Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

Iht Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.44 Billion distributed in 1148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $110M, Apple Inc. with a value of $94.5M, Nvidia Corp with a value of $86.9M, Invesco Qqq Trust, Series 1 with a value of $78M, and Spdr Portfolio S&P 500 Value E with a value of $70.1M.

Examining the 13F form we can see an increase of $378M in the current position value, from $3.06B 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: $2.26 Billion
Technology: $390 Million
Financial Services: $163 Million
Consumer Cyclical: $156 Million
Communication Services: $108 Million
Industrials: $100 Million
Healthcare: $85.9 Million
Consumer Defensive: $78.2 Million
Other: $96.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.44 Million 0.04% of portfolio
73,781
Q2 2025 Added 2.9%
$0
$1.44 Million 0.04% of portfolio
73,460
Q2 2025 Added 3.0%
$72.7B
$1.42 Million 0.04% of portfolio
13,481
Q2 2025 Added 1.82%
$5.77B
$1.43 Million 0.04% of portfolio
20,969
Q2 2025 Added 62.19%
$61.5B
$1.23 Million 0.04% of portfolio
12,185
Q2 2025 Reduced 1.73%
$0
$1.21 Million 0.04% of portfolio
15,223
Q2 2025 Reduced 0.24%
$0
$1.54 Million 0.04% of portfolio
25,168
Q2 2025 Added 0.82%
$56.2B
$1.38 Million 0.04% of portfolio
13,293
Q2 2025 Reduced 0.29%
$90.8B
$1.41 Million 0.04% of portfolio
6,376
Q2 2025 Reduced 1.32%
$1.16B
$1.52 Million 0.04% of portfolio
12,948
Q2 2025 Reduced 0.93%
$86.1B
$1.28 Million 0.04% of portfolio
14,102
Q2 2025 Reduced 0.05%
$115B
$1.37 Million 0.04% of portfolio
4,743
Q2 2025 Added 4.08%
$69.5B
$1.23 Million 0.04% of portfolio
13,561
Q2 2025 Reduced 6.81%
$68.3B
$1.45 Million 0.04% of portfolio
44,580
Q2 2025 Reduced 10.93%
$57.8B
$1.37 Million 0.04% of portfolio
4,178
Q2 2025 Added 12.68%
$77.7B
$1.35 Million 0.04% of portfolio
5,011
Q2 2025 Added 21.01%
$0
$1.41 Million 0.04% of portfolio
69,581
Q2 2025 Added 10.12%
$144B
$1.34 Million 0.04% of portfolio
12,058
Q2 2025 Reduced 0.5%
$2.47B
$1.48 Million 0.04% of portfolio
80,797
Q2 2025 Added 15.97%
$182B
$1.3 Million 0.04% of portfolio
1,645
Q2 2025 Reduced 0.06%
$62B
$1.51 Million 0.04% of portfolio
51,221
Q2 2025 Added 6.55%
$89.9B
$1.5 Million 0.04% of portfolio
9,021
Q2 2025 Reduced 0.87%
$88.6B
$1.37 Million 0.04% of portfolio
2,747
Q2 2025 Added 5.74%
$32.6B
$1.35 Million 0.04% of portfolio
16,575
Q2 2025 Reduced 0.49%
$97.5B
$1.34 Million 0.04% of portfolio
1,916
Q2 2025 Added 4.41%
$62.9B
$1.43 Million 0.04% of portfolio
11,956
Q2 2025 Reduced 13.52%
$145B
$1.24 Million 0.04% of portfolio
4,647
Q2 2025 Added 36.8%
$94.5B
$1.45 Million 0.04% of portfolio
15,850
Q2 2025 Reduced 16.12%
$6.81B
$1.41 Million 0.04% of portfolio
9,742
Q2 2025 Reduced 0.17%
$41.4B
$1.38 Million 0.04% of portfolio
13,957
Q2 2025 Reduced 5.4%
$162B
$1.43 Million 0.04% of portfolio
11,594
Q2 2025 Added 9.05%
$309B
$1.5 Million 0.04% of portfolio
18,766
Q2 2025 Added 7.84%
$1.04B
$1.23 Million 0.04% of portfolio
263,805
Q2 2025 Added 0.38%
$129B
$1.42 Million 0.04% of portfolio
9,504
Q2 2025 Reduced 5.92%
$11.3B
$1.38 Million 0.04% of portfolio
41,398
Q2 2025 New
$159B
$1.54 Million 0.04% of portfolio
2,827
Q2 2025 Added 16.72%
$0
$1.29 Million 0.04% of portfolio
16,691
Q2 2025 Added 2.84%
$0
$1.41 Million 0.04% of portfolio
41,030
Q2 2025 Added 14.66%
$0
$1.41 Million 0.04% of portfolio
9,315
Q2 2025 Reduced 0.04%
$0
$1.44 Million 0.04% of portfolio
12,293
Q2 2025 Reduced 6.17%
$0
$1.41 Million 0.04% of portfolio
49,612
Q2 2025 Added 2.54%
$0
$1.23 Million 0.04% of portfolio
25,563
Q2 2025 Added 3.38%
$0
$1.33 Million 0.04% of portfolio
34,293
Q2 2025 Reduced 59.22%
$0
$1.34 Million 0.04% of portfolio
29,795
Q2 2025 Added 5.96%
$0
$1.23 Million 0.04% of portfolio
46,100
Q2 2025 Added 0.54%
$28B
$1.26 Million 0.04% of portfolio
3,356
Q2 2025 Reduced 6.2%
$0
$1.53 Million 0.04% of portfolio
32,251
Q2 2025 Added 8.33%
$0
$1.21 Million 0.04% of portfolio
22,241
Q2 2025 Reduced 14.16%
$0
$1.51 Million 0.04% of portfolio
5,324
Q2 2025 Added 5.03%

Summary

  • Portfolio
  • No. of Stocks 1,148
  • Current Value $3.44 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 127 stocks
  • Additional Purchases 484 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 489 stocks
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