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
$4.3T
$116 Million 3.14% of portfolio
454,592
Q3 2025 Reduced 1.27%
$0
$102 Million 2.77% of portfolio
2,031,588
Q3 2025 Reduced 6.66%
$465B
$99.1 Million 2.69% of portfolio
531,239
Q3 2025 Reduced 3.41%
$1.29T
$86.8 Million 2.36% of portfolio
195,237
Q3 2025 Added 0.19%
$0
$84.1 Million 2.28% of portfolio
140,131
Q3 2025 Reduced 0.89%
$0
$77 Million 2.09% of portfolio
1,391,783
Q3 2025 Added 3.94%
$0
$68.3 Million 1.85% of portfolio
101,984
Q3 2025 Added 1.07%
$3.78T
$63.6 Million 1.73% of portfolio
122,853
Q3 2025 Reduced 1.19%
$0
$59.4 Million 1.61% of portfolio
758,546
Q3 2025 Added 19.15%
$0
$58.5 Million 1.59% of portfolio
559,378
Q3 2025 Added 1.31%
$0
$55.5 Million 1.51% of portfolio
83,319
Q3 2025 Reduced 0.39%
$0
$51.3 Million 1.39% of portfolio
1,534,032
Q3 2025 Added 0.37%
$2.39T
$45.4 Million 1.23% of portfolio
206,819
Q3 2025 Reduced 1.27%
$0
$44.9 Million 1.22% of portfolio
502,044
Q3 2025 Added 6.36%
$0
$41.4 Million 1.12% of portfolio
212,817
Q3 2025 Reduced 15.54%
$0
$39.7 Million 1.08% of portfolio
163,943
Q3 2025 Reduced 0.43%
$0
$32.1 Million 0.87% of portfolio
533,199
Q3 2025 Reduced 1.37%
$0
$32.2 Million 0.87% of portfolio
114,080
Q3 2025 Added 0.67%
$0
$30.7 Million 0.83% of portfolio
452,590
Q3 2025 Added 5.12%
$1.37T
$29.5 Million 0.8% of portfolio
40,123
Q3 2025 Reduced 1.87%
$0
$28.9 Million 0.79% of portfolio
384,842
Q3 2025 Added 35.0%
$0
$29 Million 0.79% of portfolio
489,131
Q3 2025 Added 2,099.23%
$0
$26.8 Million 0.73% of portfolio
466,100
Q3 2025 Reduced 0.46%
$0
$25 Million 0.68% of portfolio
517,777
Q3 2025 Reduced 1.16%
$971B
$24.2 Million 0.66% of portfolio
31,686
Q3 2025 Added 2.42%
$139B
$24 Million 0.65% of portfolio
72,813
Q3 2025 Reduced 6.65%
$0
$22.5 Million 0.61% of portfolio
218,052
Q3 2025 Added 2.8%
$0
$21.9 Million 0.6% of portfolio
226,669
Q3 2025 Reduced 8.63%
$1.74T
$21.3 Million 0.58% of portfolio
87,586
Q3 2025 Reduced 3.54%
$0
$21.5 Million 0.58% of portfolio
399,046
Q3 2025 Added 7.49%
$881B
$21.1 Million 0.57% of portfolio
66,806
Q3 2025 Reduced 1.39%
$0
$21 Million 0.57% of portfolio
812,166
Q3 2025 Reduced 21.6%
$130B
$19.9 Million 0.54% of portfolio
55,850
Q3 2025 Added 15.77%
$0
$19.4 Million 0.53% of portfolio
174,342
Q3 2025 Reduced 6.95%
$1.65T
$19.5 Million 0.53% of portfolio
80,284
Q3 2025 Reduced 3.28%
$662B
$19.2 Million 0.52% of portfolio
38,188
Q3 2025 Reduced 6.13%
$0
$18.2 Million 0.49% of portfolio
194,789
Q3 2025 Added 47.72%
$3.34B
$18.1 Million 0.49% of portfolio
368,823
Q3 2025 Added 5.03%
$0
$18 Million 0.49% of portfolio
215,525
Q3 2025 Reduced 10.4%
$0
$18.1 Million 0.49% of portfolio
586,165
Q3 2025 Reduced 10.67%
$0
$17.7 Million 0.48% of portfolio
758,215
Q3 2025 Added 7.93%
$0
$17.7 Million 0.48% of portfolio
114,691
Q3 2025 Reduced 2.53%
$0
$17.3 Million 0.47% of portfolio
52,851
Q3 2025 Reduced 7.2%
$0
$17.3 Million 0.47% of portfolio
256,849
Q3 2025 Added 8.55%
$0
$17.2 Million 0.47% of portfolio
401,152
Q3 2025 Reduced 0.22%
$0
$16.8 Million 0.46% of portfolio
256,871
Q3 2025 Added 7.14%
$0
$17 Million 0.46% of portfolio
122,263
Q3 2025 Reduced 1.6%
$279B
$16.7 Million 0.45% of portfolio
161,938
Q3 2025 Reduced 4.83%
$0
$16.6 Million 0.45% of portfolio
561,304
Q3 2025 Added 428.73%

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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