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
$104B
$1.64 Million 0.04% of portfolio
5,588
Q3 2025 Reduced 4.76%
$40.1B
$1.43 Million 0.04% of portfolio
10,832
Q3 2025 Added 88.91%
$89.3B
$1.55 Million 0.04% of portfolio
14,201
Q3 2025 Added 0.7%
$73.4B
$1.58 Million 0.04% of portfolio
44,430
Q3 2025 Reduced 0.34%
$65.7B
$1.4 Million 0.04% of portfolio
17,453
Q3 2025 Added 28.7%
$73.7B
$1.38 Million 0.04% of portfolio
5,027
Q3 2025 Added 0.32%
$0
$1.45 Million 0.04% of portfolio
71,681
Q3 2025 Added 3.02%
$156B
$1.36 Million 0.04% of portfolio
12,235
Q3 2025 Added 1.47%
$2.24B
$1.59 Million 0.04% of portfolio
84,077
Q3 2025 Added 4.06%
$0
$1.41 Million 0.04% of portfolio
12,231
Q3 2025 Added 18.2%
$0
$1.59 Million 0.04% of portfolio
25,826
Q3 2025 Added 2.61%
$0
$1.3 Million 0.04% of portfolio
13,519
Q3 2025 Reduced 0.19%
$0
$1.51 Million 0.04% of portfolio
9,319
Q3 2025 Added 0.04%
$0
$1.45 Million 0.04% of portfolio
6,948
Q3 2025 Added 18.93%
$0
$1.48 Million 0.04% of portfolio
24,652
Q3 2025 Added 6.37%
$161B
$1.4 Million 0.04% of portfolio
1,297
Q3 2025 Added 6.49%
$10.4B
$1.41 Million 0.04% of portfolio
21,021
Q3 2025 Reduced 49.22%
$86.7B
$1.61 Million 0.04% of portfolio
2,642
Q3 2025 Reduced 3.82%
$109B
$1.41 Million 0.04% of portfolio
25,450
Q3 2025 Added 124.72%
$39.8B
$1.43 Million 0.04% of portfolio
30,207
Q3 2025 Added 8.79%
$107B
$1.51 Million 0.04% of portfolio
1,991
Q3 2025 Added 3.91%
$68.5B
$1.64 Million 0.04% of portfolio
12,042
Q3 2025 Added 0.72%
$35.1B
$1.4 Million 0.04% of portfolio
23,049
Q3 2025 Reduced 22.21%
$43.5B
$1.48 Million 0.04% of portfolio
4,237
Q3 2025 Reduced 11.14%
$0
$1.58 Million 0.04% of portfolio
36,739
Q3 2025 Added 6.19%
$0
$1.44 Million 0.04% of portfolio
54,908
Q3 2025 Reduced 3.64%
$0
$1.61 Million 0.04% of portfolio
59,680
Q3 2025 Reduced 2.54%
$0
$1.48 Million 0.04% of portfolio
20,177
Q3 2025 Reduced 1.63%
$0
$1.39 Million 0.04% of portfolio
5,679
Q3 2025 Reduced 1.13%
$0
$1.37 Million 0.04% of portfolio
18,407
Q3 2025 Added 89.31%
$0
$1.37 Million 0.04% of portfolio
16,204
Q3 2025 Added 18.77%
$0
$1.3 Million 0.04% of portfolio
9,459
Q3 2025 Added 14.23%
$0
$1.4 Million 0.04% of portfolio
25,827
Q3 2025 Added 25.29%
$0
$1.29 Million 0.04% of portfolio
31,039
Q3 2025 Added 26.33%
$151B
$1.46 Million 0.04% of portfolio
4,136
Q3 2025 Reduced 8.48%
$1.13B
$1.53 Million 0.04% of portfolio
12,617
Q3 2025 Reduced 2.56%
$98.1B
$1.56 Million 0.04% of portfolio
9,112
Q3 2025 Reduced 4.12%
$100B
$1.61 Million 0.04% of portfolio
5,951
Q3 2025 Added 1.57%
$120B
$1.33 Million 0.04% of portfolio
42,347
Q3 2025 Reduced 2.44%
$0
$1.44 Million 0.04% of portfolio
19,826
Q3 2025 Reduced 0.7%
$0
$1.54 Million 0.04% of portfolio
171,125
Q3 2025 Reduced 8.34%
$17.6B
$1.57 Million 0.04% of portfolio
20,651
Q3 2025 Added 0.6%
$0
$1.59 Million 0.04% of portfolio
82,843
Q3 2025 Added 0.71%
$0
$1.65 Million 0.04% of portfolio
27,564
Q3 2025 Added 2.21%
$0
$1.5 Million 0.04% of portfolio
62,024
Q3 2025 Added 20.86%
$0
$1.63 Million 0.04% of portfolio
34,290
Q3 2025 Reduced 0.01%
$0
$1.44 Million 0.04% of portfolio
57,316
Q3 2025 Added 14.96%
$193B
$1.61 Million 0.04% of portfolio
3,602
Q3 2025 Added 27.41%
$0
$1.42 Million 0.04% of portfolio
12,035
Q3 2025 Reduced 1.03%

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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