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
A2 Z Cust2 Mate Solutions Corp
-1.5K
- 0.82%
N/A
182K $0
YEAR
Ab Active Etfs Inc Ultra Short
-111K
- 24.56%
N/A
342K $0
Primo Brands Corporation
-87
- 0.35%
N/A
24.4K $0
Brookfield Corp Vtg Shs Cl A
-594
- 7.87%
N/A
6.96K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-28
- 5.98%
$468.22 - $566.51 $13.1K - $15.9K
440 $249K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-370
- 4.12%
N/A
8.6K $0
HAPI
Harbor ETF Tr Corporate Cultur
-1.23K
- 13.19%
N/A
8.12K $0
Tema ETF Trust
-1.2K
- 12.73%
N/A
8.21K $0
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-826
- 9.57%
$32.02 - $39.74 $26.4K - $32.8K
7.81K $309K
FTSL
First Trust Senior Ln Fund

ETFs
-7
- 0.15%
$44.58 - $46.07 $312 - $322
4.64K $213K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-49
- 0.43%
$18.96 - $20.43 $929 - $1K
11.2K $229K
HGER
Harbor ETF Tr All Weather Infl
-37
- 0.29%
$22.13 - $25.39 $819 - $939
12.9K $313K
MNST
Monster Beverage Corp

Consumer Defensive
-407
- 6.08%
$55.01 - $64.24 $22.4K - $26.1K
6.28K $393K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-2.32K
- 10.58%
$26.03 - $35.66 $60.5K - $82.8K
19.6K $672K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-4.47K
- 2.75%
$4.93 - $5.9 $22K - $26.4K
158K $915K
GWW
W.W. Grainger, Inc.

Industrials
-37
- 4.6%
$919.93 - $1101.66 $34K - $40.8K
768 $798K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-72
- 0.45%
$25.27 - $27.14 $1.82K - $1.95K
16K $434K
AMT
American Tower Corp

Real Estate
-85
- 1.32%
$203.96 - $228.19 $17.3K - $19.4K
6.38K $1.41M
SLX
Vaneck ETF Tr Steel ETF

ETFs
-286
- 5.65%
$52.5 - $66.53 $15K - $19K
4.77K $315K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-45
- 0.39%
$41.9 - $50.31 $1.89K - $2.26K
11.4K $547K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.21K
- 3.7%
$23.55 - $27.67 $75.7K - $88.9K
83.7K $2.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.04K
- 6.43%
$22.92 - $28.05 $184K - $225K
117K $3.28M
IWN
Ishares Russell2000 Val ETF

ETFs
-24
- 1.77%
$131.84 - $157.76 $3.16K - $3.79K
1.33K $210K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.01K
- 4.16%
$7.69 - $11.46 $7.79K - $11.6K
23.3K $267K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-730
- 10.72%
$59.57 - $75.11 $43.5K - $54.8K
6.08K $456K
USA
Liberty All Star Equity Fund

Financial Services
-1.09K
- 1.87%
$5.9 - $6.81 $6.41K - $7.4K
57.1K $388K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-478
- 7.92%
$40.79 - $50.93 $19.5K - $24.3K
5.56K $283K
VOX
Vanguard Communication Service

ETFs
-136
- 10.02%
$133.12 - $171.03 $18.1K - $23.3K
1.22K $208K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.05K
- 8.35%
$13.86 - $18.24 $14.6K - $19.2K
11.6K $210K
ZBRA
Zebra Technologies Corp

Technology
-39
- 5.06%
$213.54 - $309.26 $8.33K - $12.1K
731 $225K
FID
First Tr Exchange Trded Fd Vi

ETFs
-775
- 6.54%
$15.86 - $19.39 $12.3K - $15K
11.1K $212K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-945
- 0.96%
$4.33 - $5.29 $4.09K - $5K
97.5K $515K
BX
Blackstone Inc.

Financial Services
-598
- 5.92%
$120.07 - $151.11 $71.8K - $90.4K
9.5K $1.42M
SRE
Sempra Energy

Utilities
-184
- 3.28%
$63.78 - $78.91 $11.7K - $14.5K
5.43K $411K
VRSK
Verisk Analytics, Inc.

Industrials
-37
- 2.27%
$277.03 - $321.33 $10.3K - $11.9K
1.59K $495K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-41
- 1.47%
$81.84 - $93.53 $3.36K - $3.83K
2.74K $254K
REKR
Rekor Systems, Inc.

Technology
-1K
- 1.99%
$0.68 - $1.6 $680 - $1.6K
49.3K $57K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-101
- 0.79%
$17.58 - $21.07 $1.78K - $2.13K
12.7K $264K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-203
- 4.52%
$55.5 - $69.0 $11.3K - $14K
4.29K $295K
CME
Cme Group Inc.

Financial Services
-161
- 2.67%
$252.37 - $290.71 $40.6K - $46.8K
5.86K $1.61M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-1.9K
- 2.48%
$9.66 - $11.35 $18.4K - $21.6K
74.7K $847K
DTH
Wisdomtree Tr

ETFs
-210
- 3.1%
$37.84 - $46.83 $7.95K - $9.83K
6.57K $304K
FYX
First Tr Small Cap Core Alphad

ETFs
-4
- 0.16%
$79.22 - $97.28 $317 - $389
2.56K $249K
LRGF
Ishares Tr

ETFs
-50
- 1.41%
$51.37 - $64.13 $2.57K - $3.21K
3.48K $223K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-4.98K
- 12.66%
$9.21 - $12.6 $45.9K - $62.7K
34.4K $433K
HII
Huntington Ingalls Industries, Inc.

Industrials
-103
- 8.48%
$183.31 - $241.46 $18.9K - $24.9K
1.11K $268K
EBAY
Ebay Inc

Consumer Cyclical
-13
- 0.4%
$59.52 - $79.36 $774 - $1.03K
3.25K $241K
AIT
Applied Industrial Technologies Inc

Industrials
-7
- 0.22%
$206.03 - $243.28 $1.44K - $1.7K
3.17K $736K
CCL
Carnival Corp

Consumer Cyclical
-4.18K
- 25.56%
$16.43 - $28.12 $68.6K - $117K
12.2K $341K
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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