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
$0
$3.52 Million 0.1% of portfolio
57,639
Q3 2024 Added 21.35%
$0
$3.29 Million 0.1% of portfolio
11,676
Q3 2024 Reduced 5.7%
$941M
$3.44 Million 0.1% of portfolio
135,607
Q3 2024 Reduced 30.34%
$40.6B
$3.47 Million 0.1% of portfolio
68,326
Q3 2024 Added 4.31%
$164B
$3.31 Million 0.1% of portfolio
12,233
Q3 2024 Added 15.61%
$71B
$3.36 Million 0.1% of portfolio
24,611
Q3 2024 Added 81.85%
$178B
$3.41 Million 0.1% of portfolio
28,160
Q3 2024 Added 27.59%
$48.4B
$3.57 Million 0.1% of portfolio
61,761
Q3 2024 Added 48.89%
$82.1B
$3.55 Million 0.1% of portfolio
13,669
Q3 2024 Added 67.06%
$135B
$3.6 Million 0.1% of portfolio
8,630
Q3 2024 Added 28.71%
$177B
$3.43 Million 0.1% of portfolio
17,619
Q3 2024 Added 29.02%
$80B
$3.31 Million 0.1% of portfolio
11,806
Q3 2024 Added 243.8%
$92.3B
$3.31 Million 0.1% of portfolio
13,322
Q3 2024 Added 1.48%
$0
$3.5 Million 0.1% of portfolio
29,239
Q3 2024 Added 858.66%
$0
$2.92 Million 0.09% of portfolio
30,447
Q3 2024 Added 34.41%
$0
$3.19 Million 0.09% of portfolio
66,065
Q3 2024 Added 16.24%
$0
$3.11 Million 0.09% of portfolio
39,108
Q3 2024 Added 28.76%
$0
$3.26 Million 0.09% of portfolio
33,254
Q3 2024 Added 73.61%
$0
$2.97 Million 0.09% of portfolio
9,238
Q3 2024 Added 41.45%
$0
$3.18 Million 0.09% of portfolio
51,727
Q3 2024 Added 46.47%
$43.3B
$3 Million 0.09% of portfolio
60,386
Q3 2024 Added 31.92%
$0
$3.19 Million 0.09% of portfolio
89,974
Q3 2024 Added 0.43%
$0
$2.93 Million 0.09% of portfolio
26,631
Q3 2024 Added 0.44%
$0
$3.08 Million 0.09% of portfolio
32,089
Q3 2024 Added 1.8%
$0
$3 Million 0.09% of portfolio
143,035
Q3 2024 Added 3.74%
$84.2B
$3 Million 0.09% of portfolio
11,434
Q3 2024 Added 24.39%
$57.5B
$3.02 Million 0.09% of portfolio
19,379
Q3 2024 Added 19.06%
$101B
$3.08 Million 0.09% of portfolio
8,063
Q3 2024 Added 54.14%
$8.33B
$3.08 Million 0.09% of portfolio
21,145
Q3 2024 Reduced 8.13%
$125B
$3.14 Million 0.09% of portfolio
60,627
Q3 2024 Added 7.92%
$76.2B
$3.17 Million 0.09% of portfolio
50,449
Q3 2024 Reduced 0.65%
$4.06B
$3.19 Million 0.09% of portfolio
63,628
Q3 2024 Added 0.34%
$0
$3.19 Million 0.09% of portfolio
49,452
Q3 2024 Added 1.39%
$0
$2.75 Million 0.08% of portfolio
28,504
Q3 2024 Added 43.75%
$0
$2.67 Million 0.08% of portfolio
76,176
Q3 2024 Added 2.43%
$0
$2.74 Million 0.08% of portfolio
28,390
Q3 2024 Reduced 2.48%
$0
$2.78 Million 0.08% of portfolio
50,506
Q3 2024 Added 10.42%
$0
$2.91 Million 0.08% of portfolio
85,308
Q3 2024 Added 69.93%
$0
$2.85 Million 0.08% of portfolio
157,190
Q3 2024 Reduced 0.78%
$0
$2.74 Million 0.08% of portfolio
66,227
Q3 2024 Added 5.59%
$0
$2.86 Million 0.08% of portfolio
466,737
Q3 2024 Reduced 4.43%
$0
$2.6 Million 0.08% of portfolio
51,146
Q3 2024 Reduced 77.93%
$0
$2.62 Million 0.08% of portfolio
20,836
Q3 2024 Added 4.13%
$58.9B
$2.67 Million 0.08% of portfolio
166,416
Q3 2024 Reduced 3.53%
$0
$2.58 Million 0.08% of portfolio
132,116
Q3 2024 Added 61.28%
$77.4B
$2.66 Million 0.08% of portfolio
8,797
Q3 2024 Added 6.08%
$61.5B
$2.71 Million 0.08% of portfolio
11,579
Q3 2024 Added 71.21%
$191B
$2.68 Million 0.08% of portfolio
64,034
Q3 2024 Added 23.82%
$0
$2.89 Million 0.08% of portfolio
25,164
Q3 2024 Reduced 1.43%

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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