Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

Iht Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $110M, Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $86.9M, Invesco Qqq Trust, Series 1 with a value of $78M, and Spdr Portfolio S&P 500 Value E with a value of $70.1M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.06B to 3.44B.

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 $3.44 Billion
ETFs: $2.26 Billion
Technology: $390 Million
Financial Services: $163 Million
Consumer Cyclical: $156 Million
Communication Services: $108 Million
Industrials: $100 Million
Healthcare: $85.9 Million
Consumer Defensive: $78.2 Million
Other: $96.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$94.5 Million 2.75% of portfolio
460,447
Q2 2025 Reduced 0.34%
$456B
$86.9 Million 2.53% of portfolio
549,980
Q2 2025 Added 0.5%
$3.95T
$61.8 Million 1.8% of portfolio
124,335
Q2 2025 Reduced 1.46%
$1.08T
$61.9 Million 1.8% of portfolio
194,873
Q2 2025 Added 2.43%
$2.26T
$46 Million 1.34% of portfolio
209,485
Q2 2025 Added 4.92%
$1.78T
$30.2 Million 0.88% of portfolio
40,888
Q2 2025 Added 6.26%
$608B
$24.1 Million 0.7% of portfolio
30,936
Q2 2025 Added 2.18%
$127B
$21.5 Million 0.63% of portfolio
78,004
Q2 2025 Added 0.7%
$621B
$19.8 Million 0.57% of portfolio
40,680
Q2 2025 Added 2.47%
$859B
$19.6 Million 0.57% of portfolio
67,751
Q2 2025 Added 6.24%
$281B
$16.6 Million 0.48% of portfolio
170,153
Q2 2025 Added 4.35%
$2.68B
$16.4 Million 0.48% of portfolio
351,144
Q2 2025 Added 6.86%
$1.24T
$16.1 Million 0.47% of portfolio
90,796
Q2 2025 Added 3.15%
$1.21T
$14.6 Million 0.43% of portfolio
83,008
Q2 2025 Reduced 1.84%
$368B
$11.9 Million 0.35% of portfolio
74,615
Q2 2025 Added 10.23%
$3.68B
$11.6 Million 0.34% of portfolio
28,748
Q2 2025 Reduced 9.08%
$351B
$11.1 Million 0.32% of portfolio
60,037
Q2 2025 Reduced 3.18%
$367B
$10.4 Million 0.3% of portfolio
76,322
Q2 2025 Reduced 0.88%
$405B
$10.2 Million 0.3% of portfolio
27,948
Q2 2025 Added 4.59%
$439B
$10.1 Million 0.29% of portfolio
10,198
Q2 2025 Added 1.58%
$139B
$8.44 Million 0.25% of portfolio
40,272
Q2 2025 Added 9.5%
$545B
$8.68 Million 0.25% of portfolio
6,479
Q2 2025 Added 4.92%
$261B
$7.57 Million 0.22% of portfolio
41,579
Q2 2025 Reduced 0.78%
$0
$7.31 Million 0.21% of portfolio
352,143
Q2 2025 Added 0.72%
$452B
$7.26 Million 0.21% of portfolio
47,543
Q2 2025 Reduced 1.17%
$222B
$7.31 Million 0.21% of portfolio
25,032
Q2 2025 Added 3.98%
$22.7B
$7.02 Million 0.2% of portfolio
31,517
Q2 2025 Added 0.15%
$548B
$6 Million 0.17% of portfolio
10,673
Q2 2025 Added 1.2%
$381B
$5.75 Million 0.17% of portfolio
121,445
Q2 2025 Added 2.69%
$442B
$5.9 Million 0.17% of portfolio
54,713
Q2 2025 Added 0.97%
$52.5B
$5.8 Million 0.17% of portfolio
28,353
Q2 2025 Added 1.55%
$93.6B
$5.33 Million 0.16% of portfolio
10,469
Q2 2025 Reduced 1.78%
$254B
$5.45 Million 0.16% of portfolio
7,707
Q2 2025 Added 0.78%
$0
$5.53 Million 0.16% of portfolio
357,335
Q2 2025 Added 4.17%
$229B
$5.31 Million 0.15% of portfolio
39,011
Q1 2025 Added 1.67%
$306B
$5.07 Million 0.15% of portfolio
71,670
Q2 2025 Added 5.62%
$684B
$5.16 Million 0.15% of portfolio
23,592
Q2 2025 Added 19.64%
$172B
$5.27 Million 0.15% of portfolio
5,129
Q2 2025 Reduced 5.25%
$218B
$4.64 Million 0.14% of portfolio
11,960
Q2 2025 Added 2.78%
$302B
$4.8 Million 0.14% of portfolio
33,556
Q2 2025 Reduced 3.29%
$293B
$4.68 Million 0.14% of portfolio
67,437
Q2 2025 Added 5.21%
$210B
$4.9 Million 0.14% of portfolio
16,633
Q2 2025 Added 1.04%
$202B
$4.77 Million 0.14% of portfolio
36,117
Q2 2025 Added 5.05%
$282B
$4.61 Million 0.13% of portfolio
32,509
Q2 2025 Reduced 2.88%
$207B
$4.43 Million 0.13% of portfolio
35,718
Q2 2025 Reduced 19.14%
$23.7B
$4.56 Million 0.13% of portfolio
63,301
Q2 2025 Added 596.61%
$118B
$4.06 Million 0.12% of portfolio
69,219
Q2 2025 Added 6.62%
$203B
$4.04 Million 0.12% of portfolio
139,555
Q2 2025 Reduced 3.94%
$141B
$4.15 Million 0.12% of portfolio
59,788
Q2 2025 Added 9.43%

Summary

  • Portfolio
  • No. of Stocks 1,148
  • Current Value $3.44 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 127 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 489 stocks
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