Iht Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.59 Billion distributed in 1010 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Phillips 66 with a value of $136M, Invesco Qqq Trust, Series 1 with a value of $79.5M, Wisdomtree Floating Rate Treas with a value of $73.2M, Apple Inc. with a value of $66.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $50.9M.
Examining the 13F form we can see an increase of $367M in the current position value, from $2.22B to 2.59B.
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
$2.59 Billion
ETFs: $1.61 Billion
Technology: $246 Million
Energy: $169 Million
Financial Services: $119 Million
Healthcare: $113 Million
Consumer Cyclical: $87.7 Million
Industrials: $75.4 Million
Communication Services: $60.5 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $200 Billions or more