Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

Iht Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 1086 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Wisdomtree Floating Rate Treas with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $69.7M, Spdr Portfolio S&P 500 Value E with a value of $60.8M, and Nvidia Corp with a value of $59.3M.

Examining the 13F form we can see an increase of $72M in the current position value, from $2.99B to 3.06B.

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 $3.06 Billion
ETFs: $2.02 Billion
Technology: $316 Million
Financial Services: $155 Million
Consumer Cyclical: $134 Million
Healthcare: $91.2 Million
Industrials: $85 Million
Communication Services: $81.9 Million
Consumer Defensive: $72.5 Million
Other: $98.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$235B
$6.5 Million 0.21% of portfolio
77,001
Q1 2025 Reduced 0.2%
$0
$6.55 Million 0.21% of portfolio
127,952
Q1 2025 Added 2.82%
$125B
$6.27 Million 0.2% of portfolio
36,778
Q1 2025 Added 0.04%
$0
$6.16 Million 0.2% of portfolio
67,341
Q1 2025 Reduced 8.59%
$0
$6.06 Million 0.2% of portfolio
63,506
Q1 2025 Reduced 7.54%
$268B
$5.8 Million 0.19% of portfolio
34,697
Q1 2025 Reduced 0.14%
$0
$5.69 Million 0.19% of portfolio
150,848
Q1 2025 Reduced 41.91%
$558B
$5.78 Million 0.19% of portfolio
10,546
Q1 2025 Added 0.87%
$557B
$5.76 Million 0.19% of portfolio
6,175
Q1 2025 Added 19.72%
$277B
$5.85 Million 0.19% of portfolio
11,168
Q1 2025 Reduced 5.7%
$0
$5.86 Million 0.19% of portfolio
68,226
Q1 2025 Reduced 7.46%
$0
$5.76 Million 0.19% of portfolio
27,260
Q1 2025 Reduced 0.34%
$0
$5.44 Million 0.18% of portfolio
60,659
Q1 2025 Reduced 1.83%
$0
$5.48 Million 0.18% of portfolio
237,837
Q1 2025 Added 6.45%
$0
$5.48 Million 0.18% of portfolio
72,413
Q1 2025 Reduced 1.94%
$0
$5.65 Million 0.18% of portfolio
78,934
Q1 2025 Reduced 4.72%
$235B
$5.17 Million 0.17% of portfolio
39,011
Q1 2025 Added 1.67%
$0
$5.35 Million 0.17% of portfolio
230,864
Q1 2025 Added 5.75%
$0
$5.28 Million 0.17% of portfolio
112,460
Q1 2025 Added 52.68%
$0
$5.06 Million 0.17% of portfolio
86,772
Q1 2025 Added 1.2%
$0
$5.11 Million 0.17% of portfolio
27,176
Q1 2025 Reduced 2.96%
$0
$5.25 Million 0.17% of portfolio
139,969
Q1 2025 Reduced 3.54%
$181B
$5.16 Million 0.17% of portfolio
34,381
Q1 2025 Added 33.51%
$0
$5.06 Million 0.17% of portfolio
49,477
Q1 2025 Added 2.41%
$0
$5.29 Million 0.17% of portfolio
134,428
Q1 2025 Added 2.93%
$0
$5.26 Million 0.17% of portfolio
9,693
Q1 2025 Reduced 2.29%
$356B
$4.94 Million 0.16% of portfolio
118,263
Q1 2025 Reduced 3.56%
$307B
$4.86 Million 0.16% of portfolio
67,859
Q1 2025 Reduced 3.16%
$0
$4.89 Million 0.16% of portfolio
343,039
Q1 2025 Added 36.89%
$59B
$4.76 Million 0.16% of portfolio
27,919
Q1 2025 Added 22.34%
$0
$4.75 Million 0.16% of portfolio
85,448
Q1 2025 New
$0
$4.75 Million 0.16% of portfolio
17,956
Q1 2025 Added 58.11%
$0
$4.45 Million 0.15% of portfolio
129,629
Q1 2025 Added 355.32%
$0
$4.57 Million 0.15% of portfolio
49,516
Q1 2025 Reduced 9.29%
$0
$4.44 Million 0.15% of portfolio
87,664
Q1 2025 Reduced 11.89%
$0
$4.5 Million 0.15% of portfolio
48,184
Q1 2025 Reduced 15.16%
$0
$4.39 Million 0.14% of portfolio
195,595
Q1 2025 Added 599.43%
$0
$4.23 Million 0.14% of portfolio
32,164
Q1 2025 Reduced 0.97%
$0
$4.31 Million 0.14% of portfolio
32,567
Q1 2025 Reduced 0.15%
$207B
$4.18 Million 0.14% of portfolio
7,647
Q1 2025 Added 18.56%
$0
$4.17 Million 0.14% of portfolio
128,821
Q1 2025 New
$0
$4.23 Million 0.14% of portfolio
35,779
Q1 2025 Reduced 15.96%
$0
$4.19 Million 0.14% of portfolio
34,587
Q1 2025 Reduced 4.19%
$0
$4.29 Million 0.14% of portfolio
51,287
Q1 2025 Added 0.76%
$130B
$4.16 Million 0.14% of portfolio
164,121
Q1 2025 Added 2.33%
$206B
$4.31 Million 0.14% of portfolio
5,413
Q1 2025 Added 24.84%
$0
$4.31 Million 0.14% of portfolio
63,391
Q1 2025 Reduced 46.25%
$0
$4.36 Million 0.14% of portfolio
85,800
Q1 2025 Reduced 0.14%
$0
$4.19 Million 0.14% of portfolio
22,478
Q1 2025 Reduced 4.98%

Summary

  • Portfolio
  • No. of Stocks 1,086
  • Current Value $3.06 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 87 stocks
  • Additional Purchases 467 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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