Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Iht Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.68 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Wisdomtree Floating Rate Treas with a value of $102M, Nvidia Corp with a value of $99.1M, Tesla, Inc. with a value of $86.8M, and Invesco Qqq Trust, Series 1 with a value of $84.1M.

Examining the 13F form we can see an increase of $244M in the current position value, from $3.44B to 3.68B.

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 $3.68 Billion
ETFs: $2.39 Billion
Technology: $424 Million
Consumer Cyclical: $184 Million
Financial Services: $168 Million
Communication Services: $119 Million
Industrials: $112 Million
Healthcare: $94.2 Million
Consumer Defensive: $77.9 Million
Other: $103 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.9 Million 0.13% of portfolio
23,473
Q3 2025 Added 4.16%
$104B
$4.6 Million 0.13% of portfolio
69,709
Q3 2025 Added 0.71%
$0
$4.87 Million 0.13% of portfolio
30,292
Q3 2025 Reduced 3.33%
$0
$4.67 Million 0.13% of portfolio
68,580
Q3 2025 Reduced 8.98%
$18.6B
$4.65 Million 0.13% of portfolio
94,836
Q3 2025 Added 49.82%
$0
$4.77 Million 0.13% of portfolio
62,383
Q3 2025 Reduced 4.41%
$0
$4.33 Million 0.12% of portfolio
43,325
Q3 2025 Reduced 2.12%
$141B
$4.53 Million 0.12% of portfolio
177,811
Q3 2025 Added 1.2%
$0
$4.27 Million 0.12% of portfolio
30,312
Q3 2025 Added 3.72%
$0
$4.33 Million 0.12% of portfolio
14,724
Q3 2025 Added 176.56%
$258B
$4.33 Million 0.12% of portfolio
25,897
Q3 2025 Added 6.64%
$319B
$4.44 Million 0.12% of portfolio
64,862
Q3 2025 Reduced 3.82%
$0
$4.57 Million 0.12% of portfolio
67,731
Q3 2025 Added 1.1%
$0
$4.58 Million 0.12% of portfolio
129,166
Q3 2025 Reduced 16.65%
$168B
$4.32 Million 0.12% of portfolio
57,228
Q3 2025 Reduced 4.28%
$0
$4.6 Million 0.12% of portfolio
33,905
Q3 2025 Added 35.98%
$0
$4.2 Million 0.11% of portfolio
96,849
Q3 2025 Added 7.86%
$328B
$4.14 Million 0.11% of portfolio
13,760
Q3 2025 Reduced 0.39%
$0
$4 Million 0.11% of portfolio
41,382
Q3 2025 Added 1.3%
$0
$4.09 Million 0.11% of portfolio
45,665
Q3 2025 Added 2.97%
$123B
$3.87 Million 0.11% of portfolio
7,749
Q3 2025 Reduced 5.82%
$187B
$3.92 Million 0.11% of portfolio
23,565
Q3 2025 Added 0.72%
$0
$4.06 Million 0.11% of portfolio
13,821
Q3 2025 Reduced 22.64%
$15.7B
$4.05 Million 0.11% of portfolio
16,008
Q3 2025 Added 651.55%
$181B
$3.96 Million 0.11% of portfolio
140,299
Q3 2025 Added 0.53%
$0
$4.01 Million 0.11% of portfolio
46,493
Q3 2025 Reduced 4.81%
$0
$4.02 Million 0.11% of portfolio
95,685
Q3 2025 Added 10.74%
$0
$3.9 Million 0.11% of portfolio
31,847
Q3 2025 Reduced 4.62%
$235B
$4.23 Million 0.11% of portfolio
50,439
Q3 2025 Added 38.77%
$0
$4.05 Million 0.11% of portfolio
81,294
Q3 2025 Reduced 67.97%
$0
$4.07 Million 0.11% of portfolio
45,589
Q3 2025 Added 0.13%
$0
$3.9 Million 0.11% of portfolio
45,464
Q3 2025 Reduced 13.29%
$0
$3.52 Million 0.1% of portfolio
39,575
Q3 2025 New
$183B
$3.53 Million 0.1% of portfolio
12,513
Q3 2025 Added 0.73%
$190B
$3.67 Million 0.1% of portfolio
36,148
Q3 2025 Reduced 4.52%
$0
$3.62 Million 0.1% of portfolio
77,977
Q3 2025 Added 12.29%
$37.5B
$3.8 Million 0.1% of portfolio
66,929
Q3 2025 Reduced 6.09%
$0
$3.54 Million 0.1% of portfolio
43,213
Q3 2025 Reduced 0.19%
$0
$3.8 Million 0.1% of portfolio
17,100
Q3 2025 Added 6.5%
$74.9B
$3.71 Million 0.1% of portfolio
14,240
Q3 2025 Added 39.36%
$0
$3.62 Million 0.1% of portfolio
28,754
Q3 2025 Reduced 2.31%
$0
$3.66 Million 0.1% of portfolio
30,595
Q3 2025 Added 33.58%
$0
$3.6 Million 0.1% of portfolio
14,152
Q3 2025 Added 4.37%
$50.4B
$3.73 Million 0.1% of portfolio
61,054
Q3 2025 Reduced 2.22%
$0
$3.79 Million 0.1% of portfolio
85,886
Q3 2025 Added 8.68%
$0
$3.83 Million 0.1% of portfolio
52,041
Q3 2025 Added 5.04%
$4.4B
$3.59 Million 0.1% of portfolio
56,406
Q3 2025 Reduced 0.5%
$169B
$3.79 Million 0.1% of portfolio
4,115
Q3 2025 Reduced 19.77%
$300B
$3.61 Million 0.1% of portfolio
10,462
Q3 2025 Reduced 8.16%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $3.68 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 94 stocks
  • Additional Purchases 554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 463 stocks
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