - $63.01 $65.8K - $76.4K
23.2K $1.45M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-637
- 7.73%
$34.34 - $40.99 $21.9K - $26.1K
7.6K $309K
HLN
Haleon PLC

Healthcare
-1.64K
- 8.85%
$9.27 - $11.41 $15.2K - $18.7K
16.9K $175K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-224
- 6.27%
$103.88 - $123.68 $23.3K - $27.7K
3.35K $413K
FISV
Fiserv Inc

Technology
-103
- 4.32%
N/A
2.28K $285K
F
Ford Motor CO

Consumer Cyclical
-19.3K
- 8.08%
$8.69 - $10.85 $168K - $209K
219K $2.38M
DVY
Ishares Tr

ETFs
-3
- 0.04%
$118.37 - $134.86 $355 - $405
8.21K $1.09M
PPG
Ppg Industries Inc

Basic Materials
-219
- 7.8%
$91.66 - $115.04 $20.1K - $25.2K
2.59K $294K
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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