Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

Iht Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.68 Billion distributed in 1170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Wisdomtree Floating Rate Treas with a value of $102M, Nvidia Corp with a value of $99.1M, Tesla, Inc. with a value of $86.8M, and Invesco Qqq Trust, Series 1 with a value of $84.1M.

Examining the 13F form we can see an increase of $244M in the current position value, from $3.44B to 3.68B.

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 $3.68 Billion
ETFs: $2.39 Billion
Technology: $424 Million
Consumer Cyclical: $184 Million
Financial Services: $168 Million
Communication Services: $119 Million
Industrials: $112 Million
Healthcare: $94.2 Million
Consumer Defensive: $77.9 Million
Other: $103 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.17 Million 0.06% of portfolio
19,625
Q3 2025 Added 181.73%
$0
$2.32 Million 0.06% of portfolio
77,935
Q3 2025 Reduced 1.19%
$0
$2.29 Million 0.06% of portfolio
31,214
Q3 2025 Reduced 2.09%
$72.7B
$2.18 Million 0.06% of portfolio
11,108
Q3 2025 Added 12.74%
$72.3B
$2.02 Million 0.05% of portfolio
18,041
Q3 2025 Reduced 1.75%
$0
$2 Million 0.05% of portfolio
29,769
Q3 2025 Added 506.66%
$65.2B
$1.78 Million 0.05% of portfolio
4,213
Q3 2025 Added 0.84%
$17.1B
$1.89 Million 0.05% of portfolio
5,868
Q3 2025 Added 2.64%
$0
$1.76 Million 0.05% of portfolio
15,951
Q3 2025 Reduced 2.4%
$0
$1.94 Million 0.05% of portfolio
29,110
Q3 2025 Added 5.64%
$0
$1.95 Million 0.05% of portfolio
46,425
Q3 2025 Added 13.15%
$55.8B
$1.89 Million 0.05% of portfolio
13,657
Q3 2025 Added 1.31%
$0
$1.83 Million 0.05% of portfolio
71,074
Q3 2025 Reduced 28.18%
$86.1B
$1.92 Million 0.05% of portfolio
5,543
Q3 2025 Reduced 0.65%
$82.2B
$1.76 Million 0.05% of portfolio
7,817
Q3 2025 Reduced 19.65%
$97.3B
$1.99 Million 0.05% of portfolio
23,528
Q3 2025 Added 48.44%
$0
$1.66 Million 0.05% of portfolio
24,221
Q3 2025 Reduced 28.96%
$317B
$1.71 Million 0.05% of portfolio
20,446
Q3 2025 Added 8.95%
$41.4B
$1.77 Million 0.05% of portfolio
19,707
Q3 2025 Added 41.2%
$67.3B
$1.79 Million 0.05% of portfolio
6,419
Q3 2025 Reduced 0.9%
$5.65B
$1.84 Million 0.05% of portfolio
50,001
Q1 2025 Added 3.67%
$418B
$1.91 Million 0.05% of portfolio
10,663
Q3 2025 Added 17.11%
$39.4B
$1.89 Million 0.05% of portfolio
2,634
Q3 2025 Reduced 0.3%
$113B
$1.82 Million 0.05% of portfolio
19,203
Q3 2025 Added 4.4%
$0
$1.67 Million 0.05% of portfolio
98,270
Q3 2025 Reduced 31.32%
$0
$1.78 Million 0.05% of portfolio
47,642
Q3 2025 Reduced 0.72%
$0
$1.68 Million 0.05% of portfolio
51,313
Q3 2025 New
$0
$1.71 Million 0.05% of portfolio
81,003
Q3 2025 Added 68.64%
$0
$1.86 Million 0.05% of portfolio
56,058
Q3 2025 Added 12.99%
$26.6B
$1.66 Million 0.05% of portfolio
16,290
Q3 2025 Reduced 3.9%
$0
$1.86 Million 0.05% of portfolio
42,900
Q3 2025 Reduced 0.09%
$0
$2.02 Million 0.05% of portfolio
35,337
Q3 2025 Added 8.09%
$0
$1.96 Million 0.05% of portfolio
38,794
Q3 2025 Added 7.56%
$99.7B
$1.73 Million 0.05% of portfolio
8,975
Q3 2025 Reduced 0.51%
$0
$1.71 Million 0.05% of portfolio
17,240
Q3 2025 Added 1.03%
$6.31B
$1.82 Million 0.05% of portfolio
32,367
Q3 2025 Added 54.36%
$0
$1.84 Million 0.05% of portfolio
29,571
Q3 2025 Reduced 27.14%
$0
$1.98 Million 0.05% of portfolio
49,242
Q3 2025 Reduced 0.57%
$0
$1.99 Million 0.05% of portfolio
79,681
Q3 2025 Reduced 5.67%
$0
$1.72 Million 0.05% of portfolio
56,884
Q3 2025 Reduced 1.56%
$0
$1.79 Million 0.05% of portfolio
42,985
Q3 2025 Added 28.27%
$0
$1.79 Million 0.05% of portfolio
74,796
Q3 2025 Added 8.75%
$0
$2.01 Million 0.05% of portfolio
67,843
Q3 2025 Added 0.01%
$0
$2.02 Million 0.05% of portfolio
128,625
Q3 2025 Added 14.13%
$85.9B
$1.93 Million 0.05% of portfolio
8,727
Q3 2025 Reduced 2.25%
$128B
$1.99 Million 0.05% of portfolio
20,923
Q3 2025 Added 0.31%
$13.5B
$1.3 Million 0.04% of portfolio
16,091
Q3 2025 Added 2.12%
$62.3B
$1.5 Million 0.04% of portfolio
13,323
Q3 2025 Added 0.23%
$277B
$1.34 Million 0.04% of portfolio
17,473
Q3 2025 Added 10.88%

Summary

  • Portfolio
  • No. of Stocks 1,170
  • Current Value $3.68 Billion
  • Prior Value $3.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 94 stocks
  • Additional Purchases 554 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 463 stocks
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