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
$1.74 Million 0.05% of portfolio
69,554
Q2 2025 Reduced 25.89%
$0
$1.57 Million 0.05% of portfolio
36,965
Q2 2025 Reduced 41.18%
$0
$1.69 Million 0.05% of portfolio
27,555
Q2 2025 Added 2.15%
$0
$1.79 Million 0.05% of portfolio
36,068
Q2 2025 Added 360.76%
$0
$1.67 Million 0.05% of portfolio
30,627
Q2 2025 Added 19.06%
$0
$1.6 Million 0.05% of portfolio
17,064
Q2 2025 Added 0.5%
$4.64B
$1.58 Million 0.05% of portfolio
50,001
Q1 2025 Added 3.67%
$184M
$1.87 Million 0.05% of portfolio
18,608
Q2 2025 Added 263.94%
$0
$1.64 Million 0.05% of portfolio
68,781
Q2 2025 Added 5.33%
$0
$1.74 Million 0.05% of portfolio
57,784
Q2 2025 Reduced 26.16%
$0
$1.83 Million 0.05% of portfolio
7,414
Q2 2025 Reduced 33.82%
$0
$1.82 Million 0.05% of portfolio
16,798
Q2 2025 Reduced 9.82%
$0
$1.84 Million 0.05% of portfolio
49,525
Q2 2025 Reduced 1.86%
$0
$1.64 Million 0.05% of portfolio
12,739
Q2 2025 Reduced 5.98%
$0
$1.55 Million 0.05% of portfolio
23,054
Q2 2025 Reduced 2.19%
$0
$1.63 Million 0.05% of portfolio
16,344
Q2 2025 Added 63.11%
$0
$1.57 Million 0.05% of portfolio
43,865
Q2 2025 Added 0.01%
$0
$1.63 Million 0.05% of portfolio
61,234
Q2 2025 Reduced 1.38%
$0
$1.39 Million 0.04% of portfolio
31,720
Q2 2025 New
$0
$1.39 Million 0.04% of portfolio
33,512
Q2 2025 Added 35.54%
$0
$1.44 Million 0.04% of portfolio
73,781
Q2 2025 Added 2.9%
$0
$1.44 Million 0.04% of portfolio
73,460
Q2 2025 Added 3.0%
$0
$1.21 Million 0.04% of portfolio
15,223
Q2 2025 Reduced 0.24%
$0
$1.54 Million 0.04% of portfolio
25,168
Q2 2025 Added 0.82%
$0
$1.29 Million 0.04% of portfolio
16,691
Q2 2025 Added 2.84%
$0
$1.41 Million 0.04% of portfolio
41,030
Q2 2025 Added 14.66%
$0
$1.41 Million 0.04% of portfolio
9,315
Q2 2025 Reduced 0.04%
$0
$1.44 Million 0.04% of portfolio
12,293
Q2 2025 Reduced 6.17%
$0
$1.41 Million 0.04% of portfolio
49,612
Q2 2025 Added 2.54%
$0
$1.23 Million 0.04% of portfolio
25,563
Q2 2025 Added 3.38%
$0
$1.33 Million 0.04% of portfolio
34,293
Q2 2025 Reduced 59.22%
$0
$1.34 Million 0.04% of portfolio
29,795
Q2 2025 Added 5.96%
$0
$1.23 Million 0.04% of portfolio
46,100
Q2 2025 Added 0.54%
$0
$1.53 Million 0.04% of portfolio
32,251
Q2 2025 Added 8.33%
$0
$1.21 Million 0.04% of portfolio
22,241
Q2 2025 Reduced 14.16%
$0
$1.51 Million 0.04% of portfolio
5,324
Q2 2025 Added 5.03%
$0
$1.29 Million 0.04% of portfolio
5,744
Q2 2025 Added 1.77%
$0
$1.21 Million 0.04% of portfolio
61,866
Q2 2025 Added 2.14%
$0
$1.23 Million 0.04% of portfolio
13,545
Q2 2025 Reduced 6.48%
$0
$1.26 Million 0.04% of portfolio
4,918
Q2 2025 Reduced 2.98%
$0
$1.21 Million 0.04% of portfolio
23,238
Q2 2025 Reduced 52.13%
$0
$1.27 Million 0.04% of portfolio
12,160
Q2 2025 Reduced 0.65%
$0
$1.38 Million 0.04% of portfolio
34,596
Q2 2025 Added 4.64%
$0
$1.4 Million 0.04% of portfolio
56,984
Q2 2025 Reduced 2.09%
$0
$1.28 Million 0.04% of portfolio
52,943
Q2 2025 Added 0.35%
$0
$1.45 Million 0.04% of portfolio
18,194
Q2 2025 Reduced 13.78%
$0
$1.44 Million 0.04% of portfolio
8,270
Q2 2025 Added 3.79%
$0
$1.39 Million 0.04% of portfolio
30,635
Q2 2025 Reduced 0.31%
$0
$1.45 Million 0.04% of portfolio
23,175
Q2 2025 Reduced 4.97%

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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