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 Market Cap. of $10 Billions to $200 Billions
