Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33B
$7.47 Million 0.24% of portfolio
328,604
Q1 2025 Added 16.28%
$666M
$1.44 Million 0.05% of portfolio
262,805
Q1 2025 Reduced 2.72%
$1.03B
$1.32 Million 0.04% of portfolio
13,069
Q4 2024 Reduced 3.68%
$1.39B
$1 Million 0.03% of portfolio
19,944
Q1 2025 Added 1.81%
$1.66B
$1.06 Million 0.03% of portfolio
158,243
Q1 2025 Added 938.27%
$1.68B
$999,000 0.03% of portfolio
144,392
Q1 2025 Added 52.04%
$1.47B
$493,000 0.02% of portfolio
11,006
Q1 2025 Added 0.58%
$1.82B
$456,000 0.01% of portfolio
4,615
Q1 2025 Added 4.84%
$1.47B
$340,000 0.01% of portfolio
18,333
Q1 2025 New
$548M
$268,000 0.01% of portfolio
25,984
Q1 2025 Added 0.1%
$1.27B
$294,000 0.01% of portfolio
10,976
Q1 2025 Added 0.05%
$325M
$171,000 0.01% of portfolio
13,105
Q1 2023 Reduced 2.04%
$445M
$361,000 0.01% of portfolio
14,335
Q1 2025 Added 9.55%
$995M
$175,000 0.01% of portfolio
15,035
Q1 2025 Added 1.69%
$365M
$374,000 0.01% of portfolio
112,105
Q1 2025 Added 45.39%
$1.71B
$199,000 0.01% of portfolio
24,607
Q1 2025 Reduced 16.93%
$523M
$31,000 0.0% of portfolio
11,110
Q1 2025 New
$654M
$67,000 0.0% of portfolio
12,113
Q1 2025 Added 0.89%
$1.96B
$101,000 0.0% of portfolio
13,379
Q1 2025 New
$548M
$53,000 0.0% of portfolio
33,750
Q1 2025 Added 23.4%
$1.75B
$87,000 0.0% of portfolio
15,175
Q1 2025 Added 8.32%
$539M
$14,000 0.0% of portfolio
10,402
Q1 2025 Reduced 0.95%
$704M
$49,000 0.0% of portfolio
12,700
Q4 2024 Reduced 4.15%

Summary

  • Portfolio
  • No. of Stocks 1,086
  • Current Value $3.06 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 87 stocks
  • Additional Purchases 467 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email