Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

Iht Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1078 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Invesco Qqq Trust, Series 1 with a value of $89M, Wisdomtree Floating Rate Treas with a value of $84.1M, Nvidia Corp with a value of $71.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $58.8M.

Examining the 13F form we can see an decrease of $447M in the current position value, from $3.44B to 2.99B.

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 $2.99 Billion
ETFs: $1.99 Billion
Technology: $346 Million
Financial Services: $146 Million
Consumer Cyclical: $102 Million
Industrials: $84.2 Million
Communication Services: $84 Million
Healthcare: $74.8 Million
Consumer Defensive: $68.8 Million
Other: $88.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$257,000 0.01% of portfolio
5,559
Q4 2024 Added 27.82%
$0
$290,000 0.01% of portfolio
15,392
Q4 2024 New
$0
$208,000 0.01% of portfolio
2,655
Q4 2024 New
$0
$214,000 0.01% of portfolio
6,010
Q4 2024 New
$0
$220,000 0.01% of portfolio
2,165
Q4 2024 New
$0
$224,000 0.01% of portfolio
4,141
Q4 2024 Added 0.66%
$0
$222,000 0.01% of portfolio
1,338
Q4 2024 Added 6.95%
$0
$192,000 0.01% of portfolio
11,852
Q4 2024 Reduced 1.73%
$0
$363,000 0.01% of portfolio
4,700
Q4 2023 Reduced 22.2%
$0
$219,000 0.01% of portfolio
4,742
Q4 2024 New
$22.9B
$273,000 0.01% of portfolio
6,876
Q4 2024 Reduced 34.71%
$79.5B
$295,000 0.01% of portfolio
2,363
Q4 2024 Reduced 22.68%
$88B
$333,000 0.01% of portfolio
3,525
Q4 2024 Reduced 32.28%
$26.5B
$255,000 0.01% of portfolio
2,171
Q4 2024 Reduced 18.57%
$7.33B
$197,000 0.01% of portfolio
9,803
Q4 2024 New
$34.9B
$379,000 0.01% of portfolio
5,953
Q4 2024 Reduced 22.3%
$3.38B
$378,000 0.01% of portfolio
13,545
Q4 2024 Reduced 51.42%
$0
$259,000 0.01% of portfolio
6,633
Q3 2024 Added 0.03%
$0
$348,000 0.01% of portfolio
4,916
Q2 2024 Reduced 19.41%
$0
$214,000 0.01% of portfolio
6,875
Q4 2024 Reduced 9.28%
$0
$198,000 0.01% of portfolio
16,415
Q4 2024 New
$49.8M
$397,000 0.01% of portfolio
45,335
Q4 2024 Added 57.77%
$0
$169,000 0.01% of portfolio
11,104
Q4 2024 Added 2.12%
$44.8B
$191,000 0.01% of portfolio
20,052
Q4 2024 Reduced 42.39%
$34.8B
$402,000 0.01% of portfolio
12,346
Q4 2024 Reduced 22.54%
$24.1B
$316,000 0.01% of portfolio
19,458
Q4 2024 Reduced 27.33%
$64.5B
$177,000 0.01% of portfolio
11,330
Q4 2024 Reduced 39.15%
$2.04B
$233,000 0.01% of portfolio
3,508
Q4 2024 Reduced 48.2%
$0
$404,000 0.01% of portfolio
11,963
Q4 2024 Reduced 32.89%
$0
$200,000 0.01% of portfolio
4,756
Q4 2024 New
$0
$248,000 0.01% of portfolio
6,045
Q4 2024 New
$0
$399,000 0.01% of portfolio
10,101
Q4 2024 New
$0
$401,000 0.01% of portfolio
10,418
Q4 2024 New
$21.3B
$254,000 0.01% of portfolio
1,442
Q4 2024 Reduced 20.46%
$93.1B
$234,000 0.01% of portfolio
1,573
Q4 2024 Reduced 23.75%
$48.5M
$174,000 0.01% of portfolio
26,978
Q4 2024 Added 10.29%
$20B
$236,000 0.01% of portfolio
4,398
Q4 2024 Added 2.09%
$0
$249,000 0.01% of portfolio
10,194
Q1 2024 New
$0
$313,000 0.01% of portfolio
13,296
Q2 2024 Added 28.89%
$0
$285,000 0.01% of portfolio
6,222
Q4 2024 New
$0
$246,000 0.01% of portfolio
12,805
Q4 2024 Reduced 1.11%
$0
$275,000 0.01% of portfolio
3,800
Q3 2024 Reduced 78.58%
$0
$242,000 0.01% of portfolio
12,240
Q4 2024 Reduced 46.51%
$0
$281,000 0.01% of portfolio
14,326
Q4 2024 New
$0
$207,000 0.01% of portfolio
3,475
Q4 2024 Reduced 45.27%
$0
$378,000 0.01% of portfolio
4,273
Q4 2024 Reduced 51.57%
$0
$333,000 0.01% of portfolio
7,884
Q4 2024 New
$0
$365,000 0.01% of portfolio
25,109
Q4 2024 New
$0
$268,000 0.01% of portfolio
2,316
Q4 2024 Added 0.65%

Summary

  • Portfolio
  • No. of Stocks 1,078
  • Current Value $2.99 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 694 stocks
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