Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

Iht Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 1086 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Wisdomtree Floating Rate Treas with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $69.7M, Spdr Portfolio S&P 500 Value E with a value of $60.8M, and Nvidia Corp with a value of $59.3M.

Examining the 13F form we can see an increase of $72M in the current position value, from $2.99B to 3.06B.

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 $3.06 Billion
ETFs: $2.02 Billion
Technology: $316 Million
Financial Services: $155 Million
Consumer Cyclical: $134 Million
Healthcare: $91.2 Million
Industrials: $85 Million
Communication Services: $81.9 Million
Consumer Defensive: $72.5 Million
Other: $98.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$2 Million 0.07% of portfolio
2,118
Q1 2025 Reduced 0.7%
$89.1B
$2.15 Million 0.07% of portfolio
17,601
Q1 2025 Reduced 8.59%
$130B
$2.2 Million 0.07% of portfolio
8,087
Q1 2025 Reduced 24.52%
$67.6B
$2.11 Million 0.07% of portfolio
61,945
Q1 2025 Added 2.4%
$0
$2.22 Million 0.07% of portfolio
44,735
Q1 2025 Reduced 1.06%
$0
$2.23 Million 0.07% of portfolio
102,136
Q1 2025 Added 2.79%
$0
$2.25 Million 0.07% of portfolio
35,709
Q1 2025 Added 9.8%
$82.1B
$2.19 Million 0.07% of portfolio
96,361
Q1 2025 Added 2.92%
$0
$2.15 Million 0.07% of portfolio
21,678
Q1 2025 Reduced 1.45%
$0
$2.29 Million 0.07% of portfolio
18,803
Q1 2025 Reduced 2.38%
$0
$2.19 Million 0.07% of portfolio
34,493
Q1 2025 Reduced 3.67%
$0
$2.03 Million 0.07% of portfolio
26,047
Q1 2025 Added 3.49%
$0
$2.1 Million 0.07% of portfolio
43,180
Q1 2025 Added 9.99%
$0
$2.03 Million 0.07% of portfolio
15,626
Q1 2025 Added 5.74%
$9.01B
$2.13 Million 0.07% of portfolio
30,233
Q1 2025 Added 2.42%
$0
$2.05 Million 0.07% of portfolio
103,697
Q1 2025 Reduced 15.95%
$0
$2.21 Million 0.07% of portfolio
98,600
Q1 2025 Added 3.3%
$0
$2.03 Million 0.07% of portfolio
18,628
Q1 2025 Reduced 6.36%
$0
$2.25 Million 0.07% of portfolio
78,057
Q1 2025 Reduced 1.39%
$1.18B
$2.15 Million 0.07% of portfolio
71,416
Q1 2025 Reduced 25.82%
$0
$2.15 Million 0.07% of portfolio
8,361
Q1 2025 Added 12.23%
$0
$2.14 Million 0.07% of portfolio
37,201
Q1 2025 Added 16.59%
$0
$2.17 Million 0.07% of portfolio
7,026
Q1 2025 Added 4.6%
$0
$2.16 Million 0.07% of portfolio
8,598
Q1 2025 Added 47.86%
$98B
$2.05 Million 0.07% of portfolio
8,851
Q1 2025 Added 1.32%
$0
$2.1 Million 0.07% of portfolio
58,911
Q1 2025 Added 3.3%
$193B
$1.79 Million 0.06% of portfolio
4,658
Q1 2025 Reduced 1.5%
$55.5B
$1.79 Million 0.06% of portfolio
16,535
Q1 2025 Added 9.92%
$135B
$1.96 Million 0.06% of portfolio
6,419
Q1 2025 Reduced 1.71%
$148B
$1.77 Million 0.06% of portfolio
24,866
Q1 2025 Added 140.76%
$102B
$1.98 Million 0.06% of portfolio
9,821
Q1 2025 Added 1.95%
$29B
$1.81 Million 0.06% of portfolio
19,824
Q1 2025 Added 173.96%
$50.6B
$1.81 Million 0.06% of portfolio
12,601
Q1 2025 Added 138.93%
$72.4B
$1.69 Million 0.06% of portfolio
15,422
Q1 2025 Added 2.17%
$0
$1.78 Million 0.06% of portfolio
8,009
Q1 2025 Reduced 3.52%
$0
$1.85 Million 0.06% of portfolio
28,882
Q1 2025 Reduced 10.36%
$0
$1.93 Million 0.06% of portfolio
84,101
Q1 2025 Added 54.51%
$0
$1.95 Million 0.06% of portfolio
76,437
Q1 2025 Reduced 75.87%
$0
$1.9 Million 0.06% of portfolio
44,765
Q1 2025 Reduced 6.52%
$0
$1.92 Million 0.06% of portfolio
36,629
Q1 2025 Reduced 1.07%
$0
$1.91 Million 0.06% of portfolio
33,359
Q1 2025 Reduced 19.91%
$11.6B
$1.71 Million 0.06% of portfolio
23,461
Q1 2025 Added 0.31%
$116B
$1.85 Million 0.06% of portfolio
20,589
Q1 2025 Reduced 0.88%
$12.6B
$1.92 Million 0.06% of portfolio
70,948
Q1 2025 Added 395.86%
$57.2B
$1.71 Million 0.06% of portfolio
7,237
Q1 2025 Reduced 0.7%
$54B
$1.71 Million 0.06% of portfolio
13,825
Q1 2025 Reduced 0.79%
$0
$1.72 Million 0.06% of portfolio
37,197
Q1 2025 New
$34.5B
$1.82 Million 0.06% of portfolio
31,379
Q1 2025 Reduced 12.55%
$92.7B
$1.98 Million 0.06% of portfolio
5,679
Q1 2025 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 1,086
  • Current Value $3.06 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 87 stocks
  • Additional Purchases 467 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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