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
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.79K
- 4.3%
$25.69 - $26.89 $71.6K - $75K
62.1K $1.67M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-798
- 3.18%
$9.47 - $11.46 $7.56K - $9.15K
24.3K $261K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-157
- 2.56%
$37.17 - $41.44 $5.84K - $6.51K
5.97K $233K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.04K
- 8.36%
$43.6 - $49.84 $45.4K - $51.9K
11.4K $542K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-236
- 1.65%
$19.66 - $20.09 $4.64K - $4.74K
14.1K $279K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-62
- 0.69%
N/A
8.94K $363K
PSA
Public Storage

Real Estate
-6
- 0.53%
$288.99 - $313.98 $1.73K - $1.88K
1.13K $339K
RGLD
Royal Gold Inc

Basic Materials
-1.02K
- 19.52%
$132.55 - $163.51 $136K - $167K
4.22K $689K
HLN
Haleon PLC

Healthcare
-1.53K
- 7.61%
$9.02 - $10.67 $13.8K - $16.3K
18.5K $190K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-102
- 1.18%
$42.93 - $44.71 $4.38K - $4.56K
8.54K $374K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-899
- 3.58%
$16.06 - $16.99 $14.4K - $15.3K
24.2K $403K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-85
- 2.7%
$73.78 - $76.59 $6.27K - $6.51K
3.06K $234K
Intrusion Inc
-21
- 0.2%
N/A
10.2K $0
SFLR
Innovator Etfs Tr Equity Manag
-11.4K
- 17.33%
N/A
54.5K $0
Intuitive Machines
-2.75K
- 7.39%
N/A
34.4K $0
RWL
Invesco Exchange Traded Fd Tr

ETFs
-318
- 1.45%
$96.9 - $104.39 $30.8K - $33.2K
21.7K $2.15M
Amplify ETF Tr
-181
- 5.82%
N/A
2.93K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-769
- 7.89%
N/A
8.97K $0
RZG
Invesco Fd Tr S&P Smallcap 600
-1.67K
- 4.66%
N/A
34.2K $0
Innovator Etfs Trust
-18.9K
- 16.66%
N/A
94.8K $0
Tema ETF Trust
-19.2K
- 67.12%
N/A
9.41K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.34K
- 6.67%
N/A
18.7K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.2K
- 8.17%
N/A
13.5K $0
Brookfield Corp Vtg Shs Cl A
-1.55K
- 17.03%
N/A
7.55K $0
FSCO
Fs Cr Opportunities Corp Com
-83.3K
- 40.45%
N/A
123K $0
Graniteshares ETF Tr
-2.68K
- 25.57%
N/A
7.8K $0
Atmus Filtration
-101
- 1.46%
N/A
6.83K $0
HAPI
Harbor ETF Tr Corporate Cultur
-21.3K
- 69.49%
N/A
9.36K $0
Amplify ETF Tr
-23K
- 23.96%
N/A
73K $0
The Alger ETF Trust
-35.7K
- 70.98%
N/A
14.6K $0
Tema ETF Trust
-24.2K
- 71.45%
N/A
9.67K $0
Tko Group
-2.98K
- 17.02%
N/A
14.5K $0
Tema ETF Trust
-30.9K
- 73.92%
N/A
10.9K $0
Canadian Pacific Kansas City LTD
-2.04K
- 16.28%
N/A
10.5K $0
JGRO
J P Morgan Exchange Traded Fd
-14.2K
- 35.15%
N/A
26.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-65.6K
- 74.23%
N/A
22.8K $0
J P Morgan Exchange Traded F
-14.3K
- 82.41%
N/A
3.06K $0
MCHI
Ishares Msci China ETF

ETFs
-2.07K
- 13.9%
$43.71 - $58.65 $90.5K - $121K
12.8K $697K
OXYWS
Occidental Pete Corp Wt Exp 08
-26
- 0.22%
N/A
11.7K $0
HIGH
Simplify Exchange Traded Fds E
-73
- 0.35%
N/A
21K $0
Linde PLC New
-52
- 1.52%
N/A
3.38K $0
Skyward Specialty
-273
- 2.17%
N/A
12.3K $0
VLUE
Ishares Msci Usa Value Factor

ETFs
-7
- 0.21%
$104.89 - $113.56 $734 - $795
3.32K $353K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.48K
- 2.84%
$30.35 - $33.16 $44.8K - $48.9K
50.5K $1.61M
NSC
Norfolk Southern Corp

Industrials
-51
- 0.7%
$227.69 - $259.76 $11.6K - $13.2K
7.24K $1.71M
STWD
Starwood Property Trust, Inc.

Real Estate
-253
- 2.24%
$18.41 - $20.53 $4.66K - $5.19K
11.1K $218K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-119
- 0.55%
$21.73 - $23.02 $2.59K - $2.74K
21.4K $482K
DVY
Ishares Tr

ETFs
-151
- 1.81%
$128.58 - $138.1 $19.4K - $20.9K
8.21K $1.1M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-211
- 1.26%
$13.65 - $14.45 $2.88K - $3.05K
16.5K $235K
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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