Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

Iht Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $138M, Invesco Qqq Trust, Series 1 with a value of $130M, Wisdomtree Floating Rate Treas with a value of $95.7M, Nvidia Corp with a value of $76M, and Ishares Russell 2000 ETF with a value of $64.5M.

Examining the 13F form we can see an increase of $814M in the current position value, from $2.62B 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: $2.23 Billion
Technology: $399 Million
Financial Services: $161 Million
Healthcare: $123 Million
Consumer Cyclical: $118 Million
Communication Services: $102 Million
Industrials: $99.3 Million
Consumer Defensive: $81.2 Million
Other: $115 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.97 Million 0.2% of portfolio
84,580
Q3 2024 New
$0
$6.53 Million 0.19% of portfolio
119,459
Q3 2024 Reduced 53.15%
$0
$6.45 Million 0.19% of portfolio
267,094
Q3 2024 Added 1.95%
$0
$6.54 Million 0.19% of portfolio
144,992
Q3 2024 Reduced 6.82%
$276B
$6.38 Million 0.19% of portfolio
88,754
Q3 2024 Added 28.19%
$89B
$6.37 Million 0.19% of portfolio
41,908
Q3 2024 Added 31.7%
$165B
$6.4 Million 0.19% of portfolio
290,966
Q3 2024 Added 37.82%
$22.5B
$6.53 Million 0.19% of portfolio
31,743
Q3 2024 Added 307.07%
$0
$6.52 Million 0.19% of portfolio
66,486
Q3 2024 Added 299.56%
$0
$6.3 Million 0.18% of portfolio
75,800
Q3 2024 Added 64.93%
$0
$6.03 Million 0.18% of portfolio
120,182
Q3 2024 Added 1,604.23%
$0
$6.1 Million 0.18% of portfolio
75,453
Q3 2024 Reduced 22.76%
$0
$6.14 Million 0.18% of portfolio
71,522
Q3 2024 Added 26.45%
$0
$6.33 Million 0.18% of portfolio
66,116
Q3 2024 Added 101.76%
$0
$6 Million 0.17% of portfolio
31,603
Q3 2024 Added 13.3%
$0
$5.7 Million 0.17% of portfolio
112,649
Q3 2024 Added 40.21%
$0
$5.4 Million 0.16% of portfolio
104,841
Q3 2024 Added 65.04%
$0
$5.45 Million 0.16% of portfolio
120,416
Q3 2024 Added 5.2%
$0
$5.41 Million 0.16% of portfolio
175,351
Q3 2024 Reduced 2.26%
$0
$5.41 Million 0.16% of portfolio
50,716
Q3 2024 Added 0.41%
$0
$5.55 Million 0.16% of portfolio
124,254
Q3 2024 Added 12.05%
$14.9B
$5.52 Million 0.16% of portfolio
194,286
Q3 2024 Added 15.48%
$202B
$5.33 Million 0.16% of portfolio
43,892
Q3 2024 Added 12.43%
$377B
$5.35 Million 0.16% of portfolio
134,848
Q3 2024 Added 5.42%
$223B
$5.49 Million 0.16% of portfolio
32,267
Q3 2024 Added 19.3%
$223B
$5.61 Million 0.16% of portfolio
34,178
Q3 2024 Added 34.39%
$0
$5.66 Million 0.16% of portfolio
286,927
Q3 2024 Added 17.82%
$0
$5.25 Million 0.15% of portfolio
102,766
Q3 2024 Added 34.26%
$125B
$5.14 Million 0.15% of portfolio
13,399
Q3 2024 Added 93.96%
$176B
$5.21 Million 0.15% of portfolio
30,647
Q3 2024 Added 55.27%
$181B
$5.18 Million 0.15% of portfolio
115,401
Q3 2024 Added 34.6%
$144B
$5.2 Million 0.15% of portfolio
179,739
Q3 2024 Added 29.83%
$206B
$5.28 Million 0.15% of portfolio
46,352
Q3 2024 Added 21.23%
$210B
$5.29 Million 0.15% of portfolio
13,532
Q3 2024 Added 24.08%
$0
$4.75 Million 0.14% of portfolio
56,718
Q3 2024 Added 245.27%
$0
$4.86 Million 0.14% of portfolio
115,754
Q3 2024 Reduced 1.03%
$0
$4.77 Million 0.14% of portfolio
23,753
Q3 2024 Reduced 0.82%
$0
$4.66 Million 0.14% of portfolio
58,708
Q3 2024 Reduced 27.53%
$0
$4.71 Million 0.14% of portfolio
101,250
Q3 2024 Added 12.98%
$0
$4.9 Million 0.14% of portfolio
24,421
Q3 2024 Added 4.06%
$0
$4.68 Million 0.14% of portfolio
17,727
Q3 2024 Added 34.34%
$0
$4.73 Million 0.14% of portfolio
89,589
Q3 2024 Added 5.9%
$0
$4.73 Million 0.14% of portfolio
114,916
Q3 2024 Added 52.37%
$0
$4.89 Million 0.14% of portfolio
55,735
Q3 2024 Reduced 15.83%
$0
$4.9 Million 0.14% of portfolio
51,344
Q3 2024 Reduced 1.9%
$0
$4.89 Million 0.14% of portfolio
78,016
Q3 2024 Added 69.74%
$0
$4.67 Million 0.14% of portfolio
35,542
Q3 2024 Added 0.39%
$251B
$4.67 Million 0.14% of portfolio
41,099
Q3 2024 Added 13.74%
$214B
$4.77 Million 0.14% of portfolio
5,328
Q3 2024 Added 29.41%

Summary

  • Portfolio
  • No. of Stocks 1,143
  • Current Value $3.44 Billion
  • Prior Value $2.62 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 172 stocks
  • Additional Purchases 705 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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