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
$4.72 Million 0.14% of portfolio
93,185
Q2 2025 Added 6.3%
$256B
$4.61 Million 0.13% of portfolio
32,509
Q2 2025 Reduced 2.88%
$211B
$4.43 Million 0.13% of portfolio
35,718
Q2 2025 Reduced 19.14%
$20B
$4.56 Million 0.13% of portfolio
63,301
Q2 2025 Added 596.61%
$0
$4.5 Million 0.13% of portfolio
52,431
Q2 2025 Reduced 23.15%
$0
$4.39 Million 0.13% of portfolio
22,535
Q2 2025 Added 0.25%
$119B
$4.06 Million 0.12% of portfolio
69,219
Q2 2025 Added 6.62%
$211B
$4.04 Million 0.12% of portfolio
139,555
Q2 2025 Reduced 3.94%
$141B
$4.15 Million 0.12% of portfolio
59,788
Q2 2025 Added 9.43%
$134B
$4.26 Million 0.12% of portfolio
175,708
Q2 2025 Added 7.06%
$243B
$4.12 Million 0.12% of portfolio
15,118
Q2 2025 Added 8.9%
$0
$4.19 Million 0.12% of portfolio
44,264
Q2 2025 Reduced 10.61%
$0
$4.08 Million 0.12% of portfolio
102,424
Q2 2025 Reduced 3.9%
$58.3B
$4.22 Million 0.12% of portfolio
67,710
Q2 2025 Added 46.03%
$0
$4.23 Million 0.12% of portfolio
66,994
Q2 2025 Added 57.76%
$0
$4.29 Million 0.12% of portfolio
57,278
Q2 2025 Reduced 9.64%
$142B
$3.71 Million 0.11% of portfolio
7,294
Q2 2025 Added 7.79%
$124B
$3.81 Million 0.11% of portfolio
8,228
Q2 2025 Added 5.84%
$182B
$3.73 Million 0.11% of portfolio
23,397
Q2 2025 Added 2.7%
$185B
$3.69 Million 0.11% of portfolio
85,298
Q2 2025 Reduced 3.79%
$0
$3.91 Million 0.11% of portfolio
33,389
Q2 2025 Reduced 3.46%
$0
$3.86 Million 0.11% of portfolio
45,530
Q2 2025 Reduced 5.51%
$0
$3.9 Million 0.11% of portfolio
29,225
Q2 2025 Added 1.6%
$0
$3.76 Million 0.11% of portfolio
40,852
Q2 2025 Reduced 1.99%
$0
$3.76 Million 0.11% of portfolio
89,795
Q2 2025 Added 23.66%
$0
$3.8 Million 0.11% of portfolio
44,347
Q2 2025 Added 2.17%
$0
$3.62 Million 0.11% of portfolio
105,473
Q2 2025 Reduced 18.12%
$0
$3.27 Million 0.1% of portfolio
23,065
Q2 2025 Reduced 1.43%
$86.5B
$3.46 Million 0.1% of portfolio
12,655
Q2 2025 Added 6.74%
$243B
$3.31 Million 0.1% of portfolio
10,362
Q2 2025 Added 11.65%
$148B
$3.47 Million 0.1% of portfolio
12,422
Q2 2025 Added 0.57%
$0
$3.38 Million 0.1% of portfolio
153,826
Q2 2025 Added 3.88%
$42.8B
$3.34 Million 0.1% of portfolio
32,675
Q2 2025 Reduced 24.34%
$50B
$3.53 Million 0.1% of portfolio
62,443
Q2 2025 Reduced 1.46%
$142B
$3.47 Million 0.1% of portfolio
14,888
Q2 2025 Added 14.59%
$5.04B
$3.35 Million 0.1% of portfolio
56,688
Q2 2025 Added 0.64%
$229B
$3.55 Million 0.1% of portfolio
24,285
Q2 2025 Added 4.4%
$190B
$3.55 Million 0.1% of portfolio
38,014
Q2 2025 Reduced 0.34%
$330B
$3.55 Million 0.1% of portfolio
11,392
Q2 2025 Added 2.01%
$38.4B
$3.51 Million 0.1% of portfolio
71,273
Q2 2025 Added 8.17%
$308B
$3.56 Million 0.1% of portfolio
13,814
Q2 2025 Added 5.19%
$0
$3.36 Million 0.1% of portfolio
68,652
Q2 2025 Reduced 4.83%
$0
$3.31 Million 0.1% of portfolio
29,434
Q2 2025 Reduced 2.29%
$0
$3.4 Million 0.1% of portfolio
26,720
Q2 2025 Reduced 8.91%
$0
$3.4 Million 0.1% of portfolio
65,262
Q2 2025 Reduced 21.99%
$0
$3.43 Million 0.1% of portfolio
48,841
Q2 2025 Reduced 13.64%
$0
$3.51 Million 0.1% of portfolio
49,543
Q2 2025 New
$0
$3.36 Million 0.1% of portfolio
43,295
Q2 2025 Added 6.8%
$0
$3.31 Million 0.1% of portfolio
23,867
Q2 2025 Added 87.94%

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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