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
$80.9B
$2.53 Million 0.07% of portfolio
10,218
Q2 2025 Added 0.67%
$16B
$2.32 Million 0.07% of portfolio
23,833
Q2 2025 Added 1.59%
$169B
$2.37 Million 0.07% of portfolio
10,686
Q2 2025 Added 8.34%
$100B
$2.33 Million 0.07% of portfolio
25,394
Q2 2025 Reduced 2.96%
$177B
$2.58 Million 0.07% of portfolio
13,240
Q2 2025 Reduced 3.33%
$132B
$2.37 Million 0.07% of portfolio
10,321
Q2 2025 Added 1.54%
$65B
$2.46 Million 0.07% of portfolio
3,260
Q2 2025 Added 49.47%
$32.4B
$2.44 Million 0.07% of portfolio
19,890
Q2 2025 Added 0.33%
$0
$2.5 Million 0.07% of portfolio
18,492
Q2 2025 Reduced 1.65%
$0
$2.38 Million 0.07% of portfolio
32,775
Q2 2025 Reduced 4.98%
$0
$2.42 Million 0.07% of portfolio
40,586
Q2 2025 Added 907.35%
$0
$2.29 Million 0.07% of portfolio
34,096
Q2 2025 Reduced 31.44%
$0
$2.31 Million 0.07% of portfolio
78,876
Q2 2025 Added 1.05%
$0
$2.37 Million 0.07% of portfolio
48,119
Q2 2025 Added 1.21%
$0
$2.32 Million 0.07% of portfolio
47,172
Q2 2025 Added 46.19%
$0
$2.53 Million 0.07% of portfolio
110,005
Q2 2025 Reduced 2.96%
$0
$2.4 Million 0.07% of portfolio
32,067
Q2 2025 Added 1.81%
$0
$2.39 Million 0.07% of portfolio
143,093
Q2 2025 Reduced 76.63%
$0
$2.38 Million 0.07% of portfolio
81,298
Q2 2025 Added 41.46%
$1.34T
$2.55 Million 0.07% of portfolio
11,254
Q2 2025 Added 4.66%
$0
$2.36 Million 0.07% of portfolio
98,968
Q2 2025 Reduced 20.52%
$0
$2.32 Million 0.07% of portfolio
83,720
Q2 2025 Reduced 3.7%
$0
$2.52 Million 0.07% of portfolio
27,619
Q2 2025 Reduced 18.85%
$70.8B
$2.18 Million 0.06% of portfolio
9,729
Q2 2025 Added 28.11%
$69B
$1.94 Million 0.06% of portfolio
18,363
Q2 2025 Reduced 0.56%
$69.7B
$1.94 Million 0.06% of portfolio
16,354
Q2 2025 Reduced 1.09%
$53.7B
$2.19 Million 0.06% of portfolio
2,642
Q2 2025 Added 4.47%
$49.9B
$2.18 Million 0.06% of portfolio
12,509
Q2 2025 Reduced 0.73%
$0
$2.05 Million 0.06% of portfolio
209,525
Q2 2025 Reduced 14.36%
$79.9B
$2.07 Million 0.06% of portfolio
15,558
Q2 2025 Added 0.88%
$69.1B
$2.13 Million 0.06% of portfolio
68,710
Q2 2025 Added 10.92%
$171B
$2.21 Million 0.06% of portfolio
17,958
Q2 2025 Reduced 1.61%
$63.6B
$1.93 Million 0.06% of portfolio
7,530
Q2 2025 Added 4.05%
$2.18B
$2.04 Million 0.06% of portfolio
148,576
Q2 2025 Added 2.9%
$93.3B
$1.92 Million 0.06% of portfolio
5,579
Q2 2025 Reduced 1.76%
$188B
$2.02 Million 0.06% of portfolio
4,978
Q2 2025 Added 51.58%
$87.3B
$1.91 Million 0.06% of portfolio
9,853
Q2 2025 Added 3.55%
$89.5B
$2.04 Million 0.06% of portfolio
8,928
Q2 2025 Added 0.87%
$93.9B
$2.01 Million 0.06% of portfolio
17,056
Q2 2025 Reduced 3.1%
$0
$2.04 Million 0.06% of portfolio
22,675
Q2 2025 Reduced 55.79%
$0
$2.12 Million 0.06% of portfolio
39,578
Q2 2025 Reduced 16.38%
$0
$2.09 Million 0.06% of portfolio
7,766
Q2 2025 Reduced 3.03%
$0
$2.22 Million 0.06% of portfolio
42,613
Q2 2025 Reduced 4.74%
$0
$2.12 Million 0.06% of portfolio
39,751
Q2 2025 Added 8.52%
$0
$2.17 Million 0.06% of portfolio
25,790
Q2 2025 Reduced 0.99%
$0
$2.09 Million 0.06% of portfolio
84,467
Q2 2025 Reduced 16.54%
$0
$2.22 Million 0.06% of portfolio
21,290
Q2 2025 Reduced 1.79%
$0
$2.05 Million 0.06% of portfolio
23,117
Q2 2025 Reduced 3.52%
$0
$2.08 Million 0.06% of portfolio
7,510
Q2 2025 Reduced 12.65%

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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