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
$13.5 Million 0.45% of portfolio
279,057
Q4 2024 Added 7.7%
$0
$12.8 Million 0.43% of portfolio
146,739
Q4 2024 Added 465.34%
$0
$12.5 Million 0.42% of portfolio
65,684
Q4 2024 Reduced 4.08%
$832B
$12.3 Million 0.41% of portfolio
30,482
Q4 2024 Reduced 28.51%
$0
$12.1 Million 0.4% of portfolio
126,878
Q4 2024 New
$0
$11.5 Million 0.38% of portfolio
65,435
Q4 2024 Added 1.41%
$0
$11.5 Million 0.38% of portfolio
27,992
Q4 2024 Added 2.07%
$363B
$11.2 Million 0.37% of portfolio
62,786
Q4 2024 Reduced 13.65%
$0
$10.8 Million 0.36% of portfolio
77,374
Q4 2024 Added 7.48%
$561B
$10.7 Million 0.36% of portfolio
33,701
Q4 2024 Reduced 14.43%
$0
$10.5 Million 0.35% of portfolio
259,696
Q4 2024 Reduced 14.17%
$398B
$10.1 Million 0.34% of portfolio
60,144
Q4 2024 Reduced 24.24%
$0
$10.2 Million 0.34% of portfolio
77,009
Q4 2024 Added 0.91%
$0
$9.84 Million 0.33% of portfolio
43,876
Q4 2024 Reduced 0.1%
$367B
$9.44 Million 0.32% of portfolio
24,280
Q4 2024 Reduced 27.69%
$0
$9.27 Million 0.31% of portfolio
258,531
Q4 2024 Added 8.91%
$411B
$8.93 Million 0.3% of portfolio
9,750
Q4 2024 Reduced 7.66%
$0
$9.11 Million 0.3% of portfolio
102,644
Q4 2024 Reduced 17.18%
$0
$8.71 Million 0.29% of portfolio
312,398
Q4 2024 Added 96.3%
$0
$8.57 Million 0.29% of portfolio
88,490
Q4 2024 Added 3.56%
$0
$8.24 Million 0.28% of portfolio
268,303
Q4 2024 Added 53.01%
$0
$8.42 Million 0.28% of portfolio
117,932
Q4 2024 Added 8.53%
$0
$8.26 Million 0.28% of portfolio
102,055
Q4 2024 Added 3.63%
$0
$7.99 Million 0.27% of portfolio
438,542
Q4 2024 Reduced 10.47%
$0
$8.18 Million 0.27% of portfolio
195,162
Q4 2024 Reduced 9.89%
$0
$8.08 Million 0.27% of portfolio
316,807
Q4 2024 Added 2.11%
$0
$7.34 Million 0.25% of portfolio
337,754
Q4 2024 Added 17.71%
$0
$7.56 Million 0.25% of portfolio
112,837
Q4 2024 Added 11.42%
$0
$7.48 Million 0.25% of portfolio
64,886
Q4 2024 Reduced 15.37%
$0
$7.33 Million 0.25% of portfolio
80,120
Q4 2024 Reduced 48.97%
$0
$7.55 Million 0.25% of portfolio
44,574
Q4 2024 Reduced 12.92%
$0
$7.38 Million 0.25% of portfolio
170,946
Q4 2024 Added 17.9%
$0
$7.25 Million 0.24% of portfolio
73,673
Q4 2024 Reduced 4.89%
$226B
$7.2 Million 0.24% of portfolio
24,839
Q4 2024 Reduced 17.48%
$0
$7.18 Million 0.24% of portfolio
92,888
Q4 2024 Reduced 47.37%
$428B
$6.77 Million 0.23% of portfolio
46,796
Q4 2024 Reduced 21.59%
$2.7B
$6.8 Million 0.23% of portfolio
23,472
Q4 2024 Reduced 15.33%
$0
$6.81 Million 0.23% of portfolio
124,439
Q4 2024 Added 4.17%
$0
$6.98 Million 0.23% of portfolio
38,326
Q4 2024 Reduced 23.35%
$103B
$6.51 Million 0.22% of portfolio
36,762
Q4 2024 Reduced 12.28%
$0
$6.59 Million 0.22% of portfolio
150,945
Q4 2024 Reduced 12.75%
$0
$6.64 Million 0.22% of portfolio
281,168
Q4 2024 Added 5.27%
$0
$6.53 Million 0.22% of portfolio
86,243
Q4 2024 Added 14.3%
$0
$6.62 Million 0.22% of portfolio
27,353
Q4 2024 Reduced 31.24%
$0
$6.14 Million 0.21% of portfolio
29,155
Q4 2024 Added 19.38%
$0
$6.32 Million 0.21% of portfolio
63,503
Q4 2024 Added 85.51%
$0
$6.35 Million 0.21% of portfolio
68,686
Q4 2024 Added 3.31%
$0
$6.39 Million 0.21% of portfolio
145,106
Q4 2024 Added 43.31%
$0
$6.26 Million 0.21% of portfolio
69,463
Q4 2024 Reduced 45.68%

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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