Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

Iht Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $110M, Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $86.9M, Invesco Qqq Trust, Series 1 with a value of $78M, and Spdr Portfolio S&P 500 Value E with a value of $70.1M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.06B 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: $2.26 Billion
Technology: $390 Million
Financial Services: $163 Million
Consumer Cyclical: $156 Million
Communication Services: $108 Million
Industrials: $100 Million
Healthcare: $85.9 Million
Consumer Defensive: $78.2 Million
Other: $96.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$357,000 0.01% of portfolio
1,489
Q2 2025 Reduced 35.74%
$0
$223,000 0.01% of portfolio
3,484
Q2 2025 Reduced 1.41%
$0
$366,000 0.01% of portfolio
8,736
Q1 2025 Reduced 2.12%
$0
$378,000 0.01% of portfolio
3,340
Q2 2025 Added 0.63%
$0
$264,000 0.01% of portfolio
6,899
Q1 2024 Reduced 19.96%
$0
$474,000 0.01% of portfolio
4,829
Q2 2025 New
$0
$293,000 0.01% of portfolio
3,252
Q2 2025 Reduced 2.22%
$0
$210,000 0.01% of portfolio
9,979
Q2 2025 New
$0
$304,000 0.01% of portfolio
2,403
Q2 2025 Reduced 23.05%
$0
$426,000 0.01% of portfolio
8,795
Q2 2025 Reduced 1.64%
$0
$326,000 0.01% of portfolio
14,652
Q1 2025 Reduced 20.68%
$0
$217,000 0.01% of portfolio
1,348
Q1 2025 Added 0.75%
$0
$282,000 0.01% of portfolio
25,425
Q2 2025 Reduced 17.81%
$0
$295,000 0.01% of portfolio
4,288
Q2 2025 Reduced 4.52%
$0
$260,000 0.01% of portfolio
7,763
Q2 2025 Added 2.86%
$0
$408,000 0.01% of portfolio
18,110
Q2 2025 Reduced 15.29%
$0
$256,000 0.01% of portfolio
13,700
Q2 2025 New
$0
$425,000 0.01% of portfolio
10,493
Q2 2025 Reduced 22.64%
$0
$449,000 0.01% of portfolio
13,768
Q2 2025 Reduced 20.54%
$0
$407,000 0.01% of portfolio
4,574
Q2 2025 Reduced 47.07%
$0
$489,000 0.01% of portfolio
1,714
Q2 2025 Reduced 0.35%
$0
$210,000 0.01% of portfolio
1,333
Q2 2025 Reduced 1.77%
$0
$225,000 0.01% of portfolio
3,464
Q2 2025 Added 0.12%
$0
$419,000 0.01% of portfolio
5,559
Q2 2025 Added 13.73%
$0
$329,000 0.01% of portfolio
3,379
Q2 2025 Reduced 7.07%
$0
$212,000 0.01% of portfolio
11,080
Q2 2025 Reduced 6.54%
$0
$413,000 0.01% of portfolio
3,346
Q2 2025 Reduced 6.27%
$0
$267,000 0.01% of portfolio
3,285
Q2 2025 Added 0.12%
$0
$221,000 0.01% of portfolio
3,587
Q2 2025 Added 0.11%
$0
$203,000 0.01% of portfolio
1,621
Q2 2025 New
$0
$481,000 0.01% of portfolio
8,103
Q2 2025 Reduced 33.86%
$0
$309,000 0.01% of portfolio
7,602
Q2 2025 Reduced 7.73%
$0
$286,000 0.01% of portfolio
21,261
Q2 2025 Added 0.7%
$0
$311,000 0.01% of portfolio
4,585
Q2 2025 Reduced 20.76%
$0
$316,000 0.01% of portfolio
9,513
Q2 2025 Reduced 8.37%
$0
$247,000 0.01% of portfolio
4,928
Q2 2025 Added 0.14%
$0
$288,000 0.01% of portfolio
2,715
Q2 2025 Reduced 46.9%
$0
$226,000 0.01% of portfolio
7,100
Q2 2025 New
$0
$221,000 0.01% of portfolio
9,078
Q2 2025 Added 6.95%
$0
$374,000 0.01% of portfolio
4,700
Q4 2023 Reduced 22.2%
$0
$283,000 0.01% of portfolio
5,558
Q2 2025 Reduced 7.92%
$0
$221,000 0.01% of portfolio
10,588
Q2 2025 Added 0.24%
$0
$249,000 0.01% of portfolio
1,991
Q2 2025 Added 0.61%
$0
$315,000 0.01% of portfolio
4,773
Q2 2025 Reduced 5.65%
$0
$204,000 0.01% of portfolio
8,700
Q2 2025 New
$0
$439,000 0.01% of portfolio
8,887
Q2 2025 Added 40.75%
$0
$200,000 0.01% of portfolio
4,797
Q2 2025 Reduced 6.22%
$0
$213,000 0.01% of portfolio
4,642
Q2 2025 Reduced 0.15%
$0
$465,000 0.01% of portfolio
9,180
Q2 2025 Reduced 7.92%

Summary

  • Portfolio
  • No. of Stocks 1,148
  • Current Value $3.44 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 127 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 489 stocks
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