Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Iht Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.68 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Wisdomtree Floating Rate Treas with a value of $102M, Nvidia Corp with a value of $99.1M, Tesla, Inc. with a value of $86.8M, and Invesco Qqq Trust, Series 1 with a value of $84.1M.

Examining the 13F form we can see an increase of $244M in the current position value, from $3.44B to 3.68B.

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 $3.68 Billion
ETFs: $2.39 Billion
Technology: $424 Million
Consumer Cyclical: $184 Million
Financial Services: $168 Million
Communication Services: $119 Million
Industrials: $112 Million
Healthcare: $94.2 Million
Consumer Defensive: $77.9 Million
Other: $103 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$116 Million 3.14% of portfolio
454,592
Q3 2025 Reduced 1.27%
$465B
$99.1 Million 2.69% of portfolio
531,239
Q3 2025 Reduced 3.41%
$1.29T
$86.8 Million 2.36% of portfolio
195,237
Q3 2025 Added 0.19%
$3.78T
$63.6 Million 1.73% of portfolio
122,853
Q3 2025 Reduced 1.19%
$2.39T
$45.4 Million 1.23% of portfolio
206,819
Q3 2025 Reduced 1.27%
$1.37T
$29.5 Million 0.8% of portfolio
40,123
Q3 2025 Reduced 1.87%
$971B
$24.2 Million 0.66% of portfolio
31,686
Q3 2025 Added 2.42%
$139B
$24 Million 0.65% of portfolio
72,813
Q3 2025 Reduced 6.65%
$1.74T
$21.3 Million 0.58% of portfolio
87,586
Q3 2025 Reduced 3.54%
$881B
$21.1 Million 0.57% of portfolio
66,806
Q3 2025 Reduced 1.39%
$1.65T
$19.5 Million 0.53% of portfolio
80,284
Q3 2025 Reduced 3.28%
$662B
$19.2 Million 0.52% of portfolio
38,188
Q3 2025 Reduced 6.13%
$3.34B
$18.1 Million 0.49% of portfolio
368,823
Q3 2025 Added 5.03%
$279B
$16.7 Million 0.45% of portfolio
161,938
Q3 2025 Reduced 4.83%
$414B
$14.1 Million 0.38% of portfolio
60,756
Q3 2025 Added 1.2%
$342B
$12.9 Million 0.35% of portfolio
70,836
Q3 2025 Reduced 7.19%
$533B
$11.4 Million 0.31% of portfolio
33,338
Q3 2025 Added 0.05%
$367B
$10.8 Million 0.29% of portfolio
26,576
Q3 2025 Reduced 4.91%
$1.87B
$9.85 Million 0.27% of portfolio
30,569
Q3 2025 Added 6.33%
$522B
$9.61 Million 0.26% of portfolio
51,807
Q3 2025 Added 8.97%
$404B
$9.43 Million 0.26% of portfolio
10,192
Q3 2025 Reduced 0.06%
$224B
$8 Million 0.22% of portfolio
26,337
Q3 2025 Added 5.21%
$114B
$7.88 Million 0.21% of portfolio
36,499
Q3 2025 Reduced 9.37%
$49.1B
$7.78 Million 0.21% of portfolio
6,492
Q3 2025 Added 0.2%
$237B
$6.87 Million 0.19% of portfolio
42,342
Q3 2025 Added 1.84%
$413B
$6.09 Million 0.17% of portfolio
117,991
Q3 2025 Reduced 2.84%
$19B
$6.43 Million 0.17% of portfolio
31,319
Q3 2025 Reduced 0.63%
$61.4B
$6.23 Million 0.17% of portfolio
30,614
Q3 2025 Added 7.97%
$0
$6.41 Million 0.17% of portfolio
403,270
Q3 2025 Added 12.85%
$490B
$6.22 Million 0.17% of portfolio
55,122
Q3 2025 Added 0.75%
$265B
$6.15 Million 0.17% of portfolio
7,722
Q3 2025 Added 0.19%
$512B
$6.15 Million 0.17% of portfolio
10,811
Q3 2025 Added 1.29%
$593B
$6.33 Million 0.17% of portfolio
22,516
Q3 2025 Reduced 4.56%
$303B
$5.46 Million 0.15% of portfolio
35,145
Q3 2025 Added 4.74%
$0
$5.45 Million 0.15% of portfolio
365,145
Q3 2025 Added 3.69%
$115B
$5.49 Million 0.15% of portfolio
11,193
Q3 2025 Added 6.92%
$388B
$5.01 Million 0.14% of portfolio
30,954
Q3 2025 Reduced 4.78%
$228B
$5.18 Million 0.14% of portfolio
38,708
Q3 2025 Reduced 0.78%
$306B
$5.13 Million 0.14% of portfolio
77,322
Q3 2025 Added 7.89%
$291B
$4.7 Million 0.13% of portfolio
9,856
Q3 2025 Reduced 17.59%
$266B
$4.82 Million 0.13% of portfolio
17,077
Q3 2025 Added 2.67%
$204B
$4.61 Million 0.13% of portfolio
32,813
Q3 2025 Reduced 9.15%
$104B
$4.6 Million 0.13% of portfolio
69,709
Q3 2025 Added 0.71%
$18.6B
$4.65 Million 0.13% of portfolio
94,836
Q3 2025 Added 49.82%
$141B
$4.53 Million 0.12% of portfolio
177,811
Q3 2025 Added 1.2%
$258B
$4.33 Million 0.12% of portfolio
25,897
Q3 2025 Added 6.64%
$319B
$4.44 Million 0.12% of portfolio
64,862
Q3 2025 Reduced 3.82%
$168B
$4.32 Million 0.12% of portfolio
57,228
Q3 2025 Reduced 4.28%
$193B
$4.19 Million 0.11% of portfolio
36,566
Q3 2025 Added 2.37%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $3.68 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 94 stocks
  • Additional Purchases 554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 463 stocks
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