Iht Wealth Management, LLC Portfolio Holdings
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,010
- Current Value $2.59 Billion
- Prior Value $2.22 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 104 stocks
- Additional Purchases 459 stocks
- Sold out of 0 stocks
- Reduced holdings in 403 stocks