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
DYLD
Two Rds Shared Tr Leadershares

ETFs
-1.36K
- 1.81%
$22.35 - $22.82 $30.4K - $31.1K
73.9K $1.66M
HYD
Vaneck High Yield Muni ETF

ETFs
-233
- 1.22%
$50.79 - $52.53 $11.8K - $12.2K
18.9K $966K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.04K
- 8.97%
$20.7 - $21.15 $21.5K - $22K
10.6K $218K
PEG
Public Service Enterprise Group Inc

Utilities
-105
- 1.33%
$78.2 - $90.39 $8.21K - $9.49K
7.79K $641K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.87K
- 13.3%
$33.63 - $37.64 $63K - $70.5K
12.2K $451K
HYMU
Blackrock ETF Tr Ii High Yield
-2.5K
- 2.16%
$22.43 - $23.19 $56.1K - $58K
113K $2.6M
VIS
Vanguard Industrial ETF

ETFs
-51
- 3.29%
$243.63 - $273.99 $12.4K - $14K
1.5K $370K
POCT
Innovator U.S. Equity Power Bu

ETFs
-382
- 3.78%
$38.53 - $40.49 $14.7K - $15.5K
9.72K $377K
PCAR
Paccar Inc

Industrials
-47
- 1.88%
$96.91 - $112.51 $4.55K - $5.29K
2.45K $238K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-382
- 6.32%
$39.81 - $42.17 $15.2K - $16.1K
5.66K $227K
SYY
Sysco Corp

Consumer Defensive
-164
- 2.7%
$70.0 - $77.13 $11.5K - $12.6K
5.91K $443K
CBSH
Commerce Bancshares Inc

Financial Services
-339
- 9.19%
$58.85 - $68.59 $20K - $23.3K
3.35K $208K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-5
- 0.05%
$50.25 - $55.9 $251 - $280
9.97K $512K
JHML
John Hancock Multifactor Large

ETFs
-100
- 1.68%
$66.07 - $73.03 $6.61K - $7.3K
5.86K $395K
EW
Edwards Lifesciences Corp

Healthcare
-169
- 3.73%
$67.95 - $76.19 $11.5K - $12.9K
4.36K $315K
FDS
Factset Research Systems Inc

Financial Services
-7
- 1.05%
$427.5 - $476.51 $2.99K - $3.34K
657 $298K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-669
- 6.93%
$38.99 - $40.37 $26.1K - $27K
8.99K $362K
CATH
Global X Fds Global X S&P 500

ETFs
-28
- 0.57%
$66.14 - $74.2 $1.85K - $2.08K
4.89K $330K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-890
- 6.5%
$19.35 - $20.45 $17.2K - $18.2K
12.8K $251K
PBA
Pembina Pipeline Corp

Energy
-933
- 14.44%
$35.13 - $40.12 $32.8K - $37.4K
5.53K $221K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.1K
- 1.39%
$28.55 - $29.09 $31.3K - $31.9K
78.1K $2.25M
FIW
First Trust Water ETF

ETFs
-131
- 6.05%
$99.48 - $106.74 $13K - $14K
2.03K $204K
GEVO
Gevo, Inc.

Basic Materials
-2.38K
- 16.98%
$1.14 - $2.85 $2.71K - $6.77K
11.6K $13K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-948
- 7.75%
$19.7 - $20.61 $18.7K - $19.5K
11.3K $227K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-61
- 1.27%
$72.01 - $79.94 $4.39K - $4.88K
4.73K $350K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-153
- 3.29%
$61.91 - $66.79 $9.47K - $10.2K
4.49K $280K
SYK
Stryker Corp

Healthcare
-119
- 4.68%
$355.18 - $399.9 $42.3K - $47.6K
2.43K $903K
SLX
Vaneck ETF Tr Steel ETF

ETFs
-495
- 8.91%
$57.59 - $64.76 $28.5K - $32.1K
5.06K $311K
LRGF
Ishares Tr

ETFs
-57
- 1.59%
$56.95 - $63.95 $3.25K - $3.65K
3.53K $204K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-37
- 1.1%
$70.83 - $76.62 $2.62K - $2.83K
3.33K $236K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-233
- 0.75%
$11.22 - $11.8 $2.61K - $2.75K
30.9K $347K
RACE
Ferrari N.V.

Consumer Cyclical
-33
- 5.14%
$413.73 - $508.15 $13.7K - $16.8K
609 $260K
BSM
Black Stone Minerals, L.P.

Energy
-1.76K
- 7.56%
$14.48 - $15.59 $25.4K - $27.4K
21.5K $328K
TLRY
Tilray Brands, Inc.

Healthcare
-1.79K
- 12.22%
$0.59 - $1.46 $1.05K - $2.61K
12.8K $8K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-942
- 6.91%
$19.42 - $20.31 $18.3K - $19.1K
12.7K $254K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-34
- 0.97%
$64.6 - $69.89 $2.2K - $2.38K
3.46K $226K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-104
- 4.51%
$94.86 - $97.12 $9.87K - $10.1K
2.2K $210K
FAST
Fastenal CO

Industrials
-504
- 9.57%
$71.11 - $79.98 $35.8K - $40.3K
4.76K $369K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-189
- 2.12%
$40.38 - $42.65 $7.63K - $8.06K
8.74K $362K
IYG
Ishares Tr

ETFs
-512
- 1.17%
$74.6 - $84.81 $38.2K - $43.4K
43.4K $3.41M
XMPT
Vaneck Cef Muni Income ETF

ETFs
-418
- 3.96%
$21.43 - $22.4 $8.96K - $9.36K
10.2K $219K
PLUG
Plug Power Inc

Industrials
-100
- 0.95%
$1.34 - $3.15 $134 - $315
10.4K $14K
CNC
Centene Corp

Healthcare
-123
- 2.56%
$55.93 - $65.89 $6.88K - $8.1K
4.68K $283K
FTSL
First Trust Senior Ln Fund

ETFs
-93
- 1.96%
$45.65 - $46.48 $4.25K - $4.32K
4.65K $212K
SAP
Sap Se

Technology
-132
- 9.78%
$241.4 - $293.69 $31.9K - $38.8K
1.22K $326K
NRZ
New Residential Investment Corp.

Real Estate
-950
- 1.55%
N/A
60.3K $437K
QCOM
Qualcomm Inc

Technology
-37
- 0.16%
$151.94 - $175.86 $5.62K - $6.51K
22.8K $3.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-524
- 3.56%
$42.5 - $46.71 $22.3K - $24.5K
14.2K $641K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-69
- 2.06%
$78.12 - $83.7 $5.39K - $5.78K
3.28K $264K
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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