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
$205B
$4.36 Million 0.14% of portfolio
44,170
Q1 2025 Added 16.6%
$106B
$3.9 Million 0.13% of portfolio
64,924
Q1 2025 Added 37.15%
$154B
$3.85 Million 0.13% of portfolio
12,351
Q1 2025 Reduced 3.38%
$198B
$4.11 Million 0.13% of portfolio
145,285
Q1 2025 Reduced 8.56%
$184B
$3.84 Million 0.13% of portfolio
11,636
Q1 2025 Added 17.1%
$265B
$3.96 Million 0.13% of portfolio
64,097
Q1 2025 Reduced 1.56%
$0
$3.93 Million 0.13% of portfolio
106,576
Q1 2025 Reduced 6.89%
$239B
$4.09 Million 0.13% of portfolio
16,461
Q1 2025 Added 2.93%
$140B
$3.87 Million 0.13% of portfolio
54,637
Q1 2025 Added 3.47%
$0
$3.85 Million 0.13% of portfolio
83,658
Q1 2025 Reduced 25.35%
$0
$3.98 Million 0.13% of portfolio
80,244
Q1 2025 Added 1.57%
$182B
$4.02 Million 0.13% of portfolio
88,661
Q1 2025 Added 5.05%
$0
$3.57 Million 0.12% of portfolio
72,134
Q1 2025 Reduced 7.75%
$99.5B
$3.76 Million 0.12% of portfolio
10,659
Q1 2025 Added 62.63%
$46.6B
$3.55 Million 0.12% of portfolio
63,365
Q1 2025 Added 19.59%
$0
$3.53 Million 0.12% of portfolio
92,679
Q1 2025 New
$0
$3.79 Million 0.12% of portfolio
109,770
Q1 2025 Added 702.12%
$0
$3.56 Million 0.12% of portfolio
90,217
Q1 2025 Added 25.58%
$0
$3.7 Million 0.12% of portfolio
59,855
Q1 2025 Reduced 6.65%
$0
$3.55 Million 0.12% of portfolio
41,680
Q1 2025 Reduced 0.55%
$0
$3.73 Million 0.12% of portfolio
40,173
Q1 2025 Reduced 1.02%
$267B
$3.73 Million 0.12% of portfolio
13,883
Q1 2025 Added 24.8%
$0
$3.58 Million 0.12% of portfolio
8,538
Q1 2025 Reduced 12.17%
$0
$3.71 Million 0.12% of portfolio
28,766
Q1 2025 Added 2.03%
$0
$3.55 Million 0.12% of portfolio
13,714
Q1 2025 Added 7.33%
$0
$3.54 Million 0.12% of portfolio
49,732
Q1 2025 Reduced 10.33%
$187B
$3.44 Million 0.11% of portfolio
33,472
Q1 2025 Added 6.93%
$0
$3.28 Million 0.11% of portfolio
148,084
Q1 2025 Added 0.66%
$29.2B
$3.35 Million 0.11% of portfolio
43,186
Q1 2025 Added 47.64%
$0
$3.34 Million 0.11% of portfolio
98,318
Q1 2025 New
$0
$3.25 Million 0.11% of portfolio
89,679
Q1 2025 Reduced 0.27%
$0
$3.36 Million 0.11% of portfolio
17,616
Q1 2025 Reduced 73.18%
$0
$3.41 Million 0.11% of portfolio
43,405
Q1 2025 Reduced 1.17%
$125B
$3.47 Million 0.11% of portfolio
7,774
Q1 2025 Added 9.32%
$197B
$3.26 Million 0.11% of portfolio
36,305
Q1 2025 Added 5.22%
$166B
$3.5 Million 0.11% of portfolio
22,782
Q1 2025 Reduced 0.16%
$0
$3.27 Million 0.11% of portfolio
124,986
Q1 2025 Reduced 11.71%
$0
$3.49 Million 0.11% of portfolio
43,040
Q1 2025 Reduced 38.04%
$0
$3.5 Million 0.11% of portfolio
29,335
Q1 2025 Reduced 23.64%
$0
$2.97 Million 0.1% of portfolio
34,033
Q1 2025 Reduced 9.96%
$154B
$3.18 Million 0.1% of portfolio
6,767
Q1 2025 Reduced 20.29%
$0
$3.07 Million 0.1% of portfolio
174,635
Q1 2025 Added 11.22%
$0
$3.15 Million 0.1% of portfolio
72,617
Q1 2025 Added 2.12%
$0
$3.09 Million 0.1% of portfolio
32,936
Q1 2025 Reduced 6.53%
$4.27B
$3.19 Million 0.1% of portfolio
56,328
Q1 2025 Reduced 10.16%
$204B
$3.08 Million 0.1% of portfolio
23,261
Q1 2025 Reduced 2.65%
$0
$3.16 Million 0.1% of portfolio
19,639
Q1 2025 Reduced 2.92%
$80.8B
$2.89 Million 0.09% of portfolio
19,646
Q1 2025 Added 28.24%
$199B
$2.68 Million 0.09% of portfolio
8,576
Q1 2025 Reduced 15.76%

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email