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
$115B
$4.88 Million 0.14% of portfolio
14,286
Q3 2024 Added 19.91%
$3.94B
$4.67 Million 0.14% of portfolio
27,723
Q3 2024 Added 2,329.71%
$0
$4.47 Million 0.13% of portfolio
55,660
Q3 2024 Added 79.01%
$0
$4.63 Million 0.13% of portfolio
69,601
Q3 2024 Added 63.13%
$0
$4.56 Million 0.13% of portfolio
32,854
Q3 2024 Reduced 4.46%
$0
$4.54 Million 0.13% of portfolio
310,286
Q3 2024 Added 32.78%
$0
$4.34 Million 0.13% of portfolio
93,419
Q3 2024 Added 61.71%
$0
$4.34 Million 0.13% of portfolio
80,826
Q3 2024 Added 27.48%
$200B
$4.38 Million 0.13% of portfolio
19,829
Q3 2024 Added 27.95%
$101B
$4.45 Million 0.13% of portfolio
189,839
Q3 2024 Added 12.07%
$142B
$4.39 Million 0.13% of portfolio
7,514
Q3 2024 Added 9.36%
$149B
$4.41 Million 0.13% of portfolio
52,167
Q3 2024 Added 25.58%
$126B
$4.44 Million 0.13% of portfolio
119,257
Q3 2024 Added 94.19%
$0
$4.33 Million 0.13% of portfolio
52,088
Q3 2024 Added 85.74%
$0
$4.48 Million 0.13% of portfolio
103,128
Q3 2024 Added 89.89%
$0
$4.15 Million 0.12% of portfolio
9,811
Q3 2024 Added 48.7%
$0
$4.02 Million 0.12% of portfolio
53,532
Q3 2024 Added 124.33%
$0
$4.12 Million 0.12% of portfolio
17,372
Q3 2024 Added 83.15%
$0
$4.29 Million 0.12% of portfolio
86,131
Q3 2024 Added 68.82%
$0
$4.06 Million 0.12% of portfolio
101,844
Q3 2024 Reduced 32.55%
$0
$4.1 Million 0.12% of portfolio
97,822
Q3 2024 Reduced 33.64%
$0
$4.14 Million 0.12% of portfolio
69,563
Q3 2024 Added 67.1%
$0
$4.11 Million 0.12% of portfolio
34,948
Q3 2024 Reduced 0.7%
$0
$4.28 Million 0.12% of portfolio
54,029
Q3 2024 Reduced 1.54%
$342B
$3.98 Million 0.12% of portfolio
14,539
Q3 2024 Added 37.52%
$206B
$4.09 Million 0.12% of portfolio
8,260
Q3 2024 Added 22.3%
$149B
$4.1 Million 0.12% of portfolio
16,638
Q3 2024 Added 50.97%
$400B
$4.1 Million 0.12% of portfolio
5,783
Q3 2024 Added 8.85%
$158B
$4.11 Million 0.12% of portfolio
12,765
Q3 2024 Added 10.47%
$240B
$4.22 Million 0.12% of portfolio
79,311
Q3 2024 Added 23.87%
$0
$4.27 Million 0.12% of portfolio
425,789
Q3 2024 Added 257.57%
$226B
$3.8 Million 0.11% of portfolio
10,757
Q3 2024 Added 15.48%
$0
$3.81 Million 0.11% of portfolio
43,275
Q3 2024 Reduced 8.46%
$0
$3.62 Million 0.11% of portfolio
119,422
Q3 2024 Reduced 3.26%
$1.36B
$3.63 Million 0.11% of portfolio
32,055
Q3 2024 Added 17.84%
$0
$3.69 Million 0.11% of portfolio
34,002
Q3 2024 Added 23.85%
$0
$3.91 Million 0.11% of portfolio
82,185
Q3 2024 Added 17.22%
$0
$3.84 Million 0.11% of portfolio
29,959
Q3 2024 Added 17.11%
$0
$3.94 Million 0.11% of portfolio
76,641
Q3 2024 Reduced 0.2%
$154B
$3.63 Million 0.11% of portfolio
17,582
Q3 2024 Added 41.85%
$518B
$3.68 Million 0.11% of portfolio
21,610
Q3 2024 Added 35.51%
$211B
$3.78 Million 0.11% of portfolio
39,339
Q3 2024 Added 4.99%
$150B
$3.87 Million 0.11% of portfolio
11,666
Q3 2024 Added 18.51%
$0
$3.78 Million 0.11% of portfolio
196,782
Q3 2024 Added 100.51%
$0
$3.74 Million 0.11% of portfolio
34,231
Q3 2024 Added 140.47%
$0
$3.57 Million 0.1% of portfolio
66,481
Q3 2024 Added 86.04%
$0
$3.58 Million 0.1% of portfolio
50,463
Q3 2024 Added 107.16%
$0
$3.39 Million 0.1% of portfolio
31,494
Q3 2024 Added 97.26%
$0
$3.46 Million 0.1% of portfolio
36,136
Q3 2024 Reduced 11.87%

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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