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
$9.14B
$266,000 0.01% of portfolio
1,688
Q3 2024 New
$68B
$268,000 0.01% of portfolio
188
Q3 2024 Added 11.9%
$62B
$271,000 0.01% of portfolio
964
Q3 2024 New
$11.1B
$281,000 0.01% of portfolio
978
Q3 2024 New
$12.6B
$282,000 0.01% of portfolio
1,600
Q3 2024 New
$7.96B
$284,000 0.01% of portfolio
2,172
Q3 2024 New
$0
$286,000 0.01% of portfolio
13,022
Q3 2024 New
$23.3B
$289,000 0.01% of portfolio
2,252
Q3 2024 New
$7.96B
$291,000 0.01% of portfolio
2,028
Q3 2024 New
$22.4B
$296,000 0.01% of portfolio
3,295
Q3 2024 New
$12.6B
$309,000 0.01% of portfolio
2,808
Q3 2024 New
$1.01B
$325,000 0.01% of portfolio
4,365
Q3 2024 New
$85B
$315,000 0.01% of portfolio
2,417
Q3 2024 New
$34.6B
$318,000 0.01% of portfolio
4,041
Q3 2024 Added 43.86%
$18.4B
$319,000 0.01% of portfolio
3,049
Q3 2024 New
$7.21B
$263,000 0.01% of portfolio
1,072
Q3 2024 New
$15.9B
$331,000 0.01% of portfolio
848
Q3 2024 Added 11.29%
$41.9B
$346,000 0.01% of portfolio
5,314
Q3 2024 Added 66.9%
$14.8B
$346,000 0.01% of portfolio
9,989
Q3 2024 Added 1.41%
$8.59B
$346,000 0.01% of portfolio
4,787
Q3 2024 New
$5.54B
$347,000 0.01% of portfolio
9,576
Q3 2024 Reduced 23.29%
$62.6B
$345,000 0.01% of portfolio
1,066
Q3 2024 New
$1.69B
$377,000 0.01% of portfolio
6,221
Q3 2024 Added 30.89%
$5.8B
$380,000 0.01% of portfolio
26,963
Q3 2024 New
$8.54B
$414,000 0.01% of portfolio
6,985
Q3 2024 New
$21.6B
$439,000 0.01% of portfolio
728
Q3 2024 New
$20B
$441,000 0.01% of portfolio
4,033
Q3 2024 Added 101.85%
$29.4B
$458,000 0.01% of portfolio
23,052
Q3 2024 New
$1.81B
$484,000 0.01% of portfolio
51,050
Q3 2024 New
$23.2B
$491,000 0.01% of portfolio
10,282
Q3 2024 Added 97.35%
$0
$219,000 0.01% of portfolio
33,748
Q4 2023 Added 1.04%
$173B
$487,000 0.01% of portfolio
7,107
Q3 2024 Added 42.91%
$59.3B
$338,000 0.01% of portfolio
18,621
Q3 2024 Added 62.46%
$222B
$369,000 0.01% of portfolio
3,216
Q3 2024 Added 44.86%
$88.8B
$443,000 0.01% of portfolio
14,123
Q3 2024 Added 4.84%
$43.4B
$368,000 0.01% of portfolio
34,809
Q3 2024 Added 56.7%
$267B
$409,000 0.01% of portfolio
1,786
Q3 2024 Added 65.83%
$78.5B
$260,000 0.01% of portfolio
754
Q3 2024 New
$27B
$434,000 0.01% of portfolio
4,530
Q3 2024 Added 27.79%
$47.4B
$207,000 0.01% of portfolio
1,373
Q3 2024 Reduced 32.76%
$58.1B
$240,000 0.01% of portfolio
3,096
Q3 2024 New
$5.17B
$353,000 0.01% of portfolio
1,102
Q3 2024 Reduced 15.36%
$39.9B
$404,000 0.01% of portfolio
2,298
Q3 2024 Added 0.35%
$0
$466,000 0.01% of portfolio
26,146
Q3 2024 Reduced 8.12%
$0
$227,000 0.01% of portfolio
31,860
Q3 2024 Added 2.6%
$0
$452,000 0.01% of portfolio
38,780
Q3 2024 New
$15.2B
$312,000 0.01% of portfolio
27,597
Q3 2024 Added 7.11%
$27B
$393,000 0.01% of portfolio
21,298
Q3 2024 Added 19.54%
$17.2B
$362,000 0.01% of portfolio
3,049
Q3 2024 New

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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