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
LVHI
Franklin International Low Vol

ETFs
-489
- 4.13%
$30.53 - $32.85 $14.9K - $16.1K
11.3K $367K
TDG
Trans Digm Group Inc

Industrials
-9
- 5.52%
$1251.32 - $1394.11 $11.3K - $12.5K
154 $213K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-28
- 0.85%
$64.2 - $69.24 $1.8K - $1.94K
3.27K $223K
FTCS
First Trust Capital Strength E

ETFs
-1.13K
- 1.83%
$86.39 - $91.35 $97.9K - $103K
60.7K $5.44M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-251
- 8.27%
$73.71 - $87.55 $18.5K - $22K
2.78K $242K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.35K
- 1.53%
$25.77 - $27.6 $34.9K - $37.4K
86.9K $2.31M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-36
- 0.37%
$20.29 - $22.36 $730 - $805
9.79K $216K
WMB
Williams Companies, Inc.

Energy
-783
- 7.46%
$54.02 - $61.09 $42.3K - $47.8K
9.72K $580K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-790
- 5.24%
$68.32 - $75.06 $54K - $59.3K
14.3K $1.07M
NI
Nisource Inc.

Utilities
-421
- 4.66%
$35.57 - $41.23 $15K - $17.4K
8.62K $345K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.31K
- 3.67%
$59.28 - $66.1 $77.8K - $86.8K
34.5K $2.19M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-397
- 1.07%
$50.82 - $52.7 $20.2K - $20.9K
36.6K $1.92M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.22K
- 6.18%
$47.39 - $54.26 $57.6K - $66K
18.5K $959K
SCHW
Schwab Charles Corp

Financial Services
-158
- 2.1%
$71.24 - $83.64 $11.3K - $13.2K
7.36K $575K
IXC
Ishares Tr Global Energy ETF

ETFs
-287
- 3.56%
$38.48 - $42.16 $11K - $12.1K
7.78K $327K
VRSK
Verisk Analytics, Inc.

Industrials
-56
- 3.32%
$268.63 - $301.33 $15K - $16.9K
1.63K $484K
DRI
Darden Restaurants Inc

Consumer Cyclical
-88
- 4.77%
$180.02 - $208.56 $15.8K - $18.4K
1.76K $364K
ICF
Ishares Tr

ETFs
-178
- 0.71%
$57.98 - $63.8 $10.3K - $11.4K
25K $1.54M
AON
Aon PLC

Financial Services
-6
- 1.03%
$348.44 - $409.32 $2.09K - $2.46K
575 $229K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-713
- 3.47%
$58.01 - $64.46 $41.4K - $46K
19.9K $1.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-51
- 0.48%
$36.91 - $41.03 $1.88K - $2.09K
10.6K $418K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-242
- 13.57%
$402.49 - $513.76 $97.4K - $124K
1.54K $747K
LNG
Cheniere Energy, Inc.

Energy
-257
- 4.79%
$209.32 - $253.66 $53.8K - $65.2K
5.11K $1.18M
ING
Ing Groep Nv

Financial Services
-808
- 7.13%
$15.51 - $20.74 $12.5K - $16.8K
10.5K $206K
SONY
Sony Group Corp

Technology
-915
- 7.34%
$19.88 - $25.64 $18.2K - $23.5K
11.5K $293K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-91
- 0.47%
$27.81 - $30.21 $2.53K - $2.75K
19.2K $567K
DTH
Wisdomtree Tr

ETFs
-7
- 0.1%
$37.33 - $43.33 $261 - $303
6.78K $287K
ELV
Elevance Health, Inc.

Healthcare
-39
- 5.15%
$365.9 - $436.25 $14.3K - $17K
719 $312K
FTGC
First Trust Global Tactical CO

ETFs
-51
- 0.23%
$23.95 - $25.86 $1.22K - $1.32K
22.1K $562K
TRGP
Targa Resources Corp.

Energy
-80
- 3.48%
$178.44 - $217.22 $14.3K - $17.4K
2.22K $444K
PARA
Paramount Global

Communication Services
-1.23K
- 3.73%
$10.16 - $12.14 $12.5K - $14.9K
31.7K $379K
BP
Bp PLC

Energy
-552
- 4.36%
$29.93 - $35.31 $16.5K - $19.5K
12.1K $409K
MNST
Monster Beverage Corp

Consumer Defensive
-56
- 0.83%
$46.16 - $58.58 $2.58K - $3.28K
6.69K $391K
VTR
Ventas, Inc.

Real Estate
-81
- 1.82%
$56.9 - $70.47 $4.61K - $5.71K
4.38K $301K
YUM
Yum Brands Inc

Consumer Cyclical
-231
- 7.1%
$123.25 - $162.53 $28.5K - $37.5K
3.02K $475K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-345
- 3.02%
$67.08 - $76.14 $23.1K - $26.3K
11.1K $815K
OTIS
Otis Worldwide Corp

Industrials
-75
- 1.57%
$90.77 - $104.01 $6.81K - $7.8K
4.69K $484K
FXI
Ishares Tr

ETFs
-1.27K
- 7.72%
$28.65 - $38.55 $36.3K - $48.8K
15.1K $542K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-28.4K
- 25.35%
$34.58 - $45.97 $983K - $1.31M
83.7K $3.85M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-36
- 0.61%
$56.12 - $68.15 $2.02K - $2.45K
5.86K $397K
CI
Cigna Corp

Healthcare
-102
- 6.84%
$274.49 - $329.0 $28K - $33.6K
1.39K $456K
SHEL
Shell PLC

Energy
-767
- 7.82%
$62.84 - $73.29 $48.2K - $56.2K
9.04K $662K
IYE
Ishares Tr

ETFs
-1.5K
- 4.65%
$45.23 - $49.95 $67.8K - $74.9K
30.7K $1.52M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-221
- 0.14%
$5.3 - $5.8 $1.17K - $1.28K
163K $912K
VRSN
Verisign Inc

Technology
-16
- 1.42%
$205.1 - $254.74 $3.28K - $4.08K
1.11K $282K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4
- 1.8%
$1187.71 - $1432.58 $4.75K - $5.73K
218 $312K
ADP
Automatic Data Processing Inc

Industrials
-112
- 1.71%
$286.85 - $318.64 $32.1K - $35.7K
6.42K $1.96M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-233
- 0.45%
$20.83 - $23.69 $4.85K - $5.52K
51.8K $1.16M
KMB
Kimberly Clark Corp

Consumer Defensive
-38
- 0.75%
$124.46 - $147.4 $4.73K - $5.6K
5K $711K
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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