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
PHYS
Sprott Physical Gold Trust

Financial Services
-658
- 0.96%
$22.82 - $26.29 $15K - $17.3K
67.8K $1.72M
GLNG
Golar Lng LTD

Energy
-453
- 1.58%
$30.7 - $42.63 $13.9K - $19.3K
28.3K $1.17M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-24
- 0.94%
$272.36 - $339.57 $6.54K - $8.15K
2.53K $857K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-6.97K
- 12.69%
$23.76 - $32.49 $166K - $227K
48K $1.56M
CVI
Cvr Energy Inc

Energy
-16
- 0.15%
$16.06 - $28.28 $257 - $452
10.5K $281K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.12K
- 3.68%
$18.34 - $24.56 $20.6K - $27.6K
29.4K $715K
SCHW
Schwab Charles Corp

Financial Services
-153
- 2.08%
$69.06 - $91.24 $10.6K - $14K
7.2K $657K
SKYY
First Trust Cloud Computing Et

ETFs
-150
- 2.88%
$89.46 - $121.64 $13.4K - $18.2K
5.07K $616K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.54K
- 3.31%
$52.31 - $63.72 $80.5K - $98K
45K $2.86M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.65K
- 8.23%
$176.34 - $218.59 $643K - $797K
40.6K $8.83M
WWD
Woodward, Inc.

Industrials
-241
- 10.16%
$157.29 - $247.55 $37.9K - $59.7K
2.13K $522K
CAE
Cae Inc

Industrials
-563
- 2.41%
$21.06 - $29.27 $11.9K - $16.5K
22.8K $667K
ROK
Rockwell Automation, Inc

Industrials
-988
- 17.16%
$218.97 - $332.17 $216K - $328K
4.77K $1.58M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-810
- 5.98%
$101.93 - $128.63 $82.6K - $104K
12.7K $1.64M
BK
Bank Of New York Mellon Corp

Financial Services
-7
- 0.05%
$73.31 - $91.62 $513 - $641
14.1K $1.28M
SPOT
Spotify Technology S.A.

Communication Services
-38
- 6.33%
$503.3 - $775.9 $19.1K - $29.5K
562 $431K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-839
- 24.67%
$49.95 - $128.54 $41.9K - $108K
2.56K $318K
CW
Curtiss Wright Corp

Industrials
-24
- 3.5%
$283.18 - $488.55 $6.8K - $11.7K
662 $323K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-317
- 7.15%
$149.56 - $212.83 $47.4K - $67.5K
4.11K $875K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-85
- 0.43%
$45.98 - $56.15 $3.91K - $4.77K
19.9K $1.12M
BMI
Badger Meter Inc

Technology
-94
- 3.28%
$170.72 - $254.17 $16K - $23.9K
2.78K $679K
CHWY
Chewy, Inc.

Consumer Cyclical
-1.05K
- 5.98%
$31.21 - $48.21 $32.8K - $50.6K
16.5K $703K
SOXX
Ishares Semiconductor ETF

ETFs
-170
- 4.93%
$154.86 - $239.07 $26.3K - $40.6K
3.28K $781K
IYY
Ishares Tr

ETFs
-4
- 0.04%
$120.9 - $150.87 $484 - $603
9.32K $1.41M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-257
- 0.99%
$73.0 - $85.5 $18.8K - $22K
25.8K $2.17M
FCX
Freeport Mcmoran Inc

Basic Materials
-62
- 0.24%
$29.15 - $44.46 $1.81K - $2.76K
25.9K $1.12M
CCJ
Cameco Corp

Energy
-733
- 12.25%
$36.68 - $74.46 $26.9K - $54.6K
5.25K $389K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-36
- 0.24%
$62.75 - $79.31 $2.26K - $2.86K
15.2K $1.21M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-193
- 10.0%
$177.93 - $313.14 $34.3K - $60.4K
1.74K $543K
ITA
Ishares Tr

ETFs
-380
- 6.11%
$135.31 - $188.64 $51.4K - $71.7K
5.84K $1.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
-181
- 1.09%
$99.48 - $124.46 $18K - $22.5K
16.4K $1.94M
ADI
Analog Devices Inc

Technology
-47
- 1.05%
$164.6 - $238.02 $7.74K - $11.2K
4.43K $1.06M
FLIN
Franklin Templeton ETF Tr

ETFs
-4.15K
- 3.9%
$35.01 - $39.98 $145K - $166K
102K $4.08M
IYJ
Ishares Tr

ETFs
-111
- 0.71%
$115.07 - $142.31 $12.8K - $15.8K
15.5K $2.21M
MPC
Marathon Petroleum Corp

Energy
-79
- 0.87%
$118.55 - $170.08 $9.37K - $13.4K
9.02K $1.5M
LRN
Stride, Inc.

Consumer Defensive
-17
- 0.17%
$124.45 - $160.72 $2.12K - $2.73K
9.74K $1.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-14
- 0.75%
$328.01 - $475.68 $4.59K - $6.66K
1.84K $862K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-809
- 6.17%
$86.24 - $117.44 $69.8K - $95K
12.3K $1.44M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.72K
- 4.98%
$57.14 - $72.68 $98.2K - $125K
32.8K $2.38M
SPMD
Spdr Portfolio

ETFs
-3.9K
- 3.05%
$44.89 - $54.38 $175K - $212K
124K $6.75M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-17
- 0.38%
$164.46 - $237.28 $2.8K - $4.03K
4.42K $1.05M
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 2.4%
$1794.73 - $2613.63 $14.4K - $20.9K
325 $849K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-311
- 1.65%
$108.12 - $135.04 $33.6K - $42K
18.5K $2.5M
BFC
Bank First Corp

Financial Services
-121
- 0.93%
$96.02 - $118.47 $11.6K - $14.3K
12.9K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
-828
- 1.99%
$74.88 - $91.97 $62K - $76.2K
40.9K $3.76M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-939
- 1.86%
$28.98 - $37.18 $27.2K - $34.9K
49.5K $1.84M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-515
- 2.19%
$48.48 - $67.3 $25K - $34.7K
23.1K $1.55M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.04K
- 1.46%
$32.0 - $39.87 $65.3K - $81.3K
138K $5.49M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-151
- 2.98%
$160.63 - $257.78 $24.3K - $38.9K
4.92K $1.26M
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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