Iht Wealth Management, LLC Purchases in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.63K
+ 3.83%
$42.26 - $47.16 $407K - $454K
261K $12.1M
MRK
Merck & Co., Inc.

Healthcare
14.1K
+ 38.77%
$77.6 - $87.37 $1.09M - $1.23M
50.4K $4.23M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 9.67%
$70.77 - $73.59 $1.02M - $1.06M
163K $11.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
281
+ 1.15%
$567.77 - $614.76 $160K - $173K
24.7K $15.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.71K
+ 11.3%
$205.52 - $234.96 $558K - $638K
26.7K $6.28M
KHC
Kraft Heinz CO

Consumer Defensive
46.6K
New
$25.63 - $28.94 $1.19M - $1.35M
46.6K $1.21M
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
+ 2.47%
$105.99 - $119.41 $248K - $279K
96.9K $11.5M
ITW
Illinois Tool Works Inc

Industrials
4.02K
+ 39.36%
$252.31 - $269.41 $1.01M - $1.08M
14.2K $3.71M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.2K
+ 17.76%
$74.93 - $80.73 $762K - $821K
67.5K $5.44M
VEA
Vanguard Ftse Developed Market

ETFs
13.8K
+ 15.51%
$56.02 - $60.3 $773K - $832K
103K $6.16M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.16K
+ 7.09%
$116.14 - $168.56 $135K - $195K
17.5K $2.95M
FLMI
Franklin Dynamic Municipal Bon

ETFs
38.8K
New
$23.96 - $24.81 $929K - $962K
38.8K $960K
BIDU
Baidu, Inc.

Communication Services
5.1K
+ 88.91%
$85.86 - $137.83 $438K - $703K
10.8K $1.43M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.69K
+ 33.58%
$117.65 - $120.08 $905K - $924K
30.6K $3.66M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.93K
+ 2.8%
$98.52 - $103.93 $585K - $617K
218K $22.5M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
45.9K
+ 12.85%
$15.5 - $16.01 $712K - $735K
403K $6.41M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.56K
+ 17.11%
$103.83 - $179.9 $162K - $280K
10.7K $1.91M
HGER
Harbor ETF Tr All Weather Infl
32.2K
+ 248.86%
$24.26 - $25.91 $780K - $833K
45.1K $1.16M
PAVE
Global X Fds Us Infrastructure

ETFs
4.9K
+ 3.26%
$44.02 - $47.63 $216K - $233K
155K $7.39M
POCT
Innovator U.S. Equity Power Bu

ETFs
18.3K
+ 187.99%
$41.27 - $43.1 $754K - $787K
28K $1.21M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
33.5K
+ 14.16%
$23.27 - $23.51 $779K - $787K
270K $6.31M
MU
Micron Technology Inc

Technology
53
+ 0.3%
$104.88 - $168.89 $5.56K - $8.95K
18K $3.01M
RTX
Raytheon Technologies Corp

Industrials
1.61K
+ 6.64%
$144.19 - $167.33 $232K - $270K
25.9K $4.33M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
24.4K
New
$30.4 - $33.62 $741K - $819K
24.4K $771K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 3.92%
$98.53 - $107.1 $268K - $291K
72.1K $7.57M
AVDE
American Centy ETF Tr Avantis

ETFs
7.04K
+ 19.02%
$73.24 - $79.04 $515K - $556K
44K $3.47M
HUM
Humana Inc

Healthcare
2.74K
+ 193.71%
$220.41 - $312.0 $605K - $856K
4.16K $1.08M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.94K
+ 26.14%
$243.93 - $275.62 $473K - $534K
9.35K $2.56M
PEY
Invesco Exchange Traded Fd Tr

ETFs
33K
+ 68.64%
$20.38 - $21.7 $672K - $715K
81K $1.71M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
21.4K
+ 6.82%
$21.89 - $23.17 $469K - $497K
336K $7.76M
PTH
Invesco Exchange Traded Fd Tr

ETFs
6.86K
+ 8.68%
$37.13 - $44.08 $255K - $302K
85.9K $3.79M
APP
App Lovin Corp

Technology
992
New
$335.1 - $718.54 $332K - $713K
992 $712K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
30.9K
+ 12.67%
$23.03 - $23.12 $711K - $714K
275K $6.33M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.9K
+ 12.86%
$45.26 - $46.63 $631K - $650K
122K $5.66M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 0.19%
$696.56 - $806.32 $10.4K - $12.1K
7.72K $6.15M
MCD
Mcdonalds Corp

Consumer Cyclical
1.31K
+ 5.21%
$291.67 - $316.99 $381K - $414K
26.3K $8M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
5.35K
+ 31.87%
$108.77 - $115.6 $582K - $619K
22.2K $2.51M
XLP
Consumer Staples Sector Spdr

ETFs
8.96K
+ 5.41%
N/A
175K $13.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.36K
+ 34.19%
$128.6 - $136.01 $560K - $592K
17.1K $2.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.88K
+ 32.27%
$53.81 - $57.52 $532K - $568K
40.5K $2.33M
CVX
Chevron Corp

Energy
1.59K
+ 4.74%
$145.57 - $161.83 $231K - $257K
35.1K $5.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.68K
+ 89.31%
$72.57 - $74.72 $630K - $649K
18.4K $1.37M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
25.5K
New
$24.87 - $25.69 $635K - $656K
25.5K $650K
ETN
Eaton Corp PLC

Industrials
1.36K
+ 17.21%
$342.99 - $392.76 $467K - $535K
9.28K $3.47M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
165
+ 1.47%
$224.68 - $282.71 $37.1K - $46.6K
11.4K $3.19M
PSLV
Sprott Physical Silver Trust

Financial Services
15.9K
+ 14.13%
$12.24 - $15.73 $195K - $251K
129K $2.02M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.04K
+ 6.5%
$195.29 - $223.85 $204K - $234K
17.1K $3.8M
NVO
Novo Nordisk A S

Healthcare
14.1K
+ 124.72%
$45.38 - $71.7 $641K - $1.01M
25.5K $1.41M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
415
+ 1.22%
$83.08 - $100.2 $34.5K - $41.6K
34.5K $3.45M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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