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
$30.3B
$1.17 Million 0.04% of portfolio
3,578
Q1 2025 Added 16.89%
$40.5B
$1.19 Million 0.04% of portfolio
4,203
Q1 2025 Added 2.84%
$78.9B
$1.33 Million 0.04% of portfolio
9,100
Q1 2025 Added 0.11%
$75.1B
$1.33 Million 0.04% of portfolio
2,598
Q1 2025 Added 1.37%
$0
$1.33 Million 0.04% of portfolio
16,979
Q1 2025 Reduced 5.11%
$85B
$1.12 Million 0.04% of portfolio
1,835
Q1 2025 Added 0.94%
$57.4B
$1.32 Million 0.04% of portfolio
8,539
Q1 2025 Added 3.4%
$99.5B
$1.13 Million 0.04% of portfolio
10,142
Q1 2025 Added 16.47%
$0
$1.19 Million 0.04% of portfolio
33,062
Q1 2025 Reduced 8.18%
$0
$1.37 Million 0.04% of portfolio
58,201
Q1 2025 Reduced 10.31%
$0
$1.13 Million 0.04% of portfolio
51,283
Q1 2025 Reduced 17.8%
$67.2B
$1.11 Million 0.04% of portfolio
7,594
Q1 2025 Reduced 13.56%
$0
$1.15 Million 0.04% of portfolio
45,703
Q1 2025 Reduced 6.68%
$0
$1.32 Million 0.04% of portfolio
23,569
Q1 2025 Reduced 1.9%
$6.23B
$1.23 Million 0.04% of portfolio
9,759
Q1 2025 Added 1.17%
$148B
$1.29 Million 0.04% of portfolio
10,632
Q1 2025 Added 9.03%
$48.5B
$1.37 Million 0.04% of portfolio
2,181
Q1 2025 Added 10.21%
$0
$1.35 Million 0.04% of portfolio
25,614
Q1 2025 Added 7.7%
$0
$1.14 Million 0.04% of portfolio
5,644
Q1 2025 Reduced 1.14%
$0
$1.24 Million 0.04% of portfolio
5,069
Q1 2025 Added 5.71%
$0
$1.25 Million 0.04% of portfolio
13,520
Q1 2025 Reduced 31.89%
$0
$1.23 Million 0.04% of portfolio
19,859
Q1 2025 Reduced 3.47%
$71.1B
$1.12 Million 0.04% of portfolio
9,515
Q1 2025 Reduced 0.67%
$284B
$1.25 Million 0.04% of portfolio
17,401
Q1 2025 Added 7.05%
$0
$1.3 Million 0.04% of portfolio
29,771
Q1 2025 Added 34.85%
$0
$1.1 Million 0.04% of portfolio
22,300
Q1 2025 Reduced 0.81%
$0
$1.05 Million 0.03% of portfolio
30,778
Q1 2025 Added 3.62%
$0
$897,000 0.03% of portfolio
106,931
Q1 2025 Reduced 6.47%
$61.3B
$829,000 0.03% of portfolio
2,814
Q1 2025 Added 4.07%
$55.9B
$791,000 0.03% of portfolio
3,820
Q1 2025 Added 1.43%
$25.5B
$906,000 0.03% of portfolio
6,142
Q1 2025 Reduced 1.14%
$112B
$903,000 0.03% of portfolio
4,480
Q1 2025 Reduced 2.59%
$224B
$993,000 0.03% of portfolio
13,519
Q1 2025 Added 1.99%
$440B
$798,000 0.03% of portfolio
1
Q2 2024 Reduced 50.0%
$0
$830,000 0.03% of portfolio
76,557
Q4 2024 Reduced 31.95%
$0
$912,000 0.03% of portfolio
162,661
Q1 2025 Reduced 0.14%
$0
$790,000 0.03% of portfolio
23,961
Q1 2025 Reduced 0.83%
$5.27B
$815,000 0.03% of portfolio
60,901
Q1 2025 Added 9.59%
$3.03B
$1.05 Million 0.03% of portfolio
29,573
Q1 2025 Added 10.08%
$1.46B
$1 Million 0.03% of portfolio
19,944
Q1 2025 Added 1.81%
$82.8B
$782,000 0.03% of portfolio
11,546
Q1 2025 Reduced 9.41%
$140B
$1.05 Million 0.03% of portfolio
5,124
Q1 2025 Added 3.87%
$20.6B
$916,000 0.03% of portfolio
24,505
Q1 2025 Reduced 17.64%
$0
$842,000 0.03% of portfolio
20,437
Q1 2025 Added 0.3%
$0
$1.05 Million 0.03% of portfolio
77,097
Q1 2025 Reduced 0.89%
$76.1B
$1.05 Million 0.03% of portfolio
4,141
Q1 2025 Reduced 1.12%
$94.9B
$791,000 0.03% of portfolio
17,871
Q1 2025 Added 14.29%
$0
$986,000 0.03% of portfolio
46,239
Q1 2025 Reduced 12.22%
$42.6B
$784,000 0.03% of portfolio
17,026
Q1 2025 Reduced 4.42%

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email