Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

Iht Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 1086 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Wisdomtree Floating Rate Treas with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $69.7M, Spdr Portfolio S&P 500 Value E with a value of $60.8M, and Nvidia Corp with a value of $59.3M.

Examining the 13F form we can see an increase of $72M in the current position value, from $2.99B to 3.06B.

Iht Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Iht Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.06 Billion
ETFs: $2.02 Billion
Technology: $316 Million
Financial Services: $155 Million
Consumer Cyclical: $134 Million
Healthcare: $91.2 Million
Industrials: $85 Million
Communication Services: $81.9 Million
Consumer Defensive: $72.5 Million
Other: $98.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$103 Million 3.35% of portfolio
462,041
Q1 2025 Added 0.32%
$416B
$59.3 Million 1.94% of portfolio
547,245
Q1 2025 Added 2.79%
$1.05T
$49.3 Million 1.61% of portfolio
190,241
Q1 2025 Added 524.11%
$3.77T
$47.4 Million 1.55% of portfolio
126,183
Q1 2025 Added 4.37%
$2.32T
$38 Million 1.24% of portfolio
199,664
Q1 2025 Added 1.31%
$738B
$25 Million 0.82% of portfolio
30,277
Q1 2025 Added 67.61%
$1.58T
$22.2 Million 0.72% of portfolio
38,481
Q1 2025 Reduced 0.03%
$622B
$21.1 Million 0.69% of portfolio
39,701
Q1 2025 Added 5.3%
$855B
$15.6 Million 0.51% of portfolio
63,769
Q1 2025 Added 11.87%
$260B
$14.3 Million 0.47% of portfolio
163,055
Q1 2025 Added 4.93%
$1.17T
$13.8 Million 0.45% of portfolio
88,024
Q1 2025 Added 1.07%
$1.14T
$13.1 Million 0.43% of portfolio
84,567
Q1 2025 Reduced 1.28%
$331B
$13 Million 0.42% of portfolio
62,008
Q1 2025 Reduced 1.24%
$113B
$13 Million 0.42% of portfolio
77,463
Q1 2025 Added 23.1%
$375B
$11.5 Million 0.38% of portfolio
67,693
Q1 2025 Added 12.55%
$575B
$11.5 Million 0.37% of portfolio
32,742
Q1 2025 Reduced 2.85%
$417B
$9.49 Million 0.31% of portfolio
10,039
Q1 2025 Added 2.96%
$3.98B
$9.12 Million 0.3% of portfolio
31,620
Q1 2025 Added 34.71%
$439B
$7.98 Million 0.26% of portfolio
48,105
Q1 2025 Added 2.8%
$220B
$7.52 Million 0.25% of portfolio
24,074
Q1 2025 Reduced 3.08%
$3.07B
$7.47 Million 0.24% of portfolio
328,604
Q1 2025 Added 16.28%
$0
$7.32 Million 0.24% of portfolio
349,632
Q1 2025 Added 3.52%
$256B
$6.65 Million 0.22% of portfolio
41,904
Q1 2025 Added 0.99%
$22.3B
$6.47 Million 0.21% of portfolio
31,469
Q1 2025 Reduced 0.16%
$452B
$6.44 Million 0.21% of portfolio
54,186
Q1 2025 Reduced 2.07%
$293B
$6.5 Million 0.21% of portfolio
77,001
Q1 2025 Reduced 0.2%
$136B
$6.27 Million 0.2% of portfolio
36,778
Q1 2025 Added 0.04%
$294B
$5.8 Million 0.19% of portfolio
34,697
Q1 2025 Reduced 0.14%
$533B
$5.78 Million 0.19% of portfolio
10,546
Q1 2025 Added 0.87%
$530B
$5.76 Million 0.19% of portfolio
6,175
Q1 2025 Added 19.72%
$267B
$5.85 Million 0.19% of portfolio
11,168
Q1 2025 Reduced 5.7%
$220B
$5.17 Million 0.17% of portfolio
39,011
Q1 2025 Added 1.67%
$201B
$5.16 Million 0.17% of portfolio
34,381
Q1 2025 Added 33.51%
$383B
$4.94 Million 0.16% of portfolio
118,263
Q1 2025 Reduced 3.56%
$301B
$4.86 Million 0.16% of portfolio
67,859
Q1 2025 Reduced 3.16%
$0
$4.89 Million 0.16% of portfolio
343,039
Q1 2025 Added 36.89%
$58.9B
$4.76 Million 0.16% of portfolio
27,919
Q1 2025 Added 22.34%
$239B
$4.18 Million 0.14% of portfolio
7,647
Q1 2025 Added 18.56%
$141B
$4.16 Million 0.14% of portfolio
164,121
Q1 2025 Added 2.33%
$194B
$4.31 Million 0.14% of portfolio
5,413
Q1 2025 Added 24.84%
$221B
$4.36 Million 0.14% of portfolio
44,170
Q1 2025 Added 16.6%
$107B
$3.9 Million 0.13% of portfolio
64,924
Q1 2025 Added 37.15%
$164B
$3.85 Million 0.13% of portfolio
12,351
Q1 2025 Reduced 3.38%
$195B
$4.11 Million 0.13% of portfolio
145,285
Q1 2025 Reduced 8.56%
$220B
$3.84 Million 0.13% of portfolio
11,636
Q1 2025 Added 17.1%
$280B
$3.96 Million 0.13% of portfolio
64,097
Q1 2025 Reduced 1.56%
$253B
$4.09 Million 0.13% of portfolio
16,461
Q1 2025 Added 2.93%
$152B
$3.87 Million 0.13% of portfolio
54,637
Q1 2025 Added 3.47%
$180B
$4.02 Million 0.13% of portfolio
88,661
Q1 2025 Added 5.05%

Summary

  • Portfolio
  • No. of Stocks 1,086
  • Current Value $3.06 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 87 stocks
  • Additional Purchases 467 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email