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
$1.29 Million 0.04% of portfolio
5,744
Q2 2025 Added 1.77%
$0
$1.21 Million 0.04% of portfolio
61,866
Q2 2025 Added 2.14%
$0
$1.23 Million 0.04% of portfolio
13,545
Q2 2025 Reduced 6.48%
$0
$1.26 Million 0.04% of portfolio
4,918
Q2 2025 Reduced 2.98%
$0
$1.21 Million 0.04% of portfolio
23,238
Q2 2025 Reduced 52.13%
$0
$1.27 Million 0.04% of portfolio
12,160
Q2 2025 Reduced 0.65%
$0
$1.38 Million 0.04% of portfolio
34,596
Q2 2025 Added 4.64%
$0
$1.4 Million 0.04% of portfolio
56,984
Q2 2025 Reduced 2.09%
$0
$1.28 Million 0.04% of portfolio
52,943
Q2 2025 Added 0.35%
$0
$1.45 Million 0.04% of portfolio
18,194
Q2 2025 Reduced 13.78%
$0
$1.44 Million 0.04% of portfolio
8,270
Q2 2025 Added 3.79%
$0
$1.38 Million 0.04% of portfolio
112,700
Q2 2025 Reduced 5.71%
$0
$1.39 Million 0.04% of portfolio
30,635
Q2 2025 Reduced 0.31%
$0
$1.45 Million 0.04% of portfolio
23,175
Q2 2025 Reduced 4.97%
$0
$1.39 Million 0.04% of portfolio
29,197
Q2 2025 Reduced 21.51%
$0
$1.34 Million 0.04% of portfolio
19,966
Q2 2025 Added 0.2%
$0
$1.42 Million 0.04% of portfolio
20,511
Q2 2025 Added 3.28%
$0
$1.04 Million 0.03% of portfolio
10,287
Q2 2025 New
$0
$873,000 0.03% of portfolio
42,310
Q2 2025 New
$0
$1.07 Million 0.03% of portfolio
32,356
Q2 2025 Added 5.13%
$323B
$1 Million 0.03% of portfolio
1,252
Q2 2025 Added 12.79%
$0
$1.06 Million 0.03% of portfolio
41,782
Q2 2025 Reduced 8.58%
$171B
$1.16 Million 0.03% of portfolio
10,021
Q2 2025 Added 2.06%
$63.9B
$1.12 Million 0.03% of portfolio
25,943
Q2 2025 Reduced 0.24%
$0
$1.15 Million 0.03% of portfolio
21,634
Q2 2025 Reduced 15.54%
$8.9B
$987,000 0.03% of portfolio
15,757
Q2 2025 Added 3.38%
$126B
$1.06 Million 0.03% of portfolio
4,433
Q2 2025 Reduced 1.05%
$0
$1.13 Million 0.03% of portfolio
127,615
Q2 2025 Reduced 1.21%
$5.27B
$877,000 0.03% of portfolio
65,534
Q2 2025 Added 7.61%
$85.9B
$943,000 0.03% of portfolio
4,433
Q2 2025 Added 93.24%
$1.07B
$1.12 Million 0.03% of portfolio
19,859
Q2 2025 Reduced 0.43%
$138B
$969,000 0.03% of portfolio
4,909
Q2 2025 Reduced 4.2%
$59.7B
$864,000 0.03% of portfolio
3,805
Q2 2025 Reduced 4.18%
$2.85B
$977,000 0.03% of portfolio
40,832
Q2 2025 Reduced 17.93%
$27.2B
$891,000 0.03% of portfolio
5,375
Q2 2025 Reduced 6.11%
$19.6B
$1.02 Million 0.03% of portfolio
4,276
Q2 2025 Added 1.74%
$57.4B
$1.14 Million 0.03% of portfolio
14,697
Q2 2025 Added 10.67%
$14.8B
$979,000 0.03% of portfolio
5,750
Q2 2025 Reduced 0.24%
$42.5B
$1.17 Million 0.03% of portfolio
27,767
Q2 2025 Reduced 18.17%
$48.7B
$1.2 Million 0.03% of portfolio
8,223
Q2 2025 Reduced 3.7%
$106B
$1.08 Million 0.03% of portfolio
10,250
Q2 2025 Added 1.06%
$39.8B
$872,000 0.03% of portfolio
8,120
Q2 2025 Added 5.98%
$177B
$1.05 Million 0.03% of portfolio
1,998
Q2 2025 Added 0.81%
$14.6B
$938,000 0.03% of portfolio
5,698
Q2 2025 Reduced 1.37%
$145B
$1.04 Million 0.03% of portfolio
2,624
Q2 2025 Added 8.16%
$26.4B
$862,000 0.03% of portfolio
1,844
Q2 2025 Reduced 0.75%
$34.3B
$956,000 0.03% of portfolio
4,571
Q2 2025 Added 1.74%
$34.9B
$1.12 Million 0.03% of portfolio
10,767
Q2 2025 Added 11.15%
$0
$915,000 0.03% of portfolio
158,190
Q2 2025 Reduced 2.75%

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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