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
$44.6B
$1.01 Million 0.03% of portfolio
7,115
Q3 2024 Added 27.1%
$44.4B
$1.02 Million 0.03% of portfolio
8,389
Q3 2024 Added 11.54%
$63.1B
$1.02 Million 0.03% of portfolio
14,200
Q3 2024 Added 6.9%
$140B
$1.02 Million 0.03% of portfolio
2,834
Q3 2024 Added 55.46%
$45.8B
$1.04 Million 0.03% of portfolio
7,699
Q3 2024 Added 6.25%
$9.17B
$1.06 Million 0.03% of portfolio
5,360
Q3 2024 Added 66.36%
$0
$1.08 Million 0.03% of portfolio
164,574
Q3 2024 Added 66.18%
$6.05B
$1.07 Million 0.03% of portfolio
3,684
Q3 2024 Added 22.27%
$0
$1.08 Million 0.03% of portfolio
54,921
Q3 2024 Added 5.55%
$83.8B
$1.08 Million 0.03% of portfolio
1,705
Q3 2024 Added 18.57%
$118B
$1.1 Million 0.03% of portfolio
13,146
Q3 2024 Added 2.49%
$70.7B
$1.11 Million 0.03% of portfolio
4,072
Q3 2024 Added 15.26%
$59.7B
$1.12 Million 0.03% of portfolio
9,473
Q3 2024 Added 45.92%
$6.88B
$1.14 Million 0.03% of portfolio
8,308
Q3 2024 Reduced 0.66%
$61.4B
$1.14 Million 0.03% of portfolio
51,572
Q3 2024 Added 35.87%
$105B
$1.18 Million 0.03% of portfolio
2,531
Q3 2024 Added 22.63%
$286B
$1.14 Million 0.03% of portfolio
1,373
Q3 2024 Added 28.2%
$3.9B
$537,000 0.02% of portfolio
18,361
Q3 2024 Reduced 4.49%
$6.34B
$659,000 0.02% of portfolio
62,138
Q3 2024 Added 68.13%
$4.51B
$822,000 0.02% of portfolio
9,646
Q3 2024 New
$3.25B
$845,000 0.02% of portfolio
13,348
Q3 2024 New
$0
$842,000 0.02% of portfolio
34,388
Q3 2024 Added 4.3%
$43.1B
$852,000 0.02% of portfolio
12,230
Q3 2024 Added 72.21%
$71.5B
$685,000 0.02% of portfolio
27,064
Q3 2024 Added 74.48%
$25.2B
$787,000 0.02% of portfolio
179,848
Q3 2024 Added 1,101.79%
$219B
$782,000 0.02% of portfolio
11,872
Q3 2024 Added 96.0%
$11.1B
$608,000 0.02% of portfolio
29,687
Q3 2024 Added 16.31%
$27.3B
$519,000 0.02% of portfolio
6,973
Q3 2024 Added 44.4%
$26.7B
$793,000 0.02% of portfolio
3,411
Q3 2024 Added 14.12%
$4.46B
$832,000 0.02% of portfolio
22,083
Q3 2024 Added 0.05%
$4.35B
$516,000 0.02% of portfolio
9,627
Q3 2024 Added 2.61%
$72.6B
$532,000 0.02% of portfolio
11,635
Q3 2024 Added 6.37%
$28.8B
$625,000 0.02% of portfolio
4,227
Q3 2024 Reduced 1.24%
$78.8B
$654,000 0.02% of portfolio
1,455
Q3 2024 Added 16.12%
$52.6B
$840,000 0.02% of portfolio
4,676
Q3 2024 New
$34.4B
$530,000 0.02% of portfolio
7,052
Q3 2024 Added 21.54%
$39.3B
$530,000 0.02% of portfolio
6,797
Q3 2024 Added 45.45%
$15B
$539,000 0.02% of portfolio
1,435
Q3 2024 Reduced 0.76%
$47.3B
$541,000 0.02% of portfolio
1,816
Q3 2024 Added 2.66%
$7.65B
$544,000 0.02% of portfolio
5,018
Q1 2024 Reduced 0.1%
$8.94B
$546,000 0.02% of portfolio
13,436
Q3 2024 Added 86.87%
$29.5B
$548,000 0.02% of portfolio
12,795
Q3 2024 Added 57.73%
$83.2B
$554,000 0.02% of portfolio
1,122
Q3 2024 Reduced 2.69%
$29.4B
$559,000 0.02% of portfolio
7,706
Q3 2024 Reduced 3.41%
$34.6B
$571,000 0.02% of portfolio
15,938
Q3 2024 Added 114.11%
$37.8B
$565,000 0.02% of portfolio
7,662
Q3 2024 Added 27.21%
$39.2B
$567,000 0.02% of portfolio
5,464
Q3 2024 Added 20.64%
$277B
$580,000 0.02% of portfolio
2,812
Q3 2024 Added 28.05%
$11.4B
$587,000 0.02% of portfolio
9,430
Q3 2024 Added 22.36%

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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