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
$3.41 Million 0.1% of portfolio
86,405
Q2 2025 Added 14.5%
$0
$3.28 Million 0.1% of portfolio
30,079
Q2 2025 Added 6.29%
$0
$3.4 Million 0.1% of portfolio
92,511
Q2 2025 Reduced 15.72%
$0
$3.28 Million 0.1% of portfolio
116,949
Q2 2025 Reduced 6.43%
$123B
$3.16 Million 0.09% of portfolio
9,802
Q2 2025 Reduced 0.19%
$8.46B
$3.02 Million 0.09% of portfolio
18,977
Q2 2025 Reduced 0.77%
$12.8B
$2.98 Million 0.09% of portfolio
33,864
Q2 2025 Added 12.01%
$197B
$3.22 Million 0.09% of portfolio
37,859
Q2 2025 Added 52.25%
$0
$3.07 Million 0.09% of portfolio
79,026
Q2 2025 Reduced 12.4%
$0
$3.22 Million 0.09% of portfolio
84,876
Q2 2025 Reduced 5.36%
$0
$2.95 Million 0.09% of portfolio
11,860
Q2 2025 Reduced 33.95%
$0
$2.93 Million 0.09% of portfolio
8,014
Q2 2025 Added 14.06%
$0
$3.17 Million 0.09% of portfolio
16,056
Q2 2025 Added 268.09%
$0
$3.15 Million 0.09% of portfolio
176,853
Q2 2025 Added 1.27%
$0
$3.1 Million 0.09% of portfolio
106,160
Q2 2025 Added 8.74%
$0
$3.12 Million 0.09% of portfolio
79,995
Q2 2025 Reduced 70.23%
$0
$3.12 Million 0.09% of portfolio
35,527
Q2 2025 Added 53.48%
$0
$3.21 Million 0.09% of portfolio
13,559
Q2 2025 Added 9.28%
$0
$3.01 Million 0.09% of portfolio
74,347
Q2 2025 Reduced 19.78%
$0
$3.13 Million 0.09% of portfolio
83,230
Q2 2025 Reduced 18.96%
$0
$2.99 Million 0.09% of portfolio
82,802
Q2 2025 Reduced 15.78%
$0
$3 Million 0.09% of portfolio
6,815
Q2 2025 Reduced 20.18%
$0
$3.04 Million 0.09% of portfolio
69,445
Q2 2025 Reduced 57.97%
$0
$2.73 Million 0.08% of portfolio
22,904
Q2 2025 Reduced 35.98%
$0
$2.68 Million 0.08% of portfolio
64,365
Q2 2025 Added 20.42%
$89.6B
$2.75 Million 0.08% of portfolio
18,058
Q2 2025 Reduced 8.08%
$154B
$2.83 Million 0.08% of portfolio
7,921
Q2 2025 Reduced 2.05%
$93.9B
$2.62 Million 0.08% of portfolio
8,983
Q2 2025 Added 6.13%
$162B
$2.65 Million 0.08% of portfolio
118,378
Q2 2025 Added 22.85%
$209B
$2.88 Million 0.08% of portfolio
36,346
Q2 2025 Added 0.11%
$16.3B
$2.88 Million 0.08% of portfolio
37,404
Q2 2025 Reduced 2.92%
$46.9B
$2.62 Million 0.08% of portfolio
7,464
Q2 2025 Reduced 7.05%
$52B
$2.91 Million 0.08% of portfolio
160,296
Q2 2025 Added 3.24%
$0
$2.74 Million 0.08% of portfolio
36,999
Q2 2025 Reduced 14.46%
$0
$2.77 Million 0.08% of portfolio
108,678
Q2 2025 Added 42.18%
$0
$2.89 Million 0.08% of portfolio
30,731
Q2 2025 Reduced 6.69%
$0
$2.69 Million 0.08% of portfolio
35,528
Q2 2025 Reduced 0.51%
$0
$2.77 Million 0.08% of portfolio
26,501
Q2 2025 Reduced 0.3%
$0
$2.82 Million 0.08% of portfolio
34,042
Q2 2025 Reduced 20.91%
$157B
$2.91 Million 0.08% of portfolio
9,749
Q2 2025 Added 13.68%
$0
$2.75 Million 0.08% of portfolio
56,097
Q2 2025 Reduced 30.09%
$0
$2.77 Million 0.08% of portfolio
24,933
Q2 2025 Added 1.03%
$0
$2.86 Million 0.08% of portfolio
44,956
Q2 2025 Reduced 3.31%
$0
$2.44 Million 0.07% of portfolio
29,391
Q2 2025 Reduced 2.4%
$0
$2.5 Million 0.07% of portfolio
105,149
Q2 2025 Added 6.64%
$0
$2.35 Million 0.07% of portfolio
31,880
Q2 2025 Reduced 9.94%
$0
$2.55 Million 0.07% of portfolio
111,796
Q2 2025 Added 9.46%
$161B
$2.29 Million 0.07% of portfolio
2,185
Q2 2025 Added 3.16%
$51.4B
$2.38 Million 0.07% of portfolio
219,180
Q2 2025 Reduced 8.08%

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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