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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$101 Million 3.29% of portfolio
2,000,086
Q1 2025 Added 19.74%
$0
$69.7 Million 2.28% of portfolio
148,699
Q1 2025 Reduced 14.56%
$0
$60.8 Million 1.99% of portfolio
1,189,682
Q1 2025 Added 36.83%
$0
$48.7 Million 1.59% of portfolio
1,640,254
Q1 2025 Added 2.92%
$0
$48.1 Million 1.57% of portfolio
85,924
Q1 2025 Reduced 7.09%
$0
$43.7 Million 1.43% of portfolio
543,666
Q1 2025 Added 11.4%
$0
$39.8 Million 1.3% of portfolio
437,051
Q1 2025 Reduced 31.6%
$0
$36.7 Million 1.2% of portfolio
1,191,409
Q1 2025 Added 344.05%
$0
$36 Million 1.18% of portfolio
210,425
Q1 2025 Reduced 2.42%
$0
$35.7 Million 1.17% of portfolio
63,489
Q1 2025 Added 0.69%
$0
$32.4 Million 1.06% of portfolio
162,564
Q1 2025 Added 3.04%
$0
$30.8 Million 1.01% of portfolio
467,867
Q1 2025 Reduced 45.11%
$0
$30.3 Million 0.99% of portfolio
597,903
Q1 2025 Added 411.36%
$0
$28.6 Million 0.94% of portfolio
1,121,525
Q1 2025 Reduced 7.46%
$0
$27.7 Million 0.9% of portfolio
518,882
Q1 2025 Added 10.1%
$0
$23.9 Million 0.78% of portfolio
115,653
Q1 2025 Reduced 5.56%
$0
$22.7 Million 0.74% of portfolio
296,301
Q1 2025 Reduced 1.64%
$0
$22 Million 0.72% of portfolio
540,868
Q1 2025 Reduced 4.26%
$0
$20.8 Million 0.68% of portfolio
441,983
Q1 2025 Reduced 14.82%
$0
$20.3 Million 0.66% of portfolio
186,771
Q1 2025 Added 14.54%
$0
$18.9 Million 0.62% of portfolio
345,610
Q1 2025 Added 8.63%
$0
$18.7 Million 0.61% of portfolio
179,931
Q1 2025 Added 183.34%
$0
$18.6 Million 0.61% of portfolio
316,340
Q1 2025 Added 7.64%
$0
$18.3 Million 0.6% of portfolio
197,761
Q1 2025 Reduced 13.59%
$0
$17.9 Million 0.59% of portfolio
262,675
Q1 2025 Added 5.25%
$0
$18.1 Million 0.59% of portfolio
123,855
Q1 2025 Added 3.59%
$0
$17 Million 0.56% of portfolio
121,355
Q1 2025 Added 9.61%
$0
$16.6 Million 0.54% of portfolio
328,157
Q1 2025 New
$0
$16.4 Million 0.54% of portfolio
125,178
Q1 2025 Added 12.55%
$0
$16.2 Million 0.53% of portfolio
269,624
Q1 2025 Added 17.36%
$0
$16.3 Million 0.53% of portfolio
178,163
Q1 2025 Added 122.37%
$0
$15.5 Million 0.51% of portfolio
311,777
Q1 2025 Added 11.73%
$105B
$14.9 Million 0.49% of portfolio
51,736
Q1 2025 Reduced 8.23%
$0
$14.7 Million 0.48% of portfolio
526,695
Q1 2025 Added 2.17%
$0
$14.6 Million 0.48% of portfolio
189,110
Q1 2025 Reduced 33.26%
$0
$14.5 Million 0.47% of portfolio
396,929
Q1 2025 Reduced 39.75%
$0
$13.6 Million 0.45% of portfolio
232,962
Q1 2025 Reduced 1.2%
$0
$12.9 Million 0.42% of portfolio
129,289
Q1 2025 Reduced 19.95%
$0
$12.9 Million 0.42% of portfolio
25,009
Q1 2025 Reduced 3.15%
$0
$12.4 Million 0.4% of portfolio
64,159
Q1 2025 Added 120.06%
$0
$12.3 Million 0.4% of portfolio
34,045
Q1 2025 Added 1.39%
$0
$12.2 Million 0.4% of portfolio
246,011
Q1 2025 Reduced 24.64%
$0
$12.3 Million 0.4% of portfolio
157,351
Q1 2025 Added 7.23%
$0
$11.7 Million 0.38% of portfolio
118,570
Q1 2025 Reduced 29.89%
$0
$11 Million 0.36% of portfolio
119,095
Q1 2025 Reduced 6.13%
$0
$11.2 Million 0.36% of portfolio
273,823
Q1 2025 Reduced 32.05%
$0
$11.1 Million 0.36% of portfolio
29,804
Q1 2025 Added 6.47%
$0
$10.6 Million 0.35% of portfolio
268,667
Q1 2025 Added 37.66%
$0
$10.8 Million 0.35% of portfolio
62,111
Q1 2025 Reduced 5.08%

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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