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
VXRT
Vaxart, Inc.

Healthcare
-3.29K
- 1.49%
$0.41 - $0.94 $1.35K - $3.09K
217K $89K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.55%
$4295.4 - $5141.88 $8.59K - $10.3K
127 $585K
ASML
Asml Holding Nv

Technology
-31
- 2.72%
$662.63 - $776.99 $20.5K - $24.1K
1.11K $735K
TXN
Texas Instruments Inc

Technology
-285
- 2.04%
N/A
13.7K $2.67M
VOE
Vanguard Mid Cap Value Index F

ETFs
-283
- 4.85%
$156.61 - $168.02 $44.3K - $47.5K
5.55K $890K
FXD
First Tr Exchange Traded Fd

ETFs
-28
- 0.37%
$56.39 - $68.12 $1.58K - $1.91K
7.57K $438K
SPG
Simon Property Group Inc

Real Estate
-148
- 3.35%
$159.48 - $187.78 $23.6K - $27.8K
4.27K $708K
DHI
Horton D R Inc

Consumer Cyclical
-131
- 4.65%
$125.29 - $147.65 $16.4K - $19.3K
2.68K $341K
CARR
Carrier Global Corp

Industrials
-36
- 0.35%
$62.07 - $70.55 $2.23K - $2.54K
10.4K $657K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.74K
- 10.14%
$22.46 - $23.26 $61.5K - $63.7K
24.3K $561K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-571
- 14.27%
$75.99 - $81.58 $43.4K - $46.6K
3.43K $262K
REKR
Rekor Systems, Inc.

Technology
-890
- 1.74%
$0.89 - $2.63 $792 - $2.34K
50.3K $44K
INTU
Intuit Inc

Technology
-40
- 2.37%
$555.63 - $630.23 $22.2K - $25.2K
1.65K $1.01M
GIS
General Mills Inc

Consumer Defensive
-430
- 7.22%
$57.56 - $65.3 $24.8K - $28.1K
5.52K $330K
FE
Firstenergy Corp

Utilities
-1.28K
- 18.56%
$37.95 - $43.5 $48.4K - $55.5K
5.6K $226K
LII
Lennox International Inc

Industrials
-43
- 9.45%
$553.05 - $666.93 $23.8K - $28.7K
412 $231K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-843
- 2.72%
$81.83 - $82.73 $69K - $69.7K
30.1K $2.49M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-502
- 5.2%
$63.77 - $68.75 $32K - $34.5K
9.16K $590K
CNS
Cohen & Steers, Inc.

Financial Services
-18
- 0.5%
$75.52 - $92.6 $1.36K - $1.67K
3.55K $284K
VIG
Vanguard Dividend Appreciation

ETFs
-239
- 0.62%
N/A
38.1K $6.94M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-457
- 1.9%
$53.81 - $62.59 $24.6K - $28.6K
23.6K $1.32M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-3.49K
- 18.35%
$19.66 - $21.64 $68.6K - $75.5K
15.5K $333K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-172
- 2.39%
$76.17 - $85.05 $13.1K - $14.6K
7.02K $542K
OPRA
Opera LTD

Communication Services
-300
- 2.5%
$15.94 - $21.86 $4.78K - $6.56K
11.7K $186K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.77K
- 12.81%
$27.64 - $28.58 $48.8K - $50.4K
12K $343K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-183
- 0.81%
$48.02 - $53.02 $8.79K - $9.7K
22.3K $1.1M
FDVV
Fidelity High Dividend ETF

ETFs
-481
- 1.06%
$48.86 - $52.28 $23.5K - $25.1K
44.7K $2.22M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-132
- 11.66%
$416.48 - $494.72 $55K - $65.3K
1K $486K
ZTS
Zoetis Inc.

Healthcare
-258
- 10.25%
$156.48 - $175.67 $40.4K - $45.3K
2.26K $371K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-387
- 9.23%
$59.79 - $67.15 $23.1K - $26K
3.81K $230K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-144
- 2.84%
$119.84 - $136.1 $17.3K - $19.6K
4.92K $595K
SPGI
S&P Global Inc.

Financial Services
-115
- 5.48%
$478.26 - $543.77 $55K - $62.5K
1.98K $1.01M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-722
- 3.77%
$40.29 - $42.24 $29.1K - $30.5K
18.4K $754K
VOX
Vanguard Communication Service

ETFs
-175
- 11.42%
$147.73 - $169.24 $25.9K - $29.6K
1.36K $201K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-762
- 1.99%
$38.15 - $41.62 $29.1K - $31.7K
37.5K $1.5M
FICO
Fair Isaac Corp

Technology
-6
- 3.73%
$1695.35 - $2030.47 $10.2K - $12.2K
155 $285K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-592
- 4.72%
$44.81 - $46.22 $26.5K - $27.4K
12K $538K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-109
- 4.49%
$196.12 - $229.48 $21.4K - $25K
2.32K $468K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.37K
- 13.81%
$48.65 - $53.06 $66.8K - $72.9K
8.57K $445K
FYX
First Tr Small Cap Core Alphad

ETFs
-54
- 2.06%
$89.26 - $104.61 $4.82K - $5.65K
2.57K $231K
ADM
Archer Daniels Midland CO

Consumer Defensive
-233
- 2.85%
$45.22 - $52.17 $10.5K - $12.2K
7.94K $381K
VDC
Vanguard Consumer Staples ETF

ETFs
-184
- 16.74%
$206.54 - $226.16 $38K - $41.6K
915 $200K
LUV
Southwest Airlines CO

Industrials
-905
- 7.89%
$28.18 - $34.84 $25.5K - $31.5K
10.6K $354K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-3.91K
- 4.72%
$65.49 - $74.67 $256K - $292K
78.9K $5.65M
CPRT
Copart Inc

Consumer Cyclical
-456
- 7.7%
$52.3 - $59.83 $23.8K - $27.3K
5.47K $309K
PKG
Packaging Corp Of America

Consumer Cyclical
-4
- 0.38%
$192.03 - $242.13 $768 - $969
1.04K $205K
HBAN
Huntington Bancshares Inc

Financial Services
-229
- 1.18%
$14.28 - $17.39 $3.27K - $3.98K
19.2K $288K
DKNG
Draft Kings Inc.

Consumer Cyclical
-125
- 2.03%
$33.21 - $53.49 $4.15K - $6.69K
6.02K $200K
IYR
Ishares Tr

ETFs
-361
- 14.72%
$89.49 - $98.98 $32.3K - $35.7K
2.09K $200K
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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