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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.56 Million 0.05% of portfolio
38,658
Q3 2024 Added 91.82%
$0
$1.64 Million 0.05% of portfolio
45,441
Q3 2024 New
$0
$1.7 Million 0.05% of portfolio
23,303
Q3 2024 Reduced 1.23%
$0
$1.72 Million 0.05% of portfolio
35,537
Q3 2024 New
$0
$1.83 Million 0.05% of portfolio
36,922
Q3 2024 New
$0
$1.82 Million 0.05% of portfolio
10,758
Q3 2024 Reduced 8.57%
$0
$1.55 Million 0.05% of portfolio
5,785
Q3 2024 Added 3.8%
$0
$1.65 Million 0.05% of portfolio
23,020
Q3 2024 Reduced 0.81%
$0
$1.68 Million 0.05% of portfolio
26,361
Q3 2024 Reduced 6.26%
$0
$1.58 Million 0.05% of portfolio
17,232
Q3 2024 Added 28.41%
$0
$1.8 Million 0.05% of portfolio
61,314
Q3 2024 Reduced 0.14%
$0
$1.69 Million 0.05% of portfolio
7,324
Q3 2024 Added 67.21%
$0
$1.75 Million 0.05% of portfolio
21,156
Q3 2024 Added 12.86%
$0
$1.69 Million 0.05% of portfolio
40,404
Q3 2024 Reduced 43.33%
$0
$1.75 Million 0.05% of portfolio
76,535
Q3 2024 Reduced 22.63%
$0
$1.85 Million 0.05% of portfolio
7,013
Q3 2024 Added 3.67%
$0
$1.66 Million 0.05% of portfolio
24,797
Q3 2024 Added 35.04%
$0
$1.66 Million 0.05% of portfolio
63,415
Q3 2024 Added 0.57%
$0
$1.79 Million 0.05% of portfolio
66,688
Q3 2024 Added 70.77%
$0
$1.68 Million 0.05% of portfolio
32,166
Q3 2024 Added 49.54%
$0
$1.55 Million 0.05% of portfolio
25,900
Q3 2024 Reduced 9.64%
$0
$1.85 Million 0.05% of portfolio
8,711
Q3 2024 Added 4.14%
$0
$1.66 Million 0.05% of portfolio
25,236
Q3 2024 Reduced 1.16%
$0
$1.63 Million 0.05% of portfolio
39,485
Q3 2024 Reduced 12.95%
$0
$1.61 Million 0.05% of portfolio
15,932
Q3 2024 Added 79.33%
$0
$1.35 Million 0.04% of portfolio
21,655
Q3 2024 Added 8.03%
$0
$1.42 Million 0.04% of portfolio
30,729
Q3 2024 Added 2.43%
$0
$1.29 Million 0.04% of portfolio
6,722
Q3 2024 Added 52.77%
$0
$1.3 Million 0.04% of portfolio
9,636
Q3 2024 Added 17.51%
$0
$1.32 Million 0.04% of portfolio
9,446
Q3 2024 Added 23.9%
$0
$1.27 Million 0.04% of portfolio
5,288
Q3 2024 Reduced 22.75%
$0
$1.46 Million 0.04% of portfolio
12,158
Q3 2024 Added 115.38%
$0
$1.24 Million 0.04% of portfolio
17,317
Q3 2024 Reduced 10.45%
$0
$1.48 Million 0.04% of portfolio
4,536
Q3 2024 Reduced 0.46%
$0
$1.45 Million 0.04% of portfolio
89,771
Q3 2024 Added 36.33%
$0
$1.51 Million 0.04% of portfolio
6,883
Q3 2024 Added 158.76%
$0
$1.52 Million 0.04% of portfolio
12,963
Q3 2024 Reduced 66.0%
$0
$1.38 Million 0.04% of portfolio
4,402
Q3 2024 Added 18.72%
$0
$1.44 Million 0.04% of portfolio
14,737
Q3 2024 Added 51.15%
$3.62B
$1.25 Million 0.04% of portfolio
49,825
Q3 2024 Added 2.33%
$0
$1.44 Million 0.04% of portfolio
29,971
Q3 2024 Reduced 44.98%
$0
$1.4 Million 0.04% of portfolio
25,408
Q3 2024 Reduced 59.2%
$0
$1.36 Million 0.04% of portfolio
63,145
Q3 2024 Reduced 24.5%
$0
$1.31 Million 0.04% of portfolio
6,343
Q3 2024 Added 16.9%
$0
$1.24 Million 0.04% of portfolio
7,404
Q3 2024 Added 25.6%
$0
$1.25 Million 0.04% of portfolio
5,119
Q3 2024 Added 7.5%
$0
$1.31 Million 0.04% of portfolio
30,167
Q3 2024 New
$0
$1.52 Million 0.04% of portfolio
44,509
Q3 2024 Reduced 21.74%
$0
$1.28 Million 0.04% of portfolio
25,342
Q3 2024 Added 67.67%

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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