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
$0
$2.65 Million 0.09% of portfolio
28,299
Q1 2025 Reduced 2.36%
$0
$2.69 Million 0.09% of portfolio
56,553
Q1 2025 Added 16.13%
$0
$2.87 Million 0.09% of portfolio
43,253
Q1 2025 Added 62.0%
$0
$2.6 Million 0.09% of portfolio
113,365
Q1 2025 Reduced 2.16%
$102B
$2.66 Million 0.09% of portfolio
43,589
Q1 2025 Added 28.18%
$0
$2.69 Million 0.09% of portfolio
75,463
Q1 2025 Added 5.05%
$31.3B
$2.87 Million 0.09% of portfolio
65,888
Q1 2025 Added 2.54%
$0
$2.78 Million 0.09% of portfolio
46,494
Q1 2025 Reduced 4.36%
$54.5B
$2.89 Million 0.09% of portfolio
155,259
Q1 2025 Reduced 6.25%
$0
$2.78 Million 0.09% of portfolio
40,538
Q1 2025 New
$275B
$2.63 Million 0.09% of portfolio
13,132
Q1 2025 Added 20.15%
$152B
$2.75 Million 0.09% of portfolio
12,992
Q1 2025 Reduced 4.48%
$0
$2.73 Million 0.09% of portfolio
23,399
Q1 2025 Reduced 3.77%
$0
$2.73 Million 0.09% of portfolio
30,124
Q1 2025 Reduced 3.15%
$53.7B
$2.73 Million 0.09% of portfolio
46,368
Q1 2025 Added 0.41%
$0
$2.8 Million 0.09% of portfolio
26,581
Q1 2025 Reduced 2.82%
$461B
$2.76 Million 0.09% of portfolio
19,719
Q1 2025 Added 3.9%
$7.45B
$2.75 Million 0.09% of portfolio
19,124
Q1 2025 Reduced 3.09%
$0
$2.68 Million 0.09% of portfolio
124,512
Q1 2025 Reduced 0.42%
$0
$2.83 Million 0.09% of portfolio
97,624
Q1 2025 New
$177B
$2.67 Million 0.09% of portfolio
13,696
Q1 2025 Reduced 2.04%
$168B
$2.78 Million 0.09% of portfolio
38,145
Q1 2025 Added 57.05%
$0
$2.75 Million 0.09% of portfolio
12,408
Q1 2025 Added 14.05%
$221B
$2.5 Million 0.08% of portfolio
9,281
Q1 2025 Added 54.2%
$0
$2.42 Million 0.08% of portfolio
244,665
Q1 2025 Reduced 37.58%
$0
$2.34 Million 0.08% of portfolio
47,543
Q1 2025 Added 11.44%
$39.9B
$2.39 Million 0.08% of portfolio
238,456
Q1 2025 Added 62.76%
$75.3B
$2.31 Million 0.08% of portfolio
8,464
Q1 2025 Added 0.39%
$75.6B
$2.52 Million 0.08% of portfolio
10,150
Q1 2025 Reduced 1.37%
$0
$2.44 Million 0.08% of portfolio
48,541
Q1 2025 Reduced 5.25%
$0
$2.49 Million 0.08% of portfolio
30,115
Q1 2025 Reduced 2.72%
$0
$2.54 Million 0.08% of portfolio
47,331
Q1 2025 Reduced 9.64%
$0
$2.34 Million 0.08% of portfolio
42,465
Q1 2025 Added 1.74%
$0
$2.36 Million 0.08% of portfolio
11,202
Q1 2025 Added 23.9%
$141B
$2.3 Million 0.08% of portfolio
9,863
Q1 2025 Reduced 3.63%
$0
$2.33 Million 0.08% of portfolio
93,852
Q1 2025 Reduced 19.69%
$0
$2.31 Million 0.08% of portfolio
86,934
Q1 2025 Reduced 1.53%
$0
$2.39 Million 0.08% of portfolio
102,024
Q1 2025 Reduced 2.96%
$96.2B
$2.41 Million 0.08% of portfolio
26,168
Q1 2025 Added 2.64%
$0
$2.36 Million 0.08% of portfolio
31,496
Q4 2024 Added 1.23%
$0
$2.55 Million 0.08% of portfolio
101,204
Q1 2025 Added 112.23%
$0
$2.36 Million 0.08% of portfolio
78,252
Q1 2025 Reduced 32.92%
$0
$2.48 Million 0.08% of portfolio
62,844
Q1 2025 Reduced 0.8%
$136B
$2.4 Million 0.08% of portfolio
10,164
Q1 2025 Reduced 7.51%
$17.4B
$2.52 Million 0.08% of portfolio
38,528
Q1 2025 Reduced 1.11%
$0
$2.4 Million 0.08% of portfolio
35,397
Q1 2025 Reduced 2.29%
$64.6B
$2.05 Million 0.07% of portfolio
18,467
Q1 2025 Reduced 0.06%
$0
$2.21 Million 0.07% of portfolio
53,449
Q1 2025 Added 3.98%
$65B
$2.29 Million 0.07% of portfolio
26,364
Q1 2025 Reduced 1.49%

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
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