Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

Iht Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $110M, Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $86.9M, Invesco Qqq Trust, Series 1 with a value of $78M, and Spdr Portfolio S&P 500 Value E with a value of $70.1M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.06B to 3.44B.

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 $3.44 Billion
ETFs: $2.26 Billion
Technology: $390 Million
Financial Services: $163 Million
Consumer Cyclical: $156 Million
Communication Services: $108 Million
Industrials: $100 Million
Healthcare: $85.9 Million
Consumer Defensive: $78.2 Million
Other: $96.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.8 Million 0.43% of portfolio
132,344
Q2 2025 Added 2.36%
$116B
$14.7 Million 0.43% of portfolio
48,242
Q2 2025 Reduced 6.75%
$0
$14.8 Million 0.43% of portfolio
236,612
Q2 2025 Added 1.57%
$0
$14.4 Million 0.42% of portfolio
282,375
Q2 2025 New
$0
$13.7 Million 0.4% of portfolio
31,188
Q2 2025 Added 4.64%
$0
$13.6 Million 0.4% of portfolio
32,031
Q2 2025 Reduced 5.92%
$0
$13.9 Million 0.4% of portfolio
24,412
Q2 2025 Reduced 2.39%
$0
$13.6 Million 0.4% of portfolio
121,171
Q2 2025 Added 1.74%
$0
$13.7 Million 0.4% of portfolio
515,968
Q2 2025 Reduced 2.04%
$0
$13 Million 0.38% of portfolio
86,636
Q2 2025 Added 5.93%
$0
$12.6 Million 0.37% of portfolio
253,816
Q2 2025 Added 3.17%
$0
$12.6 Million 0.37% of portfolio
165,683
Q2 2025 Added 19.11%
$0
$12.6 Million 0.37% of portfolio
71,343
Q2 2025 Added 38.91%
$374B
$11.9 Million 0.35% of portfolio
74,615
Q2 2025 Added 10.23%
$0
$11.9 Million 0.35% of portfolio
120,254
Q2 2025 Added 1.42%
$0
$12 Million 0.35% of portfolio
412,349
Q2 2025 Added 29.14%
$555B
$11.8 Million 0.34% of portfolio
33,320
Q2 2025 Added 1.77%
$0
$11.8 Million 0.34% of portfolio
131,866
Q2 2025 Added 62.24%
$0
$11.6 Million 0.34% of portfolio
43,520
Q2 2025 Added 29.64%
$0
$11.5 Million 0.33% of portfolio
105,225
Q2 2025 Added 51.45%
$386B
$11.1 Million 0.32% of portfolio
60,037
Q2 2025 Reduced 3.18%
$0
$10.9 Million 0.32% of portfolio
80,376
Q2 2025 Added 8.57%
$0
$10.7 Million 0.31% of portfolio
251,700
Q2 2025 Reduced 8.08%
$0
$10.8 Million 0.31% of portfolio
59,180
Q2 2025 Reduced 4.72%
$0
$10.6 Million 0.31% of portfolio
148,383
Q2 2025 Added 13.44%
$0
$10.6 Million 0.31% of portfolio
434,792
Q2 2025 Added 747.83%
$337B
$10.4 Million 0.3% of portfolio
76,322
Q2 2025 Reduced 0.88%
$433B
$10.2 Million 0.3% of portfolio
27,948
Q2 2025 Added 4.59%
$0
$10.3 Million 0.3% of portfolio
94,603
Q2 2025 Added 24.94%
$0
$10.4 Million 0.3% of portfolio
130,646
Q2 2025 Reduced 16.97%
$428B
$10.1 Million 0.29% of portfolio
10,198
Q2 2025 Added 1.58%
$0
$9.77 Million 0.28% of portfolio
324,196
Q2 2025 Added 1,505.01%
$0
$9.34 Million 0.27% of portfolio
99,471
Q2 2025 Reduced 0.68%
$0
$8.83 Million 0.26% of portfolio
40,636
Q2 2025 Reduced 8.23%
$0
$8.84 Million 0.26% of portfolio
105,614
Q2 2025 Added 3.61%
$129B
$8.44 Million 0.25% of portfolio
40,272
Q2 2025 Added 9.5%
$529B
$8.68 Million 0.25% of portfolio
6,479
Q2 2025 Added 4.92%
$0
$8.58 Million 0.25% of portfolio
198,614
Q2 2025 Added 1,782.42%
$0
$8.2 Million 0.24% of portfolio
100,379
Q2 2025 Added 8.41%
$20.1B
$8 Million 0.23% of portfolio
243,963
Q2 2025 Added 16.72%
$0
$8.03 Million 0.23% of portfolio
101,998
Q2 2025 Reduced 1.32%
$0
$8.04 Million 0.23% of portfolio
158,996
Q2 2025 Reduced 51.55%
$257B
$7.57 Million 0.22% of portfolio
41,579
Q2 2025 Reduced 0.78%
$0
$7.65 Million 0.22% of portfolio
161,078
Q2 2025 Reduced 63.56%
$0
$7.54 Million 0.22% of portfolio
169,695
Q2 2025 Added 9.45%
$0
$7.53 Million 0.22% of portfolio
213,476
Q2 2025 Reduced 11.77%
$0
$7.31 Million 0.21% of portfolio
352,143
Q2 2025 Added 0.72%
$466B
$7.26 Million 0.21% of portfolio
47,543
Q2 2025 Reduced 1.17%
$225B
$7.31 Million 0.21% of portfolio
25,032
Q2 2025 Added 3.98%

Summary

  • Portfolio
  • No. of Stocks 1,148
  • Current Value $3.44 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 127 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 489 stocks
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