Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Iht Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.68 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Wisdomtree Floating Rate Treas with a value of $102M, Nvidia Corp with a value of $99.1M, Tesla, Inc. with a value of $86.8M, and Invesco Qqq Trust, Series 1 with a value of $84.1M.

Examining the 13F form we can see an increase of $244M in the current position value, from $3.44B to 3.68B.

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 $3.68 Billion
ETFs: $2.39 Billion
Technology: $424 Million
Consumer Cyclical: $184 Million
Financial Services: $168 Million
Communication Services: $119 Million
Industrials: $112 Million
Healthcare: $94.2 Million
Consumer Defensive: $77.9 Million
Other: $103 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.41%
-
$0 0.0% of portfolio
-
Q3 2025 Added 169.56%
Venture Global Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.21%
$32.7B
$178,000 0.0% of portfolio
2,061
Q3 2025 Reduced 20.18%
Victory Portfolios Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 883.83%
Vs Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
$428M
$43,000 0.0% of portfolio
11,647
Q3 2025 New
Brera Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Ftai Aviation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 43.44%
Linde PLC New
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.78%
Te Connectivity LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
Teekay Corporation LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
Frontline PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.88%
$182M
$96,000 0.0% of portfolio
47,139
Q3 2025 Reduced 8.22%
Hafnia LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.07%
$293M
$76,000 0.0% of portfolio
10,000
Q4 2024 Reduced 3.61%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $3.68 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 94 stocks
  • Additional Purchases 554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 463 stocks
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