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
$142B
$1.36 Million 0.04% of portfolio
12,118
Q1 2025 Added 3.33%
$4.4B
$1.09 Million 0.04% of portfolio
28,751
Q1 2025 Added 128.95%
$2.47B
$1.34 Million 0.04% of portfolio
69,669
Q1 2025 Added 3.42%
$0
$1.08 Million 0.04% of portfolio
206,950
Q1 2025 Reduced 48.53%
$173B
$1.2 Million 0.04% of portfolio
2,422
Q1 2025 Added 17.17%
$61.6B
$1.37 Million 0.04% of portfolio
48,074
Q1 2025 Added 27.5%
$30.1B
$1.17 Million 0.04% of portfolio
3,578
Q1 2025 Added 16.89%
$26.7B
$1.19 Million 0.04% of portfolio
4,203
Q1 2025 Added 2.84%
$85.4B
$1.33 Million 0.04% of portfolio
9,100
Q1 2025 Added 0.11%
$87.5B
$1.33 Million 0.04% of portfolio
2,598
Q1 2025 Added 1.37%
$93.7B
$1.12 Million 0.04% of portfolio
1,835
Q1 2025 Added 0.94%
$52.8B
$1.32 Million 0.04% of portfolio
8,539
Q1 2025 Added 3.4%
$101B
$1.13 Million 0.04% of portfolio
10,142
Q1 2025 Added 16.47%
$68.8B
$1.11 Million 0.04% of portfolio
7,594
Q1 2025 Reduced 13.56%
$5.56B
$1.23 Million 0.04% of portfolio
9,759
Q1 2025 Added 1.17%
$147B
$1.29 Million 0.04% of portfolio
10,632
Q1 2025 Added 9.03%
$60.7B
$1.37 Million 0.04% of portfolio
2,181
Q1 2025 Added 10.21%
$81.7B
$1.12 Million 0.04% of portfolio
9,515
Q1 2025 Reduced 0.67%
$318B
$1.25 Million 0.04% of portfolio
17,401
Q1 2025 Added 7.05%
$0
$897,000 0.03% of portfolio
106,931
Q1 2025 Reduced 6.47%
$65.9B
$829,000 0.03% of portfolio
2,814
Q1 2025 Added 4.07%
$52.4B
$791,000 0.03% of portfolio
3,820
Q1 2025 Added 1.43%
$25.5B
$906,000 0.03% of portfolio
6,142
Q1 2025 Reduced 1.14%
$116B
$903,000 0.03% of portfolio
4,480
Q1 2025 Reduced 2.59%
$228B
$993,000 0.03% of portfolio
13,519
Q1 2025 Added 1.99%
$435B
$798,000 0.03% of portfolio
1
Q2 2024 Reduced 50.0%
$0
$830,000 0.03% of portfolio
76,557
Q4 2024 Reduced 31.95%
$0
$912,000 0.03% of portfolio
162,661
Q1 2025 Reduced 0.14%
$0
$790,000 0.03% of portfolio
23,961
Q1 2025 Reduced 0.83%
$5.27B
$815,000 0.03% of portfolio
60,901
Q1 2025 Added 9.59%
$3.5B
$1.05 Million 0.03% of portfolio
29,573
Q1 2025 Added 10.08%
$1.27B
$1 Million 0.03% of portfolio
19,944
Q1 2025 Added 1.81%
$77.1B
$782,000 0.03% of portfolio
11,546
Q1 2025 Reduced 9.41%
$148B
$1.05 Million 0.03% of portfolio
5,124
Q1 2025 Added 3.87%
$21.8B
$916,000 0.03% of portfolio
24,505
Q1 2025 Reduced 17.64%
$0
$1.05 Million 0.03% of portfolio
77,097
Q1 2025 Reduced 0.89%
$76.9B
$1.05 Million 0.03% of portfolio
4,141
Q1 2025 Reduced 1.12%
$92B
$791,000 0.03% of portfolio
17,871
Q1 2025 Added 14.29%
$43.5B
$784,000 0.03% of portfolio
17,026
Q1 2025 Reduced 4.42%
$61.5B
$968,000 0.03% of portfolio
3,971
Q1 2025 Added 1.82%
$2.28B
$1.06 Million 0.03% of portfolio
158,243
Q1 2025 Added 938.27%
$63.7B
$984,000 0.03% of portfolio
26,005
Q1 2025 Added 4.25%
$53.2B
$795,000 0.03% of portfolio
805
Q1 2025 Reduced 2.54%
$27B
$979,000 0.03% of portfolio
5,725
Q1 2025 Added 9.36%
$220B
$1.01 Million 0.03% of portfolio
1,646
Q1 2025 Reduced 2.37%
$128B
$788,000 0.03% of portfolio
1,160
Q1 2025 Reduced 14.71%
$63.1B
$817,000 0.03% of portfolio
13,280
Q1 2025 Added 18.83%
$241B
$786,000 0.03% of portfolio
6,745
Q1 2025 Added 1.25%
$145B
$961,000 0.03% of portfolio
3,397
Q1 2025 Added 18.73%

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
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