Iht Wealth Management, LLC ETFs

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JHMD John Hancock ETF Tr Multifacto	$0	$264,000 0.01% of portfolio	6,899	Q1 2024 Reduced 19.96%
SPIB Spdr Portfolio Intermediate Te	$0	$260,000 0.01% of portfolio	7,763	Q2 2025 Added 2.86%
PTF Invesco Exchange Traded Fd Tr	$0	$259,000 0.01% of portfolio	3,800	Q2 2025 Reduced 1.55%
AGGY Wisdomtree Yield Enhanced U.S.	$0	$259,000 0.01% of portfolio	5,937	Q2 2025 Reduced 6.49%
MYY Proshares Short S&P Midcap400	$0	$256,000 0.01% of portfolio	13,700	Q2 2025 New
IYLD Ishares Tr Ishares Morningstar	$0	$255,000 0.01% of portfolio	12,292	Q2 2025 Reduced 3.16%
DFAT Dimensional ETF Tr U S Target	$0	$254,000 0.01% of portfolio	4,712	Q2 2025 Added 0.45%
IJUL Innovator Etfs Tr	$0	$253,000 0.01% of portfolio	7,924	Q2 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$253,000 0.01% of portfolio	3,763	Q2 2025 Reduced 1.1%
BSMP Invesco Bulletshares 2025 Muni	$0	$250,000 0.01% of portfolio	10,194	Q1 2024 New
FYX First Tr Small Cap Core Alphad	$0	$249,000 0.01% of portfolio	2,564	Q2 2025 Reduced 0.16%
SMLV Spdr Ssga Us Small Cap Low Vol	$0	$249,000 0.01% of portfolio	1,991	Q2 2025 Added 0.61%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$249,000 0.01% of portfolio	440	Q2 2025 Reduced 5.98%
IPAC Ishares Tr Ishares Core Msci P	$0	$248,000 0.01% of portfolio	3,613	Q2 2025 New
KORP American Centy ETF Tr Diversif	$0	$248,000 0.01% of portfolio	5,280	Q2 2025 Reduced 4.16%
PJUL Innovator U.S. Equity Power Bu	$0	$248,000 0.01% of portfolio	5,663	Q1 2025 Reduced 6.32%
JSML Janus Detroit Str Tr Henderson	$0	$247,000 0.01% of portfolio	3,669	Q2 2025 New
MEAR Blackrock Short Maturity Munic	$0	$247,000 0.01% of portfolio	4,928	Q2 2025 Added 0.14%
VONE Vanguard Russell 1000 ETF	$0	$246,000 0.01% of portfolio	877	Q2 2025 New
FXO First Tr Exchange Traded Fd Fi	$0	$242,000 0.01% of portfolio	4,319	Q2 2025 Added 3.87%
HYDR Global X Fds Global X Hydrogen	$0	$240,000 0.01% of portfolio	10,321	Q2 2025 Reduced 17.6%
BIV Vanguard Bd Index Fd Inc Inter	$0	$237,000 0.01% of portfolio	3,069	Q2 2025 Added 0.16%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$236,000 0.01% of portfolio	4,638	Q2 2025 Added 6.96%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$234,000 0.01% of portfolio	4,555	Q2 2025 Added 3.22%
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$232,000 0.01% of portfolio	11,175	Q2 2025 Reduced 28.01%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$229,000 0.01% of portfolio	11,243	Q2 2025 Reduced 0.43%
TQQQ Proshares Ultrapro Qqq	$0	$228,000 0.01% of portfolio	2,751	Q2 2025 New
CGGO Capital Group Global Growth Eq	$0	$226,000 0.01% of portfolio	7,100	Q2 2025 New
BOND Pimco Active Bond Exchange Tra	$0	$225,000 0.01% of portfolio	2,444	Q2 2025 Added 7.76%
SMDV Proshares Tr Russell 2000 Divi	$0	$225,000 0.01% of portfolio	3,464	Q2 2025 Added 0.12%
MGV Vanguard Mega Cap Value	$0	$223,000 0.01% of portfolio	1,706	Q2 2025 New
LRGF Ishares Tr	$0	$223,000 0.01% of portfolio	3,484	Q2 2025 Reduced 1.41%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$221,000 0.01% of portfolio	3,587	Q2 2025 Added 0.11%
SCHO Schwab Short Term Us Treasury	$0	$221,000 0.01% of portfolio	9,078	Q2 2025 Added 6.95%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$221,000 0.01% of portfolio	10,588	Q2 2025 Added 0.24%
CWB Spdr Bloomberg Convertible Sec	$0	$220,000 0.01% of portfolio	2,663	Q2 2025 Reduced 22.36%
CDL Victory Portf Ii Shs Us Lrg Ca	$0	$219,000 0.01% of portfolio	3,297	Q2 2025 Added 0.98%
PDP Invesco Exchange Traded Fd Tr	$0	$218,000 0.01% of portfolio	2,016	Q2 2025 Reduced 40.98%
FBT First Trust Nyse Arca Biotechn	$0	$217,000 0.01% of portfolio	1,348	Q1 2025 Added 0.75%
FTSL First Trust Senior Ln Fund	$0	$213,000 0.01% of portfolio	4,642	Q2 2025 Reduced 0.15%
FPXI First Tr Exchange Traded Fd Ii	$0	$212,000 0.01% of portfolio	3,756	Q2 2025 New
FID First Tr Exchange Trded Fd Vi	$0	$212,000 0.01% of portfolio	11,080	Q2 2025 Reduced 6.54%
IBBQ Invesco ETF Tr Invesco Nasdaq	$0	$210,000 0.01% of portfolio	9,979	Q2 2025 New
IWN Ishares Russell2000 Val ETF	$0	$210,000 0.01% of portfolio	1,333	Q2 2025 Reduced 1.77%
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$210,000 0.01% of portfolio	2,956	Q2 2025 Reduced 11.12%
PJAN Innovator U.S. Equity Power Bu	$0	$209,000 0.01% of portfolio	4,756	Q2 2025 New
VOX Vanguard Communication Service	$0	$208,000 0.01% of portfolio	1,221	Q2 2025 Reduced 10.02%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$205,000 0.01% of portfolio	4,228	Q2 2025 Added 1.63%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$205,000 0.01% of portfolio	4,835	Q2 2025 New
IBHE Ishares Ibonds 2025 Term High	$0	$204,000 0.01% of portfolio	8,789	Q2 2025 Added 0.56%

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