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
$6.33 Million 0.21% of portfolio
73,729
Q4 2024 Added 3.09%
$0
$6.17 Million 0.21% of portfolio
9,920
Q4 2024 Reduced 14.49%
$1.29B
$5.96 Million 0.2% of portfolio
282,600
Q4 2024 Added 9.74%
$496B
$5.95 Million 0.2% of portfolio
55,332
Q4 2024 Reduced 20.46%
$0
$6.06 Million 0.2% of portfolio
80,113
Q4 2024 Reduced 39.24%
$0
$5.93 Million 0.2% of portfolio
116,925
Q4 2024 Added 128.61%
$166B
$5.84 Million 0.2% of portfolio
77,155
Q4 2024 Reduced 35.3%
$490B
$5.99 Million 0.2% of portfolio
11,843
Q4 2024 Added 2.37%
$20.9B
$5.76 Million 0.19% of portfolio
31,518
Q4 2024 Reduced 0.71%
$0
$5.64 Million 0.19% of portfolio
131,182
Q4 2024 Added 8.94%
$0
$5.68 Million 0.19% of portfolio
82,844
Q4 2024 Reduced 2.05%
$335B
$5.39 Million 0.18% of portfolio
122,630
Q4 2024 Reduced 9.06%
$0
$5.43 Million 0.18% of portfolio
61,792
Q4 2024 Reduced 17.77%
$0
$5.34 Million 0.18% of portfolio
85,743
Q4 2024 Reduced 26.83%
$523B
$5.51 Million 0.18% of portfolio
10,455
Q4 2024 Reduced 12.52%
$327B
$5.03 Million 0.17% of portfolio
34,747
Q4 2024 Reduced 30.03%
$0
$5.08 Million 0.17% of portfolio
218,301
Q4 2024 Reduced 31.6%
$0
$5.19 Million 0.17% of portfolio
73,843
Q4 2024 Reduced 31.24%
$0
$5.06 Million 0.17% of portfolio
54,585
Q4 2024 Added 6.31%
$0
$5.18 Million 0.17% of portfolio
28,005
Q4 2024 Reduced 11.38%
$16.2B
$5.19 Million 0.17% of portfolio
196,967
Q4 2024 Added 1.38%
$0
$5.01 Million 0.17% of portfolio
99,498
Q4 2024 Reduced 52.61%
$246B
$4.99 Million 0.17% of portfolio
41,494
Q4 2024 Reduced 5.46%
$0
$5.01 Million 0.17% of portfolio
130,603
Q4 2024 Reduced 33.86%
$0
$4.85 Million 0.16% of portfolio
32,617
Q4 2024 Reduced 0.72%
$0
$4.92 Million 0.16% of portfolio
42,574
Q4 2024 Added 45.61%
$0
$4.81 Million 0.16% of portfolio
108,450
Q4 2024 Reduced 81.97%
$0
$4.81 Million 0.16% of portfolio
48,315
Q4 2024 Reduced 4.73%
$0
$4.86 Million 0.16% of portfolio
56,793
Q4 2024 Added 1.9%
$0
$4.69 Million 0.16% of portfolio
23,657
Q4 2024 Reduced 0.4%
$232B
$4.34 Million 0.15% of portfolio
38,371
Q4 2024 Reduced 17.22%
$310B
$4.36 Million 0.15% of portfolio
70,072
Q4 2024 Reduced 21.05%
$0
$4.47 Million 0.15% of portfolio
32,478
Q4 2024 Reduced 8.62%
$0
$4.34 Million 0.15% of portfolio
114,460
Q4 2024 Added 17.01%
$415B
$4.6 Million 0.15% of portfolio
5,158
Q4 2024 Reduced 10.81%
$161B
$4.6 Million 0.15% of portfolio
4,336
Q4 2024 Reduced 18.62%
$0
$4.54 Million 0.15% of portfolio
38,415
Q4 2024 Added 44.25%
$0
$4.05 Million 0.14% of portfolio
36,098
Q4 2024 Added 3.29%
$0
$4.12 Million 0.14% of portfolio
40,585
Q4 2024 Added 12.31%
$0
$4.33 Million 0.14% of portfolio
50,902
Q4 2024 Reduced 10.25%
$51.1B
$4.15 Million 0.14% of portfolio
22,820
Q4 2024 Added 59.74%
$142B
$4.25 Million 0.14% of portfolio
160,380
Q4 2024 Reduced 10.77%
$0
$4.15 Million 0.14% of portfolio
101,932
Q4 2024 Reduced 17.96%
$0
$4.14 Million 0.14% of portfolio
9,721
Q4 2024 Reduced 0.92%
$0
$4.11 Million 0.14% of portfolio
85,922
Q4 2024 Reduced 4.09%
$180B
$4.22 Million 0.14% of portfolio
37,882
Q4 2024 Reduced 3.7%
$166B
$3.78 Million 0.13% of portfolio
31,304
Q4 2024 Reduced 8.41%
$0
$3.92 Million 0.13% of portfolio
78,197
Q4 2024 Added 2.03%
$253B
$3.85 Million 0.13% of portfolio
65,116
Q4 2024 Reduced 17.9%

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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