Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

Iht Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $138M, Invesco Qqq Trust, Series 1 with a value of $130M, Wisdomtree Floating Rate Treas with a value of $95.7M, Nvidia Corp with a value of $76M, and Ishares Russell 2000 ETF with a value of $64.5M.

Examining the 13F form we can see an increase of $814M in the current position value, from $2.62B 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: $2.23 Billion
Technology: $399 Million
Financial Services: $161 Million
Healthcare: $123 Million
Consumer Cyclical: $118 Million
Communication Services: $102 Million
Industrials: $99.3 Million
Consumer Defensive: $81.2 Million
Other: $115 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$899M
$1.23 Million 0.04% of portfolio
13,569
Q3 2024 Reduced 16.6%
$182B
$1.26 Million 0.04% of portfolio
2,036
Q3 2024 Added 20.9%
$272B
$1.27 Million 0.04% of portfolio
22,483
Q3 2024 Added 16.32%
$0
$1.27 Million 0.04% of portfolio
112,507
Q3 2024 Added 55.92%
$112B
$1.27 Million 0.04% of portfolio
5,523
Q3 2024 Added 14.78%
$6.44B
$1.28 Million 0.04% of portfolio
5,883
Q3 2024 Added 13.55%
$20.5B
$1.28 Million 0.04% of portfolio
32,787
Q3 2024 Reduced 5.17%
$164B
$1.32 Million 0.04% of portfolio
2,548
Q3 2024 Added 21.28%
$96.7B
$1.33 Million 0.04% of portfolio
10,532
Q3 2024 Added 20.35%
$68.6B
$1.34 Million 0.04% of portfolio
5,259
Q3 2024 Added 52.66%
$25.9B
$1.35 Million 0.04% of portfolio
22,069
Q3 2024 Reduced 2.9%
$10.5B
$1.35 Million 0.04% of portfolio
14,242
Q3 2024 Reduced 2.3%
$31.8B
$1.35 Million 0.04% of portfolio
12,992
Q3 2024 Added 49.26%
$51B
$1.35 Million 0.04% of portfolio
10,057
Q3 2024 Added 11.0%
$47.2B
$1.37 Million 0.04% of portfolio
5,045
Q3 2024 Added 15.29%
$72.5B
$1.38 Million 0.04% of portfolio
2,623
Q3 2024 Added 14.94%
$227B
$1.39 Million 0.04% of portfolio
5,140
Q3 2024 Added 9.04%
$30.7B
$1.44 Million 0.04% of portfolio
12,101
Q3 2024 Added 25.76%
$115B
$1.46 Million 0.04% of portfolio
5,074
Q3 2024 Added 23.25%
$1.73B
$1.48 Million 0.04% of portfolio
25,671
Q3 2024 Added 82.79%
$39.6B
$1.5 Million 0.04% of portfolio
142,399
Q3 2024 Added 12.13%
$52.2B
$1.31 Million 0.04% of portfolio
11,411
Q3 2024 Added 1.46%
$197B
$1.35 Million 0.04% of portfolio
11,311
Q3 2024 Added 39.94%
$125B
$1.04 Million 0.03% of portfolio
16,701
Q3 2024 Added 181.11%
$145B
$1.09 Million 0.03% of portfolio
16,781
Q3 2024 Added 49.86%
$72.1B
$1.12 Million 0.03% of portfolio
7,946
Q3 2024 Added 100.66%
$13.1B
$1.03 Million 0.03% of portfolio
3,539
Q3 2024 Added 1.75%
$0
$879,000 0.03% of portfolio
190,441
Q3 2024 Added 67.04%
$215B
$914,000 0.03% of portfolio
8,777
Q3 2024 Added 8.77%
$138B
$1.12 Million 0.03% of portfolio
17,905
Q3 2024 Added 41.88%
$190B
$1.19 Million 0.03% of portfolio
2,427
Q3 2024 Added 33.79%
$30.8B
$1.06 Million 0.03% of portfolio
8,940
Q3 2024 Added 71.33%
$55B
$980,000 0.03% of portfolio
8,946
Q3 2024 Added 51.29%
$65.7B
$862,000 0.03% of portfolio
2,898
Q3 2024 Added 13.07%
$8.31B
$863,000 0.03% of portfolio
21,043
Q3 2024 Added 73.35%
$42.8B
$862,000 0.03% of portfolio
9,671
Q3 2024 Added 27.84%
$77.1B
$881,000 0.03% of portfolio
4,514
Q3 2024 Reduced 30.08%
$58.1B
$884,000 0.03% of portfolio
10,991
Q3 2024 Added 139.66%
$56.7B
$890,000 0.03% of portfolio
5,270
Q3 2024 Added 29.61%
$1.97B
$911,000 0.03% of portfolio
6,772
Q3 2024 Added 86.97%
$102B
$905,000 0.03% of portfolio
11,607
Q3 2024 Added 8.04%
$30.4B
$931,000 0.03% of portfolio
17,420
Q3 2024 Reduced 10.6%
$55.1B
$934,000 0.03% of portfolio
900
Q3 2024 Added 8.83%
$22.9B
$939,000 0.03% of portfolio
6,424
Q3 2024 Added 1.2%
$30B
$956,000 0.03% of portfolio
9,939
Q3 2024 Added 5.85%
$7.44B
$958,000 0.03% of portfolio
9,863
Q3 2024 Reduced 0.63%
$51.9B
$982,000 0.03% of portfolio
6,074
Q3 2024 Added 25.19%
$124B
$976,000 0.03% of portfolio
9,276
Q3 2024 Added 36.35%
$98.9B
$1.01 Million 0.03% of portfolio
13,983
Q3 2024 Reduced 0.21%

Summary

  • Portfolio
  • No. of Stocks 1,143
  • Current Value $3.44 Billion
  • Prior Value $2.62 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 172 stocks
  • Additional Purchases 705 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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