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
$0
$1.47 Million 0.04% of portfolio
25,982
Q3 2025 Added 11.81%
$0
$1.53 Million 0.04% of portfolio
12,174
Q3 2025 Reduced 0.97%
$0
$1.65 Million 0.04% of portfolio
83,502
Q3 2025 Added 13.67%
$0
$1.64 Million 0.04% of portfolio
84,000
Q3 2025 Added 13.85%
$0
$1.38 Million 0.04% of portfolio
16,691
Q2 2025 Added 2.84%
$0
$1.42 Million 0.04% of portfolio
31,187
Q3 2025 Added 4.67%
$103B
$1.29 Million 0.04% of portfolio
9,950
Q3 2025 Reduced 22.34%
$61.6B
$1.48 Million 0.04% of portfolio
52,221
Q3 2025 Added 1.95%
$0
$1.49 Million 0.04% of portfolio
5,479
Q3 2025 Added 23.9%
$0
$1.47 Million 0.04% of portfolio
8,244
Q3 2025 Reduced 0.31%
$0
$1.32 Million 0.04% of portfolio
14,778
Q3 2025 Reduced 58.4%
$174B
$1.5 Million 0.04% of portfolio
10,107
Q3 2025 Added 0.86%
$2.76B
$1.49 Million 0.04% of portfolio
9,991
Q3 2025 Added 2.56%
$0
$1.44 Million 0.04% of portfolio
32,261
Q3 2025 Reduced 12.73%
$35B
$1.3 Million 0.04% of portfolio
11,317
Q3 2025 Added 5.11%
$152B
$1.56 Million 0.04% of portfolio
6,321
Q3 2025 Reduced 35.16%
$123B
$1.56 Million 0.04% of portfolio
5,524
Q3 2025 Added 16.47%
$405B
$1.35 Million 0.04% of portfolio
1,398
Q3 2025 Added 11.66%
$2.1B
$1.28 Million 0.03% of portfolio
7,752
Q3 2025 Added 0.1%
$46.9B
$1.24 Million 0.03% of portfolio
10,186
Q3 2025 Reduced 27.42%
$118B
$1.18 Million 0.03% of portfolio
4,806
Q3 2025 Added 8.41%
$103B
$936,000 0.03% of portfolio
12,417
Q3 2025 Added 0.96%
$69.4B
$1.04 Million 0.03% of portfolio
12,682
Q3 2025 Reduced 6.85%
$160B
$993,000 0.03% of portfolio
5,013
Q3 2025 Added 2.12%
$0
$1.14 Million 0.03% of portfolio
6,885
Q3 2025 Added 0.75%
$30B
$1.08 Million 0.03% of portfolio
4,159
Q3 2025 Added 193.71%
$182B
$1.13 Million 0.03% of portfolio
1,662
Q3 2025 Added 1.03%
$0
$1.23 Million 0.03% of portfolio
39,518
Q3 2025 Added 24.7%
$0
$1.14 Million 0.03% of portfolio
8,051
Q3 2025 Reduced 1.89%
$0
$1.15 Million 0.03% of portfolio
12,927
Q3 2025 Added 2.48%
$0
$931,000 0.03% of portfolio
3,435
Q3 2025 Added 4.85%
$0
$1 Million 0.03% of portfolio
2,746
Q3 2025 Added 8.75%
$0
$1.25 Million 0.03% of portfolio
3,303
Q3 2025 Added 1.94%
$0
$1.28 Million 0.03% of portfolio
26,977
Q3 2025 Reduced 11.94%
$0
$1.08 Million 0.03% of portfolio
15,797
Q3 2025 Reduced 7.02%
$0
$1.19 Million 0.03% of portfolio
8,377
Q3 2025 Reduced 1.71%
$0
$1.02 Million 0.03% of portfolio
10,746
Q3 2025 Reduced 65.03%
$30.4B
$1.21 Million 0.03% of portfolio
46,594
Q3 2025 New
$55.4B
$989,000 0.03% of portfolio
3,241
Q3 2025 Added 1.66%
$0
$1.02 Million 0.03% of portfolio
12,227
Q3 2025 Reduced 19.68%
$73.7B
$1.25 Million 0.03% of portfolio
14,901
Q3 2025 Added 1.39%
$15B
$1.27 Million 0.03% of portfolio
5,966
Q3 2025 Added 3.76%
$270B
$1.18 Million 0.03% of portfolio
7,445
Q3 2025 Added 8.32%
$31.5B
$1.24 Million 0.03% of portfolio
16,955
Q3 2025 Added 2.29%
$40.4B
$1.07 Million 0.03% of portfolio
8,464
Q3 2025 Added 2.93%
$132B
$1.26 Million 0.03% of portfolio
5,099
Q3 2025 Added 9.73%
$12.2B
$945,000 0.03% of portfolio
4,713
Q3 2025 Added 11.37%
$0
$1.26 Million 0.03% of portfolio
50,051
Q3 2025 Reduced 28.04%
$2.21B
$922,000 0.03% of portfolio
11,095
Q3 2025 Added 0.38%

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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