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
$2.87 Million 0.08% of portfolio
18,238
Q3 2024 Added 4.52%
$0
$2.44 Million 0.07% of portfolio
37,651
Q3 2024 Added 85.13%
$0
$2.45 Million 0.07% of portfolio
26,855
Q3 2024 Reduced 12.11%
$986B
$2.27 Million 0.07% of portfolio
13,057
Q3 2024 Added 49.72%
$115B
$2.44 Million 0.07% of portfolio
27,145
Q3 2024 Added 34.2%
$0
$2.57 Million 0.07% of portfolio
68,696
Q3 2024 Added 88.45%
$0
$2.25 Million 0.07% of portfolio
25,956
Q3 2024 Added 25.64%
$0
$2.29 Million 0.07% of portfolio
24,636
Q3 2024 Reduced 1.68%
$0
$2.28 Million 0.07% of portfolio
38,563
Q3 2024 Added 22.58%
$0
$2.33 Million 0.07% of portfolio
31,113
Q2 2024 Reduced 7.69%
$0
$2.56 Million 0.07% of portfolio
40,396
Q3 2024 Added 69.58%
$0
$2.31 Million 0.07% of portfolio
36,408
Q3 2024 Reduced 40.27%
$0
$2.4 Million 0.07% of portfolio
49,250
Q3 2024 Reduced 29.33%
$0
$2.3 Million 0.07% of portfolio
45,384
Q3 2024 Reduced 1.5%
$0
$2.48 Million 0.07% of portfolio
87,979
Q3 2024 Reduced 28.06%
$0
$2.51 Million 0.07% of portfolio
63,671
Q3 2024 Reduced 0.36%
$0
$2.27 Million 0.07% of portfolio
33,574
Q3 2024 Reduced 0.94%
$88.3B
$2.57 Million 0.07% of portfolio
22,292
Q3 2024 Added 17.71%
$52.5B
$2.29 Million 0.07% of portfolio
7,089
Q3 2024 Added 31.81%
$15.6B
$2.43 Million 0.07% of portfolio
39,483
Q3 2024 Reduced 8.91%
$201B
$2.45 Million 0.07% of portfolio
3,967
Q3 2024 Added 6.53%
$142B
$2.47 Million 0.07% of portfolio
32,849
Q3 2024 Added 29.42%
$115B
$2.48 Million 0.07% of portfolio
25,459
Q3 2024 Added 49.42%
$238B
$2.54 Million 0.07% of portfolio
4,907
Q3 2024 Added 9.02%
$95.4B
$2.53 Million 0.07% of portfolio
28,039
Q3 2024 Added 7.02%
$0
$2.56 Million 0.07% of portfolio
279,324
Q3 2024 Added 40.29%
$0
$2.53 Million 0.07% of portfolio
98,170
Q3 2024 Reduced 62.1%
$0
$2.19 Million 0.06% of portfolio
94,369
Q3 2024 New
$0
$2.21 Million 0.06% of portfolio
29,322
Q3 2024 New
$0
$1.91 Million 0.06% of portfolio
76,117
Q3 2024 Added 63.67%
$0
$2 Million 0.06% of portfolio
29,481
Q3 2024 Added 26.13%
$0
$1.93 Million 0.06% of portfolio
14,461
Q3 2024 Added 6.67%
$0
$1.9 Million 0.06% of portfolio
55,399
Q3 2024 Added 20.47%
$0
$1.89 Million 0.06% of portfolio
31,998
Q3 2024 Added 6.3%
$0
$1.9 Million 0.06% of portfolio
65,345
Q3 2024 Reduced 2.34%
$0
$2.17 Million 0.06% of portfolio
19,339
Q3 2024 Added 30.75%
$0
$1.92 Million 0.06% of portfolio
25,025
Q3 2024 Added 0.12%
$0
$2.02 Million 0.06% of portfolio
39,759
Q3 2024 Added 52.97%
$0
$2.1 Million 0.06% of portfolio
39,057
Q3 2024 Added 758.21%
$0
$1.92 Million 0.06% of portfolio
26,194
Q3 2024 Added 107.53%
$0
$2.16 Million 0.06% of portfolio
40,714
Q3 2024 Added 93.2%
$0
$1.95 Million 0.06% of portfolio
57,458
Q3 2024 Added 24.34%
$0
$2.06 Million 0.06% of portfolio
33,820
Q3 2024 Added 110.24%
$90.6B
$2.04 Million 0.06% of portfolio
2,630
Q3 2024 Added 101.22%
$57.8B
$2.04 Million 0.06% of portfolio
27,879
Q3 2024 Added 2.42%
$198B
$2.19 Million 0.06% of portfolio
11,610
Q3 2024 Added 5.83%
$54.8B
$2.13 Million 0.06% of portfolio
16,776
Q3 2024 Added 51.5%
$141B
$2.17 Million 0.06% of portfolio
14,168
Q3 2024 Added 56.67%
$8.35B
$2.23 Million 0.06% of portfolio
29,819
Q3 2024 Added 762.32%

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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