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.
Stock Holdings Table Market Cap. of $200 Billions or more
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