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
$156B
$1.63 Million 0.05% of portfolio
3,284
Q1 2025 Reduced 6.47%
$0
$1.66 Million 0.05% of portfolio
73,946
Q1 2025 Reduced 1.81%
$0
$1.5 Million 0.05% of portfolio
37,515
Q1 2025 Reduced 1.99%
$0
$1.67 Million 0.05% of portfolio
21,101
Q1 2025 Reduced 12.65%
$0
$1.64 Million 0.05% of portfolio
22,288
Q1 2025 Reduced 37.93%
$41.4B
$1.41 Million 0.05% of portfolio
18,178
Q1 2025 Reduced 14.42%
$0
$1.41 Million 0.05% of portfolio
41,298
Q1 2025 Reduced 17.36%
$9.75B
$1.67 Million 0.05% of portfolio
27,039
Q1 2025 Added 5.87%
$617M
$1.44 Million 0.05% of portfolio
262,805
Q1 2025 Reduced 2.72%
$1.62B
$1.12 Million 0.04% of portfolio
8,683
Q1 2025 Reduced 26.21%
$54.8B
$1.36 Million 0.04% of portfolio
11,409
Q1 2025 Added 2.61%
$6.87B
$1.1 Million 0.04% of portfolio
15,242
Q1 2025 Added 3.67%
$318B
$1.3 Million 0.04% of portfolio
9,839
Q1 2025 Added 5.68%
$56B
$1.33 Million 0.04% of portfolio
2,529
Q1 2025 Reduced 42.86%
$1.02B
$1.32 Million 0.04% of portfolio
13,069
Q4 2024 Reduced 3.68%
$71.6B
$1.18 Million 0.04% of portfolio
14,109
Q1 2025 Added 6.47%
$0
$1.26 Million 0.04% of portfolio
25,911
Q1 2025 Added 35.14%
$60.9B
$1.18 Million 0.04% of portfolio
5,106
Q1 2025 Reduced 4.79%
$121B
$1.38 Million 0.04% of portfolio
4,557
Q1 2025 Added 13.27%
$75.2B
$1.36 Million 0.04% of portfolio
14,552
Q1 2025 Added 0.08%
$45.6B
$1.16 Million 0.04% of portfolio
3,708
Q1 2025 Added 2.6%
$0
$1.21 Million 0.04% of portfolio
19,927
Q1 2025 Reduced 1.01%
$0
$1.29 Million 0.04% of portfolio
63,184
Q1 2025 Added 4.68%
$0
$1.14 Million 0.04% of portfolio
60,571
Q1 2025 Added 13.77%
$0
$1.28 Million 0.04% of portfolio
29,110
Q1 2025 Reduced 77.81%
$0
$1.27 Million 0.04% of portfolio
52,757
Q1 2025 Added 38.18%
$138B
$1.36 Million 0.04% of portfolio
12,118
Q1 2025 Added 3.33%
$0
$1.12 Million 0.04% of portfolio
50,267
Q1 2025 Added 38.6%
$4.51B
$1.09 Million 0.04% of portfolio
28,751
Q1 2025 Added 128.95%
$2.27B
$1.34 Million 0.04% of portfolio
69,669
Q1 2025 Added 3.42%
$0
$1.08 Million 0.04% of portfolio
206,950
Q1 2025 Reduced 48.53%
$197B
$1.2 Million 0.04% of portfolio
2,422
Q1 2025 Added 17.17%
$0
$1.26 Million 0.04% of portfolio
50,128
Q1 2025 Added 0.05%
$0
$1.07 Million 0.04% of portfolio
13,752
Q1 2025 Added 11.74%
$0
$1.26 Million 0.04% of portfolio
13,102
Q1 2025 Reduced 0.56%
$0
$1.21 Million 0.04% of portfolio
12,240
Q1 2025 Added 223.81%
$0
$1.31 Million 0.04% of portfolio
25,042
Q1 2025 Added 182.55%
$0
$1.34 Million 0.04% of portfolio
22,246
Q1 2025 Added 9.87%
$0
$1.13 Million 0.04% of portfolio
16,230
Q1 2025 Added 48.59%
$0
$1.23 Million 0.04% of portfolio
45,851
Q1 2025 Added 0.35%
$0
$1.16 Million 0.04% of portfolio
51,760
Q1 2025 Reduced 0.45%
$0
$1.21 Million 0.04% of portfolio
14,484
Q1 2025 Reduced 0.85%
$0
$1.1 Million 0.04% of portfolio
8,209
Q1 2025 Reduced 1.81%
$0
$1.27 Million 0.04% of portfolio
9,319
Q1 2025 Added 23.35%
$0
$1.27 Million 0.04% of portfolio
17,684
Q1 2025 Added 4.64%
$0
$1.27 Million 0.04% of portfolio
28,118
Q1 2025 Reduced 9.65%
$0
$1.33 Million 0.04% of portfolio
25,725
Q1 2025 Added 26.0%
$63.5B
$1.37 Million 0.04% of portfolio
48,074
Q1 2025 Added 27.5%
$0
$1.25 Million 0.04% of portfolio
35,783
Q1 2025 Added 32.83%

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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