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
LII
Lennox International Inc

Industrials
-30
- 7.28%
$508.76 - $605.77 $15.3K - $18.2K
382 $218K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-288
- 2.55%
$13.74 - $15.66 $3.96K - $4.51K
11K $164K
ICE
Intercontinental Exchange, Inc.

Financial Services
-153
- 9.73%
$151.62 - $183.47 $23.2K - $28.1K
1.42K $260K
TTC
Toro CO

Industrials
-36
- 0.97%
$63.51 - $77.8 $2.29K - $2.8K
3.67K $259K
PCAR
Paccar Inc

Industrials
-52
- 2.12%
$86.4 - $99.09 $4.49K - $5.15K
2.4K $228K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-599
- 7.02%
$41.55 - $46.04 $24.9K - $27.6K
7.94K $365K
KORP
American Centy ETF Tr Diversif

ETFs
-229
- 4.16%
$45.37 - $47.07 $10.4K - $10.8K
5.28K $248K
VRIG
Invesco Actively Managed ETF F

ETFs
-270
- 0.54%
$24.89 - $25.14 $6.72K - $6.79K
49.9K $1.25M
HYLS
First Tr Tactical High Yield L

ETFs
-318
- 6.22%
$39.8 - $41.84 $12.7K - $13.3K
4.8K $200K
KR
Kroger CO

Consumer Defensive
-645
- 6.78%
$64.62 - $74.0 $41.7K - $47.7K
8.87K $636K
ADSK
Autodesk, Inc.

Technology
-30
- 1.46%
N/A
2.03K $499K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-52
- 1.82%
$99.97 - $129.69 $5.2K - $6.74K
2.8K $291K
ATO
Atmos Energy Corp

Utilities
-30
- 1.41%
$145.06 - $162.66 $4.35K - $4.88K
2.1K $322K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-7
- 0.7%
$419.99 - $501.97 $2.94K - $3.51K
993 $480K
JBT
John Bean Technologies Corp

Industrials
-45
- 2.5%
N/A
1.75K $220K
UGI
Ugi Corp

Utilities
-748
- 11.76%
$30.18 - $36.59 $22.6K - $27.4K
5.61K $204K
OOMA
Ooma Inc

Communication Services
-236
- 1.8%
$11.66 - $13.8 $2.75K - $3.26K
12.9K $166K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-440
- 4.5%
$19.41 - $22.77 $8.54K - $10K
9.35K $212K
ANET
Arista Networks, Inc.

Technology
-10.5K
- 24.34%
$64.37 - $102.31 $677K - $1.08M
32.7K $3.34M
XT
Ishares Tr Exponential Technol

ETFs
-839
- 12.69%
$49.86 - $65.25 $41.8K - $54.7K
5.77K $376K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.93K
- 4.72%
$152.93 - $181.74 $448K - $533K
59.2K $10.8M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-3.3K
- 2.78%
$3.35 - $3.97 $11.1K - $13.1K
115K $456K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-213
- 1.37%
$56.01 - $65.43 $11.9K - $13.9K
15.3K $983K
NOK
Nokia Corp

Technology
-154
- 1.27%
$4.65 - $5.43 $716 - $836
12K $61K
FDVV
Fidelity High Dividend ETF

ETFs
-2.12K
- 4.74%
$43.6 - $52.02 $92.5K - $110K
42.6K $2.22M
GM
General Motors CO

Consumer Cyclical
-531
- 4.69%
$42.48 - $50.46 $22.6K - $26.8K
10.8K $530K
TRV
Travelers Companies, Inc.

Financial Services
-76
- 1.16%
$233.83 - $276.34 $17.8K - $21K
6.48K $1.73M
CSHI
Shp ETF Tr Neos Enhanced Incom
-101
- 1.98%
N/A
5K $0
The Alger ETF Trust
-3.77K
- 25.84%
N/A
10.8K $0
Victory Portfolios Ii
-16.7K
- 59.54%
N/A
11.4K $0
J P Morgan Exchange Traded F
-552
- 18.04%
N/A
2.51K $0
Tema ETF Trust
-680
- 7.03%
N/A
8.99K $0
JGRO
J P Morgan Exchange Traded Fd
-6.07K
- 23.11%
N/A
20.2K $0
CSGP
Costar Group, Inc.

Real Estate
-51
- 1.52%
$72.62 - $83.22 $3.7K - $4.24K
3.3K $265K
Blackrock ETF Trust Ii
-5.69K
- 21.73%
N/A
20.5K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-3.06K
- 22.66%
N/A
10.4K $0
Listed Fd Tr
-75
- 1.46%
N/A
5.05K $0
Invesco Oil
-710
- 7.65%
N/A
8.58K $0
Canadian Pacific Kansas City LTD
-486
- 4.63%
N/A
10K $0
CI
Cigna Corp

Healthcare
-9
- 0.65%
$301.89 - $340.04 $2.72K - $3.06K
1.38K $456K
NFTY
First Tr Alphadex Fd Ii India
-111
- 1.52%
N/A
7.18K $0
Capital Grp Fixed Incm ETF T
-3.86K
- 30.27%
N/A
8.89K $0
RZG
Invesco Fd Tr S&P Smallcap 600
-214
- 0.63%
N/A
34K $0
FNY
First Trust Mid Cap Growth Alp
-400
- 12.03%
N/A
2.93K $0
ILCG
Ishares Morningstar Growth ETF
-554
- 0.94%
N/A
58.7K $0
First Tr Exchange Traded Fd Vi
-8.47K
- 8.75%
N/A
88.3K $0
Tema ETF Trust
-138
- 1.27%
N/A
10.7K $0
Linde PLC New
-50
- 1.48%
N/A
3.33K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-3.13K
- 16.73%
N/A
15.6K $0
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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