Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

Iht Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 1078 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Invesco Qqq Trust, Series 1 with a value of $89M, Wisdomtree Floating Rate Treas with a value of $84.1M, Nvidia Corp with a value of $71.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $58.8M.

Examining the 13F form we can see an decrease of $447M in the current position value, from $3.44B to 2.99B.

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 $2.99 Billion
ETFs: $1.99 Billion
Technology: $346 Million
Financial Services: $146 Million
Consumer Cyclical: $102 Million
Industrials: $84.2 Million
Communication Services: $84 Million
Healthcare: $74.8 Million
Consumer Defensive: $68.8 Million
Other: $88.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.9B
$2.22 Million 0.07% of portfolio
8,431
Q4 2024 Reduced 4.16%
$0
$2.09 Million 0.07% of portfolio
402,105
Q4 2024 Reduced 13.85%
$0
$2.15 Million 0.07% of portfolio
21,996
Q4 2024 Reduced 33.85%
$0
$2.04 Million 0.07% of portfolio
47,887
Q4 2024 Reduced 53.57%
$0
$2.18 Million 0.07% of portfolio
35,806
Q4 2024 Added 6.65%
$0
$2.13 Million 0.07% of portfolio
9,041
Q4 2024 Added 31.35%
$0
$1.97 Million 0.07% of portfolio
14,778
Q4 2024 Added 2.19%
$98.8B
$2.03 Million 0.07% of portfolio
13,730
Q4 2024 Reduced 3.09%
$8.75B
$2.19 Million 0.07% of portfolio
29,520
Q4 2024 Reduced 1.0%
$0
$2.03 Million 0.07% of portfolio
95,450
Q4 2024 Added 5.55%
$99.2B
$2.1 Million 0.07% of portfolio
25,495
Q4 2024 Reduced 9.07%
$0
$2.17 Million 0.07% of portfolio
19,894
Q4 2024 Added 2.87%
$0
$2.23 Million 0.07% of portfolio
24,659
Q4 2024 Added 0.09%
$857B
$2.13 Million 0.07% of portfolio
10,794
Q4 2024 Reduced 17.33%
$47.7B
$2.06 Million 0.07% of portfolio
15,267
Q4 2024 Reduced 21.22%
$0
$2.02 Million 0.07% of portfolio
24,779
Q4 2024 New
$0
$2.05 Million 0.07% of portfolio
19,850
Q4 2024 Reduced 30.36%
$0
$2.05 Million 0.07% of portfolio
57,027
Q4 2024 Reduced 10.43%
$69.4B
$1.91 Million 0.06% of portfolio
18,478
Q4 2024 Reduced 6.9%
$198B
$1.79 Million 0.06% of portfolio
6,019
Q4 2024 Added 17.1%
$125B
$1.91 Million 0.06% of portfolio
6,531
Q4 2024 Reduced 10.86%
$97.9B
$1.67 Million 0.06% of portfolio
9,662
Q4 2024 Reduced 31.8%
$128B
$1.92 Million 0.06% of portfolio
34,005
Q4 2024 Reduced 43.91%
$24.7B
$1.82 Million 0.06% of portfolio
7,340
Q4 2024 Reduced 18.72%
$0
$1.86 Million 0.06% of portfolio
199,537
Q4 2024 Reduced 28.56%
$64.2B
$1.87 Million 0.06% of portfolio
15,095
Q4 2024 Reduced 4.46%
$74.1B
$1.9 Million 0.06% of portfolio
60,493
Q4 2024 Reduced 15.2%
$218B
$1.82 Million 0.06% of portfolio
10,930
Q4 2024 Reduced 5.86%
$93.2B
$1.88 Million 0.06% of portfolio
93,623
Q4 2024 Reduced 50.68%
$0
$1.65 Million 0.06% of portfolio
13,363
Q4 2024 Added 9.91%
$0
$1.91 Million 0.06% of portfolio
37,026
Q4 2024 Reduced 5.2%
$0
$1.72 Million 0.06% of portfolio
27,059
Q4 2024 Reduced 33.02%
$0
$1.78 Million 0.06% of portfolio
25,168
Q4 2024 Added 0.57%
$0
$1.86 Million 0.06% of portfolio
39,258
Q4 2024 Added 10.47%
$9.9B
$1.69 Million 0.06% of portfolio
23,388
Q4 2024 Added 757.02%
$116B
$1.66 Million 0.06% of portfolio
20,771
Q4 2024 Reduced 23.48%
$53.4B
$1.71 Million 0.06% of portfolio
7,288
Q4 2024 Reduced 4.34%
$44B
$1.89 Million 0.06% of portfolio
18,835
Q4 2024 Added 2.4%
$35B
$1.92 Million 0.06% of portfolio
35,883
Q4 2024 Added 11.53%
$0
$1.68 Million 0.06% of portfolio
64,876
Q4 2024 Reduced 2.41%
$88B
$1.92 Million 0.06% of portfolio
5,652
Q4 2024 Reduced 29.9%
$0
$1.7 Million 0.06% of portfolio
65,100
Q4 2024 Reduced 0.37%
$15.9B
$1.91 Million 0.06% of portfolio
15,033
Q4 2024 Added 0.06%
$113B
$1.76 Million 0.06% of portfolio
19,301
Q4 2024 Reduced 24.19%
$196B
$1.83 Million 0.06% of portfolio
3,511
Q4 2024 Reduced 11.49%
$0
$1.69 Million 0.06% of portfolio
75,307
Q4 2024 Reduced 1.6%
$0
$1.77 Million 0.06% of portfolio
31,908
Q4 2024 Reduced 38.31%
$0
$1.88 Million 0.06% of portfolio
24,158
Q4 2024 Reduced 38.23%
$93.6B
$1.76 Million 0.06% of portfolio
8,736
Q4 2024 Reduced 9.57%

Summary

  • Portfolio
  • No. of Stocks 1,078
  • Current Value $2.99 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 694 stocks
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